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AI Document Generation

Praxi’s AI can draft clinical documents based on client records, session notes, and assessment data. Document generation is powered by Praxi, the clinical AI assistant. Generated content is always a draft for your review — nothing is finalised or sent until you approve and edit as needed.

Overview​

AI document generation is available for:

Document typeWhat the AI usesTypical use case
Psychology reportsSession notes, assessments, clinical historyFull assessment reports
Court reports (PNCR 1-2017)Clinical history, risk assessmentsForensic legal reports
NDIS functional assessmentsFunctional capacity data, treatment historyNDIS funding applications
GP lettersSession notes, assessments, treatment plansReferral correspondence
Progress reportsMultiple session notes, outcome measuresInsurer or referrer updates
Discharge summariesFull treatment history, outcomesEnd-of-care documentation
Subscription Requirement

AI document generation requires a Pro plan or higher. Essentials plans can create documents using manual templates.

Generating a Document​

Psychology Reports (Section-by-Section)​

For psychology reports, forensic assessments, court reports, and NDIS functional assessments, the AI generates content one section at a time:

  1. Open the client record, open the More menu (⋯), and select All reports, then click New Report
  2. Select the report type (e.g. Psychological Assessment)
  3. The report is created with all required and optional sections
  4. Click Generate on each section to have Praxi draft the content
  5. Review each generated section -- check its status indicator
  6. Use Refine to provide feedback and have Praxi adjust the section
  7. Edit directly in the rich text editor for final adjustments
  8. Once all required sections are complete, click Finalise

GP Letters​

  1. Open client record and go to Documents > Letters
  2. Click New GP Letter
  3. Select sections to include (patient details, assessment scores, treatment goals, etc.)
  4. Set the date range for treatment data
  5. The letter is generated from the client's clinical record data
  6. Review, edit, and send or export as PDF

From the Chat Assistant​

  1. Open the chat assistant (click the AI icon in the header, or press Cmd+Shift+A on Mac / Ctrl+Shift+A on Windows)
  2. Ask naturally:
    • "Draft a GP letter for [client name]"
    • "Write a progress report for the last 6 sessions with [client]"
  3. The AI drafts the document using available client data
  4. Review the draft in the document editor
  5. Edit as needed, then save or send

What the AI Includes​

The AI assembles documents using data from the client's record:

Data sourceUsed for
Session notesClinical observations, interventions, progress
AssessmentsStandardised scores, clinical ranges, trends
Treatment planGoals, strategies, progress indicators
Client demographicsName, DOB, Medicare number (where required)
Referral detailsReferring GP, referral date, reason
Your detailsYour name, qualifications, provider number

The AI will never fabricate clinical data. If information is missing from the record, the relevant section is either omitted or marked with a placeholder for you to complete manually.

Reviewing AI Drafts​

Every AI-generated section is marked with an AI draft status and must be reviewed before the report can be finalised. Best practices:

Check clinical accuracy -- Verify that the AI has correctly summarised session content, assessment scores, and treatment details.

Use the Refine feature -- If a section needs adjustment, click Refine and provide your feedback. You can choose to preserve the existing content and improve it, or have Praxi rewrite the section entirely.

Verify dates and numbers -- Confirm session dates, assessment scores, Medicare item numbers, and referral details.

Complete any gaps -- If the AI could not find specific information in the client record, the section may be incomplete. Fill in the gaps manually.

Set the right tone -- Use the generation preferences (perspective, formality, target audience) to match the document's purpose. A court report should use first-person formal language; a GP letter can be semi-formal.

Clinical Responsibility

You retain full clinical responsibility for all documents you sign and send, including AI-generated content. Always review the complete document before finalising.

Report Templates​

AI generation uses structured report templates that define the required and optional sections for each report type. The four available report types are:

  • Psychological Assessment -- 15 required sections, 12 optional sections
  • Court Report (PNCR 1-2017) -- 17 required sections with paragraph numbering
  • Forensic Assessment -- 15 required sections for legal contexts
  • NDIS Functional Assessment -- 11 required sections focused on functional capacity

Each template comes with default preferences for perspective, formality, and target audience that can be overridden when generating individual sections.

GP Letters with AI​

GP clinical summaries aggregate data from the client record into a professional letter. The AI follows Australian healthcare correspondence standards:

  1. Header -- Your practice details, date, GP details
  2. Re: line -- Client name, DOB, Medicare number
  3. Opening -- Reason for correspondence, referral acknowledgement
  4. Clinical summary -- Presentation, assessment findings, formulation
  5. Treatment -- Interventions used, progress to date
  6. Plan -- Ongoing treatment plan, recommendations
  7. Closing -- Professional sign-off with qualifications and regulatory body

The AI pulls GP details from the client's referral record. If the referring GP is not recorded, you will be prompted to add it.

  • AI document generation requires AI processing consent for the client
  • Generated documents are stored within the client's record (encrypted at rest)
  • Document generation is logged in the audit trail
  • Shared documents (e.g., sent to a GP) require document sharing consent
AHPRA Documentation Standards

You retain full clinical responsibility for all documents you sign and send, including AI-generated content. All clinical documents are retained for a minimum of 7 years under the Privacy Act 1988.

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