How-to videos

See PsyFi in action, two minutes at a time

Nine short walkthroughs of the real product — no slideware. Record a session, draft a note, chat with your documentation, and put an AI front desk on the phones.

Every walkthrough uses demo data — no real patient information appears in these videos. Prefer YouTube? Watch the full series as a playlist →

Session notes

From session to signed note

Capture the session, draft the note in your format, and polish it in the drafting panel.

Record a Session from Chrome

Capture an in-person or telehealth session with the PsyFi Chrome extension and watch the transcript arrive in your workspace.

Draft Notes from a Recorded Session

Turn a recorded PsyFi Notes session into a finished SOAP or DAP note — refine it conversationally, link it to a patient, and save it to the chart.

Draft Any Note Style from Typed Shorthand

Type shorthand during the session, then turn it into a finished note in the style you use and file it to your patient's chart.

Note Styles: SOAP, DAP, BIRP and Your Own Voice

Pick the format your practice uses — or teach PsyFi your own structure and phrasing.

The Drafting Panel

Draft clinical documents side-by-side with your chat, refine them conversationally, and save them to a chart.

Your AI assistant

Ask questions, get grounded answers

Your sessions and the clinical literature, one chat away.

Chat with Your Sessions

Pull any session transcript into a conversation — summarize, compare across visits, or prep for the next appointment.

Evidence-Grounded Answers

Clinical questions answered with citations you can check — not confident guesses.

Run your practice

Charts, patients, and your front desk

Keep every client organized and let AI cover the phones.

Patients 101: Create a Patient and Build Their Chart

Create a patient, link sessions and notes to them, and build a chart that grows with every visit.

Meet the AI Front Desk

AI intake, scheduling, and phone coverage for your practice — around the clock.

Ready to try it on your own caseload?

Everything in these videos is included in the 7-day free trial — session notes, the drafting panel, patient charts, and the AI assistant. HIPAA-aligned, BAA available on every paid plan.