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📖 omdex — User Manual

Full reference guide

🚀 Introduction

omdex — private, offline-first practice management for solo practitioners

omdex runs entirely in your browser. It works offline, keeps your data encrypted on your device, and can optionally sync between your devices. It can be installed to your home screen or desktop like an app.

✦ Key Features

  • Calendar: Week, Timeline, 2-Week, Overview, 3-Week, 4-Week and Full Month views
  • Clients: coded client records with fees, session lengths, business types and video links
  • Sessions: recurring bookings, payment tracking, cancellations and drag-and-drop rescheduling
  • Tasks & Day Pins: recurring to-dos and free-text notes for each day
  • Clinical Notes: session notes, supervision notes and imported notes archives per client
  • Outcome Measures: CORE-10, PHQ-9 and GAD-7 with a trend chart
  • omdex-modes: a reflective tagging tool based on the Modal Compass
  • Documents: invoices, emails from templates, professional letters and clinical summary reports
  • Finance & CPD: income reports and a CPD log with yearly targets
  • Privacy: AES-256 encryption, screen lock, biometric unlock and optional encrypted Cloud Sync

🧭 Getting Started

A suggested first-time setup

  • Set a passcode — click 🔓 in the top bar (or press P). This switches on encryption. Until you do, a reminder appears on screen.
  • Enter your details — Sidebar → ⚙ System Configuration: practitioner name, invoice "From" address and bank details, and your letter accreditation line.
  • Set your session grid — the times your working day is divided into (e.g. 09:30, 10:45, 11:45), in the same panel.
  • Add clients — Sidebar → 👤 Client Database.
  • Book sessions — click a free slot in Week view.
  • Make your first backup — Sidebar → 💾 Save. Keep this file somewhere safe.
In any pop-up window, pressing Enter in a single-line field does the same as clicking its main button (Save, Book, Generate…). Esc closes it.

📅 Views & Navigation

✦ Moving Around

  • ◀ Today ▶ in the bottom bar move backward and forward, or jump to today. Use ← → and T on the keyboard.
  • View button (📅 Week / 📊 Overview) switches between those two views.
  • Month button — one click switches to your most recent month view. Once a month view is showing, click it again (▴) to choose 3 Weeks, 4 Weeks or Full Month.
  • Keys 1–5 jump straight to Week, Overview, 3-Week, 4-Week and Full Month.
  • Choose which view opens on start-up in System Configuration → Default View on Load.

✦ Week View

Seven day columns showing your session grid, bookings and tasks. Today's column is highlighted, and UK bank holidays (England & Wales) are labelled.

  • Busy / Free checkboxes (bottom bar) show or hide busy-blocked and free slots — B and V
  • ☰ Tasks switches between tasks sorted in time order among sessions, or listed separately below them — S
  • 📐 Timeline — see below — L
  • 🗓️ 2-Week stacks this week and next, one above the other — K

✦ Timeline View

Places sessions and tasks on a proportional time axis, like a standard calendar, so a 3pm booking lines up across every day.

  • Set the day's start, end and default pill length in System Configuration → Session Grid → Timeline View
  • Sessions use the client's session length; timed tasks use their own length, otherwise the default
  • If anything that week falls outside your start/end times, the timeline stretches to include it
  • All-day tasks sit in a lane at the top of each day
  • Overlapping items are staggered so each stays visible; hover to bring one to the front

✦ Overview

A three-pane dashboard:

  • Schedule — sessions and tasks from four weeks ago to eight weeks ahead. Click a session to open that client's notes, Add Note to write a note for that session, or the PAID/UNPAID chip to toggle payment. + adds a task.
  • Client Notes — the notes for the selected client (see Notes & Supervision).
  • All Clients — a collapsible list (click its header), grouped into active and inactive clients. ⚙️ edits a client, 📁 opens their notes archive, and clicking a client opens their notes.

✦ Month Views

3-Week, 4-Week and Full Month grids list each day's sessions and tasks in time order. Click any day to open that week. Sessions and tasks can be dragged to another day.

✦ Top Bar

  • Month Summary — sessions, clients, paid and projected income for the month being viewed, plus all-time Client Hours
  • 🔍 Search (Ctrl/Cmd+F) — searches client codes, session notes, supervision notes, tasks and day pins, with filters. Click a result to go to it.
  • Compass icon — the Modal Compass reference (shown when omdex-modes is enabled)
  • Clock — click 24H/12H to change how times display throughout the app
  • 💡 hover tips · ⛶ fullscreen (F) · 🔓 lock (P)
Press H to show or hide the sidebar.

