PDF workflow for psychologists

1 min read·25 July 2026

Psychologists work with sensitive client information: intake reports, diagnostic assessments, treatment plans and referral letters. PDFrust helps bundle, watermark and compress these documents for transfer to colleagues or insurers.

Merge treatment dossier

Intake, DSM diagnosis, treatment plan and session notes are chronologically merged into one treatment dossier archived on completion.

Bundle referral letter and summary

GP referral letter, treatment summary and recommendations are bundled as a handover to the next clinician.

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Watermark psychological reports

Psychological assessments are by definition confidential. Add "CONFIDENTIAL – For the attention of [name] only" as a watermark.

Compress care orders and indications

Mental health care orders, indication decisions and authorisation requests are compressed for upload to the insurer portal.

Archive questionnaires and test results

Completed questionnaires (PHQ-9, GAD-7, SCL-90) and test scores are bundled per measurement moment in the dossier.