Psychological counseling digital management platform based on low-code development
Through low-code development technology, the digital management platform for psychological counseling has been built, which solves the existing platform's high cost, insufficient customization and information security problems, and achieves efficient collaboration and information security, improving the efficiency of consulting services and the professional competence of consultants.
Patent Information
- Application Number
- CN202411148166.8
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2024-08-21
- Publication Date
- 2024-12-27
AI Technical Summary
The existing digital psychological counseling management platform has high cost of development and use and insufficient customization, which has led to paper or manual management in small institutions, which is difficult to meet the collaboration needs of different institutions, and there are loose information permissions, risk of leakage and untimely measurement feedback. question.
Using low-code development technology to build a digital management platform for psychological counseling, including appointment, screening, interview, consultation, supervision, referral and measurement evaluation modules, to realize the cooperation between visitors, consultants and supervisors, ensure information security through permission management, and provide Highly customized measurement settings and automated process push.
It reduces management costs, improves collaboration efficiency and service standardization, ensures information security, significantly improves consulting service efficiency and consultant professional competence, adapts to the needs of different institutions, reduces manual work, and reduces ethical risks.
Smart Images

Figure CN119207833A_ABST
Abstract
Description
Technical Field
[0001] The present invention relates to the field of psychological counseling technology, and specifically to a digital management platform for psychological counseling developed based on low-code. Background Art
[0002] Psychological counseling refers to the professional helping process of using clinical and counseling psychology theories and techniques to eliminate or alleviate the psychological distress of the seekers and promote their mental health.
[0003] At present, psychological counseling is a professional service with a complex process. Its service process includes multiple links such as appointment, preliminary screening, initial interview, formal consultation, consultation supervision and consultation case closure or referral. There are standardized service processes between each link, involving the collaboration of visitors, counselors, supervisors and other parties. In order to ensure that the service process complies with institutional regulations and industry norms, a complete collaborative mechanism is needed in the service process to transmit information, track case progress and manage service quality.
[0004] Different institutions have different needs for collaborative mechanisms and have customized requirements. For example, psychological counseling internship institutions (such as the Applied Psychology Professional Degree Graduate Training Center of Zhejiang University and the Mental Health Service Center of the Department of Psychology of Beijing Normal University) train interns to develop professional competence under supervision and require interns to submit professional records to corresponding supervisors for review. After the counselors revise them until they meet the requirements of the regulations, they can be signed and approved by the supervisors. Commercial psychological counseling service institutions assume that counselors have the ability to actively follow the regulations and independently implement the regulations. They do not need a supervisory review process, but may need different preliminary screening questionnaires.
[0005] At present, the commonly used digital management platforms for psychological counseling have problems such as high development or use costs, insufficient customization, and the default user is professional and mature. As a result, small psychological counseling institutions mostly use paper or manual management. Internship institutions need multi-platform collaboration and manual supervision. They need a digital management platform with controllable costs, high customization, and a complete collaborative mechanism. In addition, psychological counseling must comply with the principle of confidentiality. Paper-based manual management of information has loose permissions and is easy to leak. Scientific measurement of the psychological counseling process requires the management platform to provide highly customized measurement settings and timely feedback at each stage to improve the effectiveness of counseling services and the professional competence of counselors. Summary of the invention
[0006] The purpose of this invention is to provide a digital management platform for psychological counseling based on low-code development to solve the above-mentioned problems:
[0007] To achieve the above purpose, the present invention provides the following technical solution: a digital management platform for psychological counseling based on low-code development, comprising an appointment module, a screening module, an initial interview module, a consultation module, a supervision module, a referral and case closing module, wherein:
[0008] The appointment module is developed through low-code. Visitors can use the terminal server to obtain consultant information and appointment information in this module, and can adjust the consultation schedule;
[0009] The screening module is used to conduct preliminary screening of visitors to determine their appropriate counseling plans and processes;
[0010] The interview module supports the recording and analysis of information from the initial interview, filling out psychological questionnaires, and ensuring accurate and complete recording of information through low-code development;
[0011] The consultation module allows counselors to use the terminal server to obtain visitor information, supervisor feedback and schedule information, arrange consultations, adjust consultation arrangements, fill in consultation record forms, modify form contents, fill in psychological scales, arrange consultation closures, apply for consultation referrals, and provide supervisor feedback;
[0012] The supervision module enables the supervisor to obtain the consultant information, visitor information and consultation record form through the terminal server, and then send feedback and approve the consultation record form;
[0013] The referral and case closing module handles the relevant processes and information management of consultation closing or referral, ensuring the standardization of processes and accurate transmission of information.
