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Connecting with Your Provider

Collaborate seamlessly. Share what matters. Keep control.

Why Connect with Your Provider?

Connecting your Theryo account with your therapist, counselor, or psychiatrist creates a bridge between your daily emotional experiences and your clinical sessions.

What connection enables:

For Clients:

  • ✅ Share journal insights without repeating yourself in session
  • ✅ Let your provider see patterns you might miss
  • ✅ Bring data-backed examples to therapy ("Here's what happened Tuesday")
  • ✅ Track progress toward treatment goals together
  • ✅ Get more from limited session time

For Providers:

  • ✅ Review client context before sessions (PrepFlow)
  • ✅ See emotional patterns across time
  • ✅ Track intervention effectiveness with data
  • ✅ Collaborate on care plans and goals
  • ✅ Reduce session time spent on "catch-up"

Connection is optional. Theryo is valuable on its own for mood tracking and self-reflection. But when you connect with a provider, therapy gets more focused and efficient.

How Provider Connections Work

Two Ways to Connect

Path 1: You invite your provider

  • You're already using Theryo
  • Your provider creates a Theryo provider account
  • You send them an invitation
  • They accept

Path 2: Your provider invites you

  • Your provider is already using Theryo
  • They send you an invitation email
  • You create a Theryo account (if you don't have one)
  • You accept their invitation

📸 [Diagram: Two connection paths with arrows]

Path 1: Inviting Your Provider

Step 1: Confirm Your Provider Uses Theryo

Ask your therapist: "Do you have a Theryo provider account?"

If yes:

  • Great! Proceed to Step 2 below.

If no:

  • Share Theryo with them: theryo.com/providers
  • They can create a provider account in under 10 minutes
  • Once they're set up, proceed to Step 2

Step 2: Send an Invitation

  1. Navigate to Settings > Provider Connections
  2. Click "Invite Provider"
  3. Enter your provider's email address
    • Use their professional email (the one they used for Theryo signup)
  4. Add an optional personal message
  5. Click "Send Invitation"

What happens next:

  • Your provider receives an email invitation
  • They log into their Theryo provider account
  • They see your invitation in their dashboard
  • They accept or decline

Step 3: Wait for Provider Acceptance

Invitation statuses:

Pending:

  • Invitation sent, waiting for provider response
  • Your provider has 30 days to accept
  • You can resend invitation if needed

Accepted:

  • Provider accepted your invitation
  • Connection is now active
  • You can control what data they see

Declined:

  • Provider declined invitation (rare)
  • You can send a new invitation
  • Talk to your provider if this happens unexpectedly

Path 2: Accepting a Provider Invitation

Step 1: Receive the Invitation

Your provider sends you an email invitation from Theryo.

The email includes:

  • Provider's name and credentials
  • Invitation to connect on Theryo
  • Link to accept invitation
  • Explanation of what data will be shared

💡 Didn't receive the email? Check spam folder. If still missing, ask your provider to resend.

Step 2: Create Your Theryo Account (if needed)

If you already have a Theryo account:

  • Click the invitation link
  • Log in with your existing credentials
  • Skip to Step 3

If you don't have a Theryo account yet:

  1. Click the invitation link
  2. You'll be taken to registration
  3. Create your account
  4. Verify your email
  5. Return to accept the invitation

→ How to create an account

Step 3: Review and Accept

Before accepting, review:

What your provider will see:

  • ✅ Mood analytics summaries (if you grant access)
  • ✅ Journal entries you explicitly share
  • ✅ Goal progress (if goals are collaborative)
  • ✅ AI-generated insights you share

What remains private unless you share:

  • ❌ Individual journal entries (you choose what to share)
  • ❌ Private goals (goals you mark as private)
  • ❌ Specific emotion selections (unless in shared entries)

To accept:

  1. Click "Accept Invitation"
  2. Review data sharing preferences
  3. Click "Confirm and Connect"
  4. Connection status changes to "Active"

Managing Data Sharing

Once connected, you have granular control over what your provider sees.

What You Can Share

1. Mood Analytics

  • Dashboard summary view
  • Mood calendar (color-coded dates)
  • Weekly/monthly emotion charts
  • Year in Pixels visualization

Access levels:

  • ✅ Full access (provider sees all analytics)
  • ✅ Summary only (high-level patterns, no details)
  • ✅ No access (analytics remain private)

2. Individual Journal Entries

  • Share specific entries one at a time
  • Share entries by date range
  • Never auto-shared (you always choose)

To share a journal entry:

  1. Open the entry in your journal ledger
  2. Click "Share with Provider"
  3. Select which provider (if you have multiple)
  4. Confirm
  5. Entry appears in provider's client view

💡 Best Practice: Before therapy sessions, review your recent entries and share the ones most relevant to your treatment goals.

