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Getting Started with Theryo

Welcome to Theryo. We're here to help you understand your emotional patterns and communicate better with your care team.

Welcome to Your Mental Wellness Journey

Starting your mental health journey can be one of the most rewarding things you do for yourself—and we're here to support you every step of the way. Theryo combines AI-powered journaling, mood tracking, and clinical collaboration tools to help you gain clarity about your emotions and work more effectively with your mental health provider.

Whether you're here to track your emotional patterns, prepare for therapy sessions, or streamline your clinical practice, Theryo is designed to fit naturally into your life.

What Theryo Does

Theryo is a HIPAA-compliant mental wellness platform that helps you:

For Clients:

  • 📝 Journal with AI guidance - Choose between structured prompts or conversational AI chat
  • 📊 Track emotional patterns - Visualize your moods over time with powerful analytics
  • 🎯 Set and achieve goals - Work toward personal wellness objectives
  • 🤝 Collaborate with your therapist - Share insights seamlessly with your mental health provider
  • 🏆 Stay motivated - Build journaling streaks and earn achievement badges

For Providers:

  • 👥 Manage your client roster - Invite clients, track connections, manage relationships
  • 📋 Create clinical documentation - Session notes, care plans, and assessments with AI assistance
  • 🚀 Prepare for sessions efficiently - PrepFlow gives you comprehensive context in under 6 minutes
  • 🔬 Access research tools - Clinical Assistant with PubMed integration for evidence-based practice
  • 📈 Track client progress - Analytics dashboard showing engagement and outcomes

Choosing Your Path

I'm a Client

You're looking to better understand your emotions, track patterns, and communicate more effectively with your therapist.

Start here:

  1. Create your account
  2. Complete your profile
  3. Create your first journal entry
  4. Invite your therapist to connect

→ Read the full Client Guide: Journaling

I'm a Provider

You're a licensed mental health professional looking to streamline documentation and enhance client care.

Start here:

  1. Create your professional account
  2. Verify your license
  3. Set up your dashboard
  4. Invite your first client

→ Read the full Provider Getting Started Guide

Account Setup for Clients

Step 1: Create Your Account

  1. Go to the client registration page at app.theryo.ai/auth/login/client
  2. Enter your email address
    • Use an email you check regularly
    • You'll need to verify this email
  3. Create a secure password
    • At least 8 characters
    • Mix of letters, numbers, and symbols recommended
  4. Select "Patient" as your account type
  5. Click "Create Account"

Step 2: Verify Your Email

  1. Check your inbox for an email from Theryo
  2. Click the verification link
    • Valid for 24 hours
    • Check spam folder if you don't see it
  3. Return to Theryo - your account is now active!

💡 Tip: Didn't receive the email? Wait a few minutes, check your spam folder, or request a new verification email from the login page.

Step 3: Complete Your Profile

  1. Navigate to your profile (click your avatar → Settings)
  2. Add personal information:
    • Name
    • Date of birth
    • Timezone (important for accurate journaling times)
    • Profile photo (optional)
  3. Configure notification preferences:
    • Journal reminders
    • Reminder time
    • Days to receive reminders
  4. Set up Two-Factor Authentication (recommended)
    • Enhanced security for your private data
  5. Click "Save Changes"

⚠️ Important: Setting your correct timezone ensures your journal entries are timestamped accurately and reminders arrive at the right time.

Step 4: Create Your First Journal Entry

  1. Navigate to the journaling feature at /user/journaling-feature
  2. Select an emotion from the emotion wheel
    • Choose from primary emotions (happy, sad, angry, fearful, disgusted, surprised)
    • Drill down into more specific feelings
  3. Choose your journal mode:
    • Prompt-based: Answer guided questions
    • AI Chat: Have a conversation with our AI
  4. Rate your intensity (1-10 scale)
  5. Write or speak your entry
    • Use voice-to-text if preferred
    • Your entry auto-saves as you write
  6. Optionally tag goals if you have them set up
  7. Complete and save

→ See detailed journaling guide

Step 5: Explore Your Dashboard

After your first few entries, visit your dashboard to see:

  • Mood Calendar - Color-coded view of your daily emotions
  • Mood Over Time Charts - Filter by 1 week, 2 weeks, or 30 days
  • Year in Pixels - Annual emotional patterns visualization
  • Recent Journal Entries - Quick access to your history
  • Goal Progress (if you've set goals)

→ Learn about mood analytics

Account Setup for Providers

Step 1: Create Your Professional Account

  1. Go to the provider registration page at app.theryo.ai/auth/login/provider
  2. Enter your professional email address
  3. Create a secure password
  4. Select "Provider" as your account type
  5. Complete additional professional information:
    • License type (LCSW, PhD, PsyD, LPC, LMFT, etc.)
    • License number
    • State of licensure
    • Practice name (optional)
    • NPI number (optional)
  6. Click "Create Account"

Step 2: License Verification

  1. Upload verification documents:
    • Copy of professional license
    • State board verification (if required)
  2. Wait for approval
    • Typically processed within 24-48 hours
    • You'll receive email notification
  3. Access granted upon verification

💡 Tip: Have your license documents ready before starting registration to streamline the process.

