AI Agents
Praxi includes six specialised AI agents, each designed for a specific domain of practice management. All agents operate within strict privacy boundaries and require human approval for any actions that modify data. AI does not train on your practice data, and all processing uses Australian-hosted infrastructure.
The Six Agents
Praxi -- Clinical
The clinical assistant, shown as Praxi in the AI panel, helps with clinical documentation, report drafting and compliance checks. It uses the most capable AI model available. It works from what you recorded and wrote. It does not form clinical judgements of its own.
| Capability | Description |
|---|---|
| Clinical notes | Draft SOAP, DAP, BIRP, narrative, ADIME, ICF and functional notes |
| Session summaries | Create client-friendly session summaries |
| Mental state examination | Structure an MSE from your recorded observations |
| Report drafting | Draft psychology reports, court reports and GP letters for your edit |
| Case formulation | Write up your own formulation from your notes |
| Assessment summary | Show the published score band and the instrument's citation |
| Goal progress | Summarise recorded goal progress alongside outcome measure scores |
| Treatment plan review | Summarise the existing plan for a review meeting |
| Compliance checks | Check documentation against AHPRA and Privacy Act requirements |
| Mandatory reporting guidance | Explain the reporting obligations in your jurisdiction |
| Consent guidance | Explain consent requirements for minors and couples |
| Subpoena response | Analyse records for subpoena compliance and privilege issues |
| File processing | Process uploaded referrals, handwritten notes and reports |
It is suited to documentation work: drafting a GP progress letter at a Medicare review point, reviewing a note for compliance, or preparing a court report for your edit.
What the clinical assistant does not do
Praxi's AI does not originate clinical decisions. It does not:
- suggest a diagnosis or ICD-10-AM code
- write a treatment plan or recommend treatment goals
- rate or assess risk, or analyse notes for risk indicators
- write a safety plan
- recommend an intervention, a client tool, homework, an assessment or a care pathway
- judge whether a client is ready for discharge
Those decisions stay with you. Risk is recorded by you in the client's risk register and notes. Assessment results show the instrument's published score bands, not an AI interpretation.
Jarvis -- Operations
Jarvis handles the bulk of day-to-day operational queries, including scheduling, billing, Medicare claiming, and general help. Jarvis uses a highly efficient model optimised for speed, handling the majority of routine AI interactions.
| Capability | Description |
|---|---|
| Appointment booking | Book, reschedule, and cancel appointments |
| Availability checking | Check practitioner availability and find open slots |
| Waitlist management | Manage waitlist entries and notify clients of openings |
| Scheduling conflicts | Detect and resolve scheduling conflicts |
| Recurring appointments | Set up recurring appointment series |
| Resource booking | Book rooms, car parks, desks, or equipment for appointments |
| Billing | Generate invoices, track payments, calculate GST |
| Medicare claiming | Process Medicare MBS claims and provide item guidance |
| Reminders | Send appointment reminders to clients |
| General help | Answer questions about Praxi features and workflows |
| Bulk operations | Handle bulk scheduling changes across multiple appointments |
| File imports | Analyse uploaded files, parse CSVs, and handle bulk data imports |
Ada -- Knowledge
Ada provides evidence-based research support, knowledge curation, and training resources. Ada helps practitioners access clinical guidelines, MBS item information, relevant literature, and CPD content.
| Capability | Description |
|---|---|
| Research synthesis | Search and synthesise evidence from multiple sources |
| Literature search | Search academic sources and clinical databases |
| Evidence grading | Grade evidence using NHMRC levels |
| Fact verification | Cross-reference claims against the knowledge base |
| MBS guidance | MBS item selection guidance and explanations |
| Protocol lookup | Find treatment protocols and clinical guidelines |
| Knowledge curation | Organise, tag, and maintain the practice knowledge base |
| Citation management | Format and manage citations in various styles |
| Training and CPD | Create CPD modules and psychoeducation content |
| Knowledge harvesting | Extract and index content from uploaded documents |
Warren -- Business Strategy
Warren analyses practice performance, revenue trends, marketing campaigns, and provides data-driven insights for practice growth.
| Capability | Description |
|---|---|
| Practice analytics | Analyse practice KPIs and performance metrics |
| Revenue analysis | Track income trends, forecast revenue |
| Utilisation tracking | Monitor practitioner utilisation rates |
| Referral analysis | Track referral sources and conversion rates |
| Client retention | Analyse client retention patterns and drop-off |
| Waitlist analytics | Analyse waitlist conversion and wait times |
| Pricing optimisation | Recommend fee structure adjustments |
| Marketing campaigns | Plan campaigns and create marketing content |
| Growth recommendations | Identify opportunities and strategic growth suggestions |
| Competitor analysis | Market positioning analysis and benchmarking |
| Report charts | Generate visual charts from practice data |
Brene -- People
Brene monitors staff wellness indicators, supports HR processes, and helps maintain healthy team dynamics.
