Practitioner Workspace

Where the certified practitioner delivers programs to clients with quality and care. Built around the practitioner's daily clinical workflow — landing on what matters today, with everything else one click away.

Overview

The Practitioner Workspace is the clinical home for delivering the program. Unlike generic practice-management tools that present a flat feature set, the Workspace is organized around the rhythm of the practitioner's actual day: today's appointments first, the client roster second, the program reference third, then scheduling, messaging, and configuration as needed.

The Workspace ships with everything a working practitioner needs to deliver the program competently:

• A daily landing view focused on what's in front of you
• A complete client roster with longitudinal records for each client
• Reference access to every program you're authorized to deliver
• Calendar, scheduling, and telehealth video
• HIPAA-compliant secure messaging
• AI-assisted session notes that turn a recorded session into structured documentation

The web app is the primary surface; a mobile companion app handles between-session needs (checking client status, replying to a message, reviewing a schedule).

Top-level navigation

Auxilison
├── Today         # landing view, what's now
├── Clients       # roster + per-client management
├── Programs      # authorized programs reference
├── Schedule      # calendar + booking + telehealth
├── Messages      # secure messaging
├── Library       # content access
└── Settings      # profile + integrations

Today

The default landing view. What the practitioner needs right now. Designed so a practitioner opening the Workspace at 8am gets a clear answer to "what's my day look like" without scrolling.

What's on Today

• Today's appointments and sessions — chronological view of scheduled video sessions, in-person appointments, and group sessions, with one-click launch.
• Pending tasks — notes you haven't completed yet, forms a client has submitted that need review, messages requiring response.
• Recent client activity — clients who completed sessions in the last 24 hours, flagged check-ins (a client reported elevated distress, missed multiple sessions, etc.), milestones reached.
• Quick-launch actions — start a video session, send a message, view a client, write a quick note. The actions you do most often are one click from the landing view.
• Insights from yesterday and this week — engagement summary, response trends, highlights worth noticing.

Clients

The client roster and individual client management. Where the practitioner spends most of their working time when not in session.

Client list

All clients with their key state at a glance:

• Program enrollment status (which program, which phase)
• Progress through the current phase
• Last activity (last session, last check-in, last message)
• Status flags (active, on hold, completed, pending intake)
• Next scheduled session

The list is filterable on every dimension. Practitioners commonly filter to "needs my attention this week," "in the integration phase," "scheduled tomorrow," or "haven't heard from in 14 days."

Client profile

For an individual client, the profile collects everything the practitioner needs to deliver care knowledgeably. The profile is structured into ten coherent areas, accessible via tabs or anchor navigation:

Personal and demographic info

The information collected during intake. Name, contact details, relevant demographic context (age, cultural identification if shared, language preferences). Custom fields the creator has defined for the program (occupation, referral source, presenting concerns).

Health and wellness intake responses

The full intake form, completed by the client. Includes any medical history, current treatments, contraindications, and program-specific intake questions the creator has authored.

Current program enrollment(s) and phase

Which programs the client is enrolled in, current phase, sessions completed within the phase, sessions remaining. A client may be enrolled in multiple programs if the creator has authored complementary tracks.

Session history

Every session the client has had: completed (with completion timestamp), scheduled (with date/time), missed (with optional reason). Each completed session links to its pre-session check-in, post-session reflection, and any practitioner notes.

Pre/post session check-ins and reflections

The structured data the client provides before and after each session. Patterns emerge over time — readiness scores climbing, post-session state shift becoming more pronounced, reflections deepening.

Assessment scores over time

Charted longitudinally. GAD-7 trajectory across the program. PHQ-9 weekly. BBCSS at the autonomic checkpoints. The chart shows the trajectory; clicking any data point shows the detailed assessment response.

Messages thread

The full conversation between practitioner and client. Searchable and timestamped. Voice messages and shared files are inline.

Documents shared

Files exchanged with the client — workbooks the practitioner shared, documents the client uploaded, intake forms, signed consent.

Notes

Practitioner-authored notes, optionally AI-assisted. AI session notes (covered below) generate structured drafts from a recorded session that the practitioner reviews and edits before saving.

Custom fields

Creator-defined fields specific to the program. A functional medicine creator might define lab result fields; a coaching creator might define goal-tracking fields; an integration creator might define experience-context fields.

Enrollment workflow

Enroll a client into a program, set start date, configure titration if applicable. The enrollment workflow validates that the client meets the program's prerequisites (intake completion, baseline assessment, any creator-defined gating criteria) before the program goes live.

Program controls per client

Per-client controls available within what the creator has authorized:

• Adjust pacing — slow down or accelerate within program-defined limits
• Override variants — select a different variant of a session for clinical reasons
• Flag for clinical attention — mark a client as needing follow-up or concentrated focus
• Hold — pause the client's program temporarily without losing their state
• Re-enroll — for clients completing a program who want to start a fresh cycle

Every program control action that diverges from the creator's authored protocol is logged as part of the fidelity record (visible to the creator in the Outcomes view). This isn't punitive — it's documentation of clinical judgment in context.

Bulk client actions

Operations across multiple clients at once: assign an assessment to a group, send a check-in to a cohort, archive a batch of completed clients, bulk-message a defined group. Useful for practitioners running structured cohorts or group programs.

Programs

The practitioner's view of authorized programs. This is reference material — what each program looks like, how it's structured, what's expected of you as the deliverer.

