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Practice Hub Product Tour

Welcome back to your Practice Hub

This public tour shows Woodland Path Therapy using static fictional records. The live Practice Hub requires sign-up and uses your own authenticated account.

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Practice Hub navigation

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The tour navigation mirrors the current live Practice Hub navigation for ordinary therapist accounts.

PRACTICE

Dashboard
Search
Calendar
Clients
Appointments
Invoices

CLINICAL RECORDS

Contracts
Contract Templates
Session Notes
Risk Assessments

OUTDOOR THERAPY

Outdoor Locations
Route Library
Safety Check-ins

RESOURCES & DEVELOPMENT

Resources
Files
Development & Renewals

WORKSPACE

Help Centre
Data Export
Audit Logs
Notification Preferences
Subscription
Settings

Tour sections

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Dashboard tour

Read-only

A fictional dashboard with schedule, quick actions, overview counts, needs attention and professional content.

Welcome panel

Welcome back to your Practice Hub

Today at Woodland Path Therapy: two fictional sessions, one overdue invoice and one renewal reminder.

Today's Schedule

10:00 - Woodland walk-and-talk session
14:30 - Online follow-up session

Active clients

Appointments today

Open Safety Check-ins

Active risk assessments

Quick Actions

Needs Attention

Insurance renewal due soon
Contract awaiting client signature
Overdue invoice
Risk assessment review due

Community Highlights

Professional update: seasonal route reviews and lone-working policy reminders for outdoor practice.

Calendar tour

Read-only

Month-style calendar with fictional appointments and a note about private calendar subscription.

Alex, Outdoor, 10:00, Riverside Woodland

Sam, Remote, 14:30

Subscribe to a private, read-only ICS calendar feed so Practice Hub appointments can appear in compatible phone, tablet and desktop calendar apps. External calendar refresh timing depends on the calendar provider. This is not two-way calendar synchronisation.

Clients tour

Read-only

Fictional client list and profile information with current alert categories only.

Alex Carter

Preferred name: Alex

Active

Email: [email protected]
Phone: 01632 960 101
Date of birth: 12 April 1989
Emergency contact: Riley Carter

Accessibility needs

Sam Reed

Preferred name: Sam

Active

Email: [email protected]
Phone: 01632 960 102
Date of birth: 3 September 1978
Emergency contact: Jamie Reed

Medical considerations

Jordan Ellis

Preferred name: Jordan

Active

Email: [email protected]
Phone: 01632 960 103
Date of birth: 21 January 1995
Emergency contact: Casey Ellis

High risk

Client profile tour

Read-only

A read-only example of the client profile record cards.

Additional Client Notes

Accessibility needs: Prefers step-free routes and regular seated pauses.

Client Contract - Client signature awaiting completion

Profile details - contact, referral and safeguarding overview

Upcoming appointments - 20 July 2026 at Riverside Woodland

Recent session notes - therapist-only notes listed privately

Risk assessments - Riverside Woodland seasonal review

Safety Check-ins - one active outdoor-session check-in

Client Portal Access - invite active

Shared Documents - preparation handout shared

Client timeline - appointments, notes, contracts and safety events

Contracts tour

Read-only

Create a contract from scratch or a template, customise optional sections, add a therapist signature, send to the Client Portal and download a PDF.

Outdoor Therapy Agreement

Draft

Client: Alex Carter
Version: v1
Date created: 15 July 2026
Date sent: Not sent
Date signed: Not signed
Client signature: Not signed

Walk-and-Talk Therapy Contract

Sent

Client: Sam Reed
Version: v2
Date created: 8 July 2026
Date sent: 9 July 2026
Date signed: Awaiting signature
Client signature: Awaiting client signature

Nature-Based Therapy Contract

Signed

Client: Jordan Ellis
Version: v1
Date created: 1 July 2026
Date sent: 2 July 2026
Date signed: 3 July 2026
Client signature: Jordan Ellis

Contract Templates tour

Read-only

Individual editable sections use structured fields and text areas to keep the client contract clear and consistent.

Outdoor Therapy Standard Contract

Reusable contract structure for outdoor and walk-and-talk work.

Template status: Active
Contract title: Outdoor Therapy Agreement
Included in this contract: Yes
Visible in client contract: Yes
Main agreement confirmation text: Included
Therapist signature: Morgan Green

Remote Session Contract

Template for remote or mixed-format therapy arrangements.

Template status: Draft
Contract title: Remote Therapy Agreement
Included in this contract: Yes
Visible in client contract: Yes
Main agreement confirmation text: Included
Therapist signature: Morgan Green

Session Notes tour

Read-only

List-first therapist-only clinical notes with summary cards, search, filters and draft/finalised statuses.

