Therapist Guide

1. Create Your Account

Sign up at mendly.me/auth/signup

• Choose "Therapist" as your account type
• Enter your email and create a password
• Verify your email address

2. Accept Terms

Review and accept the Terms of Service and Privacy Policy to access your dashboard.

Adding a New Patient

1. Go to your therapist dashboard
2. Click "Add New Patient" button
3. Enter patient's name and email
4. Patient receives invitation email with signup link
5. Once they sign up, they appear in your patient list

Viewing Patient List

Your dashboard shows all patients with:

• Patient name
• Recent happiness trend (↑↓)
• Last check-in date
• Quick actions: View Insights, Configure Tracking

Standard Questions (125+ Available)

Choose from evidence-based questions in categories:

• Mental Health: Anxiety, depression, stress levels
• Physical Health: Sleep, exercise, nutrition
• Social: Social interactions, relationships
• Activities: Hobbies, work, self-care

Creating Custom Questions

1. Click "Configure Tracking" for a patient
2. Click "Create Custom Question"
3. Enter your question text
4. Choose input type:
   • Yes/No: Binary questions
   • Number: Countable metrics (hours, times per day)
   • Scale 1-10: Intensity or severity ratings
   • Text: Open-ended responses
5. Add optional description for clarification
6. Save and enable for the patient

Managing Questions

• Enable/disable questions at any time
• Reorder questions by dragging
• Edit custom questions
• Delete unused questions

Overall Happiness Trend

Line chart showing patient's daily happiness score (1-10) over time. Hover over points to see exact dates and scores.

Individual Metrics

View trends for each tracking question:

• Yes/No questions: Bar chart of percentages
• Numbers: Line graph showing changes
• Scales: Line graph of ratings
• Text responses: List view with dates

Correlation Analysis

See which activities/factors correlate with happiness:

• Positive correlations: When metric increases, happiness increases
• Negative correlations: When metric increases, happiness decreases
• Correlation strength: -1.0 to +1.0
• Use to identify what helps or hinders patient wellbeing

Notes History

View all patient notes chronologically. Useful for understanding context behind data.

Question Selection

• Start with 5-10 questions to avoid overwhelming patients
• Focus on metrics relevant to treatment goals
• Include both positive and negative indicators
• Review and adjust questions every 2-4 weeks

Data Interpretation

• Look for trends over weeks, not day-to-day
• Correlations show association, not causation
• Combine data insights with clinical judgment
• Discuss findings with patients in sessions

Patient Engagement

• Explain the purpose of tracking to patients
• Show patients their own data and insights
• Encourage consistent daily check-ins
• Use data to celebrate progress

Patient Not Receiving Invitation

• Check spam/junk folder
• Verify email address is correct
• Resend invitation from dashboard

No Data Showing

• Confirm patient has completed check-ins
• Check that questions are enabled
• Refresh the page

Correlations Not Appearing

• Need at least 7 days of data
• Both metrics must have numeric values
• N/A responses reduce correlation accuracy