Work
Sessions, courses and intervals
Sessions are work with a client, practitioner, slot, interval and attendance state, grouped into courses of work.
Why it matters here Continuity is the treatment, and continuity is a pattern of sessions.
In practice Thirty-one clients with no session in six weeks and no contact recorded.
Workforce
Practitioners, specialisms and availability
Practitioners carry specialisms, availability, current load and the clients they hold.
Why it matters here Matching is a genuine constraint rather than a scheduling formality.
In practice Two practitioners near capacity and two below half, with the waitlist unmatched.
Workflows
Waitlist, matching and allocation
The waitlist carries requirements, priority and matching criteria; cancellations release slots to it.
Why it matters here Unfilled cancellations beside a waitlist is the practice’s central failure.
In practice Forty-one cancelled slots unfilled while fifty-four people wait.
Relationships
Clients, referrers and funders
Clients carry their sessions, intervals, agreements, funding and contact history under controlled access.
Why it matters here The client relationship is the practice, and it is confidential.
In practice Contact history available to the practitioner who holds the client and nobody else.
Control
Access, confidentiality and audit
One permission model and one audit trail, with access set deliberately per record and practitioner.
Why it matters here This field requires tighter access control than most, and it must be demonstrable.
In practice Every access to a client record on the trail with the person and time.
Records
Consent, agreements and correspondence
Consent, working agreements, funding arrangements and correspondence attach to the client under access control.
Why it matters here Agreements govern cancellation policy, fees and scope, and are referenced later.
In practice A cancellation policy applied from the recorded agreement rather than negotiated.
Locations
Rooms and online delivery
Rooms and online sessions are locations with availability and utilisation.
Why it matters here Room availability constrains in-person work and online expands practitioner reach.
In practice Room utilisation against in-person demand.
Reports and analytics
Continuity, capacity and waitlist reporting
Attendance continuity, lapse rates, cancellation fill rates, waitlist wait times and practitioner utilisation come from the records.
Why it matters here The practice’s clinical and commercial health are the same measure: are people continuing.
In practice Cancellation fill rate against waitlist wait time.
Verity AI
Ask the practice a question
Verity AI answers from your own session, waitlist and capacity records, respects permissions strictly, and can create assigned follow-ups.
Why it matters here The valuable questions are about lapse and matching, and both are permission-sensitive.
In practice "Which clients have lapsed without contact?" returns thirty-one to the practitioners who hold them.
Communication
Contact recorded under access control
Reminders, follow-ups and correspondence attach to the client with the same access restrictions.
Why it matters here Contact history is sensitive and necessary at once.
In practice A follow-up recorded and visible only to the holding practitioner.
People
Practitioners and administration
Staff are modelled once with roles and access levels, and every session and contact carries who performed it.
Why it matters here Administration needs scheduling access without access to client detail.
In practice Reception sees availability and attendance; practitioners see their own clients.
Orders
Fees, funding and agreements
Session fees, sliding scales, funded rates and balances are recorded against the client.
Why it matters here Fee arrangements are varied and personal, and consistency matters.
In practice A sliding-scale rate recorded and applied rather than remembered.