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Daniel Brewer
User for 5 months
Recently Created Pages View All
Resetting All Data
Resetting All Data The Reset All Data function permanently deletes all patient, session, and clie...
Goals & Progress Tracking
Goals & Progress Tracking Goals are created as part of a treatment plan and tracked individually ...
Treatment Plans & Session Notes
Treatment Plans & Session Notes Treatment Plans A treatment plan is the structured clinical recor...
Converting a Lead to a Client
Converting a Lead to a Client When a lead is ready to become a formal client — typically after bo...
CRM Overview
CRM Overview The CRM (Client Relationship Management) tab is where all leads and clients are mana...
Recently Created Chapters View All
CRM & Client Management
Converting leads to clients, managing profiles, treatment plans, session notes, and goals.
Data Management
Resetting session data, understanding what is deleted, and when to use this option.
Knowledge Base
Managing the KB articles that inform the AI's biodecoding methodology during sessions.
Prompt Engineering
Editing the base practitioner prompt and understanding how prompts drive the conversation.
Guardrails
Creating, editing, and managing safety and methodology rules that govern the AI's behaviour.