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How to Use the Berries Assistant?
How to Use the Berries Assistant?

Learn how to make the most out of the Berries Assistant.

Updated over a week ago

The Berries Assistant is your AI-powered tool for making clinical and admin work smoother and more efficient. Whether you're reviewing progress, planning your next session, or wrapping up documentation, the Assistant is there to help - offering summaries, care ideas, clinical insights, and billing code support along the way. It can also help you track patterns over time, suggest follow-up questions, recommend best practices, and even explain therapeutic techniques - all from right within the patient’s page.

1. What Can the Assistant Do?

  • Based on the patient’s session history, diagnoses, and treatment plans, the Assistant can quickly generate summaries and reports, highlight key moments, and identify patterns or shifts in progress over time.

  • Get ideas for goals, interventions, follow-up steps, homework assignments, and case conceptualization - tailored to your patient’s needs.

  • Ask for relevant CPT or ICD codes, generate billing summaries, or get clarity on how to code based on your documentation.

  • Get instant explanations of therapeutic concepts, techniques, or care strategies - whenever you need a quick refresher.

2. How to Access the Berries Assistant

You can access the Assistant directly from any patient’s page in Berries. Here’s how:

  1. Click on Patients in the top navigation bar.

  2. Select a patient from the list.

  3. On the bottom of the patient page, you’ll find the Assistant panel ready to use.

3. Ask Your Question

Type your question, and the Assistant will generate a response based on the patient’s session history, diagnoses, treatment plan, and other relevant details.

It’s built to understand the overall context, so feel free to ask specific questions, explore open-ended ideas, or dive deeper into related topics as needed.

4. Use Cases

Here are a few examples that show how the Assistant can support you throughout your workflow:

Clinical Progress & Insights

  • “How has the patient's progress changed in previous sessions?”

  • “Identify patterns in patient care from the past month.”

  • “Summarize key treatment milestones.”

Care Planning & Follow-Ups

  • “What exercises can I assign the patient before the next session?”

  • “Is the patient following their treatment recommendations?”

  • “What obstacles have been noted in recent sessions?”

  • “Suggest a treatment goal and matching intervention.”

  • “Draft a case conceptualization based on recent sessions.”

Billing & Coding Assistance

  • “Find ICD codes based on the patient’s diagnosis.”

  • “Which CPT code applies for this procedure?”

  • “Show a summary of sessions for billing review.”

  • “What code should I use for a 60-minute therapy session?”

General Knowledge & Best Practices

  • “Explain common grounding techniques for anxiety.”

  • “Provide a brief overview of CBT for depression.”

  • “List examples of DBT skills for emotional regulation.”

Important note: Your chat with the Assistant won't be saved when you leave its page. Make sure to copy or save anything important before moving to a different page.

The Berries Assistant is designed to support your workflow, but it can generate incomplete or inaccurate responses. Always review and verify any information before using it.


Schedule a Free Consultation Call

Our experts will help you get the most out of Berries and answer any questions you might have. Schedule your free consultation call here.

For any further questions, feel free to reach out to us at [email protected]. We are here to help and honored to support you in your truly important work.

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