Safety isn't a section. It's the standard.
Every decision we make — from who we treat to how we follow up — is built around one question: is this safe for this patient?
What this page covers
We built a dedicated page for safety because it should never be buried in a footnote. Below you'll find how we screen patients, when we choose not to prescribe, how follow-up works, who oversees your care, and how we hold ourselves accountable.
How patients are screened
Every patient begins with a comprehensive clinical assessment that includes validated screening tools (PHQ-9 for depression, GAD-7 for anxiety), a full medication and treatment history, and a review of current symptoms and their impact on daily functioning.
Our providers review each submission individually — there is no automated approval. Responses are evaluated against established clinical criteria to determine whether treatment is appropriate, whether additional information is needed, or whether a different course of care would be safer.
If anything in the assessment raises a clinical question, a provider will reach out directly before any medication is ever considered.
When we don't prescribe
We will not prescribe when it isn't safe to do so. That includes — but is not limited to — active psychosis, uncontrolled hypertension, pregnancy, a history of substance use disorder that would make certain medications unsafe, or symptoms that require a higher level of care than we can provide through telehealth.
We will also decline to prescribe when a patient's assessment suggests they would benefit more from in-person psychiatric care, emergency evaluation, or a specialist referral.
Saying no is not a rejection — it is a clinical decision made in the patient's best interest. When we decline, we explain why and help point toward appropriate next steps.
Follow-up care
Treatment does not end when a prescription is sent. Every patient has a scheduled follow-up timeline, and providers adjust care based on how the patient is actually responding — not on a fixed refill schedule.
Patients track mood and symptoms between visits, and that data is reviewed by their provider before each follow-up. If something isn't working, the plan changes. If something is concerning, the provider reaches out sooner.
Follow-ups are not gatekeeping — they are how we make sure treatment remains safe and effective over time.
Provider oversight
Every prescription is issued by a licensed, credentialed provider after clinical review of the patient's assessment, history, and current status. There is no algorithm that approves treatment on its own.
Providers are involved at the point of screening, at the consultation, at each follow-up, and any time a patient's situation changes. Clinical decisions are made by clinicians — not by software.
Patients can message their provider directly through the portal, and providers are accountable for every patient under their care.
Secure patient portal
All patient communication, clinical data, and treatment records are managed through a secure, access-controlled patient portal. Personal health information is never transmitted over unsecured channels like SMS or personal email.
Access is limited to the patient and the providers and staff directly involved in their care. Patients control their own information and can review their treatment history at any time.
The portal is the single source of truth for each patient's care — assessments, follow-ups, messages, and progress all live in one protected place.
Mood tracking
Patients are asked to log mood and symptom ratings before treatment, shortly after, and the following morning. Over time this creates a clear, objective picture of how treatment is working for that individual.
Providers review this data at every follow-up. Patterns of improvement, plateaus, or decline inform whether the current plan continues, is adjusted, or warrants a closer conversation.
This is not busywork — it is clinical data, and it directly shapes each patient's ongoing care.
Medical Director
Bravely Balanced operates under the supervision of a Medical Director who is responsible for the clinical standards that govern every aspect of patient care — from screening criteria to prescribing protocols to follow-up cadence.
The Medical Director oversees provider credentialing, reviews clinical workflows, and is the final authority on quality and safety standards across the practice.
Clinical leadership is not a title we borrowed — it is an active role that holds the entire care model accountable.
Quality assurance
Our clinical workflows are reviewed on a regular basis to ensure they meet current evidence-based standards. We track outcomes, monitor for patterns that warrant attention, and refine our protocols as the evidence evolves.
Every patient interaction — assessment, consultation, follow-up, message — is documented and reviewable. This creates accountability at every step and a record that supports safe, continuous care.
Safety is not a one-time checklist. It is an ongoing commitment that we revisit constantly, because our patients' wellbeing depends on it.