Step 3: Set Up Your Provider Dashboard

  1. Navigate to your dashboard at /provider/dashboard
  2. Review key metrics:
    • Unsigned sessions (need your signature)
    • Signed sessions (completed documentation)
    • Active clients count
    • Sessions over time chart
  3. Customize your view:
    • Set default filters
    • Pin frequently used sections
  4. Set up Two-Factor Authentication (required)
    • Enhanced security for PHI access

→ Read the full Provider Getting Started Guide

Step 4: Invite Your First Client

  1. Navigate to Client Management at /provider/clients
  2. Click "Add Client"
  3. Choose invitation method:
    • Invite Path: Send email invitation (client accepts)
    • Managed Account: Create account for client
  4. Enter client email address
  5. Send invitation
  6. Wait for client acceptance (Invite Path only)

💡 Best Practice: Use Invite Path for tech-comfortable clients. Use Managed Account for clients who need assistance with technology.

Step 5: Explore PrepFlow

PrepFlow is your intelligent session preparation tool. It analyzes client data and provides comprehensive context in under 6 minutes.

  1. Navigate to a client's detail page
  2. Click the "Prep" tab
  3. Review the three-tab workflow:
    • Weekly Summary: Key emotional patterns and journal highlights
    • Care Plan Strategy: Progress on treatment goals and interventions
    • Pre-Session Intelligence: AI-powered insights and recommendations
  4. Use before each session for optimal preparation

→ Learn more about PrepFlow

What's Next?

For Clients

Now that you're set up, here's how to get the most from Theryo:

Week 1: Build the Habit

  • ✅ Journal daily (even brief entries)
  • ✅ Explore different emotion categories
  • ✅ Try both journal modes (prompts and AI chat)
  • ✅ Review your mood calendar

Week 2: Connect & Collaborate

  • ✅ Invite your therapist
  • ✅ Set 1-2 personal goals
  • ✅ Start tracking goal-related journal entries
  • ✅ Review your weekly analytics

Week 3: Optimize

  • ✅ Adjust notification preferences
  • ✅ Try voice journaling
  • ✅ Generate your first AI summary
  • ✅ Share an insight with your provider

→ Explore all client features

For Providers

Now that you're set up, here's how to maximize your efficiency:

Week 1: Documentation Basics

  • ✅ Create your first session note
  • ✅ Explore AI suggestions
  • ✅ Sign a completed note
  • ✅ Review audit trail

Week 2: Client Management

  • ✅ Invite 2-3 clients
  • ✅ Review client dashboard data
  • ✅ Use PrepFlow before a session
  • ✅ Create a care plan

Week 3: Advanced Features

  • ✅ Try Clinical Assistant for research
  • ✅ Use voice transcription in notes
  • ✅ Generate a Clinical Decision Support summary
  • ✅ Export clinical documents

→ Explore all provider features

Quick Tips for Success

For Everyone

Security First

  • 🔒 Enable Two-Factor Authentication
  • 🔒 Use a strong, unique password
  • 🔒 Log out on shared devices
  • 🔒 Review privacy settings regularly

Get Support When Needed

  • 💬 Use in-app chat for quick questions
  • 📧 Email support@theryo.ai for detailed issues
  • 📚 Browse our documentation for how-tos
  • 🎥 Watch video tutorials for visual guidance

Stay Consistent

  • ⏰ Set up reminders
  • 📅 Create a routine
  • 🎯 Start small and build
  • 🏆 Celebrate milestones

For Clients

Journaling Tips

  • Write honestly - this is your private space
  • Don't worry about perfect grammar or spelling
  • Even brief entries are valuable
  • Review past entries to spot patterns
  • Share insights with your therapist

Making the Most of AI

  • Be specific in your prompts
  • Ask follow-up questions
  • Remember: AI assists, doesn't replace your therapist
  • Use AI summaries to prepare for sessions

