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.
Inside the current PractaLuma workspace
Find client details, contacts and relevant relationships from the same record. The team can orient itself before moving into the clinical or administrative work it needs to do.
Move between session notes, general notes, assessments and documents. Each has its own useful structure, while remaining part of the same client context.
Review sessions, invoices and plan information alongside the client. Start the next workflow from a record that already tells you who the work is for.
Open the record and check the identifying details.
Move to the relevant notes, sessions, assessments, documents or financial information.
Create or review the next item with the client context already in place.
No. The record uses dedicated areas for different kinds of work so you can find sessions, notes, documents, assessments and financial information without one overloaded view.
Yes. Session notes belong to an appointment; general client notes can capture other relevant information such as a phone call or administrative interaction.
Access depends on practice roles, permissions and assignments. A connected record does not mean unrestricted access for everyone.
Explore Client Records in the context of your whole practice.