👤 Clients

✦ Adding a Client

Sidebar → Client Database. Each client has a code made of initials, a separator and a number — for example AB_43. The number is suggested automatically (the next one in sequence) and your chosen separator (_ - . or none) is remembered.

  • Fee — used for income totals and invoices
  • Session length — in minutes; used in Timeline view
  • Type — Counselling, one of your business types (e.g. Supervision), or Other with your own label. Non-counselling clients get a small coloured corner on their session pills.
  • Video link — optional; must start with https://. Shown as a 💻 Join Session button on their sessions.
Business types are managed in System Configuration → Business Types. Removing a type there doesn't change clients who already use it.

✦ Editing, Renaming & Deleting

  • Click a client in the list to edit them
  • Changing a client's code renames it everywhere — sessions, notes archive and supervision notes. Undo history is cleared afterwards.
  • Older codes can be converted to the initials + number format with the Convert tickbox
  • × deletes a client from the list; their past sessions and notes remain in your records
  • Sort the list by order added, initials A→Z / Z→A, or newest / oldest

✦ Client Colours

Each client is given a soft colour that stays the same over time. Clients seen in the last or next four weeks never share a colour (up to 20 at once).

✦ Importing from CSV

Click 📥 Import CSV. One client per line: code,fee,link (fee and link optional; a header row is detected and skipped). Duplicates and invalid rows are skipped and listed afterwards.

🗓 Bookings & Sessions

✦ Booking

  • Click a free slot → choose the client, Face-to-Face or Online, and how often it repeats (once, weekly, fortnightly, or every n weeks)
  • Custom Session Time books at a time that isn't on your session grid
  • ⛔ Busy / 🟩 Free mark slots as blocked or open
  • Select several slots at once (desktop) — drag a box across them, starting from an empty space rather than on a slot
  • Repeating bookings check for clashes and ask before overwriting

✦ Managing a Session

Click a booked session to open it:

  • ✓ Paid / ✗ Unpaid — shown as a green or red line at the bottom of the session
  • ✏️ Edit Booking — change client, date, time or type. omdex won't move a session onto another booked session, and asks before replacing a busy slot.
  • ✉ Email Client — templates, invoice and letters (tick + Link to add their video link)
  • ⊘ Cancel — marks the session as cancelled (struck through). Cancelled sessions don't count toward income or client hours. Click ↩ Restore to undo.
  • 🗑 Delete removes this session; ⏭ Delete Future removes it and all later sessions for that client — use this to end a recurring booking

✦ Rescheduling by Dragging

On desktop, drag a session onto a free slot in Week view, or onto another day in a month view (it keeps the same time). You can't drop onto an existing booking.

💻 marks online sessions. A small dot means the session has notes.

📋 Tasks & Day Pins

✦ Creating a Task

Click + at the top of any day (or + Task on phone). The buttons at the top of this window let you add a 📚 CPD Event or 🌴 Holiday for that day instead. For a task:

  • Timing — all day, or a specific time with a length in minutes
  • Frequency — once, daily, weekly, fortnightly, every n weeks, monthly or yearly. Monthly and yearly can repeat on the same date or the same weekday (e.g. "second Tuesday").
  • Repeats — ongoing, or a set number of times
  • Colour — random (based on the title) or a solid colour
  • Details — optional extra info such as a link or room

✦ Editing & Deleting

Click a task to edit it. For repeating tasks you can save just this one, update the whole series, or update this and all future ones — changing the date shifts the others by the same amount. Deleting works the same way.

Drag a task onto another day to move it.

✦ Day Pins

Each day in Week view has a + Pin panel at the bottom for general notes that aren't about a client — reminders, admin, reasons for a change. Pins save as you type. 📝 Pinned shows the day has one. Press C to open or close all pins.

🌴 Holidays

Open 🧰 Functions → 🌴 Holidays, or 🌴 Holiday in the New Task window. Add a start date, an end date (inclusive) and an optional label such as "Summer break".

