🚀 Introduction
omdex — Complete offline scheduling for solo practitioners
✦ Key Features
- Multi-View Calendar: Week, Month (3/4 weeks or full), Overview dashboard
- Client Management: Database with fees, online meeting links, bulk booking
- Financial Tracking: Payment status, PDF invoices, income reports
- CORE-10 Assessment: Clinical outcome tracking with CSV export
- Task System: Recurring daily tasks separate from client sessions
- Email Automation: 4 templates + meeting links
- Privacy-First: All data stays in your browser — nothing is ever transmitted
- Mobile View: 28-day scrolling schedule for phones and tablets
👤 Clients & Bookings
✦ Client Database
Sidebar → Client Database. Add unique codes (e.g. "AB12"), session fees, optional Zoom links. Use A→Z to sort alphabetically.
✦ Bulk Import via CSV
You can import multiple clients at once using a CSV file. In the Client Database, click 📥 Import CSV and select your file. The expected format is:
- code — required. Letters, numbers, spaces, hyphens or dots, max 20 characters
- fee — optional. Numeric only, defaults to 0 if omitted
- link — optional. Must start with
https:// if provided
Example file content:
code,fee,link
AB12,65,https://zoom.us/j/123456
CD34,80,
EF56,70,
A header row is optional — the importer will detect and skip it automatically. Duplicate codes and invalid entries are skipped with a summary shown after import.
✦ Booking Sessions
- Click any 🟩 Free slot → Select client → Choose recurrence
- Marquee Selection: Drag across multiple slots for bulk booking
- Bulk Actions: Mark slots as ⛔ Busy or 🟩 Free
Conflict Detection: Recurring bookings check for clashes and prompt before overwriting.
💰 Payments & CORE-10
✦ Payment Tracking
- Click booked session → ✓ Mark Paid / ✗ Unpaid
- Visual: Green bar = Paid, no bar = Unpaid
- Income badges: Track Paid vs Projected monthly totals
✦ CORE-10 Assessment
Click booked session → 📊 CORE-10 Assessment
- 10-question clinical distress measure (0–40 total score)
- Clinical interpretation: Healthy (0–5) → Severe (25–40)
- Export: 📋 Copy Summary (formatted notes) or 📊 CSV (spreadsheets)
- Auto-adds Client Code + Date headers to exports
Copy results directly into case notes or paste into a spreadsheet for outcome tracking.
📋 Tasks, Client Notes & Day Notes
✦ Daily Tasks (+ Button)
Add recurring to-dos that sit alongside your sessions. Supports Weekly, Fortnightly, and Custom week intervals. Tasks can span multiple days. Tap a task to remove it (single or series).
✦ Day Notes (Week View)
Each day column has a collapsible notes panel anchored to the bottom. Use it for general day-level notes such as cancelled session reasons, admin reminders, or anything not tied to a specific client.
- Click + Note at the bottom of any day column to open the notes panel
- The panel expands upward to fill available space — more visible when slots are hidden
- An amber 📝 indicator shows when a day has content
- Press C to expand or collapse all day notes at once
- Notes save automatically when you click away from the text area
✦ Client Notes Archive
Each client can hold an imported text archive — useful for case history, referral letters, or any background notes that exist outside of session records.
- In the Overview, click 📁 next to any client in Column 2 to open the archive import modal
- Paste text directly, or upload a .txt or .md file
- Click Save Archive — the text is stored against that client
- The archive appears at the bottom of the client's notes column (Column 3), below session notes, and can be expanded or collapsed with the ▶ toggle
- To add more content, open the 📁 modal again and use Save & Append to add to the existing archive
Session notes always display newest first. The archive is always pinned to the bottom as it represents older background material.
📱 Mobile View
On phones and tablets (screen width ≤ 768px), omdex switches to a streamlined 28-day schedule.
✦ Schedule Feed
A single scrolling list shows your sessions and tasks for the next 28 days, sorted by date and time. Each day has a sticky header so you always know where you are.
