Icosa Atlas gives group practices a standardized, HIPAA-compliant personality assessment infrastructure — organization management, role-based access, clinical documentation, and longitudinal tracking that works across every provider on your team.
When a counseling center has six providers using six different instruments, the data cannot be compared, shared, or aggregated. New clients who transfer between providers start from scratch. Practice leadership has no way to see patterns across the caseload. Standardization is not about limiting clinician judgment — it is about building infrastructure for it.
A client who sees a therapist for individual sessions and a second provider for medication management should not exist in two separate data universes. Without a shared platform, coordinated care requires manual communication between providers for information that should be structurally accessible. Practice efficiency and clinical quality both suffer.
Individual clinicians may track progress within their own caseloads, but group practices rarely have a mechanism to see longitudinal outcomes across the practice. Which client presentations are improving? Which are stagnating? The answer requires shared infrastructure, not spreadsheets and annual surveys.
When a new provider joins a practice, they bring their own assessment habits. Without a shared platform, there is no baseline to hand them — just a set of verbal conventions and a hope that intake processes will align. A standardized instrument with shared settings means onboarding adds a provider, not a new assessment culture.
Create a practice organization, invite clinicians by email, and assign roles with appropriate access levels. Organization-level settings apply across all members: retention schedules, branding, and access controls. Manage up to 10,000 members for larger facilities. Current features include member management, role-based access, and organization settings.
Learn more →Clinician, supervisor, and admin roles with distinct permission sets. Clinicians access only their own caseloads. Supervisors can be granted visibility across specified providers. Admins manage the organization configuration. No clinician can access another clinician's client data without explicit permission — access controls enforce what your practice ethics require.
Learn more →Each clinician manages their own caseload through the clinician portal: invite clients, review their profiles and assessment histories, and maintain five types of clinical notes (general, clinical, session, progress, intake) with configurable visibility per note. Notes remain within the provider-client relationship, not broadcast across the practice.
Learn more →Every assessment becomes a data point in a trajectory. Smart Retake delivers 10–15 targeted questions between full assessments, keeping the longitudinal record current without overburdening clients. Trend detection and changepoint analysis surface when a client's profile shifts — information that is clinically valuable in supervision and case review contexts.
Learn more →Clinicians can complete a parallel assessment from their own observational perspective. The multi-reporter system integrates self-report and clinician-report into a weighted consensus profile with a Self-Awareness Index (0–100). In settings with multiple providers, this creates structured triangulation across clinical perspectives.
Learn more →Practice-level outcome dashboards, shared client pools for coordinated care, and cross-provider performance tracking are on the roadmap. SSO integration for practice-managed identity is planned. These features will build on the organization infrastructure that exists today.
Create an organization in your Icosa admin dashboard and configure practice-level settings: data retention schedules, branding, and access control defaults. The organization becomes the container for all member accounts and shared infrastructure. Setup takes under an hour.
Send email invitations to each provider on your team. Each clinician creates their own account with the appropriate role assigned. They immediately have access to the shared assessment instrument and their own clinician portal — with permissions scoped to their caseload by default.
Each clinician invites their clients through the shared platform. Clients complete assessments using the same instrument across the practice. Longitudinal data accumulates automatically. As the practice grows, you build a common dataset across providers — not a collection of isolated clinical records.
HIPAA-compliant — PHI scrubbing, audit trails, 7-year retention
Role-based access enforces provider-client permission boundaries
Organization-level data retention controls
GDPR-compliant data export and erasure
End-to-end encryption for all client data
Audit trails for all clinical data access events
A group practice with six providers is not a clinical unit — it is six solo practitioners sharing an office. That is not an indictment of the clinicians. It is a structural problem created by the absence of shared infrastructure. When each provider chooses their own assessment tools, schedules their own intake processes, and maintains their own clinical records in isolation, the practice cannot function as a coordinated care system even when it wants to.
Icosa Atlas addresses this at the infrastructure level. A single assessment instrument — three tiers (Quick, Standard, Comprehensive), the same 20-center geometric profile, the same 300+ metrics — runs consistently across every provider in the organization. Client data lives in a shared platform with role-based access controls, not in individual practitioner files. The practice gains a common language and a shared data substrate.
This is not about standardizing clinical judgment. Clinicians retain full autonomy over how they interpret and apply assessment data. Standardization applies to the instrument and the infrastructure — which is exactly where it belongs.
The Icosa organization management system is operational and includes:
Member management: Invite providers by email, assign roles (clinician, supervisor, admin), and manage access at the organization level. Supports up to 10,000 members for larger facilities or multi-site practices.
Role-based access controls: Clinicians access their own caseloads by default. Supervisors can be granted visibility across specified providers. Admins configure organization-wide settings. No cross-clinician data access occurs without explicit permission assignment.
Organization settings: Branding configuration, data retention schedules, and access control defaults apply practice-wide. Individual clinicians inherit organization defaults and can configure within them.
Clinical documentation: Each clinician maintains five note types (general, clinical, session, progress, intake) with three visibility levels. Notes are scoped to the provider-client relationship.
The current organization infrastructure is the foundation. Planned features building on it include:
Shared client pools: Clients who work with multiple providers within a practice can be visible across those providers with appropriate permissions — enabling coordinated care without manual information transfer.
Cross-clinician analytics: Practice-level dashboards showing outcome trajectories across the caseload, aggregated by provider, presentation type, or time in treatment.
SSO integration: Identity management through your practice’s existing provider, with automatic role provisioning for new clinicians.
These features are on the development roadmap. Current organization customers will receive priority access.
Icosa Atlas for group practices is built for counseling centers, psychiatric clinics, and multi-provider therapy practices that want a shared assessment infrastructure — not just a collection of individual clinician subscriptions.
It is the right choice if your practice has more than two providers and you want comparable data across them, or if you supervise clinicians and want structural data to support case review. It is also appropriate for practices considering outcome-based documentation requirements, where longitudinal assessment data provides a structural record of client progress.
Icosa is a personality assessment tool, not a diagnostic instrument. All results are intended to inform clinical thinking within a licensed clinician’s scope of practice.