Skip to main content

Clinical Settings

Clinical settings control the default behaviour of Praxi's clinical documentation features. Navigate to Settings > Clinical to access these options. Practice Owner role or equivalent permissions are required to make changes.

Note templates​

Set the default note template applied when practitioners open a new note:

  1. Go to Settings > Clinical > Note Templates
  2. Set the default template — SOAP, DAP, BIRP, or Free-Text
  3. This default applies to all new notes unless overridden:
    • Per appointment type — for example, BIRP for group sessions
    • Per practitioner — individual preference set in the practitioner's profile
  4. Click Create Template to build a custom template (see AI-Assisted Note Templates)

Assessment configuration​

Set defaults for clinical outcome measurements:

  1. Go to Settings > Clinical > Assessments
  2. Configure:
    • Default initial assessments — instruments suggested for new clients (for example, PHQ-9, GAD-7, K-10)
    • Progress monitoring schedule — recommended re-assessment frequency (for example, every 4 sessions)
    • Critical item alerts — which items trigger safety alerts (for example, PHQ-9 Item 9 on suicidal ideation)
    • Auto-score — toggle whether assessments are automatically scored on submission (recommended: on)

Manage practice-wide consent form templates:

  1. Go to Settings > Clinical > Consent Templates
  2. Review the system templates:
    • Consent to Treatment — informed consent including your practice-specific information
    • Privacy Notice — adapted to your data handling procedures
    • Telehealth Consent — telehealth-specific terms
  3. Click Edit on any template to customise the wording for your practice
  4. Click Create Template to add practice-specific consent forms
Legal review

Consent templates should be reviewed with your practice's legal adviser before deployment, particularly if you have made material changes to treatment conditions or data-handling practices.

Signing requirements​

Configure note signing policies:

  1. Go to Settings > Clinical > Signing Requirements
  2. Set:
    • Signing deadline — hours after a session before a note is flagged as overdue (default: 24 hours, aligned with AHPRA guidelines)
    • Co-signing required — which roles require supervisor co-signing (typically Interns)
    • Signing notifications — when and how practitioners are reminded about unsigned notes

Discharge safety​

Supervisor approval for high-risk discharge requires a supervisor to approve discharging a client with a high-risk history. A client counts as high-risk if a practitioner recorded a risk assessment rated HIGH or IMMINENT in the past 12 months. Praxi's AI does not set or suggest risk ratings.

Tips​

  • Configure clinical defaults during practice setup to ensure consistency from day one
  • The 24-hour signing deadline reflects AHPRA's record-keeping standards — adjust only if you have documented clinical reasons
  • Practitioners can override practice defaults in their personal profile for individual preferences

Was this page helpful?