| Capability | Description |
|---|---|
| Wellness monitoring | Monitor staff wellbeing signals and workload |
| Burnout detection | Detect burnout indicators and suggest interventions |
| Leave management | Process and manage leave requests |
| Onboarding support | Guide new staff through onboarding |
| Performance feedback | Prepare performance feedback and review materials |
| Team dynamics | Analyse team health and collaboration patterns |
| Conflict mediation | Guide conflict resolution between team members |
| HR policy guidance | Answer questions about HR policies and procedures |
Linus -- Technical
Linus helps design and configure workflows, automation rules, integrations, website management, and technical troubleshooting.
| Capability | Description |
|---|---|
| Workflow creation | Build custom automated workflows |
| Automation rules | Create triggers and rules for repetitive tasks |
| Integration design | Design and configure external integrations |
| Webhook configuration | Set up webhooks for third-party services |
| Troubleshooting | Diagnose and resolve system issues |
| Report building | Create custom reports and data exports |
| Migration planning | Plan data migrations between systems |
| Website management | Create and update pages on your practice website |
| Website content | Generate on-brand content for website sections |
| SEO optimisation | Analyse and improve your website search ranking |
| Navigation management | Modify your website header and footer navigation |
| Resource allocation | Design resource allocation rules and workflows |
How AI Routing Works
When you interact with the AI, Praxi automatically routes your query to the most appropriate agent based on the content and context of your request. You can also select a specific agent directly using the Agent Tab Bar at the top of the chat panel. Praxi always appears first as your main point of contact, with contextually relevant specialist agents shown alongside.
The system selects the right AI model for each request based on the task complexity. Approximately 70% of requests use the fastest model, 25% use a balanced model, and 5% use the most capable model:
- Routine queries (scheduling, billing, help) use the fast model for instant responses
- Research, analytics, and automation tasks use the balanced model for deeper reasoning
- Clinical documentation and report drafting use the most capable model
The system automatically escalates to a more capable model when it detects clinical urgency, PHI-sensitive content, or high complexity in the request.
Subscription tier gating enforces model ceilings: Student and Essentials plans use the efficient model, Pro plans can access the balanced model, and Enterprise plans have access to the most capable model. Specialist agents (the clinical assistant, Ada, Warren, Brene and Linus) require a Pro plan or higher -- Essentials plans include Jarvis, the operations assistant, and the Praxi orchestrator.
Human Approval Required
All AI actions that modify data produce a suggestion that you must explicitly approve before it takes effect.
Examples:
- Praxi drafts a clinical note -- you review, edit and sign it
- Jarvis suggests a reschedule -- you confirm or reject it
- Warren suggests a report -- you review and approve before sharing
explicit approval. Every suggestion is logged in the audit trail regardless of whether it is accepted or rejected. :::
AI Roles and Permissions
AI agent access is controlled by your practice role and permissions. Your practice administrator can enable or disable individual agents and configure which actions each agent is permitted to perform.
| Your Role | AI Access Level |
|---|---|
| Practice owner | Full access to all agents, can configure AI settings |
| Supervisor | Full clinical agent access, can view AI audit trail |
| Practitioner | Access to agents relevant to own clients and records |
| Intern | Limited agent access, suggestions require supervision |
| Receptionist | Operations agent (Jarvis) for scheduling and billing |
| Accountant | Limited to billing and analytics agents |
Each agent can only access data you have permission to see. For example, Praxi can only draft notes for your own clients, and Jarvis can only schedule appointments for clients assigned to you.
Privacy and Data Protection
| Protection | Detail |
|---|---|
| No model training | Your data is never used to train AI models |
| Australian infrastructure | All AI processing occurs on Australian-hosted servers |
| Privacy Act | Designed to support the Australian Privacy Principles |
| Audit logging | All AI interactions are logged for compliance |
| Tenant isolation | Strict data separation between practices |
| Boundary redaction | At egress (logs, analytics, non-entitled recipients) |
Enabling and Disabling AI Features
AI features can be configured at the practice level and per practitioner. See AI Settings & Permissions for full details.
Practice-Wide Settings
- Go to Settings > AI > Agent Access
- Toggle individual agents on or off
- Configure cost limits and data access permissions
- Save your changes
Per-Practitioner Settings
- Go to Settings > AI > My Preferences
- Enable or disable AI assistance for your account
- Configure live note generation, clinical guidance, and preferred note template
- Save your preferences
settings and adjust as you become comfortable with the suggestions. :::