[0014] Preferably, it also includes a permission management module, which is based on a low-code technical architecture and strictly limits the permissions of other personnel, except counselors and supervisors, to obtain visitor information, thereby ensuring that the entire service process of psychological counseling follows the principle of confidentiality and avoids the risk of visitor information leakage and violation of ethical codes.
[0015] Preferably, a measurement and evaluation module is also included. This module uses the convenience of low-code development to provide highly customized measurement settings according to the specific needs of the organization in each link such as appointment, preliminary screening, initial interview, formal consultation and consultation closure or referral, and promptly and accurately feed back the measurement and evaluation results to counselors and supervisors. For example, key information such as symptom monitoring and consultation progress evaluation during the service process is delivered in a timely manner, which helps counselors and supervisors improve the effectiveness of consultation services, especially plays an important role in improving the professional competence of counselors in training.
[0016] Preferably, the platform is built based on an advanced low-code development platform, making full use of the efficiency and flexibility of low-code development to achieve efficient collaboration among visitors, counselors, and supervisors. At the same time, it allows platform managers to easily track service progress through terminal servers, urge all parties to strictly follow the specifications for services and training, and ensure the standardization and professionalism of the entire psychological counseling service process.
[0017] Preferably, the platform takes advantage of digital technology to automatically push relevant information of consulting services according to preset standard processes, and ensures that sensitive information is safely and accurately transmitted between different entities in accordance with established rules and methods, thereby effectively improving collaboration efficiency and work standardization, and significantly reducing potential ethical risks in the service process.
[0018] Preferably, the digital platform significantly saves a lot of originally tedious manual work by optimizing work processes and information management, and plays a key role in the standardized training of trainee counselors, providing them with systematic, comprehensive and efficient support, effectively improving the training results of trainee counselors and promoting the rapid growth of their professional capabilities.
[0019] Preferably, the platform, with its powerful online storage and rapid information transmission functions, can quickly share key information between different entities. It not only stores a large amount of valuable consulting data and information online, but also realizes real-time interaction of information, significantly improves service efficiency, and effectively reduces the inefficiency caused by traditional management methods.
[0020] Preferably, the key technical point of the platform is to make full use of the digital platform to carry out comprehensive and automated management of the practical training process of trainee counselors, and to achieve flexible customization and efficient operation of functional modules through low-code development, which greatly improves service efficiency and counselor training effects, significantly saves managers' manpower investment in supervision and coordination, and realizes the intelligent and standardized management of psychological counseling services.
[0021] Preferably, the terminal server can be selected as a mobile phone or a computer; the low-code development refers to a development environment that does not require traditional handwritten code, but creates application software through easy-to-use methods such as graphical drag and drop, parameter configuration, etc.
[0022] The beneficial effects of the present invention are as follows:
[0023] The present invention is based on low-code development and builds a digital management platform to achieve collaboration among visitors, consultants, and supervisors. At the same time, platform managers can effectively track the consultation and supervision process without violating the principle of confidentiality. The platform's automation function will automatically track, feedback, and standardize all service processes to improve standardization and compliance.
[0024] The present invention provides a professional low-code solution for multiple professional links including appointment, preliminary screening, initial interview, formal consultation, consultation supervision and consultation closure or referral, and provides a low-cost, highly customizable multi-user, multi-device unified platform for the digital management of psychological counseling in different institutional scenarios. BRIEF DESCRIPTION OF THE DRAWINGS
[0025] Figure 1 Arrange a process step flow chart for psychological consultation;
[0026] Figure 2 A digital management platform for collaboration among visitors, counselors, and supervisors; DETAILED DESCRIPTION
[0027] At present, in the field of psychological counseling, commonly used digital management platforms (such as the Rig Psychological Counseling Management System) have many thorny problems. First, the development and use costs of these platforms are high, which is a heavy burden for many small psychological counseling service agencies with limited resources. Second, their degree of customization is difficult to meet actual needs and cannot flexibly adapt to the unique workflows and business characteristics of different agencies. Third, such platforms usually assume that users are experienced professionals or medical personnel who can practice independently, which is not friendly to those growing psychological counseling practice agencies and small agencies.
