Real-Time Streaming Transcription​

Praxi now captures speech during clinical sessions and converts it to text in real time using Australian English language models with speaker diarisation. The streaming pipeline processes audio in 100-millisecond chunks, delivering interim and final transcript segments to your screen with minimal latency.

Transcripts appear in a dedicated drawer alongside your session interface, clearly distinguishing between practitioner and client speech. You can review, edit, and annotate transcript segments at any point during or after the session.

Live Clinical Note Generation​

As the session progresses, Praxi generates structured clinical note sections progressively — approximately every five minutes. These draft sections follow your preferred note template (DAP, SOAP, or custom formats) and are presented for your review. Nothing is finalised without your explicit approval.

The structured extraction pipeline identifies nine categories of clinical fact from the transcript, including presenting issues, interventions used, client responses, risk indicators, homework assigned, and session themes.

Clinical Guidance from Praxi​

During sessions, Praxi can surface real-time clinical suggestions based on the conversation. These include evidence-based intervention prompts, risk alerts when concerning language is detected, and theme tracking across sessions. You can also ask Praxi questions directly using the "Ask Praxi" feature in the guidance panel.

All AI suggestions are clearly marked with confidence indicators so you can assess their reliability at a glance.

Session Memory​

When you sign a clinical note, Praxi automatically consolidates key information into session memory. This memory is available to Praxi in future sessions, providing longitudinal context about the client's therapeutic journey — including themes, progress, homework completion, and treatment milestones.

Theme tracking follows a lifecycle from emerging to active to resolving to resolved, giving you a clear view of the client's trajectory over time.

Privacy and Consent​

Voice transcription in Praxi is built with Australian Privacy Act 1988 compliance at its core:

• Recording consent is mandatory — Transcription cannot begin until the client has provided explicit consent, recorded in their client record.
• Separate AI processing consent — An additional consent flag is required before AI analysis (note generation, theme tracking, clinical guidance) is applied to transcripts.
• Configurable audio retention — Audio retention is a per-organisation policy: from a 72-hour default down to a zero-retention mode that destroys audio the moment transcription completes. After the configured retention expires, audio is permanently deleted.
• Transcript retention — Transcript retention is configurable per organisation, and transcripts are encrypted at rest. Once the clinical note is signed, the transcript is redacted and only the structured note remains.
• Couples and group sessions — Multi-speaker sessions require consent from all participants. Three consent models are available: no secrets (all content shared), secrets (practitioner-only segments), and case-by-case (per-session decision).

Your practice's consent settings are managed in Settings > AI > Consent.

Audio Quality Tips​

For the best transcription accuracy:

1. Use a quality microphone — Built-in laptop microphones work but external USB microphones or headsets significantly improve accuracy.
2. Reduce background noise — Close windows, turn off fans, and use a quiet room.
3. Speak naturally — The Australian English model handles natural speech patterns well. No need to speak slowly or artificially clearly.
4. Monitor the quality indicator — The audio quality badge in the session toolbar shows real-time mic level and connection quality. Green means good; amber suggests adjustments may help.

Availability​

Voice transcription is available as a per-seat add-on on all paid plans — see the pricing page for current add-on tiers and inclusions. Batch (post-session) and streaming (live notes) modes, dictation, and audio upload are all included; multi-speaker couples/group transcription follows your plan's couples/group feature availability.

To get started, navigate to Settings > AI > Transcription to enable AI processing consent, then start a session and click the microphone icon in the session toolbar.

Learn More​

• Voice Transcription Setup — Enabling and configuring transcription
• In-Session Tools — Recording controls and session interface
• Clinical Notes — How AI generates structured notes
• Session Memory — Longitudinal client context
• Live Guidance — Real-time clinical suggestions from Praxi

Medicare Claiming Online (MCOL) Integration​

Praxi's billing module now includes direct electronic claiming through Medicare Online Claiming. Claims are submitted electronically using your PRODA B2B device credentials, eliminating the need for paper forms or third-party claiming software.

Key capabilities include:

• Real-time eligibility checks before submitting claims, reducing rejection rates.
• Bulk bill and patient claim submission with automatic assignment of benefit handling.
• Claim status tracking with real-time updates from Services Australia.
• Automated reconciliation that matches Medicare payment reports against your Praxi invoices, flagging discrepancies for review.

Setup requires a valid PRODA account and linked Medicare provider numbers. See Settings > Integrations > Medicare to configure your credentials.

Batch Invoicing​

Practices can now generate invoices in bulk rather than one at a time. Select multiple appointments from the calendar or client list, review the batch summary, and generate all invoices with a single action.

Batch invoicing supports mixed funding sources within the same batch — Medicare, DVA, NDIS, WorkCover, and private invoices are all handled correctly. Each invoice is created with the appropriate item codes, rates, and payer details based on the client's funding configuration.

Batch operations are processed in the background and you receive a notification when the batch is complete, along with a summary of any items that require attention.

Failed Payment Recovery​

Praxi now automatically detects failed payment plan instalments and initiates a recovery workflow. When a scheduled payment fails (due to expired cards, insufficient funds, or declined transactions), the system:

1. Retries the payment after a configurable delay.
2. Sends the client a notification with a link to update their payment method.
3. Escalates to the practice administrator if recovery is not resolved within the configured timeframe.

