Adding a new client to PractaLuma is fast, flexible, and built with privacy and organisation in mind. Whether you’re a solo psychologist or managing multiple clients across locations, PractaLuma makes it simple to keep your records secure and streamlined.
Step-by-Step Guide
Step 1: Navigate to Your Dashboard
After logging into your PractaLuma account, you'll land on your dashboard — your central hub for managing sessions, documents, and client records.
Step 2: Open the Client Management Page
From your dashboard, click “My Clients” in the left-hand side menu. This will open the client management page where you can view, search, and manage all your client profiles.
Then, click the “Add Client” button in the top right corner to begin creating a new profile. This will open a new client profile form.
Step 3: Enter Client Details
You’ll be prompted to fill in basic client information. PractaLuma supports both identifiable and de-identified entries to suit your practice preferences.
Client Name or Pseudonym:
Use the client’s full name, initials, or a pseudonym (e.g., “Client A”). This is especially helpful if you’re working under de-identification policies.Tags (Optional):
Add custom tags to help you organize and filter clients efficiently. Some helpful examples include:Clinic location (e.g., Fitzroy, Telehealth)
Risk level (e.g., Low, High)
Intervention type (e.g., CBT, EMDR, Family Therapy)
Tags make it easy to filter and locate clients later—especially as your caseload grows.
Step 4: Save the Client Profile
Once you’ve entered the information, click “Save”. The new client profile will appear in your client list, ready for you to start documenting sessions, assessments, and reports.
Tips for Managing Clients in PractaLuma
Searchable Database:
Use the search bar on your dashboard to find clients by name, pseudonym, or tag.Privacy-Friendly Design:
PractaLuma never requires identifiable data—ideal for clinicians who prioritize confidentiality and data minimization.Linked Records:
All session notes, assessments, and reports you generate will be automatically linked to the selected client for easy access.Highlight Option:
Clicking the star next to a clients name in the client management page will pin them in a drop down list under "My Clients" on the left hand side menu.
Next Steps
Once your client profile is set up, you're ready to:
Record a session
Generate structured notes using AI
Upload historical documents
Assign assessments or prepare reports
PractaLuma is designed to make documentation intuitive, organized, and secure—so you can spend less time on admin and more time with clients.
If you need help with this process, check the PractaLuma Help Centre or contact support via your dashboard.