- Tap a session card to open the edit/payment modal
- Tap a task card to manage or delete it
- Tap the top bar to scroll smoothly back to today
- Tap ☰ to open the sidebar — it slides away automatically after any selection
Free slots are shown only for today, keeping future days clean and focused on what's booked.
💾 Data Management
About auto-save: Browser storage keeps 6 months back and 1 year ahead. For bookings further out, use Save .JSON to preserve everything.
✦ Backup Strategy
- ⚡ Quick Save: Browser storage (6mo–1yr window) — Ctrl+S
- 💾 Save .JSON: Full backup — do this regularly — Ctrl+Shift+S
- 📂 Load .JSON: Restore a complete dataset — Ctrl+L
✦ Client Hours & Accreditation
The Month Summary bar shows a cumulative Client Hours total across all time. Cancelled sessions are excluded. This figure is intended to support accreditation record-keeping.
Important: The Client Hours total reflects only the data currently loaded in the app. Browser auto-save covers a rolling 6-month window — sessions older than this are only preserved in a .JSON backup. For accurate lifetime totals, always work from a full backup rather than browser storage alone.
📅 Views & Navigation
✦ Keyboard Shortcuts
← → Previous/Next period | T Today
1 Week | 2 Overview | 3 3-Week | 4 4-Week | 5 Full Month
H Toggle Sidebar | F Fullscreen | N Client Notes | P Lock (Private Mode)
S Toggle Sorted / Separate tasks | B Hide Busy slots | V Hide Free slots
C Toggle expand all day notes
Ctrl / Cmd + Shift + Left Arrow Previous Theme
Ctrl / Cmd + Shift + Right Arrow Next Theme
Ctrl+Z Undo | Ctrl+Y Redo | Esc Close Modal
? Open Shortcuts Reference
⚠️ Important — Safe Practice
Recommendations for confidential and responsible use of omdex.
✦ Confidentiality
Use client codes only — never store names, addresses or any identifying information in this app. omdex is designed to hold anonymised scheduling and clinical outcome data only.
✦ Passcode & Living Will
Your passcode encrypts all data stored by the app. It cannot be recovered if forgotten — there is no backdoor, by design.
- Store your passcode in a password manager
- Consider sharing it with your clinical supervisor as part of your living will
- In the event of your unexpected absence through illness or death, a trusted colleague with access to your passcode can inform clients and manage your caseload appropriately
If your passcode is lost, all encrypted data becomes permanently inaccessible. There is no recovery mechanism by design.
✦ Backups
Back up regularly using Save .JSON. Browser storage is not a permanent backup and can be cleared by the browser at any time. Your .JSON file is your primary safety net.
✦ Screen Lock
Always lock the app when stepping away from your device using P or the padlock button. Use the auto-lock feature in System Configuration to lock automatically after a period of inactivity.
These are recommendations only. All practitioners should organise their records in accordance with their own professional body's guidelines.
🔐 Privacy & Encryption
Your data never leaves your device — and only you can read it.
✦ Local-Only Storage
All information — sessions, client records, notes, and financial data — is stored exclusively in your browser's local storage and in any backup files you choose to save. Nothing is transmitted to any server, cloud service, or third party at any point.
✦ AES-256 Encryption
When you set a passcode, the app applies AES-256 encryption — the same standard used by financial institutions worldwide — to all data before it is written to storage. Without your passcode, the stored data is unreadable.
The passcode itself is never stored. Only a one-way cryptographic hash is kept, making it impossible to reverse-engineer your passcode from the stored data.
✦ Encrypted Backup Files
This protection extends to your .json backup files. When you export with a passcode set, that file is encrypted before it is written to disk. When restoring, the app verifies your passcode matches before any data is decrypted or loaded.
✦ Screen Lock
Click the 🔓 padlock or press P to instantly blur and lock the screen — useful when stepping away. The lock activates automatically each time the app is opened if a passcode has been set.
Keep your passcode safe: It cannot be recovered if forgotten — there is no backdoor, by design. Store it in a password manager. Your passcode hint is stored in plain text, so keep it meaningful only to you.