This will alert all clinical staff immediately. For serious incidents only.

Choose something only you know, at least 14 characters. A few unrelated words is stronger and easier to remember than a short complex password — for example harbour-lantern-thistle (23 characters).

Changed phone? Scan this code with the authenticator app on your new device, then enter the 6-digit number it shows. Your old device stops working once this is done.

Cannot scan? Enter this key by hand:

Share something helpful for the team — an article, a video, a podcast, a course, or a piece of CPD. Paste the link and give it a title.

Policy — upload the signed PDF. Staff will read this inside the relevant onboarding module.

Saved as a new dated entry. The previous goals are kept and shown under Goals history.

For this staff member. Stored securely — only Masters can open it.

This is the address they sign in with. When you add them, they'll get an email invitation to set up their own passphrase and authenticator — nothing else for you to do.

You can drag and drop documents or policies here. The file name is saved so they appear in the library and can be sent later.

Policy documents must have a review date set for any future date up to 5 years ahead.

Preview mode: this logs the send so you can see how it works. Real emails start sending once the platform is hosted.

Use this once the signed paperwork has come back so it is stored on the profile as a record.

A note for the next staff member seeing this client — concerns or things to look out for. Shared between therapists and Programme Guides, and shown when the next session is recorded.

Notes, interventions and extra sessions are recorded on the client's record but do not count toward the 42-session programme progress. For one of the 42 programme sessions, close this and use + Record programme session instead.

For this client. Stored securely — only signed-in staff can open it.

On booking, a confirmation with a calendar invite is emailed to the staff member and to the client (if they've consented to email contact).

Creates a linked 💬 Therapy-only account for this client — for continuing therapy after the programme. Their 📚 Programme account stays live and unchanged, so all their history is kept. The two accounts are linked so you can move between them.

Archiving this client removes them from active client lists, caseloads and pickers — but their whole record is kept, exactly as it is. You can restore them at any time.

This cannot be undone. Deleting this client also destroys their session notes, medical records, communications, handover notes, assessments, incidents and appointments.

This is meant for records created in error or for test data. For a client who has finished with the Programme, use Archive instead so the record is retained.

Removing this person deletes their profile and their sign-in for good. Their name stays on any notes, sessions or incidents they already wrote, so those records are kept. Their own training answers and uploaded documents are removed with them.

For someone who genuinely worked here, use Deactivate instead — it blocks their access immediately but keeps the account. Delete is meant for test or mistaken accounts.

The original note is never changed. What you write here is added underneath it, with today's date and your name — so the record shows clearly what was written at the time and what was added afterwards.

Change or remove this client's therapist or Programme Guide. Choose — None — to take someone off. When you swap or remove someone, the previous assignment is kept in the history below for the record — nothing is lost.

Over the last 2 weeks, how often has the client been bothered by the following? (0 = Not at all · 1 = Several days · 2 = More than half the days · 3 = Nearly every day). Scores total automatically.