Disorder-informed treatment plans
DSM-informed criteria, differentials, symptom checklists, SMART goals, modality phases, interventions, assignments, and exportable plans.
Plans stay connected to careClinical workflow software for mental health practices
From intake notes to living treatment plans.
WiseOwli helps therapists, psychologists, and growing practices turn clinical documentation into structured assessment, evidence-informed planning, session-by-session progress tracking, patient assignments, and billing-ready records.
Clinician-controlled AI · DSM-informed planning · Role-based practice workflows
Clinical CompanionOne patient record · DSM-informed
Diagnostic guidance
Generalized Anxiety Disorder
DSM-informed guidance with symptom screening, differential considerations, SMART goals, and modality phases.
DSM-5-TRGAD-7CBT phases
Treatment Journey
Psychoeducation & worry monitoring
Current phase: psychoeducation and worry monitoring. Two prior sessions addressed cognitive restructuring.
Phase 2 of 53 sessions
The Clinical Companion — one record, from diagnostic understanding to phase-by-phase progress.
One connected workflow from first intake to paid session.
WiseOwli keeps documentation, assessment, planning, progress, patient engagement, and billing connected around the same clinical record.
01No blank page
Intake
Capture presenting concerns, history, risk, goals, and clinical context without starting from a blank page.
02Scored digitally
Screen
Use symptom checklists and digital measures such as PHQ-9, GAD-7, BDI, AUDIT, DAST-10, and AOQ.
03Disorder-linked
Plan
Build disorder-linked SMART goals, interventions, modality phases, and between-session assignments.
04Clinician-reviewed
Document
Write structured session notes with clinician-reviewed AI support for summaries, themes, and next steps.
05Plan continuity
Track
Track the current phase of care, prior phase work, repeated measures, and plan continuity over time.
06Payer-ready
Bill
Move completed sessions into payment requests, billing review, payer-ready reports, and revenue visibility.
The Clinical Companion keeps treatment planning practical.
Instead of leaving clinicians with static templates, WiseOwli guides the path from diagnostic understanding to screening, planning, and client-facing follow-through.
Why clinicians use it
Clinical support without handing over clinical judgment.
Move from diagnostic criteria and symptom review into a structured treatment plan without jumping between disconnected templates.
PlanThe clinician remains responsible for every diagnosis, goal, intervention, and report.
ReviewEach plan stays connected to session notes, phase progress, assignments, and measurement-based outcomes after intake.
TrackEverything a clinical team needs around the treatment plan.
WiseOwli brings clinical depth and practice operations together without making the clinician rebuild context in a different tool at every step.
AI-assisted session notes
Structured notes, symptom extraction, possible disorder suggestions, payer-ready reports, and clinician-approved outputs.
AI remains advisoryAssessments and outcomes
Send and score PHQ-9, GAD-7, BDI, AUDIT, DAST-10, and AOQ digitally, then keep results tied to the patient record.
No spreadsheet scoringTreatment Journey
See the current treatment phase, phases addressed in prior sessions, session count per phase, and plan continuity.
Progress is visiblePortal, assignments, messages
Patients can complete assessments, view assignments, request appointments, and securely message the practice from one portal.
Care continues between sessionsScheduling, billing, roles
Appointments, reminders, billable sessions, payment links, revenue dashboard, and role-based access for staff.
Less admin cleanupBuilt for both clinicians and the practice team.
Providers get clinical continuity. Admins, schedulers, and billers get the operational workflows that keep care moving.
For providers
- Clinical dashboard and patient records
- Guided disorder assessment companion
- Session notes connected to the treatment plan
- Assignments, secure messages, and patient follow-through
For practices
- Scheduling and patient appointment requests
- Appointment reminders from the same record
- Online payment links and billing dashboard
- Admin, scheduler, biller, manager, and provider roles
Designed for sensitive clinical work.
WiseOwli is built around clinician review, role-aware access, and careful handling of mental health records.
Clinician approval
AI never finalizes diagnoses, plans, or reports without provider review.
Role-based access
Providers, schedulers, billers, and admins see appropriate practice workflows.
Patient privacy
Clinical records, notes, assessments, and portal messages are handled as sensitive health data.
Clinical support
WiseOwli supports professional judgment; it does not replace provider responsibility.
See how WiseOwli fits your clinical workflow.
Walk through intake, assessment, treatment planning, session documentation, patient engagement, and billing in a demo built around your practice.