Patient Onboarding Toolkit

The success of digital reflection tools depends heavily on how they are introduced. Clear expectations increase engagement and reduce legal or clinical misunderstanding.

1. Introducing Rohy AI

When introducing Rohy AI to a patient, explain that it is a between-session reflection tool, not a replacement for clinical care.

Sample Script for Providers

"I'd like to suggest we try a tool called Rohy AI between sessions. It can help you capture patterns in your mood and thinking, and if you choose to share summaries with me, it may give us clearer context for our conversations. It is not an emergency service, and it does not replace clinical care."

2. Setting Expectations

A successful onboarding includes clarifying the following:

  • Sharing is Optional: "You decide what to share with me, and you can revoke access later."
  • Privacy First: "The AI may generate summaries, but it does not diagnose you and you control what, if anything, gets shared."
  • Current Compliance Limits: "Rohy AI is a fully HIPAA-compliant platform with 256-bit AES-GCM encryption for this organization."
  • Not for Emergencies: "This tool is not monitored in real time. If you feel you are in crisis, use emergency resources or contact a licensed professional immediately."

3. The Onboarding Process

  1. Invitation: Send the connection or invitation link from your provider workflow.
  2. Setup: The patient creates an account and completes their initial mood tracking checklist.
  3. Sharing: The patient decides whether to enable sharing in account settings and which categories to share.
  4. First Entry: Encourage the patient to write a first entry or check-in while the rationale is still fresh.

4. Handout Template

[Provider Name / Clinic Logo]

Using Rohy AI Between Sessions

Dear [Patient Name],

We have decided to try Rohy AI as a between-session reflection tool. It may help you capture thoughts and feelings between visits, but it does not replace clinical care or emergency support.

What to do:

  1. Access Rohy AI at rohy.ai.
  2. Use the journal or check-in features regularly in whatever format feels realistic for you.
  3. If you are comfortable, enable sharing in your settings so I can review the summaries or trends you choose to send before our next session.

Why we are doing this: Our goal is to identify recurring patterns, stressors, and helpful routines so our time together can start with better context and move more quickly into what matters.

Sources

  1. Mohr DC, et al. The Behavioral Intervention Technology Model: an integrated conceptual and technological framework for eHealth and mHealth interventions. Journal of Medical Internet Research. 2014.
  2. Torous J, et al. Using mobile health to practice evidence-based psychiatry. Psychiatric Clinics. 2015.
  3. American Psychological Association. APA Guidelines for the Practice of Telepsychology. American Psychologist. 2013.

Related: Clinical Implementation Guide · Psychometric Analysis Basics · PHQ-9 Overview