PsyFi Practice now welcomes new users with a spotlight guided tour — a two-minute walkthrough of chat, prompt templates, the drafting panel, transcripts, and the session recorder. It adapts to your plan, never interrupts existing users, and can be replayed anytime from Settings.
Quick answer: PsyFi Practice now greets new users with a guided spotlight tour — a two-minute, step-by-step walkthrough that highlights each core feature in place: starting a chat, using clinical prompt templates, saving favorites, the side-by-side drafting panel, your transcripts in Notes, a drafted note, and the session recorder. It adapts to your plan, auto-launches for new accounts only, can be skipped at any moment, and is replayable anytime from Settings → Preferences. It's rolling out now.
Until now, new PsyFi Practice users landed on a "Getting Started" checklist — a list of tasks to complete, each one requiring you to go find the feature it described. Checklists tell you that something exists. They don't show you where it is or what it looks like when you're actually using it.
For clinicians, that gap matters. The value of PsyFi Practice is a loop — talk to the AI, draft a document beside the conversation, record a session, get a transcript, turn it into a note — and the loop only clicks once you've seen each piece in its real place on the screen. So we replaced the checklist with a spotlight tour: the interface dims, one element at a time is highlighted, and a short card explains what it does and moves you to the next stop.
The whole thing takes about two minutes.
The full tour is 13 steps across three areas of the app, in the order you'd actually use them:
In chat: starting a new chat; the prompt template library (SOAP, DAP, intake, treatment plans, plus your own saved prompts); starring a prompt to pin it to your favorites for one-click reuse; the composer, including file attachments; and the drafting panel — the side-by-side workspace that opens when you draft a document together with the AI.
In Notes: the Notes tab itself, your transcript list, and a drafted note in the editing panel — where you can edit, copy, or regenerate it as SOAP, DAP, BIRP, GIRP, or narrative.
The recorder: the final stop opens the session recorder so you can see where modality and note format are chosen and where recording starts. The tour opens the recorder — it never starts a recording. That stays entirely in your hands.
So the Notes steps have something real to point at, the tour seeds a single example transcript into your account — a fully synthetic session (a fictional "Dr. Demo" and "Client A") with a drafted note attached. You get to see exactly what a finished transcript and note look like before you've recorded anything.
Not every PsyFi Practice plan includes Notes. If yours doesn't, the tour doesn't pretend otherwise: you get a focused 7-step version covering chat, templates, saved prompts, the composer, and the drafting panel, with a proper closing card — no steps pointing at tabs you don't have.
A few deliberate choices shaped this feature:
The guided tour is rolling out now to PsyFi Practice accounts as part of our early-August release. It's one of several updates in this release — see the full roundup in What's New in PsyFi Practice: August 2026.
If you're new to PsyFi Practice, the tour will find you on your first login. If you've been here a while and are curious what it covers, Settings → Preferences has the replay button waiting.
PsyFi Practice is HIPAA-aligned clinical AI software backed by a Business Associate Agreement. For questions about implementation in your practice, contact our onboarding team at [email protected].
