Setting up your PsychAssist.ai account is the first step before building services, adding patients, or generating reports. This process captures your practice information, professional credentials, and preferences that the system uses throughout the platform.

You'll receive an invitation email with a link to create your account. Enter your name, email address, and create a password. You'll also set up two-factor authentication for HIPAA compliance.

Fill in your practice details: practice name, address, phone number, and fax number. This information appears on reports, forms, and patient-facing materials. If you operate under multiple practice names or locations, you can add additional profiles later.

Enter your professional title, license number, NPI number, and state of licensure. Some clinicians (particularly school psychologists or those in non-health-professional roles) may not have an NPI. If this applies to you, select the option to proceed without one. The system will adjust report formatting accordingly.

Upload your practice logo. The system uses this on reports, the patient portal, and any outward-facing materials. For best results, use a high-resolution PNG with a transparent background.

If you have a specific letterhead format, upload that as well. Your onboarding specialist can create that for you.

Choose how you typically refer to patients in your reports. Options include: child, adolescent, adult, patient, examinee, client, or the patient's first name. Select your default and the system applies it throughout generated text.

Once your account is configured, your onboarding specialist will schedule your first session. During onboarding, you'll build your first service by providing sample reports, selecting your measure battery, and configuring forms. The account setup captures the universal settings. Onboarding configures the clinical specifics.