Step 1 of 11

Your Clinician Dashboard

After logging in you land on the Clinician Dashboard. All your patients are listed here.

1Click a patient name to open their profile

2Click an evaluation link to jump straight into that evaluation

3Add New Patient to register a new patient

Step 2 of 11

Set up a report template (optional)

Visit Library in the top navigation to choose or create a report template. Templates control the structure, voice, and formatting of every report you generate. You can customise one of our existing templates — including adding your own practice header and branding — or upload past reports to create a fully custom template from scratch.

This step is optional. If you skip it, your reports will use the default NeuroScribeAI template, which you can always customise later.

Create Template Based Off Your Reports: Upload de-identified past reports and NeuroScribeAI learns your preferred structure, terminology, and tone.

Privacy note: Remove patient names, dates of birth, and any identifying information before uploading.

Customise section settings within your template

Per-section settings: Each section has its own settings — output format, recommendation caps, content types. Click any section to configure, then Approve & close.

Step 3 of 11

Open a patient & create an evaluation

Click a patient's name to open their profile, then click + Add Evaluation, give it a name, and click Create.

1+ Add Evaluation — click to create a new evaluation

Naming tip: Be specific — "ADHD Evaluation 2026" makes evaluations easy to tell apart when a patient has multiple.

Step 4 of 11

Go to evaluation, add collaterals & send forms

Click Go to Evaluation → to open it. Before filling in clinical sections, you can add collaterals and assign intake forms to send to the patient.

1Go to Evaluation — opens the evaluation

You don't need to complete every section. Only selected sections are included in the generated report.

Add collaterals

Scroll down to the Collaterals section. Add guardians and secondary collaterals whose contact details can be used to send forms.

2Add Guardian — add a parent or legal guardian

3+ Add Forms and Documents — assign intake forms or documents

Collaterals can be guardians or secondary contacts like teachers or therapists. Their contact details are used to send assigned forms directly from NeuroScribeAI.

Assign & send forms and documents

Click + Add Forms and Documents to select from the library. The library includes documents (PDFs/Word) and interactive forms patients fill out digitally.

4Developmental and Family History Questionnaire — a fully fillable digital form

★ Fillable forms — Items marked as form in the Type column are fully interactive digital forms patients complete online. Patient details like name and date of birth are pre-filled automatically.

Note: The Developmental and Family History Questionnaire populates directly into the Background section of the evaluation once the patient completes it — no copy-pasting needed.

Want to add your own forms or documents? Email your Word or PDF files to info@NeuroScribeAI.com and we'll make them available in your library. Coming soon for paid members: create and manage your own fillable forms directly in the platform.

5Email — send directly from NeuroScribeAI with one click

6Share — opens a pre-filled email in your own email client to review before sending

Email sends instantly from NeuroScribeAI. Share opens the message in your own email account if you prefer to customise it first.

Step 5 of 11

Fill in each section — your way

Each section offers multiple input methods. You can use more than one per section — combine a form with source materials, or write your own and refine it with AI. When you're done, click Mark Section Finished.

📋 Form

Structured guided questions — best for thorough data entry.

↑ Source materials

Upload documents, notes, or voice recordings. AI synthesizes them into the report.

✎ Write your own

Paste or type your own narrative. You can refine it further using Edit with AI after the report is generated.

Background section

Uses a structured form with sections for developmental, medical, educational, psychiatric, and family history. If the patient completed the Developmental and Family History Questionnaire, their responses will populate here automatically.

1Save — save your progress without finishing

2Mark Section Finished — flags this section for report generation

3Background form tab — structured guided questions

Behavioral Observations section

The Observation forms tab provides a structured checklist you check off during the testing session. The AI converts your selections into a full clinical narrative.

1Save

2Mark Section Finished

3Add Observation Form — start a new observation checklist

4Expand All — open all checklist categories at once

Multiple sessions? Add multiple observation forms per evaluation — useful when the assessment spanned more than one session.

Data section

Upload score reports (PDF) or Data Summary Sheets (Excel) under Testing Files. The AI uses these to generate the data narrative. You can also use Score Sheet to enter scores manually — when the report is generated, you will receive an Excel score sheet pre-populated with your data.

$Data section$

Results section

Paste your results narrative directly into the text field. The AI will refine it after the report is generated.

Summary & Diagnosis section

Use the Summary & diagnosis form to enter confirmed diagnoses by name or ICD-11 code, ruled-out conditions, and supporting clinical findings.

Recommendations section

NeuroScribeAI generates evidence-based recommendations tailored to the client's profile using the findings from the Summary & Diagnosis section. You can control the format, number, and types of recommendations in your template settings.

Step 6 of 11

Other input options: source materials & write your own

For any section, you can upload notes or recordings instead of using a form, or write the narrative yourself.

Source materials: Paste notes, upload a document, or upload a voice recording — the AI synthesizes everything into a coherent clinical narrative.

Write your own: Type or paste your narrative directly. It appears in the report exactly as written — and you can refine it further using Edit with AI after the report is generated.

Step 7 of 11

Generate the report

Click Generate Report in the top right. Select the sections to include, choose your template, and click Generate.

1Select only the sections you have completed

2Choose your report template

Only include sections you've filled in. Unchecked sections are excluded — easy to generate partial drafts as the evaluation progresses.

Step 8 of 11

Review & edit with AI

The report opens with all sections in the left sidebar. Expand any section to read it. Click Edit with AI to open the AI chat editor for that section.

1Edit with AI — opens AI chat editor for that section

2View and Export — preview and download

3Save as Template — save structure for future reports

In the AI editor

Type what you want changed in the chat box. The AI rewrites the section and shows tracked edits — additions in blue, deletions in strikethrough.

4Accept all changes

5Reject all changes

6Save current state

7Click an individual tracked change to accept or reject it

Example prompt

"Rewrite the background section in a more formal clinical tone. Make it more concise while preserving all key details about developmental history, academic history, and current medications."

When done, click Update Report in the top right to finalize all changes before exporting.

Step 9 of 11

Access & export your reports

All generated reports live under the Reports tab in the evaluation header.

1Reports tab — all generated reports for this evaluation

2Three-dot menu — open, export, or delete

Exporting: Use View and Export to download as Word (.docx) or PDF.

Step 10 of 11

Save as template for next time

Once you're happy with a report's structure and tone, click Save as Template from the report view. Your template library lives under the Library tab.

Multiple templates: You can have one for ADHD evaluations, one for full neuropsych, one for forensic work — each with its own settings and section configuration.

Step 11 of 11

Questions or feedback? Let us know

We're in beta. Use the Contact Us form in the footer to report bugs, request features, or share feedback.

During beta, every piece of feedback helps us improve NeuroScribeAI.

✓

You're ready to go

Dashboard → Template → Add Patient → Add Evaluation
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Collaterals & Forms → Fill Sections → Generate → Edit → Export