Client Profiles and Safety Routing
Category: Training Guides Video duration: 5:48 Reading time: ~5 min
Overview
This guide accompanies the Client Profiles & Safety Routing video. It explains how client profiles work, what the optional intake survey adds, and how safety routing uses profile data to shape and sometimes constrain script generation.
1. What a client profile contains
A client profile is a non-identifying record that provides context for session generation. It contains:
- Session goals — What the client is working on
- Delivery constraints — How sessions are delivered and any relevant delivery notes
- Clinical context — Any relevant history that affects session design (without identifying information)
- Survey snapshot — If the intake survey has been completed, a psychological profile snapshot is attached
No names, contact details, or identifying information is required or stored at the profile level.
2. Creating a profile
From the Dashboard, click New Client. You will be asked for:
- An alias or reference code (for your own records — something like "Client A" or a case number)
- Primary session goals
- Any relevant clinical context relevant to session design
- Delivery mode preference (in-person, virtual, self-guided)
That is the minimum. You can expand the profile at any time.
3. The optional intake survey
The Client Psychological Profile Survey is an optional additional step that generates a detailed profile snapshot from a structured assessment. When completed:
- The system derives a psychological and communication profile from survey responses
- This profile is attached to the client record as a non-identifying snapshot
- Script generation uses the snapshot to personalise language, pacing, technique selection, and delivery calibration
The survey takes approximately 10–15 minutes and is administered via a link you send to the client. Client responses feed into the snapshot; raw responses are not stored in your workspace.
4. Safety routing
Safety routing is the process by which the client profile — especially the clinical context fields — shapes what can and cannot be generated for this client. It operates automatically when you generate a script.
Routing outcomes:
Standard — No constraints identified; the full relevant module library is available.
Constrained — One or more clinical considerations in the profile restrict which content can be selected. The system narrows the available pool accordingly and explains which constraints apply.
Restricted — Significant contraindications mean only a limited category of content is appropriate. The system restricts generation to this scope and explains why.
Blocked — In rare cases, a combination of factors means generation cannot proceed for this client context. This is uncommon and always explained with specific reasoning.
5. Updating a profile
Client profiles can be updated at any time. Updating the clinical context or adding a survey snapshot may change the safety routing for future sessions. Existing scripts generated under previous profile settings are not affected.