  • Holiday days are tinted amber and labelled in every calendar view. Click the label to manage your holidays.
  • If sessions are already booked during the holiday, you can cancel them all at once, or choose I'll do it manually
  • Deleting a holiday doesn't restore sessions you cancelled for it
  • The Holiday Notice email can fill in its dates from any upcoming holiday

📝 Session Notes, Supervision & Archive

All clinical notes live in the Client Notes pane in Overview

✦ Writing a Session Note

  • In Overview's Schedule, click Add Note on a session
  • Pick a mode if omdex-modes is on, write your note, then 💾 Save — or press Ctrl/Cmd+S, which saves the note and syncs
  • − / + change the text size of notes

✦ Reading & Editing Notes

  • Notes are shown newest first, each with its session number and date. Click a note's header to collapse or expand it.
  • 📜 Edit lets you change the text, session number and mode
  • Session numbers count up automatically, excluding cancelled sessions. If you set a number by hand, later sessions continue on from it.
  • 📉 Chart (or N) switches between the notes and the outcome measure trend chart

✦ Supervision Notes

Click 📋 Supervision in the notes header to write a supervision note about that client. These appear in date order among the session notes, shown in green, and can be deleted individually.

✦ Notes Archive

For background material such as case history or earlier notes kept elsewhere. Click 📁 next to a client in the All Clients pane, then paste text or upload a .txt or .md file.

  • Save & Append adds to the existing archive with a dated divider
  • Overwrite replaces it (after confirming)
  • The archive appears at the bottom of the client's notes; click ▶ to expand it

📊 Outcome Measures

Turn on CORE-10, PHQ-9 and GAD-7 individually in System Configuration → Clinical. Their buttons then appear on each session note and on the new-note box.

  • Click a button to complete the measure for that session; ✅ Save & Close stores the score with the session
  • The button then shows the score, coloured by severity
  • Each measure can be copied as text or exported to CSV
  • CORE-10 — total out of 40; bands from Healthy to Severe distress (items 2 and 3 are reverse-scored)
  • PHQ-9 — total out of 27; Minimal to Severe. Any score above zero on item 9 is highlighted.
  • GAD-7 — total out of 21; Minimal to Severe

✦ Trend Chart

The chart at the bottom of a client's notes plots all saved scores over time. Each measure has its own colour and is scaled to the same height so they can be compared; the value shown on each point is the real score. Press N or click 📉 Chart to show it.

These measures support clinical judgement — they don't replace it. Always follow up a positive response on PHQ-9 item 9 in line with your risk procedures.

🧭 omdex-modes

A reflective tool for observing the shifting landscape of the therapeutic encounter

Based on the Modal Compass. Turn it on in System Configuration → Clinical → Enable Modes.

✦ The Five Modes

  • Ontic — the immediate, factual and observable
  • Relational — connection and the here-and-now between you
  • Ontological — the existential dimension of being
  • Technical — method, intervention and theory
  • Void — not-knowing; staying with uncertainty alongside the client

✦ How to Use It

  • Tag each session note with the mode that best describes the work
  • A coloured bar in the notes header shows how a client's sessions are spread across the modes
  • The Clinical Summary Report can include a breakdown by mode
  • The compass icon in the top bar opens a reference with Practitioner, Trainee, Axial Dynamics and background tabs
There is no ideal balance. The spread is a prompt for curiosity, not a score — and it works well as a training and supervision tool for noticing patterns over time.

🧾 Reports & Documents

✦ Income Report

Sidebar → 📊 Income Report. Monthly (last 13 months) or yearly totals of sessions, clients, paid and unpaid income. Cancelled sessions are excluded. Export to CSV.

✦ Clinical Summary Report

Sidebar → 📋 Clinical Report. Choose a client, a date range (or 3 / 6 / 12 months), and what to include: modes, CORE-10, PHQ-9, GAD-7 and session notes (for the date range or all time). You can enter a display name for the report — it is printed but never stored. The report opens as a printable page with Print / Save PDF and CSV options.

✦ Invoices

Open a session → ✉ Email Client → 🧾 Invoice.

  • Enter the name to bill and the service description
  • Choose a date range, or Last Month / Current Month / All; unpaid sessions are ticked by default
  • Add one-off sessions not in the calendar with + Add Custom / Ad-Hoc Session
  • The invoice opens as a printable page: Print / Save PDF, .DOC or .XML

Your address and bank details come from System Configuration → Invoice Details.

