Clients
Visible both in the client portal and the EHR’s “About Client” section, this field tells you whether Kaiser is currently covering a client’s Allminds sessions.
What is Auth Expiration Date
This new feature helps clinicians track key documentation like progress notes, treatment plans, transfers, and discharges—and alerts them if anything is stuck in draft form.
What is the Task Manager?
Before speaking with a client’s partner about care or coping tools, this must be signed and on file.
What is a release of information (ROI)?
This is required the first time you meet with a client, whether they are new to Allminds or transferring from another Allminds provider.
What is an Intake Form
This is the state where all clients must be physically located during any Allminds session.
What is California?
Launched in fall 2025, this resource is sent to all new Allminds clients at booking and explains how to use the client portal, join their first session, and send messages.
What is the Client Welcome Guide?
Implemented to improve compliance, this button must be selected to document changes after a note is submitted.
What is the Add Addendum button?
After three cancellations and three documented outreach attempts with no response, you may proceed with this.
What is a Discharge Note
These calendar slots are highlighted in purple when they are open for 4 consecutive weeks.
What are new client intake slots?
All non-session work hours—including documentation like intake assessments, progress notes, chart notes, and treatment plans—are referred to as this. Some are automatically compensated, and others require pre-approval before submitting in timesheets.
What are Admin Hours?
These must be completed every seven days in the client portal for a client to access their session. They can be completed up to 48 hours before the appointment.
What are Check In Questionnaires / Outcome Measures / Assessments?
(Consent Form and Pre-Intake must also be completed before their first session)
Questionnaires include the Working Alliance (required on a weekly basis); PHQ-9 and GAD-7 (can be shared either weekly or biweekly). All other assessment can be toggled on/off and assigned at a weekly, biweekly or monthly cadence
More assessments to come!
This new EHR feature indicates whether a client is in Active care, Not yet started, or Pending transfer.
What is the ‘Status’ Column in Client List?
After meeting with a client for six sessions, this must be submitted to help determine the direction of care.
What is a treatment plan?
This is where all Allminds policies and procedures are available online.
What is Notion!
Bonus Point: Drop link in chat here!
This type of documentation provides an overview of a client’s treatment and can be logged in Gusto as admin time.
What is a Treatment Summary
Allminds clinicians are unable to complete these types of forms or letters for clients.
Bonus: Where should clinicians direct clients for these requests?
Accommodation letters such as emotional support animals; school or work place accommodations, FMLA, or disability or worker’s compensation.
Bonus Answer: Their psychiatrist or PCP.
This EHR feature was disabled in a platform update this year for clients who violated their attendance agreement, including those later reinstated by their provider.
What is the Transfer Note
This diagnosis is associated with symptoms like hypervigilance, irritability, negative self-beliefs, sleep disruption, and flashbacks following a specific event.
What is PTSD, Chronic?
This occurs when a client misses a confirmed session without advance notice, after you’ve called them on Zoom Phone, sent a secure message, and documented outreach in the chart.
What is a No-Show Appointment
These hours are automatically tracked in the EHR and should not be entered into Gusto timesheets, including client sessions, progress notes, intake assessments, treatment plans, and more.
What are clinical / mental health hours?
This section of the client portal allows clients to update their name (including preferred name), email, phone number, emergency contact, payment method, notification settings, and password.
Bonus: Where can clients update their physical address?
What is the Account Settings? (Located by clicking the gear icon)
Bonus answer: Providers can update this for clients through the client list in the EHR
This end-of-2025 platform update lets clinicians draft a summary, submit it to the care team for approval, then sign and send it directly from the EHR.
What are Built in Treatment Summaries?
This clinical process involves distinguishing between disorders with overlapping symptoms, such as PTSD and Acute Stress Disorder.
What is a Differential Diagnosis?
During a session, this process involves reviewing the Clinician Directory with your client, using filters to find a good fit, sharing options via secure chat, and submitting a transfer note.
What is a warm transfer?
This process involves requesting a new Kaiser authorization for Allminds (not the individual provider), after which the client receives automatic notifications to get started.
What is the process to transition an external client to Allminds that has Kaiser?