ClinicZora for
Psychiatry & medication management
Med-management practices with recurring follow-ups.
Recurring 15- and 30-minute med checks, controlled substance workflows, refill queues, and PHQ/GAD tracking — all in one board so nothing slips between visits.
Workflows
The day-to-day already fits.
No configuration consultant. No 90-day implementation. The workflows below ship on day one for psychiatry & medication management.
- 01Initial evaluation with structured history
- 02Recurring med-management visit templates
- 03Refill queue with prescriber approval
- 04PHQ-9 / GAD-7 auto-send between visits
- 05Controlled substance documentation trail
Coding catalog
Pre-loaded CPT & payer lines.
- 99213 / 99214 med-management E/M
- 90833 / 90836 add-on psychotherapy
- 99417 prolonged services
Template library
Reports and notes, ready to sign.
- Initial psychiatric evaluation
- Med-management follow-up SOAP
- Controlled substance agreement
- Discharge summary
One source of truth
Every case, message, and invoice on one board.
CRM, Practice Inbox, scheduling, notes, billing, and reporting all speak the same language. Your team stops rebuilding context across five tabs.
- Role-scoped access for front office, clinicians, and billing
- Audit trail on every record change
- HIPAA-aligned infrastructure with signed BAA
Practice Inbox
Never let a patient message fall through.
SMS, email, voicemail, and portal messages route into one shared inbox — attached to the right chart, assignable to the right teammate, and closed with a clear owner.
FAQs
Questions we hear from psychiatry & medication management practices.
Can patients complete PHQ-9 before their visit?+
Yes — questionnaires auto-send on your cadence and scores flow into the visit note before the patient arrives.
How are refill requests handled?+
Requests land in a dedicated queue with the patient's active med list and last visit note attached.
Also built for
Explore other specialties.
See ClinicZora with your psychiatry & medication management workflows.
30 minutes with a specialist who knows your specialty. We'll show the templates, CPT catalog, and reporting live on your workflow.
Book a walkthrough