✦ Emails

From a session's ✉ Email Client, or Sidebar → ✉ Generate Email for an email not linked to a session. Templates: Session Reminder, Payment Reminder, Availability, Initial Session, Cancellation and Holiday Notice.

  • Edit the templates in System Configuration → Email Templates
  • {datetime}, {date} and {time} are filled in from the session
  • Availability lets you tick free slots from the week you're viewing; use {range} and {list} in the template
  • Holiday Notice lets you pick one of your saved holidays to fill in {date_from}, {date_to}, {date_back} (the day after it ends) and {label} — or enter the dates yourself
  • The preview can be edited, then opened in your mail app or copied

✦ Professional Letters

✉ Email Client → 📨 Generate Letter. Fill in the recipient, salutation, Re: line, body, sign-off and accreditation, and untick any section you don't want. Nothing is written for you — the letter contains only what you type. Your letterhead comes from your invoice details; default recipient and accreditation can be set under Letter Defaults.

📚 CPD Log

Sidebar → 📚 CPD Log.

  • + Add Entry — title, date (plus an end date for multi-day events), total hours, category, provider and a reflection on how it informs your practice
  • 📅 Show in my calendar adds the event to your calendar on each of its days, at a start time or all day. You can also book CPD from 📚 CPD Event in the New Task window.
  • Clicking a CPD event in the calendar opens its entry. Editing the entry updates the calendar, and dragging the event to another day moves it.
  • Future events are marked Planned and count toward your target once their last day arrives
  • Summary shows progress toward your yearly target and hours by category; Log lists every entry for editing or deleting
  • ◀ ▶ move between CPD years
  • ⚙ sets when your CPD year starts (e.g. 1 January, or to match your renewal date) and your target hours (default 30)
  • 🖨 Summary produces a printable summary with CSV export
Supervision hours are recorded but shown separately and not counted toward the target, following BACP guidance. Check your own professional body's requirements.

📱 Phone & Tablet

✦ Phone

On a phone, omdex shows a scrolling schedule of your booked sessions and tasks, from four weeks back to eight weeks ahead. Each day has a heading that stays at the top as you scroll.

  • Today (top bar) scrolls back to today
  • 📅 switches to a month screen: a calendar with dots for sessions and tasks. Tap a day to see its full list, including free slots you can book.
  • Tap a session or task to manage it; + Task adds a task
  • ☰ opens the sidebar, which closes itself after you choose something

✦ Tablet

Tablets use the full desktop views. The sidebar starts hidden — tap ☰ to open it.

✦ Install as an App

Use your browser's Add to Home Screen or Install option to run omdex full-screen and offline.

💾 Saving, Backups & Sync

✦ Automatic Saving

Every change is saved to your browser's storage automatically, and again every two minutes. The top bar shows Saved. ↶ Undo and ↷ Redo (Ctrl+Z / Ctrl+Y) cover bookings, clients, tasks and day pins.

✦ Backups

  • 💾 Save (Ctrl+Shift+S) downloads a full, encrypted backup named like omdex_backup_260930_01.json
  • 📂 Load (Ctrl+L) restores a backup. You'll be asked for the passcode that was in use when the backup was made.
  • The badge under the buttons shows how long it has been since your last backup — green, then amber after 3 days, red after 7
  • Configuration Portability (System Configuration) saves and loads just your clients, templates and settings — no sessions or notes — for setting up a new device
Back up regularly. Browsers can clear stored data (for example when clearing browsing data or freeing space). Your backup file is your safety net.

✦ Cloud Sync

Keeps your devices in step. Turn it on in System Configuration → Cloud Sync with the same Sync Code on each device. ↻ Test checks the connection; tick Save Sync Code on this device to avoid retyping it.

  • Changes are pushed automatically a few seconds after you make them, and when you close or switch away from the app
  • ⬆ Push (Ctrl/Cmd+S) saves and pushes straight away
  • ⬇ Pull fetches the latest version from the cloud; it asks first if the cloud copy looks older or much smaller than yours
  • On start-up and unlock, omdex fetches newer data from the cloud automatically
  • If both this device and the cloud have unsynced changes, you'll be warned — use ⬇ Pull to choose
  • Your theme stays separate on each device
Cloud Sync is a convenience, not a backup. Keep making backup files too.