Available programs

Programs the practitioner is authorized to deliver, with active enrollment counts. Each program shows its version, last update from the creator, and any continuing-education content the creator has published.

Program reference

View the structure of a program — phases, sessions, content, assessment touchpoints. The reference is read-only (you cannot modify the creator's program), but you can navigate it freely to understand what you're delivering and refresh your memory on specific sessions.

Self-experience mode

Go through the program as a client would — limited to a preview window — so you have firsthand familiarity with what your clients experience. Particularly valuable when you're first authorized to deliver a new program.

Program request

Request authorization for additional programs from the creator. Useful when the creator publishes a new program or when you complete additional training that qualifies you for an existing program you're not yet authorized to deliver.

Continuing education

Creator-published updates, training modules, clinical guidance. The creator can require completion of specific CE content to maintain authorization for a program.

Schedule

Calendar and appointment management. Practice-management functionality at the depth practitioners actually use day-to-day.

Calendar view

Day, week, and month views. Color-coded by appointment type (1:1 session, group session, intake, administrative time). Drag-to-reschedule. Click any appointment to see its full context.

Appointment booking

Book directly into the calendar with a structured form (client, service type, duration, location/video, notes). Recurring sessions can be configured at creation.

Telehealth video session launch

Every video appointment has a one-click launch into the secure HIPAA-compliant video room. The same room link is sent to the client; both join from their respective applications. Sessions can be recorded with explicit consent for AI session note generation.

Recurring session setup

Configure weekly, biweekly, or custom recurrence patterns. Useful for the standard weekly coaching engagement or the standard biweekly session cadence common in many programs.

Group session management

Schedule and host sessions with multiple clients simultaneously. Each group session generates its own attendance roster and session notes capability.

Booking page for clients

A public scheduling link clients can use to self-schedule sessions within the practitioner's defined availability. The booking page is brand-customized to match the program's identity.

Calendar sync

Two-way sync with Google Calendar, Outlook, and iCloud. Appointments booked in either system appear in both. Time blocked in your external calendar is treated as unavailable for client booking.

Buffer time, working hours, location management

Configure available hours by day, buffer time between appointments, location options (your office, a clinic, video, client's location), and any service-specific availability rules.

Reminders and notification controls

Configure when and how clients are reminded about upcoming appointments — typically 24 hours in advance via email, sometimes also 1 hour in advance via SMS. Client-facing reminder messages are templated and brand-customizable.

Messages

Secure communication. HIPAA-compliant from end to end. The Messages tab is structured around active conversations rather than around clients — you see your unread and recently-active threads first.

Conversation threads

Threads with each client, organized by recency. Click into a thread for the full conversation history.

Group messaging

Send messages to a defined cohort. Useful for cohort-based programs where you want to send shared materials, reminders, or program-wide announcements to multiple clients at once.

Send forms, documents, voice messages

Beyond text: send a form for the client to complete, share a document, record a voice message. Voice messages are particularly useful when nuance matters and a written reply would be too clinical.

Message templates

Save common communications as templates. The 24-hour appointment reminder, the post-intake welcome, the gentle nudge for a client who's missed a check-in. Templates support variable substitution (client first name, next session date) so they don't read as mass communication.

Notification controls

Granular control over what triggers a notification, when, and through which channel (in-app, email, push, SMS where applicable).

Search history

Full-text search across all your message threads. Useful for finding "what did the client say last month about their sleep" without manually scrolling through history.

Library

The practitioner's content view. Read-only access to creator-published assets, plus the practitioner's own additions where the creator's settings permit.

Program content browser

View assets associated with the programs you're authorized to deliver. Useful for refreshing on a specific session's content before delivery, or for sharing supplementary material with a client between sessions.

My uploads

Practitioners can upload their own supplementary materials — articles they've written, recommended readings, recipes, exercise demonstrations, anything appropriate to the practitioner's clinical work. The creator controls (via Studio settings) whether practitioners can add their own content and whether that content is visible only to the practitioner's own clients or shared with the broader network.

Templates

Note templates, message templates, document templates. The practitioner can author and save their own templates for repeated use, and can use creator-published templates that come bundled with the program.

Settings

The administrative layer for the practitioner's own account. Configuration that's specific to you, not to the creator's program.

Profile

Public-facing practitioner info: name, credentials, photo, specialty. This is what clients see when they're matched with you and what appears on your booking page.

Practice branding

Practitioner-level brand layered alongside the program's brand. By default, the client experience is fully program-branded; some creators allow practitioners to add a secondary practitioner identity (your photo, your name, optionally your practice name) in specific places.

Calendar and availability

Booking hours, location, services offered. Configure when you're available for client booking, where you work, and what session types you offer (initial consultation, standard session, deep-work session, group session, etc.).

Payment processing

Stripe Connect integration for receiving client payments, if you run your own billing. Some practitioners are paid by the creator's organization (in which case payment processing isn't relevant); others bill clients directly.

Notification preferences

What notifies you, when, and through which channel.

Account and credential info

What's shared with the creator about your credential status. This is transparent — you can see exactly what the creator's organization sees about your credentials and licenses.

Connected accounts

Calendar sync (Google, Outlook, iCloud), video conferencing (Zoom integration as alternative to native Jitsi), email connection for sending appointment confirmations from your professional email address.

Audit log

Your own activity log. Every action you've taken in the system, timestamped, available for personal review and HIPAA-compliance documentation.