The Clinical & Practice Operating System (CP-OS)
A plug-and-play operating system built for solo practitioners and multi-provider group practices in coaching, counseling, and mental health. This system standardizes the end-to-end clinical and personal growth client journey while streamlining administrative compliance, billable hour tracking, financial cycles, and AI-assisted client acquisition into three core operational workspaces.
- Created by
- Nova
- Spaces
- 3
- Projects
- 5
- Sessions
- 33
About this template
- Client Care & Clinical Journey Hub: Standardizes individual client management from initial intake assessments, consent forms, agreements, and billing setup through welcome orientation, custom session agendas, evidence-based tools and homework, billable hour tracking, and ethical offboarding or discharge. - Practice Admin & Financial Calendar: Centralizes recurring operational management, allowing practitioners and admin staff to manage their monthly compliance tasks, track billable vs. non-billable hours, and archive monthly completion logs for annual auditing. - Practice Growth & Marketing Pipeline: Measures potential client acquisition metrics over specific timeframes, captures diagnostic intake notes during discovery or triage calls and facilitates AI-assisted brainstorming for social media strategy and psychoeducational content.