Client Repository
Project scope, payments, invoices, status reports, and the Compliance Agent — per client.
Search a client to start a workflow
Pick a patient first, then choose what to do: telehealth, intake, e-sign, SMS, session, document.
All admin tools
Filtered by role. Switch the persona to preview their console.
Generate a secure room and text the join link.
OpenKick off onboarding with a tokenized intake link.
OpenPush a consent or contract to a patient's phone.
OpenCompose and schedule outbound text blasts.
OpenSegment clients into audiences for targeted SMS / e-sign.
OpenManage staff, paired AI agents, and per-employee knowledge bases.
OpenDrag-and-drop uploads on Polemarch.life — fuels the GPT.
OpenGlobal KB + sub-spaces for Aria, PRP/Clinician/Intake GPTs, IDE, Ops, Clinical. Drive sync + webhook ingest.
OpenEdit system prompt, model, and knowledge base.
OpenLong-term context per patient for Aria.
OpenCreate, edit, and version every agent on the platform.
OpenEditable system prompts behind every lab — PRP-IDE, Aria, SMS, e-sign, mobile, Clinician GPT, caseload.
OpenGenerate and switch the active practice type — reskins intake, clinicians, sessions, lessons, and copy site-wide.
OpenPer-patient assistant prompts and tools.
OpenInternal staff GPT for documentation.
OpenMini call center: IVR workflows, inbound/outbound voice, SMS, email.
OpenEvery email and phone number used by the platform — owners, purposes, providers.
OpenInvite teammates and assign roles.
OpenTwilio, HeyGen, Google connectors.
OpenWho did what, when, from where.
OpenPermissions matrix
What each role can do today. Used to decide what surfaces in their console.
| Capability | admin | clinician | staff | client |
|---|---|---|---|---|
Start telehealth visit Live ops | Full | Full | Limited | — |
Join scheduled visit Live ops | Full | Full | — | Full |
Send 1:1 SMS Comms | Full | Full | Full | — |
Launch SMS campaign Comms | Full | Limited | Full | — |
Send e-sign document Comms | Full | Full | Limited | — |
View patient chart Patient | Full | Full | Limited | View |
Edit clinical notes Patient | Full | Full | — | — |
Send intake invite Patient | Full | Full | Full | — |
Edit Aria master prompt AI | Full | View | — | — |
Tune patient assistant AI | Full | Full | — | — |
Invite teammates System | Full | — | — | — |
Manage secrets System | Full | — | — | — |
View audit log System | Full | View | — | — |
View platform analytics Analytics | Full | View | View | — |
Legend: Full = read + write, Limited = scoped to assigned patients, View = read-only, — = hidden.
