Patient Onboarding Toolkit

The success of digital therapeutic tools depends on how they are introduced to the patient. A clear, therapeutic rationale reduces anxiety and increases engagement.

1. Introducing "Digital In-Session Support"

When introducing Rohy AI to a patient, emphasize that it is not just another app, but a bridge to more effective sessions.

Sample Script for Providers

"I'd like to suggest we use a tool called Rohy AI between our sessions. It's a secure digital journal that uses AI to help you identify patterns in your mood and thinking. It gives us a much clearer picture of what your week actually looks like, which helps us focus on what matters most when we meet."

2. Setting Expectations

A successful onboarding includes clarifying the following:

  • Sharing is Optional: "You decide what to share with me. You can revoke my access at any time."
  • Privacy First: "The AI analyzes patterns but does not judge or diagnose you."
  • Not for Emergencies: "This tool is not monitored in real-time. If you feel you are in crisis, please use the emergency numbers we discussed."

3. The Onboarding Process (Step-by-Step)

  1. Invitation: Send the clinical invitation link from your provider dashboard.
  2. Setup: The patient creates their account and completes the initial mood tracking checklist.
  3. Sharing: The patient enables "Share with Provider" in their journal settings.
  4. Initial Entry: Encourage the patient to write their first entry immediately while the rationale is fresh.

4. Onboarding Handout (Template)

[Provider Name / Clinic Logo]

Using Rohy AI in Our Work Together

Dear [Patient Name],

We have decided to integrate Rohy AI into your treatment plan. This tool will help you capture thoughts and feelings between our sessions.

What to do:

  1. Download or access Rohy AI at rohy.ai.
  2. Use the "Journal" feature at least 3–5 times per week. Don't worry about being perfect; just write what's on your mind.
  3. If you're comfortable, enable Clinical Sharing in your settings so I can see your high-level mood trends before our next session.

Why we're doing this: Our goal is to identify recurring patterns—what triggers stress for you and what helps you feel better—so we can make our time together as productive as possible.

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