Total Notes

Draft Notes

Finalised Notes

Notes This Month

Status filter

Client filter

Date filter

Alex Carter - Draft

Linked appointment: 20 July 2026, 10:00. Summary: Session focused on pacing and confidence on quieter paths.

Themes: Boundaries, grounding, anxiety. Interventions: Grounding exercise, pacing plan. Risk notes: No immediate change noted. Follow-up: Review route comfort next session. Private therapist notes remain therapist-only.

Sam Reed - Finalised

Linked appointment: 16 July 2026, 14:30. Summary: Reviewed remote follow-up and agreed between-session practice.

Themes: Adjustment, self-compassion. Interventions: Reflection questions, breathing practice. Risk notes: Stable. Follow-up: Send shared resource. Private therapist notes remain therapist-only.

Risk Assessments tour

Read-only

List-first risk assessment records linked to clients, locations and routes, with PDF export shown as simulated.

Total Assessments

Draft Assessments

Active Assessments

Reviews Due

Status filter

Client filter

Review date filter

Riverside Woodland seasonal review

Client: Alex Carter. Location: Riverside Woodland. Route: Riverside Loop. Overall risk level: Moderate.

Assessment date: 15 July 2026. Review date: 15 August 2026. Weather: Heavy rain may affect riverside paths. Terrain: Mixed woodland path with uneven roots. Environmental risks: Slippery banks, cyclist traffic near entrance. Control measures: Use lower path in dry weather only; agree alternative meeting point. Emergency plan: Return to main car park and contact emergency services if immediate risk.

Outdoor Locations tour

Read-only

Each therapist's Outdoor Locations are private to their Practice Hub.

Total Locations

Active Locations

Archived Locations

Locations With Routes

Status filter

Location type filter

Routes filter

Riverside Woodland

North riverside entrance, AB12 3CD. Meeting point: Main noticeboard beside the car park.

Access: Step-free entrance from car park. Parking: Pay-and-display car park. Terrain: Mostly flat woodland path with occasional roots. Signal: Variable mobile signal near lower path. Emergency access: Vehicle access at main gate. Suitability: Useful for lower-intensity walking sessions

Hilltop Nature Reserve

Western ridge path, AB12 4EF. Meeting point: Visitor centre entrance.

Access: Short slope from parking area. Parking: Free visitor parking. Terrain: Exposed path with moderate gradients. Signal: Good signal at visitor centre. Emergency access: Ranger office near entrance. Suitability: Best for confident walkers in settled weather

Route Library tour

Read-only

Reusable route plans with current unit labels, route type guidance and optional private GPX file upload.

Total Routes

Active Routes

Linked Locations

Archived Routes

Status filter

Difficulty filter

Route type filter

Riverside Loop

Location: Riverside Woodland. Distance (km): 3.2. Estimated duration (mins): 50. Difficulty: Gentle. Route type: Loop.

Start: Main noticeboard. End: Main noticeboard. Hazards: Wet leaves near river bend. Accessibility: Mostly level with benches at two points. Emergency exit: Return via car park access road. GPX attached

Woodland Reflection Route

Location: Riverside Woodland. Distance (km): 1.4. Estimated duration (mins): 35. Difficulty: Gentle. Route type: Reflective.

Start: Quiet gate. End: Sensory garden. Hazards: Narrow bridge after rain. Accessibility: Short route with regular stopping points. Emergency exit: Exit through community garden gate. No GPX file

GPX Route File

Upload an optional GPX file containing the route track. GPX files remain private to the therapist's Practice Hub.

Loop

Starts and finishes at the same point using a circular route.

Linear

Starts and finishes at different points.

Out-and-back

Follows the same route out and returns along the same route.

Accessible

Designed around reduced mobility, step-free access or other access needs.

Fallback

A shorter or safer alternative route used if conditions change.

Reflective

A route designed around pauses, reflection points or therapeutic activities.

Safety Check-ins tour

Read-only

Start and Returned actions automatically record actual start and actual end times in the live Practice Hub.

Open Check-ins

Overdue Check-ins

Completed Today

Check-ins This Week

Status filter

Client filter

Date range

Alex Carter

Status: Checked In. Overdue status: Overdue.

Planned start time: 20 July 2026, 10:00. Expected return: 20 July 2026, 10:50. Actual start: 20 July 2026, 10:02. Actual end: Not returned.

Outdoor location: Riverside Woodland. Route: Riverside Loop. Weather notes: Dry, mild. Emergency plan: Return to car park and phone Taylor Green if overdue.

Sam Reed

Status: Planned. Overdue status: Not overdue.

Planned start time: 21 July 2026, 13:00. Expected return: 21 July 2026, 13:50. Actual start: Not started. Actual end: Not returned.

