Clinical OS

A local-first clinical operating system for psychologists, built as an Obsidian plugin.

Manage patients, build visual case formulations, track sessions and fees, and keep a full clinical history -- all 100% offline and private.

Features

Patient Management

• One-click patient creation -- generates a standardized folder structure with a unique case ID (e.g., 001, 015), a clinical file (Ficha), and a visual formulation board (Canvas).
• Fuzzy search -- find any patient instantly with Clinical: Buscar Paciente.
• Patient registry -- auto-generated table of all patients with IDs, fees, and status.

Visual Case Formulation

• Multi-model support -- choose from built-in theoretical models (Tolin, ACT, Basic CBT) or create your own Canvas templates.
• Clinical snapshots -- save timestamped copies of your formulation board to track how your understanding of the case evolves over time.
• Snapshot history -- browse and open past snapshots with Clinical: Ver Historial del Paciente.

Session & Fee Tracking

• Session registration -- log each session with patient, date, and fee. Auto-fills fees from the patient's file or your default fee setting.
• Invoice tracking (Boletas) -- see all pending invoices at a glance and mark them as emitted one by one.
• Monthly summary -- generate a detailed report with session tables, per-patient breakdowns, totals, and a pending invoices checklist.

Clinical Tools

• Safety plan -- create a structured safety plan for any patient from a customizable template.
• Patient record export -- export a patient's full clinical file plus session history into a single document.
• Knowledge base -- the plugin seeds your vault with clinical concepts (cognitive restructuring, functional analysis, automatic thoughts, etc.) ready to be linked in your notes.

Installation

From Obsidian Community Plugins

1. Open Settings > Community Plugins > Browse.
2. Search for Clinical OS.
3. Click Install, then Enable.

Manual Installation

1. Download main.js, manifest.json, and styles.css from the latest release.
2. Create a folder called clinical-os inside your vault's .obsidian/plugins/ directory.
3. Place the downloaded files in that folder.
4. Restart Obsidian and enable the plugin in Settings > Community Plugins.

Usage

All commands are available via the Command Palette (Ctrl/Cmd + P):

Command	Description
Clinical: Nuevo Paciente	Create a new patient with case ID and formulation board
Clinical: Buscar Paciente	Fuzzy search across all patients
Clinical: Registrar Sesion	Log a session with date and fee
Clinical: Boletas Pendientes	View and manage pending invoices
Clinical: Resumen Mensual	Generate a monthly summary report
Clinical: Exportar Expediente	Export a patient's full record
Clinical: Ver Historial del Paciente	Browse formulation snapshots
Clinical: Plan de Seguridad	Create a safety plan for a patient
Clinical: Actualizar Registro de Pacientes	Refresh the patient registry table

You can also use the ribbon icons on the left sidebar for quick access to session registration and clinical snapshots.

Settings

Setting	Description
Root folder	Name of the main folder for all clinical content (default: Espacio Clinico)
Default fee	Pre-filled fee amount when registering sessions
Default clinical model	Theoretical model pre-selected when creating new patients

Privacy

This plugin works entirely offline. No patient data ever leaves your computer. There are no cloud connections, no external APIs, no telemetry. You own your data.

Contributing

Have a better definition for a clinical concept? A Canvas template for a different therapeutic model?

1. Open the note you want to propose in Obsidian.
2. Run Clinical: Proponer mejora -- your note content is copied to the clipboard.
3. Submit it as an issue or pull request on GitHub.

Approved contributions ship in the next update for all users.

License

MIT