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Clinical Practice

Integrating Icosa into Clinical Practice

A practical guide for clinicians on using the Icosa assessment with clients.

Icosa ·

Icosa provides clinicians with a dimensional personality assessment that can complement existing tools. This guide covers practical integration into your workflow.

Setting Up Your Clinician Account

  1. Create an account at app.icosa.org
  2. Navigate to Account Settings and select “Upgrade to Clinician”
  3. Once upgraded, you’ll have access to the Clinician Portal with client management features

Inviting Clients

From the Clinician Portal, you can invite clients by email. When a client accepts:

  • Their assessment results become visible in your client dashboard
  • You can add clinical notes to their profile
  • You gain access to their longitudinal data if they retake assessments over time

Clients control their own data. They can revoke access at any time and control whether clinicians can see shared notes.

Using Assessment Results in Session

Before the Session

Review the client’s results in your dashboard. Focus on:

  • Formation — Which coherence band is it in? Does the name suggest stability (Poised, Balanced) or tension (Volatile, Torn)?
  • Coherence band — Is this consistent with your clinical impression?
  • Gateways — Which of the nine structural gates are open, partial, or closed? Closed gates often indicate leverage points.
  • Detected patterns — Especially safety-screen flags that may require immediate attention.

During the Session

The Harmony Grid provides a shared visual language. Instead of abstract discussion, you can point to specific dimensions:

“I notice your Empathy score is quite different from your Attunement score. What’s that like for you?”

This keeps the conversation anchored in the client’s lived experience.

Tracking Progress

When clients retake the assessment (often every 4-8 weeks during active treatment), you can track:

  • Movement in specific dimensions
  • Coherence score changes
  • Formation shifts
  • New or resolved detected patterns

This provides objective data to complement your clinical observations.

For clinical work, Standard or Comprehensive tiers are recommended. Behavioral signals captured at these depths can add clinically relevant data:

  • Response timing patterns may indicate avoidance, rumination, or impulsivity
  • Trajectory patterns show how responses shift across the assessment
  • Sequential patterns reveal dependencies between how dimensions are answered

The Quick tier is suitable for screening but has limited behavioral depth for treatment planning.

HIPAA Compliance

Icosa is HIPAA compliant. Assessment data is encrypted at rest and in transit, PHI access is logged with audit trails, and retention follows healthcare standards. Contact the team for a Business Associate Agreement (BAA) and compliance documentation.

Clinical Notes

You can attach notes to each client, categorized by type (session, assessment review, treatment plan, general). Notes support both “clinician only” and “shared with client” visibility settings.