Before you start

• Who does this: you.
• How long it takes: about 30 minutes, plus the evaluation itself.
• Plan needed: Starter or Professional (also works for any clinician on Teams).
• Have ready: one client you're about to evaluate.

🧩 1. Set up your profile

Click the settings icon at the bottom of the left menu. Add your photo and a Communication Email if replies from families should go somewhere other than your login email. Update your credentials as this is how your reports will be e-signed. 

🧩 2. Add your first client

Open Clinical › Clients and click +. Enter the client's name, date of birth and school or site.

🧩 3. Run your first guided evaluation

1. Open Clinical › Guided Evaluations and click New Evaluation.
2. Select your client. Templates are filtered to the client's age, so you only see ones that fit.
3. Work through each domain. Use Focus mode to see one item at a time and Show Scores when you want to see results as you go.
4. Submit to see the composite score, performance band and domain summary.

🧩 4. Write your first report

Open Report Wizard, choose the client and dates, pick the report type and audience (for example, Medical/Insurance or Parent-Friendly), and select the data to include. A report uses 5 AI credits. Scores are calculated by MyTherapyWizard; AI only writes the wording.

🧩 5. Create a plan of care

Open Plan of Care, start a new plan for the client, and use Generate Goals or From Bank to add goals linked to the evaluation baseline.

🧩 6. Add your first session note

Open Schedule and click Add Session. Choose the client, date, time and type, then record session factors and goal data. Wizard my AI note drafts the note for 1 credit; you review and sign it.

A 5-minute video walkthrough is coming soon.

▶️ Watch: MyTherapyWizard Overview: Part 1

More videos: Complete a Guided Evaluation · Report Wizard · Plan of Care for Medical Necessity and Billing · Session Notes, Smart Codes and AI

💡 Why it matters

Each step adds a block of structured data, and MyTherapyWizard's clinical intelligence connects them: your evaluation sets the baseline, your goals link to it, your session notes track progress against it, and your reports pull from all of it. Entered once. Interpreted once. Reused forever.

✅ How you'll know it worked

• Your client's record shows one evaluation, one report, one active plan of care and one signed note.