Consultations, Programs & Education
Three related clinician surfaces, each gated by your brand's configuration.
Consultations
Despite the name, Consultations is not a per-patient session tracker — it's the intake-questionnaire template library staff use to author the questionnaires patients fill out. Two ownership tiers share one list: global templates (the shared platform library, browsable by every staff role but editable only by admins) and each staff member's own personal templates (organized into folders, visible and editable only by their owner). The actual per-patient clinical session lifecycle — booking, review, decision — lives under Appointments & Booking instead.
Programs
Programs are structured care offerings a clinician can enroll a patient into. The Programs tab appears for clinical roles when your brand enables it. Program definitions themselves are managed in the reporting portal — see Reporting & Payments.
Education
The Education library is a reference surface for clinicians, shown when enabled. Use it for protocol and clinical reference material.
:::note These tabs are configurable Whether Programs and Education appear depends on brand-level toggles. If you don't see one, it's turned off for your configuration. :::