Managing Clients and Sessions

Praxis Notes provides a comprehensive client management system that allows ABA professionals to organize client information, track sessions, and document progress effectively.

Client Dashboard

The client dashboard gives you a complete overview of all your clients in one place. From here you can:

• View a list of all your clients
• Add new clients to your practice
• Access individual client session records

Viewing Your Client List

Your client list displays all active clients in your system. Each client card includes:

• Client name
• Quick access to view all sessions for that client

If you haven't added any clients yet, you'll see an empty state with a prompt to add your first client.

Accessing Client Sessions

To view a client's session history:

1. Locate the client in your dashboard list
2. Click the "View Sessions" button on the client's card
3. This will take you to the complete session history for that client

Working with Client Sessions

The client sessions view allows you to:

• See all previous therapy sessions for a specific client
• Generate new session notes
• Track progress across multiple sessions

Session Management Features

• Session Timeline: Review all sessions in chronological order
• Session Details: Access comprehensive notes for any previous session
• Generate New Notes: Create new session documentation with AI assistance
• Export Options: Download or share session reports with stakeholders

Client Data Security

All client information in Praxis Notes is:

• Protected by end-to-end encryption
• HIPAA compliant
• Securely stored with strict access controls
• Regularly backed up to prevent data loss

Next Steps

• Learn how to add a new client
• Understand how to generate session notes