What Is the Session Workspace?
The Session Workspace is one of Vitena's most powerful features. It combines all the tools you need during or after a consultation in a single screen.
In traditional practice software you jump between screens to take notes, prepare the client's plan and produce a report. The Session Workspace puts them together — and it adapts to your discipline: a dentist gets the tooth chart and treatment plan, a physiotherapist the exercise program, a dietitian the meal-plan builder.
Workspace Features
The Session Workspace is a row of tabs. Six of them are the same for every discipline:
- Overview: Appointment details, client information, the forms the client filled in before the visit with their auto-scored result, and a "Join Meeting" button for online appointments
- Notes: Write session-specific notes — automatically linked to the appointment and saved when you switch tabs
- Documents: Upload PDFs and images. They stay visible only to you until you share them with the client
- Session items: List every service the visit involved, with its price; the session total adds itself up
- Preview: The branded PDF report of the whole session, exactly as the client will read it
- Share: A session stays a draft until you share it. Here you choose which documents go with it and send everything in one step
The other tabs come with your discipline's module:
- Meal Plan (nutrition): Build multi-day meal plans (add, duplicate, load from template, drag-and-drop reordering) and drop in any of the 302 system recipes or your own recipes with serving scaling
- Supplements (nutrition): Recommend products from your supplement catalog directly to the client (affiliate links included)
- Exercise (physiotherapy): Prescribe a home exercise program from the illustrated catalog, with sets and reps for each exercise
- Dental (dentistry): Chart each tooth and turn the findings into a priced treatment plan you can track to completion
- Before / After (nutrition, dentistry, physiotherapy, beauty, medical clinics): Take dated photos and compare them side by side
Online Sessions
For online appointments the Session Workspace works alongside the meeting itself. On a link channel the "Join Meeting" button sits in the Overview tab and opens the meeting link — the Google Meet link created for that appointment, or your own room link — in a new tab. On WhatsApp, Telegram and phone the channel is shown instead: you call the client yourself.
You can keep Vitena open during the call and work in the same tabs as in the room: take notes, build the plan, record your findings. At the end, Preview shows the branded PDF and Share sends it to the client.
Typical Session Workflow
Whatever the discipline, a consultation usually follows the same shape:
- Open the Session Workspace by clicking on the relevant appointment from the appointments list
- Check the appointment, the client's details and any form responses on the Overview tab
- Record your notes during the consultation
- Work in your discipline's tab: build the meal plan, prescribe the exercise program, or chart the teeth and plan the treatment
- List the services you performed under Session items
- Open Preview to check the branded PDF report
- Use Share to choose the documents and send everything to the client in one step
Tips
- Notes are saved automatically - you won't lose any data
- Notes, plans and documents are automatically linked to the relevant appointment
- You can also access the session workspace from mobile devices
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