Outdoor location: Hilltop Nature Reserve. Route: Fallback Ridge Path. Weather notes: Check wind forecast. Emergency plan: Use visitor centre meeting point.

Jordan Ellis

Status: Completed. Overdue status: Completed.

Planned start time: 18 July 2026, 11:00. Expected return: 18 July 2026, 11:50. Actual start: 18 July 2026, 11:01. Actual end: 18 July 2026, 11:46.

Outdoor location: Community Garden. Route: Garden Reflection Route. Weather notes: Settled. Emergency plan: Completed safely.

If a therapist has not marked themselves as returned within 30 minutes of the expected return time, Nature Therapy Hub can send an alert to the emergency contact configured in Practice Settings and copy the therapist into the email.

Safety Check-ins support, but do not replace, the therapist's own lone-working and emergency procedures. Nature Therapy Hub does not continuously monitor sessions or contact emergency services.

Invoices tour

Read-only

List-first invoice management with fictional bank transfer and external payment examples.

Outstanding Amount

£145

Paid This Month

£520

Overdue Invoices

Draft Invoices

Status filter

Client filter

Date filter

INV-2026-014

Client: Alex Carter. Issue date: 20 July 2026. Due date: 3 August 2026. Amount: £75.00. Status: Sent.

Payment method: Both. Linked completed appointment: 20 July 2026 outdoor session. Reminder status: Not sent.

INV-2026-012

Client: Sam Reed. Issue date: 1 July 2026. Due date: 15 July 2026. Amount: £70.00. Status: Overdue.

Payment method: Bank Transfer. Linked completed appointment: 1 July 2026 remote session. Reminder status: Reminder sent.

INV-2026-010

Client: Jordan Ellis. Issue date: 24 June 2026. Due date: 8 July 2026. Amount: £75.00. Status: Paid.

Payment method: Online Payment. Linked completed appointment: 24 June 2026 indoor session. Reminder status: Not required.

Online payment links open an external payment page. Nature Therapy Hub does not collect card details.

Resources tour

Read-only

Therapists can selectively share approved resources with individual clients through the Client Portal.

Preparing for your outdoor session

Category: Client preparation. Type: PDF handout. Practical information about clothing, weather and boundaries.

Client-facing status: Shared with 2 clients

Grounding practice between sessions

Category: Grounding. Type: Resource page. A short nature-based exercise for noticing breath, pace and surroundings.

Client-facing status: Shared with 1 client

Wet weather session guide

Category: Therapist resource. Type: Private file. Private planning notes for adapting outdoor work in poor weather.

Client-facing status: Therapist-only

Files tour

Read-only

Files remain private unless deliberately linked to a professional development record or shared with a client. No live signed URLs are used in the Product Tour.

insurance-certificate-2026.pdf

Insurance certificate - Private

cpd-certificate-woodland-practice.pdf

CPD certificate - Linked to professional development

client-grounding-handout.pdf

Client handout - Shared with Alex Carter

riverside-risk-attachment.pdf

Risk assessment attachment - Private

Development & Renewals tour

Read-only

Professional development and renewal records are separated on the same page.

Professional Development

Outdoor Therapy Ethics Workshop

Provider: Green Practice Training. CPD type: Workshop. Status: Completed. Completion date: 12 March 2026. Hours: 6. Certificate / evidence file: Certificate linked.

Reflection: Useful update on boundaries and route planning. Learning outcomes: Strengthened contract, boundaries and risk-review routines.

Supervision: working with exposure outdoors

Provider: Clinical supervisor. CPD type: Supervision. Status: Completed. Completion date: 8 May 2026. Hours: 1.5. Certificate / evidence file: No evidence linked.

Reflection: Reviewed pacing and client choice. Learning outcomes: Use clearer session preparation notes.

Renewals and Memberships

Professional liability insurance

Provider: Example Mutual. Type: Insurance. Reference: POL-EX-2026-44. Renewal date: 18 August 2026. Status: Due soon. Evidence file: Policy PDF linked. Notes: Renew before annual report.

Professional membership

Provider: Example Therapy Association. Type: Professional membership. Reference: MEM-2048. Renewal date: 30 September 2026. Status: Active. Evidence file: Receipt linked. Notes: Annual membership renewal.

DBS update

Provider: Example Disclosure Service. Type: DBS. Reference: DBS-7788. Renewal date: No renewal date. Status: Active. Evidence file: Evidence linked. Notes: Review during annual admin check.

Data Export and account controls tour

Read-only

The tour shows controls only as simulated examples.

The live Practice Hub includes data export, audit logs, notification preferences, subscription settings and account controls. The Product Tour does not run exports, revoke subscriptions, change notification settings or delete accounts.