This is the welcome page after logon.

If you are a member of a team you will see a ‘Notification’ section at the top where the team administrator can post messages to you, your service, other services or all registered users in your organisation.

The ‘Today’ section displays any appointments for the day that have been entered into your calendar.

The ‘Review’ section displays any reviews that have not yet been completed.

This is a list of clients allocated to your caseload.

The list indicates active risks or safeguarding alerts using a red dot for high risk and an amber dot for medium risk.

If you work in multiple services, the relevant service is displayed in the ‘Service’ column.

The drop down at the end of each row shows the persons attendance record.

Clicking on a client name in the caseload client list will open the global workspace for the clients current episode.

The workspace displays a number of coloured tabs suitable for entering different types of information. These include client contacts, assessment information, risk assessment, contract information, safeguarding, consent, questionnaires, document uploads, non-clinical notes, timeline and summaries. Each of these are explained below.

Clicking on a tab opens the entry box in the workspace. Boxes are resizable and moveable so that the space can be adjusted to suit your workflow. Any number of boxes can be opened at once. Text can be copied by dragging and dropping into a summary page for the purpose of writing reports and letters.

Client contacts are the most frequently used entry field. This is where a summary record is recorded following each session.

The details of each session are entered using text entry and drop down choices.

Any information submitted via this field will be viewable in chronological order, in the timeline and in the client record section.

This records the clients reasons for seeking counselling or psychotherapy and what they hope to get out of it. There is also a space for the therapist to write a formulation.

None of the fields are mandatory and if a field is left blank, the heading will not show in the client record.

Any information submitted via this field will be viewable in chronological order, in the timeline and in the client record section.

Risk assessments record risk type, a summary and management plan.

Entering a risk rating will add a coloured dot to the client list High = Red, Medium = Amber, low = blank. This allows you to remain aware of clients of concern while viewing your client list or meeting for supervision.

Review dates are added to the calendar and on the dashboard reminders.

Any information submitted via this field will be viewable in chronological order, in the timeline and in the client record section.

This is where contracting agreements, treatment plans or care plans can be written with review dates. Adding review dates will add reminders to the calendar and dashboard.

Any information submitted via this field will be viewable in chronological order, in the timeline and in the client record section.

Safeguarding concerns can be monitored using this tab.

Safeguarding issues can be entered and tracked with review dates and ratings.

Adding ratings will display a coloured dot on the client list to help therapists remain aware of any active concerns and for discussion with supervisor.

‘Safeguarding concern possible’ = amber and ‘Safeguarding concern raised’ = red

Review dates are added to the calendar and the dashboard reminders.

Any information submitted via this field will be viewable in chronological order, in the timeline and in the client record section.

Client consents can be recorded, checked and updated using this tab.

Any information submitted via this field will be viewable in chronological order, in the timeline and in the client record section. The most recent consents will be closest to the top.

This tab displays a number of client self report measures to be used for the purpose of assessment and for monitoring progress.

On completion of a questionnaire the result is displayed on a chart in the client progress section. Subsequent questionnaire results will provide a visual representation of the clients progress at different stages through the course of therapy.

We currently have four measures but future upgrades will include the addition of further measures.

This tab allows you to upload relevant documents into the client record. A document name and time stamp are recorded.

This tab allows for the inputting of information that does not arise through a client contact.

The summary tab provides a blank space where text from all other fields can be dragged and dropped into an editable document prior to saving and exporting for the purpose of a letter, treatment summary or less commonly, a report.

The timeline shows a chronological record of all previous entries similar to the client record. Unlike the client record, the timeline entries are draggable allowing letters and summaries to be pulled together from a single source box when this is more efficient.

This area is for tracking the payment of session fees where these are payable.