Assigned clients
Your clinical overview
Only your assigned caseload is represented here.
Authorized for review
Pending invitations
Assigned clients
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What this workspace can see
- check_circleClients currently assigned to you
- check_circleAuthorized outcome and activity records
- check_circleYour own client invitation history
- blockNo staff roster, billing, or practice-wide analytics
Progress
A clear view of assessment change and app engagement for clients assigned to you.
Load this view to see your caseload report.
Assessment change
First-to-latest score change within the reporting window.
Score change over time
How are these scores calculated?
Each change compares a client’s first and latest assessment in a rolling 90-day window. Higher is favorable on all four indices. Each weekly point includes currently assigned, authorized clients; it may use a different number of contributors. Group values require at least five contributors. These are descriptive trends, not diagnoses or evidence of treatment effect.
Practice & XP
Activity and app rewards from the past 30 days, separate from clinical assessment scores.
Skill practice
Completions in each related skill area.
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Skill XP earned
XP earned through clinic-linked activities; not a measure of skill mastery.
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XP over time
Assigned clients
Clinical records remain gated by each client’s active treatment authorization.
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Client record
Individual records are shown only while assignment and treatment authorization remain active.
Opening each record type creates an audit entry. Scores and activity are shown as recorded, without diagnosis or clinical interpretation.
Assessments
Explore the client experience
See what your assigned, authorized clients are using. Open an experience to preview it without saving your activity.
You can interact with each experience, but entries, XP, streaks, reminders, private notes, calendar events, and completion history are never saved when you open them here.
Invite a client
Every invitation is client-only and automatically assigns the accepted client to you.
Send secure access
Client invitations
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