Clinical Management
Built Around
Compassionate Care
Secure, intuitive software for mental health practitioners β managing clients, sessions, treatment plans, progress notes and Medicare billing from a single, HIPAA-aligned platform.
Client Overview
Today's sessions β Wednesday
Everything Mental Health Practitioners Need
From client intake to treatment review β CodexPro supports the entire clinical journey in one secure, easy-to-use platform.
Client Intake & Profiles
Digital intake forms, consent management, risk assessments and complete client history β all accessible in a secure profile.
Session Notes & Documentation
Structured note templates for individual, group and family therapy β with clinical frameworks like CBT, DBT and trauma-informed care.
Treatment Planning
Create, review and update treatment plans linked to client goals β with progress tracking across the care journey.
Medicare & NDIS Billing
Generate compliant invoices for Medicare Better Access, NDIS and private billing. Supports bulk billing and online payment.
Appointment Scheduling
Online booking, appointment reminders via SMS/email, cancellation management and waitlist management.
Risk & Safety Management
Structured risk assessments, safety planning tools and critical incident documentation with supervisor escalation workflows.
Client Management & Care Records
Maintain comprehensive, secure client profiles with everything from referral source to discharge summary β all in one place and accessible wherever you work.
- Digital intake forms with e-consent capture
- Presenting concerns and diagnostic history
- Risk assessment tools (suicide, self-harm, harm to others)
- Medications and GP / referrer contacts
- Session history and cumulative progress notes
- Secure document storage (referrals, letters, reports)
Client: Alex T.
Psychologist: Dr. Sarah M. Β· Active
Medicare & Billing Management
Spend less time on paperwork and more time with clients. CodexPro handles Medicare Better Access claims, NDIS invoicing and private billing automatically.
- Medicare Better Access item numbers built in
- Online and bulk billing support
- NDIS line item mapping and claims
- Private health insurance invoicing
- Automated payment reminders for clients
- Reconciliation and financial reporting
Billing β June 2025
Dr. Sarah M.
Built for Australian Privacy & Clinical Standards
Designed from the ground up to meet the requirements of Australian mental health practitioners and regulatory bodies.
π Privacy & Security
π Clinical Compliance
π Record Management
π©Ί Practice Types Supported
Give Your Practice the Platform It Deserves
Book a free demo and see how CodexPro streamlines clinical management for mental health practitioners.
Book a Free Demo β