3. Goal Progress

  • Collaborative goals (you and provider work on together)
  • Private goals (only you see these)

To make a goal collaborative:

  1. Navigate to Goals
  2. Click on goal to edit
  3. Toggle "Share with provider"
  4. Save

4. AI-Generated Summaries

  • Weekly emotional summaries
  • Pattern analysis
  • Insights about triggers or trends

To share a summary:

  1. Navigate to Dashboard > Insights
  2. Click "Generate Weekly Summary"
  3. Review summary
  4. Click "Share with Provider"
  5. Confirm

Revoking Access

You can revoke provider access to data at any time.

To stop sharing analytics:

  1. Navigate to Settings > Provider Connections
  2. Click on provider name
  3. Go to "Data Sharing" tab
  4. Toggle off "Analytics Access"
  5. Save

To unshare a journal entry:

  1. Open the entry
  2. Click "Manage Sharing"
  3. Click "Unshare"
  4. Provider loses access immediately

⚠️ Important: Unsharing removes provider's access to that data, but they may have already reviewed it or taken clinical notes about it.

Disconnecting from a Provider

When to Disconnect

Appropriate reasons:

  • Ending therapy relationship
  • Switching to a different provider
  • Taking a break from treatment
  • Provider no longer practices

How to Disconnect

  1. Navigate to Settings > Provider Connections
  2. Click on provider name
  3. Click "Disconnect"
  4. Confirm disconnection

What happens when you disconnect:

  • ✅ Provider loses access to all your data immediately
  • ✅ Previously shared data remains in provider's records (clinical requirement)
  • ✅ You can reconnect later if needed
  • ✅ Your journal and analytics remain in your account (nothing is deleted)

💡 Best Practice: Talk to your provider before disconnecting. Abrupt disconnection may concern them about your safety.

For Providers: Inviting Clients

Step 1: Navigate to Client Management

  1. Go to /provider/clients
  2. Click "Add Client"
  3. Choose "Invite Client"

Step 2: Enter Client Information

Required:

  • Client's email address

Optional but recommended:

  • Personal message explaining what Theryo is
  • Why you're inviting them
  • What benefits they'll get

Example message:

Hi [Client Name],

I'm inviting you to connect with me on Theryo, a secure platform for mental health journaling and mood tracking.

Theryo will help you track your emotions between sessions and share insights with me so we can make the most of our time together.

It's completely optional, but many of my clients find it helpful for understanding patterns and staying connected to their progress.

Let me know if you have questions!

[Your Name]

Step 3: Send Invitation

  1. Click "Send Invitation"
  2. Client receives email
  3. Track invitation status in your client dashboard

Invitation statuses:

  • Pending - Sent, awaiting client response (30-day expiration)
  • Accepted - Client created account and accepted
  • Declined - Client declined (rare—talk to them)
  • Expired - 30 days passed without response (can resend)

Step 4: What You Can See

Once client accepts:

You automatically see:

  • ✅ Client's name and basic profile
  • ✅ Connection status

You see only if client grants access:

  • ✅ Mood analytics summaries
  • ✅ Individual journal entries they share
  • ✅ Collaborative goal progress
  • ✅ AI-generated insights they share

You never see:

  • ❌ Private journal entries (unless shared)
  • ❌ Private goals
  • ❌ Password or authentication details

→ Learn more in Provider Getting Started Guide

Managing Multiple Provider Connections

Clients with Multiple Providers

You can connect with multiple providers (e.g., therapist + psychiatrist).

To manage multiple connections:

  1. Navigate to Settings > Provider Connections
  2. See list of all connected providers
  3. Manage data sharing separately for each provider

Share different data with different providers:

  • Therapist: Share journal entries, mood analytics
  • Psychiatrist: Share mood analytics only (for medication management)
  • Support group leader: Share specific entries related to group topics

Providers with Multiple Clients

Providers see all connected clients in their client dashboard.

