Library
Library holds reusable content, its origin and its review history. Open Library from workspace navigation. Available types and actions depend on your access and the features enabled for your practice.
Find content
Choose All, House of Praxi, Practice or Mine. Use the type rail, profession filter and search to narrow the list, then open an item to preview its content. The profession filter starts with your practice's professions. Load more results when available.
| Content | Used for |
|---|---|
| Note templates | Starting clinical notes |
| Letter and report templates | Starting documents |
| Snippets | Reusable text or AI prompts |
| Message templates | Email or SMS wording |
| Saved text | Wording inserted into a draft |
| Care plan templates | Reusable goals and interventions |
| Task templates | Task details, checklist and scheduling defaults |
| Meeting templates | Meeting duration, agenda and attendee defaults |
| Knowledge | Reading and previewing reference content |
| Learning | Previewing content before a deliberate client assignment |
Create, copy or edit
Open New and choose an available content type. Import options also appear under New. Each writable type has its own fields. Review the saved preview before using the content.
Mine is private to its author. Your domain permissions determine what you can create there. Owners and managers with the required access can manage Practice content. Share with practice moves your personal item into the shared practice collection as a draft; sharing does not approve it.
House of Praxi content is read-only in your practice. Where allowed, copy it to Mine or Practice to make an editable version. The copy keeps its origin and leaves the original unchanged. Knowledge and learning are read and preview surfaces here.
Keep reusable content free of client-specific details. Settings continues to hold delivery preferences, automatic reminder and invoice configuration, and text replacement rules.
Insert or use content
The shared picker offers Recent, Mine, Your practice and House of Praxi, with a preview. It shows only content compatible with the current task and your access.
- In a note, keep using the snippet slash menu; More… opens the shared picker.
- In a message, choose Template or Saved text, then insert at the cursor or replace the draft. Replacing a draft can also replace its subject.
- In a task, choose a task template and review its details, assignee, checklist and due defaults before saving.
- Use care and meeting templates from their respective workflows.
- Assign learning deliberately through Give something in client Care. Previewing it in Library does not assign it.
Always review the resulting note, message or task before saving or sending. Inactive or retired content is unavailable for new insertion.
Review and retire
Owners and managers with the required access can approve practice content. Read the saved definition and the attestation before approving. Approval belongs to that exact version; editing clears its previous approval. If the version has changed, reload and review it again.
Letter and report templates must already be published before practice approval; Library does not provide their publish control. Automated shared messages use approved practice content or available House starters. Personal content does not become an automatic practice message merely by being copied.
Use the retirement control where available to remove an item from new work. Retirement preserves its history and does not rewrite existing notes, messages or tasks. A review badge records a content check; it does not establish clinical suitability for a particular client.