Employee Assistance Program Management

Praxi supports practices that deliver Employee Assistance Program (EAP) services. Manage contracts with employer organisations, track session allocations per employee, and generate de-identified utilisation reports for employers.

Setting Up EAP Contracts

1. Navigate to Settings > EAP > Contracts
2. Click New Contract
3. Enter the contract details:
   • Employer organisation name and contact
   • Contract period (start and end dates)
   • Session allocation per employee (e.g., 6 sessions per year)
   • Session fee and billing terms
   • Services covered (individual counselling, critical incident, manager support)
   • Referral pathway (self-referral, manager referral, or both)
4. Save the contract

EAP Contracts and Billing

EAP contracts are managed separately from standard client billing. Session fees and allocations are tracked against the contract rather than the individual client record. :::

Session Tracking

When a client attends under an EAP arrangement:

1. Create the appointment as normal
2. Under Funding Source, select EAP and choose the employer contract
3. Praxi tracks the session against the employee's allocation
4. When the allocation is nearing its limit, the practitioner is notified

Allocation Tracking

Status	Meaning
Active	Sessions remaining in the employee's allocation
Nearing limit	1--2 sessions remaining (notification sent to practitioner)
Exhausted	Allocation used; employee can continue as a private client if they choose
Extended	Employer has approved additional sessions beyond the standard allocation

Employer Reporting

Generate de-identified utilisation reports for employer clients:

1. Go to Settings > EAP, then open the Reports section
2. Select the employer contract and reporting period
3. Generate the report

Report Contents

EAP utilisation reports include aggregate, de-identified data only:

• Total sessions delivered in the reporting period
• Number of unique employees who accessed the service
• Presenting issue categories (broad groupings only)
• Average sessions per employee
• Satisfaction ratings (if collected)

Privacy in EAP Reports

EAP reports must never identify individual employees or disclose clinical information. Praxi enforces this by generating reports from aggregate data only — individual client records are not accessible from the reporting interface. :::

EAP Roles

Praxi includes two EAP-specific roles:

Role	Purpose
EAP Administrator	Manages contracts, allocations, and employer reporting
EAP Coordinator	Manages referrals, assigns practitioners, tracks sessions

Intake and Referrals

Intake Management

Manage incoming EAP referrals and self-referrals:

1. Go to EAP Triage in the sidebar
2. View all pending intake requests
3. Triage and assign to an appropriate practitioner
4. Configure intake settings (referral pathways, required fields, automatic routing)

Self-Referral

Employees can self-refer through the EAP portal:

1. Employees access the self-referral form via a link provided by their employer
2. They complete the intake questionnaire
3. The referral is triaged and matched to a clinician

Clinician Matching

Praxi includes intelligent clinician matching for EAP referrals:

• Match based on presenting issue, specialisation, availability, and location
• Consider practitioner workload and EAP session allocation limits
• Suggest the best-fit clinician for each referral

Panel Management

Manage a panel of practitioners who deliver EAP services:

1. Go to Settings > EAP > Panel Management
2. Add or remove practitioners from the EAP panel
3. Set each practitioner's EAP availability and maximum caseload
4. Track panel utilisation

Corporate Portal

Provide employer organisations with a dedicated portal:

• Employers can view de-identified utilisation data
• Submit manager referrals and critical incident requests
• Access the content library of wellbeing resources

Corporate Contracts

Manage contracts with employer organisations in detail:

1. Go to Settings > EAP > Corporate Clients
2. Track contract value, session allocations, and billing terms
3. Monitor utilisation against contract limits
4. Set up automatic billing based on sessions delivered

Care Continuity

When an employee's EAP sessions are exhausted but ongoing care is needed:

1. Praxi flags the allocation limit
2. The practitioner can recommend transitioning to private sessions
3. Care continuity records ensure a smooth handover

Wellbeing Check-Ins

Deliver proactive wellbeing surveys to employees under EAP contracts:

1. Go to Wellbeing Check-Ins in the sidebar
2. Configure check-in surveys for an employer contract
3. Track response rates and aggregate results

Psychosocial Risk Register

Track psychosocial risks across employer contracts:

1. Go to Settings > EAP > EAP Risk Register
2. Log identified psychosocial hazards
3. Track mitigation actions and review dates

Critical Incident Response

For employer organisations with critical incident support in their contract:

1. Go to EAP Triage > Critical Incidents
2. Log the incident details (date, employer, nature of incident)
3. Assign practitioners and schedule on-site or remote sessions
4. Track hours delivered against the contract's critical incident allocation

EAP Billing

EAP billing is managed separately from standard client billing:

• Session fees are tracked against the employer contract
• Monthly billing runs generate invoices for employer organisations
• Clinician payments are calculated based on sessions delivered

Permissions

Action	Required Permission
Create/manage EAP contracts	Practice owner, EAP administrator
View EAP session tracking	EAP administrator, EAP coordinator, assigned practitioner
Generate employer reports	Practice owner, EAP administrator
Log critical incidents	EAP administrator, EAP coordinator

Related

• Funding Sources
• Team Management
• Financial Reports

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