Built around you.
Connected by Luma.
AI for your documentation. Tools for your whole practice.
One mental health EHR to bring the work together.
Be in the conversation.
Not at your keyboard.
From session material to a note draft.
Your words, your review, your record.
A fuller picture.
A connected record.
180+ psychology assessments, free to use,
alongside the client context that matters.
Find your next workflow.
18 features
AI Scribe
Luma listens to your session and drafts your note, with the full transcript alongside for review. Review and approve every draft before you finalise it. Choose from our template library or fully customise your own.
Explore feature AI & DocumentationClinical Copilot
Work with Luma alongside the client record. Ask for help organising information, drafting text and preparing supported actions. Review what it proposes. Your team always stays in charge.
Explore feature AI & DocumentationReport Writing
Bring selected session material into a structured document draft. Luma helps with the assembly and writing, so you can spend your attention on accuracy, clinical interpretation and the final story.
Explore feature Client ExperiencePatient Portal
Give invited clients a branded place to see appointments, complete assigned forms and assessments, and view invoices. Your practice controls access and online booking rules.
Explore feature Practice OperationsCalendar
See appointments, working hours and the details behind each booking together. Move from a team overview to one practitioner's day, then into the work that belongs to the appointment.
Explore feature Billing & ReportingBilling
Find completed work that still needs an invoice, check who is paying and follow the balance through to payment. Keep invoices, receipts and funding workflows connected to the appointment.
Explore feature Clinical RecordsForms & Assessments
Build reusable forms for your practice, send them to clients or share a public form link. Keep the form, its responses and any intake review easy to find.
Explore feature Practice OperationsReferrals & Triage
Bring incoming referrals, source documents and practitioner review into one workspace. Luma helps organise the information. Your team decides on suitability, urgency and the next step.
Explore feature Clinical RecordsPlan Management
See the sessions or funding a client has left, the work counted against it, and when a review is due. Keep the allowance with the record instead of in a separate spreadsheet.
Explore feature Practice OperationsSupervision
Keep supervision connected to the practice day. Schedule time together, access the client context your role permits and turn agreed follow-ups into visible tasks.
Explore feature Billing & ReportingInsights
Find the report for the question in front of you. See appointment activity, finances, client engagement and outstanding work, with the period and definitions close to the numbers.
Explore feature Practice OperationsIntegrations
Explore PractaLuma integrations for payments, claiming, calendars, telehealth, task apps, email and files. See what each connection supports and how to set it up.
Explore feature Admin ToolsTo-do Lists
Give follow-ups an owner, a date and the client context they need. Work from a focused list or a board, without starting recurring admin from scratch.
Explore feature Clinical RecordsDocument Storage
Keep uploaded files and generated documents close to the record they support. Find the referral, correspondence or report you need without starting the search in a separate folder system.
Explore feature Clinical RecordsClient Records
Sessions, notes, assessments, forms, documents and billing, connected around the person. Give clinical and administrative work a shared home without flattening everything into one long, crowded page.
Explore feature AI & DocumentationAI Edit
Use Luma to help refine a draft without handing over the final word. Ask for clearer language, a shorter version or a different structure, then check that the result still says what you intended.
Explore feature Clinical RecordsStandardised Assessments
Browse PractaLuma’s library of 180+ psychology assessments, free to use on Basic and Pro. Search by name or acronym and filter by clinical area, age group and respondent.
Explore feature AI & DocumentationClinical Notes
Keep session notes and the notes between sessions in the right place. Write directly or use an AI draft, then review the wording with the appointment and client context close by.
Explore featureSee how it fits
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