No names, ever
Your dashboard shows sessions used, credits remaining and utilisation over time. It cannot show who booked, because the query that would return that does not exist for organisation accounts.
Most employee assistance programmes report single-digit utilisation. People do not use them because they do not trust them. Fix the trust problem and the usage follows.
The design constraint
This is not a policy we could relax if you asked. The reporting is built so that per-person data does not exist to be shown.
Your dashboard shows sessions used, credits remaining and utilisation over time. It cannot show who booked, because the query that would return that does not exist for organisation accounts.
Session notes belong to the therapist and the client. They are not part of any employer-facing view, export or report.
Nobody is assigned. They browse the full directory and book whoever fits, exactly as an individual paying client would.
If someone leaves the company, their therapeutic relationship continues — they simply pay for it themselves from that point.
Below a minimum headcount we suppress utilisation figures entirely, because on a team of six a percentage is a name.
No sale, no sharing, no analytics partners. Booking and payment data exists to run the platform and for nothing else.
Running it
No implementation project, no integration work, no training sessions nobody attends.
Take a small block of seats for a quarter and look at the utilisation before committing to anything larger.
Arrange a pilot