[0028] The existence of these problems has led to a series of adverse consequences; many small psychological counseling service agencies have to continue to use traditional paper-based or manual management methods because they cannot afford the high costs and adapt to the limitations of the platform. This method is inefficient and prone to errors; and in order to make up for the shortcomings of commonly used platforms, psychological counseling internship agencies often need to use multiple document collaboration platforms at the same time. For example, one system is used for appointments, and another platform is used for document writing and review. In addition, a large amount of manpower is required to supervise the implementation of each specific link, which greatly increases the complexity and cost of the work.
[0029] In addition, the psychological counseling industry has its own professional ethical standards that must be strictly followed, among which the principle of confidentiality is of vital importance; during the entire psychological counseling service process, no one except the counselor and his / her supervisor should obtain psychological counseling information; however, the paper-based and manual management methods are very loose in terms of information authority management. In order to track and supervise the process, platform managers are often given great information authority, which brings huge risks of visitor information leakage and violation of ethical codes.
[0030] At the same time, in order to give full play to the scientific measurement function of the psychological counseling process, the management platform needs to provide highly customized measurement settings in each link (including appointment, preliminary screening, initial interview, formal consultation, and consultation closure or referral), and be able to promptly and effectively feedback the measurement results to counselors and supervisors; however, the existing management platform performs poorly in this regard and cannot meet the specific needs of institutions for data measurement and use; for example, many institutions hope to be able to promptly feedback information such as symptom monitoring and consultation progress evaluation to counselors and supervisors during the service process to help them improve the effectiveness of counseling services, but the existing platform is difficult to do so.
[0031] In response to the above problems, the present invention proposes a digital management platform for psychological counseling based on low-code development, and adopts a series of targeted solutions:
[0032] First of all, in the initial stage of platform construction, the comprehensive needs of the digital management platform for psychological counseling were clarified, and functional modules including appointment module, screening module, initial interview module, consultation module, supervision module, referral and case closing module, authority management module and measurement and evaluation module were planned; in addition, the YiDa platform, a suitable low-code development platform, was carefully selected, and meticulous technical configuration and environment construction work was carried out, laying a solid foundation for the efficient operation of the platform.
[0033] In terms of visitor operations, visitors can conveniently access the platform's appointment module through their personal mobile phones or computers; in this module, they can view in detail the comprehensive introduction of different counselors, covering key information such as areas of expertise, work experience, consulting fees, etc., so that they can flexibly choose suitable counselors and appointment times according to their own needs and schedules; if adjustments to the consultation arrangements need to be made, such as changing the time or canceling the appointment, the corresponding operations can be easily completed in the appointment module; at the same time, visitors need to fill in some preliminary psychological scales, which will provide important reference for subsequent consultation and screening work, greatly improving the convenience and efficiency of visitors in obtaining consulting services.
[0034] During the screening process, the screening module will conduct a comprehensive preliminary screening based on the preliminary information filled out by the visitor at the time of the appointment, such as symptom description, purpose of consultation, etc., using pre-set rules; and then determine the most suitable consultation plan and process for the visitor, such as whether further evaluation is needed, whether the visitor should be referred to a hospital, or whether it is appropriate to enter the consultation stage directly, etc., providing visitors with personalized and accurate consultation plans.
[0035] During the initial interview, the initial interview module will be launched in a timely manner; the interview can be conducted in a variety of flexible ways such as online video, voice or face-to-face meetings according to the institution's settings; during the interview, all key information, including the psychological measurement results filled in by the client, the client's detailed statements, emotional reactions, and the counselor's professional questions and case conceptualization, will be fully recorded in the interview module; after the initial interview, the system automatically pushes the interview record form for the counselor to complete the structured record to ensure the consistency and professionalism of the consulting service. The content and format of the interview record form can be customized on the corresponding page according to the needs of the institution.
[0036] As for the work of counselors, they can obtain comprehensive detailed information of visitors through the counseling module, including preliminary information filled in at the time of appointment, results of screening module and detailed records of initial interview; based on this rich information, counselors can arrange counseling time and method more reasonably; during the counseling process, counselors can fill in detailed counseling record forms according to the set template, accurately record the specific content of the counseling and the latest progress of the counseling; if adjustments to the counseling arrangements are required, such as increasing the number of consultations, changing the consultation time and other complex operations, they can all be done conveniently in the counseling module; at the same time, counselors can also flexibly fill in and modify relevant psychological scales according to the specific requirements of the organization and the actual situation of the visitors; at the end of the counseling, if the counselor believes that the case needs to be closed or referred, he or she can quickly apply in the counseling module and provide the supervisor with real feedback on the key issues and valuable opinions in the counseling process, which significantly improves the efficiency and quality of counseling services.
