Know how your client's week went before they sit down

You see a client for an hour. What comes back into the room about the other six days is whatever they remember on the way over, and memory leans toward the last day or two and the worst moment.

A short check-in each evening captures the day while it is still fresh. Over a few weeks that becomes a picture neither of you could have reconstructed from recall.

1. Choose the questions for a client from a library of 125 wellbeing questions, or write your own.
2. Invite the client by email. They can check in from a browser or the Mendly app on iPhone and Android.
3. Each day they get a reminder at the time you set and answer in about two minutes.
4. Before the session, open their page and look at the week.

• A mood score for every day they checked in, charted over 7, 30 or 90 days or all time
• Their answer to each question you set, day by day
• Any notes they wrote, in their own words, with the date
• Which tracked factors lined up with better and harder days
• Scores from any standardized questionnaires you assigned, such as the PHQ-9 or GAD-7
• A weekly summary email with how many clients checked in and how many may need attention (names and scores stay in Mendly)

Mendly does not do notes, scheduling, billing, claims, telehealth or intake. It sits alongside whatever practice software you already use.

It does not diagnose. You can assign standardized questionnaires such as the PHQ-9 and GAD-7, and their scores are there to inform your clinical judgement, not to stand in for it.