Cambium Therapies
Practice Manager

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Dashboard

Good morning — welcome back.

A quiet overview of your practice today.

Active Clients
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— on waiting list
Sessions This Week
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Monthly Income
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— outstanding
Supervision Due
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cases to discuss
CPD Hours
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of 30 hrs required
Sessions — Next 7 Days
Date Time Client
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Actions Required
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Income — Last 6 Months
■ Income ■ Expenses
Registration

New Client

Complete all four sections before the first session. Fields marked * are required.

📋
1
Personal Details
2
Initial Assessment
3
Risk & Safeguarding
4
Consent & Contract
Personal Details
Emergency Contact
GP & Medical Information
Initial Assessment Form
Complete during or immediately after the initial assessment. Record the client's own words where possible.
Risk Assessment & Safeguarding
Document contemporaneously. Seek supervision for any medium or high risk. Follow NCPS ethical framework and local safeguarding procedures.
Risk to Self — self-harm / suicidal ideation
Risk to Others
Child Safeguarding Concern
Adult Safeguarding Concern
Consent, GDPR & Therapeutic Contract
Consent Checklist
Records

Client Management

View records, add session notes, and manage client documentation.

⌕
ID Client Status Sessions Next Session Balance
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Waiting List
ID Client Enquiry Date Wait Time Priority Contact Attempts
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Accounts

Financial Tracking

Full practice accounting — invoices, P&L, aged debtors, VAT, self assessment, and bank reconciliation.

This Month — Income
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Outstanding
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— unpaid invoices
Overdue (30+ days)
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— invoice
Monthly Expenses
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Supervision, CPD, room hire
Net This Month
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Tax est. —
Cash Flow — Last 12 Months
Income Expenses
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Income
Total Income
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From Invoices
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From Bank
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Transactions
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Date Reference Category Client Source Amount
Select a period to load income.
Profit & Loss
Income
Total Income—
Expenses
Total Expenses—
Net Profit—
Gross margin—
Invoice Log
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Invoice Client Category Date Session Amount Method Paid Status
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Expense Tracker
Date Category Description Frequency Amount Receipt
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Aged Debtors

Unpaid invoices grouped by age. Use this to prioritise chasing and assess your credit risk.

Current (0–30 days)
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31–60 days
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61–90 days
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90+ days
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Total Outstanding
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Invoice Client Issued Due Amount Age Band
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Late Payment Chaser Log

A record of all contact attempts made to recover outstanding payments. Click "Log" on any invoice above to add an entry.

Date Invoice Method Notes
Click Refresh to load.
Client Financial Statement
Invoice Date Description Amount Paid Date Status
Select a client above to view their statement.
VAT Tracker

Rolling 12-month turnover vs the VAT registration threshold (£90,000). You must register if you exceed this.

Rolling 12-month turnover—
£0Threshold: £90,000

Self Assessment — Tax Year Summary
Estimates only. Tax figures use UK personal allowance (£12,570), basic rate (20%), higher rate (40%), and Class 4 NI. Consult your accountant before filing.
Income by Category
Gross Income—
Allowable Expenses
Total Expenses—
Taxable Profit—
Personal Allowance−£12,570
Taxable Income—
Income Tax (20% / 40%)—
Class 4 NI (9% / 2%)—
Total Tax & NI Est.—
Effective rate—
Monthly Breakdown
Month Gross Income Expenses Net Income Tax Est.
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Import Bank Statement

Upload a CSV from your bank. Credits auto-classify as Income, debits as Expense. You can override the type, link a client, and reconcile a transaction against an open invoice — which marks it Paid automatically.

↑ Upload CSV

How to export — Barclays: Accounts → Statement → Export  ·  Monzo: Account → Export Transactions  ·  Starling: Download Statement  ·  Lloyds/Halifax: Account Activity → Export  ·  NatWest: Statements → Download  ·  Revolut: Profile → Statements

Administration

Practice Admin

Supervision log, CPD, GDPR compliance, and key contacts.

📅 Session Calendar
Mon
Tue
Wed
Thu
Fri
Sat
Sun
New Event / Session
Caseload Analysis
Supervision Readiness

Prioritise clients with most sessions since last supervision.

Client Total Since Sup. Last Sup.
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Supervision Log NCPS: 1.5 hrs/month · 1:8
This Month
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min 90 mins
Client:Supervision
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target: max 8:1
Date Supervisor Mins Type Cases
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CPD Log NCPS: 30 hrs / year
Hours Logged
—/ 30
Date Activity Hrs Type
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Anonymised Session Summary
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Client Ref Sessions First Session Most Recent Avg / Month
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Professional Memberships & Renewals
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Annual Practice Report

Generate a year-in-review PDF covering clients, sessions, income, CPD, and supervision for professional body reaccreditation.

GDPR & Compliance Checklist
Key Contacts & Resources
Organisation Contact Purpose
NCPS 01455 883300 · ncps.com Professional body, ethics, complaints
ICO 0303 123 1113 · ico.org.uk GDPR / data protection regulator
Samaritans 116 123 (free, 24/7) Client crisis resource
NHS 111 111 Non-emergency medical
NSPCC 0808 800 5000 Child safeguarding
MARAC [Local number] Domestic abuse multi-agency
Local CAMHS [Local number] Under-18 mental health referrals
Adult Social Care [Local authority number] Adult safeguarding referrals
Data Retention Schedule

GDPR requires therapy records to be destroyed 7 years after the end of therapy. Records below are due for review.

Click Check to run the retention scan.
Communications

Client Communications

⚙️ Mailbux Account Settings Click to expand
Select a folder to load emails.
✉️
No message selected
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📋 Sent Log (This Session)
Time To Subject Status
No emails sent this session.