[0037] In terms of supervisor work, supervisors can obtain comprehensive and detailed information about counselors and clients through the supervision module, including important information such as counseling record forms and psychological scale results; supervisors will carefully evaluate the counselor's work performance and the client's actual situation, and then send professional feedback to the counselor, accurately point out the advantages and disadvantages of the counseling process, and strictly review and approve the counseling record forms, which effectively guarantees the standardization and professionalism of counseling services. The pairing of supervisors and counselors can be achieved using the role permission settings of the Yida platform to avoid records being sent to the wrong people and causing the leakage of counseling information. The timeliness of the supervisor's approval can be achieved through instant message push and task bar settings, helping counselors and supervisors to easily view and manage records and avoid omissions during the modification process.
[0038] In the referral and case closing process, after receiving the case closing or referral application from the counselor, the referral and case closing module will strictly follow the pre-set standard process for detailed processing; if it is a case closing, all information of the entire consultation process will be systematically organized and properly archived; if it is a referral, relevant resources will be actively coordinated to ensure that the visitor can be smoothly transferred to the most appropriate consultation channel, ensuring the smooth process and accurate transmission of information.
[0039] In terms of permission management, the permission management module plays a key role in the entire service process; except for counselors and supervisors who can obtain corresponding visitor information according to their clear responsibilities (i.e. role permission settings), other personnel, such as platform administrators, cannot directly obtain visitors' sensitive information; even platform administrators can only effectively track and manage service progress at a level that does not involve specific visitor information, thereby ensuring the security and confidentiality of visitor information to the greatest extent.
[0040] In the measurement and evaluation phase, the measurement and evaluation module can provide highly customized measurement settings according to the specific needs of the institution in each key link, such as appointment, preliminary screening, initial interview, formal consultation and consultation closure or referral. For example, in the appointment phase, some preliminary mental health questionnaires can be flexibly set up; during the consultation process, visitors can be regularly arranged to fill out symptom assessment scales; and the results of the measurement and evaluation can be fed back to counselors and supervisors in a timely and accurate manner. For counselors in training, these timely and accurate feedback information will become an important basis for them to improve their professional competence and effectively promote the professional growth of counselors.
[0041] In terms of platform management and optimization, platform managers will regularly conduct comprehensive monitoring and in-depth evaluation of the platform's operation; continuously optimize and improve the platform's functions based on actual usage and valuable user feedback; and make full use of the significant advantages of low-code development to respond quickly to changing needs, and promptly adjust and improve the functions of each module to ensure that the platform can always perfectly adapt to the ever-evolving and changing new needs of psychological counseling services, and provide users with a consistent high-quality service experience.
[0042] Working principle: Visitors log in to the reservation module of the platform through mobile phones or computers, obtain the information of the counselor and the available appointment time, adjust the consultation arrangement according to their own needs, and fill in the relevant psychological scale. The screening module screens according to the preliminary information filled in by the visitor and determines the appropriate consultation plan and process.
[0043] During the initial interview phase, the interview module accurately records and analyzes interview information, providing a basis for subsequent consultations. The counselor obtains detailed information about the client, feedback from the supervisor, and his or her own schedule through the consultation module, so that he or she can arrange consultations reasonably, adjust consultation arrangements according to actual conditions, fill in and modify consultation record forms, psychological scales, etc., arrange consultation closure or apply for consultation referral when necessary, and provide feedback to the supervisor.
[0044] With the help of the supervision module, the supervisor obtains comprehensive information about the counselor and the client as well as the consultation record form. After careful evaluation, the supervisor sends feedback and approves the consultation record form.
[0045] The referral and case closing module strictly handles the relevant processes and information of consultation closing or referral in accordance with the specifications to ensure the accurate transmission of information and the smooth progress of the process.
[0046] Throughout the entire process, the authority management module strictly limits the access of other personnel except counselors and supervisors to the visitor's information, ensuring that psychological counseling follows the principle of confidentiality and avoids the risk of information leakage. The measurement and evaluation module provides highly customized measurement settings at each stage according to the needs of the organization, and promptly feeds back the measurement and evaluation results to counselors and supervisors to help them improve the effectiveness of counseling services, especially to help trainee counselors improve their professional competence.
