Client Portal App
The Praxi Client Portal App gives clients a dedicated mobile experience for managing their care. Clients can view appointments, complete forms and assessments, make payments, join telehealth sessions, access wellness exercises, and communicate securely with their practitioner.
Downloading and Setup
- Your practitioner sends an invitation link to your email address.
- Download Praxi Portal from the App Store on your iPhone or iPad.
- Open the invitation link and create a passkey or choose to use a password.
- On subsequent launches, sign in with your passkey, password or email code.
- Set up biometric unlock (Face ID or Touch ID) and optionally a 6-digit PIN for quick access.
step on future launches. If you forget your password, use the Forgot password? link on the login screen to receive a reset link via email. :::
Navigation
The app uses a five-tab layout:
- Home -- Dashboard with upcoming appointments, daily wellness prompts, quick actions, and status cards.
- Appointments -- List of upcoming and past appointments with booking, cancellation, and waitlist offer management.
- Praxi -- An AI assistant with two modes: Chat for conversational help and Actions for quick command-palette-style actions. Dictation is available inline.
- Messages -- Secure messaging with real-time delivery via WebSocket. Unread count badge updates automatically.
- More -- Access to profile, preferences, privacy and data settings, Apple Health, device management, tasks, assessments, forms, progress and goals, exercises, homework, learning modules, documents, billing and invoices, receipts, payment plans, consents, Medicare sessions, NDIS funding, waitlist offers, help centre, support tickets, safety plan, and emergency contacts.
Appointments
Clients can view and manage their appointments:
- Upcoming appointments -- Displayed on the home screen with date, time, practitioner name, and session type.
- Online booking -- If enabled, clients can request new appointments directly from the app.
- Cancellation -- Clients can cancel within the practice's cancellation window. Late cancellations display the applicable fee.
- Waitlist offers -- When a slot opens, clients receive an offer notification and can accept or decline from the Appointments tab.
- Session reflections -- After completing a session, clients can record their thoughts and reflections.
Forms and Assessments
Practitioners can assign intake forms, consent documents, and clinical assessments. These appear in the More menu. A push notification alerts the client when a new form is assigned. Progress is saved automatically, and the practitioner is notified on submission.
first appointment. Completed forms auto-populate the client record, saving time during the session. :::
Payments
- Outstanding invoices -- Listed with amount, date, and status.
- Pay now -- Tap to pay using a saved card or Apple Pay.
- Payment history -- View receipts for all past payments.
- Payment plans -- If active, the schedule and next instalment are displayed.
- Quotes -- View and accept quotes from the practitioner.
Telehealth
When a telehealth appointment is scheduled, the client sees a Join Session button that becomes active before the start time. The practitioner is notified when the client enters the waiting room. A calming waiting room interface is displayed while the client waits.
Wellness and Exercises
The app includes a library of self-guided wellness exercises:
- Guided breathing -- Multiple breathing patterns with haptic feedback.
- Guided meditations -- Audio sessions in male and female voices.
- Body scan and progressive muscle relaxation exercises.
- Grounding exercises for anxiety management.
- Journaling -- Reflective writing prompts.
- Exercise library -- Browse and favourite exercises.
- Graded desensitisation hierarchy (GDH) -- Structured programme with symptom check-ins (requires practitioner consent activation).
not a substitute for professional treatment. A disclaimer footer is displayed on all exercise screens. :::
Learning Modules
Practitioners can assign educational learning modules covering topics such as understanding anxiety, sleep hygiene, stress management, and more. Clients work through modules at their own pace. Progress and completion badges are tracked.
Homework
Therapist-assigned homework tasks appear in the Homework section. Clients can view instructions, submit responses, and track completion.
Secure Messaging
Clients can send and receive encrypted messages with their practitioner. File attachments and read receipts are supported. Real-time message delivery is powered by WebSocket connections.
Safety Plan
A personal safety plan is accessible from the More menu. Clients can view and update their safety contacts, coping strategies, and crisis resources. Emergency contacts (Lifeline 13 11 14, 000) are always accessible.
Documents
Clients can view documents shared by their practitioner, and scan and upload documents directly from the app using the device camera.
Progress Tracking
The Progress screen shows trends from completed assessments and mood tracking, helping clients visualise their therapeutic journey over time.
Notifications
| Notification Type | Description |
|---|---|
| Appointment reminders | Configurable lead time (24h, 2h default) |
| New form assigned | Intake, consent, or assessment |
| Invoice issued | Payment required |
| Message received | Secure message from practitioner |
| Telehealth ready | Session starting soon |
| Homework assigned | New homework from practitioner |
| Waitlist offer | An appointment slot has opened |
Entitlements (Medicare and Insurance)
View your Medicare session entitlements, remaining sessions, and funding source details from the More menu. This helps you track how many sessions are covered under your current referral.
Apple Health (HealthKit) Integration
If enabled, Praxi can read and write health data (such as mindful minutes) via Apple HealthKit. You can manage HealthKit permissions from More > Apple Health in the app.
Data Privacy
Clients can view their data privacy settings, request data exports, and manage consent preferences from the More > Privacy & Data section.
Apple Watch Companion
A companion Apple Watch app provides quick access to:
- Appointment list -- View your upcoming appointments from your wrist.
- Dashboard -- At-a-glance summary of your care status.
- Emergency contacts -- Quick access to crisis resources.
- Notifications -- Receive and view appointment reminders and messages.
The Watch app syncs data via WatchConnectivity from the main iPhone app.
Next Steps
- Client Portal Overview -- Full client portal documentation.
- Consent Management -- How consent works in Praxi.
- Couples App -- The dedicated couples therapy experience.