Case and assessment tracking
See patient workflow stages, completed activities, outstanding tasks, and the next appropriate action in one place.
Built for clinical teams
Clinical operations, clearly organized.
A structured workflow for psychological evaluation practices—from patient setup and assessment planning to clinician-reviewed documentation and finalized records.
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Assessment workflowOrganized steps · Clear next actions
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IntakeIndependent diagnostic documentation
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Assessment planningEvaluation scope and instruments
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Testing and reportingPlanned activity and clinician verification
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Final clinical documentsReviewed records in the practice's workspace
The platform
Less administrative friction.
More reliable handoffs.
Cerulea Clinical Workflow supports the documentation and coordination work surrounding psychological evaluations. It is designed for authorized practice staff—not as a public patient portal or an electronic medical record replacement.
Testing and reporting plans
Organize administration, scoring, interpretation, report writing, and feedback sessions while maintaining a clear activity ledger.
Clinician-verified notes
Prepare structured clinical notes for professional review and finalization, with records filed in the practice's designated Google Drive folders.
Google Workspace integration
Built around the tools your practice already uses.
Authorized users connect their Google accounts to perform clinical workflow tasks in designated Workspace resources.
Google Drive
Locate patient folders, link existing files, and organize generated clinical documents. The application requests Drive permissions that Google classifies as broad, while its intended use is limited to configured workflow resources.
Google Docs
Create and update structured draft and finalized clinical documents, subject to the practice's clinical review procedures.
Google Sheets
Maintain case status, assessment plans, activity records, and audit information in the practice's designated workflow database.
Google Account identity
Identify the signed-in user and apply application role and authorization rules alongside the user's existing Workspace permissions.
Designed for responsible clinical use.
Clinical care and record-keeping remain the responsibility of the licensed practice. Cerulea provides workflow software to authorized organizations under separate agreements.