Knowledge Base
The Knowledge Base is a centralised repository of clinical templates, evidence-based resources, and practice knowledge that supports your day-to-day clinical and administrative work. It is also the source material that Praxi's AI agents draw on when providing suggestions and generating content.
Overview
The Knowledge Base combines curated clinical content with your practice's own documents and templates, making it easy to find the right resource at the right time.
| Content Type | Description |
|---|---|
| Clinical templates | Note templates, treatment plan frameworks, risk assessment guides |
| Evidence-based resources | Psychoeducation handouts, therapeutic worksheets, intervention guides |
| Practice documents | Internal protocols, referral pathways, service descriptions |
| AI-curated articles | Summaries of clinical guidelines and research, curated by Ada |
| Regulatory references | PsyBA code of conduct, AHPRA guidelines, Privacy Act summaries |
Getting Started
Accessing the Knowledge Base
- Navigate to Knowledge Base from the sidebar
- Browse by category or use the search bar to find specific resources
- Click any resource to view, download, or share it
Searching
The Knowledge Base supports full-text search across all content types. You can:
- Search by keyword, topic, or author
- Filter by content type (template, resource, document, article)
- Filter by clinical domain (anxiety, depression, trauma, child, couples, etc.)
- Sort by relevance, date added, or popularity
palette (Ctrl+K / Cmd+K) by typing "kb:" followed by your search term. :::
Key Features
Clinical Templates
Pre-built templates for common clinical documentation needs.
| Template Category | Examples |
|---|---|
| Progress notes | Individual session, couples session, group session, telehealth |
| Treatment plans | CBT treatment plan, DBT treatment plan, NDIS-compliant plan |
| Risk assessments | Suicide risk assessment, violence risk screen, self-harm protocol |
| Intake and assessment | Initial assessment, mental status examination, biopsychosocial |
| Reports | Medicolegal report, court report, NDIS progress report |
| Letters | Referral letter, GP correspondence, discharge summary |
Templates can be used as-is or customised. When you use a template, it creates a copy in your note or document — the original template is not modified.
Creating Custom Templates
- Go to Knowledge Base > Templates
- Click New Template
- Choose the template type (note, letter, report, etc.)
- Write the template content using the rich text editor
- Insert placeholder fields where dynamic content should go (e.g.,
{{client_name}},{{date}}) - Set the visibility (personal, organisation-wide)
- Save
Evidence-Based Resources
A library of clinical resources curated for Australian healthcare practitioners.
| Resource Type | Description |
|---|---|
| Psychoeducation handouts | Client-facing materials explaining conditions and treatments |
| Therapeutic worksheets | Activity sheets for CBT thought records, behavioural experiments, values exercises |
| Intervention guides | Step-by-step protocols for evidence-based interventions |
| Assessment guides | Administration and interpretation guides for standardised measures |
| Clinical guidelines | Summaries of Australian clinical practice guidelines |
Resources are tagged with evidence levels and source references. You can share them with clients via the Client Portal.
Practice Knowledge
Upload and organise your practice's internal knowledge:
- Referral pathways — document your local referral network and criteria
- Service descriptions — standardised descriptions of services your practice offers
- Protocols — internal clinical protocols (e.g., crisis response, DNA follow-up)
- Onboarding materials — resources for new team members
AI-Curated Content
Praxi's AI agent Ada continuously curates relevant clinical content:
- Summaries of new clinical practice guidelines relevant to your specialisations
- Research digests from key journals (Australian and international)
- Updates to regulatory requirements (PsyBA, AHPRA, Privacy Act)
- Best practice recommendations tailored to your practice type
AI-curated content is clearly labelled and includes source references. It is reviewed for accuracy but should always be verified against primary sources for clinical decision-making.
recommendations against the primary source material before applying them to patient care. :::
Knowledge Levels
Knowledge is organised in three tiers, each with different visibility and management:
| Level | Description | Who Manages |
|---|---|---|
| Industry | Psychology best practices, regulations, research | Praxi (shared) |
| Organisation | Practice-specific policies, templates, preferences | Practice owner |
| Personal | Individual shortcuts, preferences, patterns | Each practitioner |
Industry-level knowledge is shared across all practices as read-only content. Organisation and personal knowledge is private to your practice or account.
Knowledge Indexing
When you add documents to the Knowledge Base, Praxi indexes the content using semantic search so that AI agents can reference it when assisting you. For example:
- Praxi can draw on your practice's clinical protocols when generating note suggestions
- Jarvis can reference your service descriptions when answering client enquiries
- Ada can cross-reference your uploaded resources with current evidence
Indexing happens automatically in the background. You can control which documents are available to AI agents in the Knowledge Base settings.
Sharing with Clients
Share appropriate resources with clients through the Client Portal:
- Open the resource you want to share
- Click Share with Client
- Select the client(s)
- The resource appears in their Client Portal library
- The client receives a notification
Only resources marked as client-appropriate can be shared. Clinical and internal documents are excluded.
Evidence Grading and Quality
Resources in the Knowledge Base include quality indicators:
- Evidence level -- Indicates the strength of the supporting evidence
- Source references -- Links to primary sources and citations
- Verification status -- Whether the content has been reviewed for accuracy
- Quality score -- Tracks how useful the resource has been based on feedback
These indicators help you quickly assess the reliability of any resource before using it in clinical decision-making.
Deep Research
Ada can perform deep research on clinical topics:
- Ask Ada a research question through the AI chat
- Ada searches and synthesises relevant evidence from the knowledge base and available sources
- Results include source citations and evidence grading
- You can save research findings to the Knowledge Base for future reference
Permissions
| Action | Required Permission |
|---|---|
| View knowledge base | All authenticated users |
| Create personal templates | All practitioners, interns |
| Create organisation templates | Practice owner, practice manager, supervisor |
| Upload practice documents | Practice owner, practice manager |
| Share resources with clients | All clinical roles |
| Configure AI indexing settings | Practice owner |
| View AI-curated content | All authenticated users |