Client list shows:

  • Client name
  • Connection date
  • Last active (when client last used Theryo)
  • Last shared data (most recent entry shared with you)

To view a client:

  1. Navigate to /provider/clients
  2. Click on client name
  3. See client dashboard with shared data

Privacy and Security

Your Data is Protected

All provider connections use:

  • 🔒 End-to-end encryption
  • 🔒 HIPAA-compliant data sharing
  • 🔒 Audit trails (who accessed what, when)
  • 🔒 Your explicit consent required

→ Learn more about security

Provider Responsibilities

Providers agree to:

  • ✅ Maintain client confidentiality
  • ✅ Use shared data only for clinical purposes
  • ✅ Follow HIPAA and professional ethics guidelines
  • ✅ Secure their Theryo account with 2FA

Providers with Theryo accounts sign a BAA (Business Associate Agreement) to ensure HIPAA compliance.

Troubleshooting

Invitation Not Received

If your provider says they didn't get your invitation:

  1. Confirm you used the correct email address (their Theryo account email)
  2. Ask them to check spam folder
  3. Resend invitation from Settings > Provider Connections
  4. Contact support@theryo.ai if issue persists

Invitation Expired

If 30 days pass without acceptance:

  • Invitation status changes to "Expired"
  • You can resend the invitation
  • Client must accept the new invitation

To resend:

  1. Navigate to Settings > Provider Connections
  2. Find expired invitation
  3. Click "Resend"
  4. New 30-day window begins

Provider Can't See My Data

If your provider says they can't see data you shared:

  1. Check connection status - Is connection "Active"?
  2. Check sharing settings - Did you grant analytics access?
  3. Check specific entries - Did you click "Share" on journal entries?
  4. Ask provider to refresh - Sometimes they need to reload their dashboard
  5. Contact support if issue persists

Want to Change What's Shared

To change data sharing after initial connection:

  1. Navigate to Settings > Provider Connections
  2. Click on provider name
  3. Go to "Data Sharing" tab
  4. Adjust settings:
    • Analytics access (full, summary, none)
    • Individual entry sharing (unshare specific entries)
    • Goal visibility (collaborative vs. private)
  5. Save changes

Changes take effect immediately.

Best Practices

For Clients

Before each session:

  • ✅ Review your recent journal entries
  • ✅ Share entries most relevant to session topics
  • ✅ Generate and share a weekly summary
  • ✅ Update goal progress

Between sessions:

  • ✅ Journal consistently (your provider can't see patterns if you don't journal)
  • ✅ Share crisis moments or breakthroughs promptly
  • ✅ Update collaborative goals as you make progress

Communication:

  • ✅ Tell your provider you're using Theryo and what you're sharing
  • ✅ Ask your provider if they've reviewed your shared data before sessions
  • ✅ Discuss insights from your mood analytics together

For Providers

Setting expectations:

  • ✅ Explain what Theryo is during informed consent
  • ✅ Clarify that it's optional, not required
  • ✅ Describe what data you'll see vs. what's private
  • ✅ Set expectations for your response time (e.g., "I review shared entries before our sessions, but I don't monitor Theryo daily for crisis")

Using shared data:

  • ✅ Review PrepFlow before each session
  • ✅ Reference specific journal entries in session ("You mentioned on Tuesday that...")
  • ✅ Use mood analytics to identify patterns client may not see
  • ✅ Collaborate on goals using shared goal tracking

Boundaries:

  • ✅ Theryo is not a crisis monitoring tool—establish crisis protocols separately
  • ✅ Don't respond to journal entries outside of scheduled sessions (unless urgent and within your practice policies)
  • ✅ Document in session notes when you reference Theryo data

Frequently Asked Questions

Q: Does my therapist see everything I write in my journal? A: No. Your journal entries are private unless you explicitly share them. You choose what to share and when.

Q: Can I connect with a provider who doesn't have Theryo? A: Your provider needs to create a Theryo provider account first. Share theryo.com/providers with them.

Q: What if I want to stop sharing data but keep the connection? A: You can revoke data sharing without disconnecting. Go to Settings > Provider Connections > [Provider Name] > Data Sharing and adjust settings.

Q: Can my provider share my data with others? A: No. Your data is protected by HIPAA. Providers can only share with others if you provide explicit consent (e.g., consultation with another clinician) according to standard clinical ethics.

Q: What happens to shared data if I disconnect? A: Provider loses access to your live data immediately, but clinical records they created (including notes about data you shared) remain in their records per legal requirements.

Q: Can I have both a therapist and a psychiatrist connected? A: Yes! You can connect with multiple providers and control data sharing separately for each.

Q: Will my provider be notified when I journal? A: No. Providers don't receive notifications when you journal. They see shared data when they log into PrepFlow before sessions.

Getting Help

Connection Issues:

Clinical Questions:

  • Talk to your provider about how they use Theryo in your treatment

Last updated: February 12, 2026 Was this helpful? Yes | No

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