✦ Client Hours

The Client Hours figure in the top bar counts every booked, non-cancelled session on record, each as one hour, to help with accreditation logs. It only includes data currently in the app — if you've ever restored an older backup or started fresh, check it against your own records.

✦ Updates

When a new version is available, a message offers Hard Refresh & Update Now. Your data is kept.

🔐 Security & Privacy

Your data stays on your device by default — and only you can read it.

✦ Local-First Storage

All information — sessions, client records, notes and financial data — is stored in your browser and in any backup files you choose to save. Nothing is sent anywhere unless you turn on Cloud Sync.

✦ Encryption

Once you set a passcode, all data is encrypted with AES-256 before it is stored, using a key derived from your passcode. The passcode itself is never stored. Backup files and configuration exports are encrypted too.

✦ Optional Cloud Sync

Data is encrypted on your device with a key derived from your Sync Code before upload, so the sync server only ever holds unreadable data. Your Sync Code is never sent — only a one-way hash of it is used to find your data.

Choose a strong Sync Code: it is the only thing protecting your synced data. Anyone who knows your Sync Code could download and decrypt it, so use a long, unique phrase rather than a short word or number.

✦ Screen Lock

  • Click 🔓 or press P to lock instantly
  • Auto-lock (System Configuration → Security) locks after 5–60 minutes of inactivity, including if you return to the app after that long
  • The lock screen shows your hint, if you set one. Hints are stored unencrypted — keep them meaningful only to you.
  • Change Passcode is in System Configuration → Security

✦ Biometric Unlock

On supported devices, enable fingerprint or face unlock in System Configuration → Security. If you've used the app recently, reopening it asks for biometrics instead of your passcode. Your passcode always works as well.

Your passcode cannot be recovered. There is no backdoor, by design. If it is lost, encrypted data and backups cannot be opened. The lock screen's Reset password & erase all data option wipes everything and starts again.

⚠️ Safe Practice

Recommendations for confidential and responsible use

✦ Confidentiality

Use client codes only — don't store names, addresses or other identifying details. Names you type into an invoice, letter or report are printed on that document only and are never saved.

✦ Passcode & Living Will

  • Store your passcode (and Sync Code) in a password manager
  • Consider sharing access details with your clinical supervisor or a trusted colleague as part of your living will, so clients can be contacted and supported if you are unexpectedly unable to work

✦ Devices

  • Lock the app whenever you step away, and use auto-lock
  • Keep your backup files somewhere secure
These are recommendations only. Organise your records in line with your own professional body's guidelines and data protection law.

🎨 Customisation

✦ Themes, Fonts & Styles

  • ◀ ▶ in the sidebar step through the themes (Ctrl/Cmd+Shift+←/→); click the theme name to see them all, dark and light
  • The same window lets you choose a font and a chrome style — Default, Pegasus, Pine Marten, Terminal, Cloud Nine, Mali or Napa — which changes corners, borders and shadows
  • Themes are saved on each device separately

✦ Other Settings

  • 💡 in the top bar turns hover tips on or off
  • The clock's 24H/12H button changes time format everywhere
  • Default view on load, session grid, timeline range, business types, templates and more are in System Configuration

✦ Custom Shortcuts

Sidebar → ✦ Shortcuts → Customise. Click a shortcut, then press the new key or combination (Esc cancels). You'll be warned if it's already in use. ↺ Reset to Defaults restores the originals.

⌨️ Keyboard Shortcuts

Defaults — these can be changed in Shortcuts → Customise

✦ Navigation & Views

← → Previous / next period · T Today
1 Week · 2 Overview · 3 3 Weeks · 4 4 Weeks · 5 Full Month
L Timeline view · K 2-Week view · S Sorted / separate tasks
B Show/hide busy slots · V Show/hide free slots · C Open/close all day pins
N Switch notes / trend chart · H Sidebar · F Fullscreen

✦ System

Ctrl/Cmd+F Search · P Lock
Ctrl+S Save & push (also saves a note you're writing)
Ctrl+Shift+S Save backup · Ctrl+L Load backup
Ctrl+Z Undo · Ctrl+Y Redo
Ctrl/Cmd+Shift+←/→ Previous / next theme
? Shortcuts reference · Enter Confirm a pop-up · Esc Close a pop-up