Overview
A Service in PsychAssist.ai is a pre-configured assessment workflow. It defines everything that happens when a patient comes in for a particular type of evaluation: what forms they receive, how many sessions are scheduled, what measures are administered, and what the report template looks like.
Why Services Matter
Most assessment psychologists run a handful of evaluation types repeatedly. An adult ADHD evaluation follows roughly the same process every time. A child autism evaluation follows its own consistent process. Services let you configure those known workflows once, and then the system handles the repetitive administrative pieces automatically every time a new patient is assigned to that service.
What a Service Contains
Diagnostic focus. The primary ICD code or diagnostic area (e.g., F90 for ADHD, F84 for ASD).
Population. Child or adult. This influences prefilled language and form selection.
Specialization. Clinical, neuropsychological, forensic, or school-based. Each specialization adjusts how the system processes documents and generates language.
Sessions. The number and type of sessions in the workflow. This might include an intake interview, one or more data collection sessions, and a feedback session. Each session specifies its duration, location, and who administers it.
Measures. The battery of assessments you typically give for this evaluation type. Listed in the order you generally administer them so the data collection interface tracks with your flow.
Forms. Which general and diagnostic-specific forms are sent to the patient portal automatically. Which internal forms are available for the clinician.
Report template. The skeleton of the report, including headings, subheadings, table placement, and section structure. This is extracted from the sample reports you provide during onboarding.
Writing rules. Your language preferences, paragraph length, transition words, terminology choices, and all other writing style elements. These are also extracted from your sample reports.
How Patients Interact with Services
When a patient is added to the platform and assigned a service, the automation begins immediately. Their portal receives the configured forms. The system knows what sessions to expect and what data to watch for. When scores are uploaded, the system knows what measures were planned and can flag if anything is missing.
Customizing at the Patient Level
Services define the default workflow for 90% of patients with that evaluation type. For the other 10%, you can make adjustments at the individual patient level:
Swap out a measure (e.g., replace WISC with KABC if they were recently tested)
Add or remove sessions
Skip the feedback session
Add measures that aren't in the default battery
These changes apply only to that patient. The service template stays intact for everyone else.
Intake-Only Option
If a referral comes in and you don't yet know what evaluation the patient needs, you can assign them to an Intake Only service. This creates a patient file, sends general forms, and sets up the intake session. After the intake, once you know the diagnostic question, you attach the appropriate service at that point.
Tips
Think globally when designing services. What do 95% of patients with this referral question receive? That's your service. The edge cases get handled at the patient level.
Similar evaluations can have separate services. If your child ADHD and child ADHD-comprehensive follow different workflows or produce different report templates, make them two distinct services.
Your onboarding specialist builds these for you. You provide the sample reports, forms, and measure lists. The technical configuration is handled for you.