For Providers

Documentation Best Practices

  • Document within 24-48 hours of session
  • Use AI to save time, but always review
  • Be specific (avoid vague language)
  • Link notes to treatment goals
  • Sign notes promptly

Clinical Efficiency

  • Use PrepFlow before every session
  • Leverage AI suggestions appropriately
  • Maintain clinical judgment primacy
  • Create note templates for common scenarios

Understanding Theryo's Security

Your privacy and security are our highest priorities. Theryo is built with:

✅ HIPAA Compliance - Full Business Associate Agreement (BAA) ✅ End-to-End Encryption - Bank-level security for all data ✅ Field-Level Encryption - AES-256-GCM for sensitive information ✅ Role-Based Access - You control what's shared and with whom ✅ Audit Trails - Complete logging of PHI access (7-year retention) ✅ Regular Security Audits - Third-party penetration testing

→ Read our full Security & HIPAA Compliance guide

Subscription Plans

Theryo offers flexible plans to fit your needs:

For Clients

Free Plan

  • 🆓 Forever free
  • Basic journaling features
  • Mood tracking and analytics
  • Limited AI interactions

Pro Plan ($2.99/month)

  • ✨ Unlimited AI chat
  • Advanced analytics
  • AI-generated summaries
  • Goal management
  • Unlimited journal history
  • Provider sharing

Annual Plan ($29/year)

  • 💰 Save 17%
  • All Pro features
  • Priority support

For Providers

Starter Plan ($19/month)

  • 👥 Up to 10 active clients
  • Session notes with AI
  • Basic care plans
  • Client analytics

Professional Plan ($49/month)

  • 👥 Unlimited clients
  • Full PrepFlow access
  • Advanced care plans
  • Clinical Assistant
  • Priority support

Enterprise Plan (Custom)

  • 🏢 Group practices
  • Custom integrations
  • Dedicated support
  • Training sessions

→ Compare all plans and features

Getting Help

Support Resources

In-App Help

  • 💬 Chat widget (bottom-right corner)
  • ❓ Contextual help tooltips
  • 📚 Linked documentation

Documentation

  • 📖 Complete guides for every feature
  • 🎥 Video tutorials
  • 📋 FAQs
  • 🔧 Troubleshooting articles

Direct Support

  • 📧 Email: support@theryo.ai
  • ⏱️ Response times:
    • Critical issues: Within 2 hours
    • Urgent issues: Within 24 hours
    • General inquiries: Within 48 hours

Emergency Resources

  • 🆘 Crisis hotline: 988 (Suicide & Crisis Lifeline)
  • 🆘 Emergency: 911
  • 🆘 Crisis Text Line: Text HOME to 741741

⚠️ Important: Theryo is not a crisis service. If you're experiencing a mental health emergency, please call 988 or 911 immediately.

Common Questions

For Clients

Q: Is my data private? A: Yes. Your journal entries are private by default. You control what (if anything) you share with your provider. All data is encrypted and HIPAA-compliant.

Q: How much does it cost? A: Theryo offers a free plan with core features. Pro plan is $2.99/month or $29/year.

Q: Do I need a therapist to use Theryo? A: No. Theryo is valuable on its own for mood tracking and self-reflection. Connecting with a provider is optional.

Q: Can I use Theryo on my phone? A: Yes! Theryo works on all devices - phone, tablet, and desktop. We also have mobile apps for iOS and Android.

Q: What if I miss a day of journaling? A: That's okay! We have grace periods to protect your streak. Just pick up where you left off.

For Providers

Q: Do you offer BAAs? A: Yes. Business Associate Agreements are included with all provider plans to ensure HIPAA compliance.

Q: Can I import existing client records? A: Not currently, but we're working on import tools. Contact support@theryo.ai for migration assistance.

Q: How many clients can I have? A: Starter plan supports up to 10 active clients. Professional and Enterprise plans offer unlimited clients.

Q: Is my license recognized in my state? A: We accept most state-issued mental health licenses (LCSW, LPC, LMFT, PhD, PsyD, MD, etc.). Contact us if you have questions.

Q: What happens to my data if I cancel? A: You can export all your data before canceling. We retain data according to HIPAA requirements (7 years).

Next Steps

Choose your path and dive in:

For Clients:

For Providers:

For Everyone:

Welcome to Theryo

We're excited to be part of your mental wellness journey. Whether you're here to understand yourself better or provide exceptional care to your clients, Theryo is designed to help you succeed.

Questions? Contact us at support@theryo.ai or use the chat widget in the bottom-right corner.

Ready to get started?

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

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