[0047] The platform uses the efficiency and flexibility of low-code development to achieve efficient collaboration among visitors, consultants, and supervisors, as well as effective tracking of service progress by managers. Through digital technology, it automatically pushes consulting service-related information according to the preset standard process, ensuring the safe and accurate transmission of sensitive information between different entities, optimizing workflow and information management, saving manual work, and improving service efficiency.
[0048] The above-mentioned embodiments only express the implementation methods of the present invention, and cannot be understood as limiting the scope of the invention patent, nor is it any form of limitation on the structure of the present invention. It should be pointed out that for ordinary technicians in this field, several changes and improvements can be made without departing from the concept of the present invention, which all belong to the protection scope of the present invention.
Claims
1. A digital management platform for psychological counseling based on low-code development, characterized by: It includes appointment module, screening module, initial interview module, consultation module, supervision module, referral and case closing module; among which: The appointment module is developed through low-code. Visitors can use their personal terminal devices to obtain consultant information and appointment information in this module, and can adjust the consultation schedule; The screening module is used by the institution to customize the initial screening of potential visitors to determine the appropriate consultation plan and process; The initial interview module supports the recording and analysis of information from the initial interview, filling out the psychological scale, and ensuring accurate and complete recording of information through low-code development; The consultation module allows counselors to use the terminal server to obtain visitor information, supervisor feedback and schedule information, and can arrange consultations, adjust consultation arrangements, fill out consultation record forms, modify form contents, fill out psychological scales, arrange consultation closures, apply for consultation referrals, and respond to supervisory opinions; The supervision module enables the supervisor to obtain the consultant information, visitor information and consultation record form through the terminal server, and then send feedback and approve the consultation record form; The referral and case closing module handles the relevant processes and information management of consultation closing or referral, ensuring the standardization of processes and accurate transmission of information.
2. According to claim 1, a digital management platform for psychological counseling based on low-code development is characterized by: It also includes a permission management module, which is based on a low-code technical architecture. Except for the corresponding counselors and supervisors, it limits the permissions of other personnel in the organization to obtain visitor information, thereby ensuring that the entire service process of psychological counseling follows the principle of confidentiality and avoids the risk of visitor information leakage and violation of ethical codes.
3. According to claim 2, a digital management platform for psychological counseling based on low-code development is characterized by: It also includes a measurement and assessment module, which uses the convenience of low-code development to provide highly customized measurement settings based on the specific needs of the organization in each link such as appointment, preliminary screening, initial interview, formal consultation and consultation closure or referral, and promptly and accurately feedback the measurement and evaluation results to counselors and supervisors.
4. According to claim 3, a digital management platform for psychological counseling based on low-code development is characterized by: The management platform is built on an advanced low-code development platform, making full use of the efficiency and flexibility of low-code development to achieve efficient collaboration among visitors, consultants, and supervisors. At the same time, it allows platform managers to easily track service progress through terminal servers and urge all parties to strictly follow the specifications for service and training.
5. According to claim 4, a digital management platform for psychological counseling based on low-code development is characterized by: The management platform takes advantage of digital technology to automatically push relevant information of consulting services according to preset standard processes, ensuring that sensitive information is transmitted safely and accurately between different entities according to established rules and methods.
6. According to claim 5, a digital management platform for psychological counseling based on low-code development is characterized by: The management platform optimizes workflow and information management, saves manual work, provides systematic, comprehensive and efficient support, effectively improves the training results of trained consultants, and promotes the rapid growth of their professional capabilities.
7. According to claim 6, a digital management platform for psychological counseling based on low-code development is characterized by: The management platform has the functions of online storage and rapid information transmission, quickly shares key information between different entities, stores consulting data and information online, and realizes real-time information interaction.
8. According to claim 7, a digital management platform for psychological counseling based on low-code development is characterized by: The management platform makes full use of the digital platform to conduct comprehensive and automated management of the practical training process of trainee consultants, and uses low-code development to achieve flexible customization and efficient operation of functional modules.
9. According to claim 1, a digital management platform for psychological counseling based on low-code development is characterized by: The terminal server can be selected as a mobile phone or a computer; the low-code development refers to a development environment that does not require traditional handwritten code, but creates application software through easy-to-use methods such as graphical drag and drop, parameter configuration, etc.
Citation Information
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