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How to use Focus Areas with your Caseload

This feature is currently in beta and is available to a limited number of organizations. Please check with your Clinic Admin to confirm whether your organization has access.

Focus Areas let providers pin treatment-priority symptoms so they’re always easy to find and track over time, making measurement-based care more aligned with each patient’s unique treatment goals.

Focus Areas are a way for providers to “star” specific symptoms so they appear in a dedicated Focus Areas tab within a patient’s Results > Insights view. Unlike the standard Flagged and Improving tabs (which are driven by clinical algorithms), Focus Areas are fully provider-controlled. This means you can track the symptoms that matter most for a given treatment plan and align with their treatment goals for each individual patient, making measurement-based care (MBC) more actionable and clinically relevant.


Why use Focus Areas

Focus Areas are designed to:

  • Align tracking with treatment plans – Monitor symptoms that reflect each patient’s specific goals, rather than relying only on automatic prioritization.

  • Support continuity across sessions – Focus Areas persist from session to session until removed, helping you maintain a consistent clinical focus over time.

  • Streamline session prep – The Focus Areas tab surfaces current scores, trends, and assessment sources for your pinned symptoms, making it easier to quickly review what matters before each session.

Who can use Focus Areas

  • Providers – Primary users who configure and manage Focus Areas for their own patients.

  • Clinic Admins – Can view the Focus Areas set on a patient’s profile when they have the appropriate permissions.

Focus Areas are not visible to patients in the initial release and will be a provider-facing tool only.

Where to find Focus Areas

  1. Go to the Patient’s Profile and navigate to their Results page.

  2. In the Insights section, select the Focus Areas tab.

The Focus Areas tab can display up to 5 pinned symptoms at a time, along with their scores, trends, and source assessments.


How to add a Focus Area

You can add Focus Areas from two places:

Option 1: From Symptom Insights (Flagged/Improving)

  1. Open the patient’s Results > Insights view.

  2. Navigate to the Flagged or Improving tab.

  3. Find the symptom you want to track as a Focus Area.

  4. Click the star icon next to that symptom.

  5. A confirmation message will appear, and the symptom will now show in the Focus Areas tab with a filled star indicator.


Option 2: From Assessment Results

For supported assessments, you can also star individual item responses directly from the assessment results table:

  1. Go to the Patient’s Results and open the relevant assessment.

  2. In the itemized results table, locate the specific symptom item you want to track.

  3. Click the star icon next to that item to add it to Focus Areas, even if it isn’t algorithmically flagged.


Removing a Focus Area

To remove a Focus Area, please follow the steps below:

  1. In the Patient's Profile, go to Results and navigate to the Focus Areas tab.

  2. Click the filled star icon next to the symptom you want to remove.

The symptom will no longer appear in Focus Areas. If it still meets the algorithmic criteria for being flagged or improving, it may continue to appear under those respective tabs.

If an assessment is removed from a patient’s protocol, any Focus Areas that were created from that assessment will be automatically removed as well.

Stale Focus Areas: When a Focus Area hasn't been measured in 4+ weeks, the system displays "(over 4 weeks ago)" beside the date to alert providers.


How Focus Areas differ from Symptom Insights

Our platform offers both Symptom Insights and Focus Areas to ensures that your clinical focus can reflect the goals you and your patient have agreed on, even when those goals differ from what the algorithm prioritizes.

  • Symptom Insights: Automatically surfaces flagged and improving symptoms based on clinical algorithms (e.g., severity, deterioration, suicidality).

  • Focus Areas: Allow providers to manually choose which symptoms to track closely, independent of whether they’re algorithmically flagged.


FAQs

Do Focus Areas stay from session to session?

Yes. Focus Areas persist across sessions until you remove them, supporting long-term tracking of treatment goals over time.


Can I pin symptoms that aren’t flagged by the algorithm?

Yes. You can star any supported itemized response from assessment results, even if it isn’t flagged as a priority by the algorithm.


Will my patients see Focus Areas?

No. Focus Areas are currently provider-only and are not shown in the patient experience.


Can clinic admins see Focus Areas?

Yes. Clinic admins with the right permissions can view a patient’s Focus Areas from the patient profile.

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