This reduces the administrative burden of chasing failed payments and improves collection rates without manual intervention.

DVA Claiming Improvements​

DVA claiming now supports electronic submission through the same ECLIPSE pathway as Medicare. White Card and Gold Card claims are differentiated automatically based on the client's DVA details, and the correct provider number is applied per claim.

Prerequisites​

Before using these features, ensure:

• For Medicare MCOL: A valid PRODA B2B device certificate is registered and your Medicare provider numbers are linked in Praxi. See the Medicare setup guide for detailed steps.
• For Batch Invoicing: Client records must have their funding sources configured (Medicare number, DVA file number, NDIS plan details, or private billing defaults). Appointments must be in "attended" status.
• For Payment Recovery: Stripe integration must be active with saved payment methods on file. Configure retry intervals and escalation timeframes in Settings > Billing > Payment Plans.

Reporting Enhancements​

Alongside invoicing improvements, the billing reports dashboard now includes:

• Claim Submission Report — Track Medicare and DVA claim statuses, rejection reasons, and resubmission rates.
• Ageing Receivables — View outstanding balances by client, funding source, and age bracket (30/60/90+ days).
• Revenue by Practitioner — Compare monthly revenue across your team with drill-down by funding source.
• Batch Processing History — Audit trail of all batch operations with individual invoice outcomes.

Learn More​

• Invoice Management — Creating, editing, and managing invoices
• Medicare Claiming — Medicare MCOL and bulk billing
• Payment Plans — Setting up payment instalments
• Financial Reports — Revenue and receivables dashboards
• DVA Claims — DVA White and Gold Card processing

Build Workflows Visually​

The workflow builder provides a canvas where you connect nodes to define automated sequences. Drag nodes from the palette, connect them with edges, and configure each step using simple forms. The visual layout makes it straightforward to understand what a workflow does at a glance.

Available node types include:

• Trigger — Start the workflow from an event, schedule, webhook, or manual action.
• Action — Perform operations such as sending emails, creating tasks, updating records, or generating documents.
• Condition — Branch the workflow based on field values, dates, or calculated expressions.
• Router — Direct the flow to different paths based on multiple criteria.
• Approval — Pause the workflow and wait for a designated team member to approve or reject.
• Praxi — Invoke Praxi to process data or generate content.
• Delay — Wait for a specified duration before proceeding.
• Loop — Repeat a sequence of steps for each item in a collection.
• Notification — Send alerts via email, SMS, push, or in-app channels.

Triggers for Every Scenario​

Workflows can be triggered by a wide range of events:

• Client events such as new client created, intake form submitted, or consent updated.
• Appointment events such as appointment booked, cancelled, or marked as attended.
• Invoice events including invoice created, payment received, or payment failed.
• Form events when a client completes an assessment or intake form.
• Schedules for recurring tasks like weekly report generation or monthly billing runs.
• Webhooks for integration with external systems.
• Manual triggers for on-demand workflows launched from the command palette.

Approval Workflows​

For actions that require human oversight — such as approving intern notes, authorising refunds, or reviewing AI-generated documents — the approval node pauses execution and notifies the designated approver. The workflow resumes automatically once the approval decision is recorded.

Approval workflows integrate with the task system, so pending approvals appear in your task list alongside other action items.

Pre-Built Templates​

To help you get started quickly, Praxi includes a library of workflow templates for common practice scenarios:

• New client welcome sequence (email, intake form, initial assessment scheduling).
• Appointment reminder escalation (SMS 24 hours before, follow-up if not confirmed).
• Failed payment recovery (retry, notify client, escalate to administrator).
• Post-session follow-up (send homework summary, schedule next appointment prompt).
• CPD expiry alerting (notify practitioner 90, 60, and 30 days before expiry).

Templates can be customised after import to match your practice's specific requirements.

Practical Example: New Client Welcome Sequence​

Here's how you might build a welcome workflow step by step:

1. Add a Trigger — Select "Client Created" as the event trigger.
2. Send Welcome Email — Add an Action node to send your practice's welcome email template.
3. Wait 24 Hours — Add a Delay node set to one day.
4. Check Intake Form — Add a Condition node: "Has client submitted intake form?"
5. Branch: Yes — Route to an Action node that creates a "Review intake" task for the practitioner.
6. Branch: No — Route to a Notification node that sends the client a reminder SMS with the form link.
7. End — Both branches converge at an End node.

The entire workflow takes about five minutes to build and replaces what would otherwise be manual follow-up across email, SMS, and your task list.

Learn More​

• Workflow Overview — Full guide to the workflow system
• Creating Workflows — Step-by-step workflow creation
• Triggers and Conditions — Trigger types and branch logic
• Workflow Templates — Pre-built workflow library
• Approval Workflows — Human-in-the-loop workflows

What's New​

Role-Based Documentation​

Find documentation tailored to your role:

• Practitioners - Calendar, clinical notes, assessments
• Practice Owners - Setup, billing, integrations
• Receptionists - Booking, intake, payments
• Accountants - Invoicing, reports
• Supervisors - Oversight, compliance

Search Everything​

Press Cmd+K anywhere in the help centre to search for topics instantly.

Feedback​

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Getting Help​

• Browse the documentation
• Use the search function
• Contact support

We'll be adding more content regularly. Check back often!