Features
The Secure, All-in-One Workspace for Managing Clients and Workflows.
- Streamline your daily tasks, protect sensitive client data, and manage funding seamlessly—all from a single dashboard built with privacy at its core.
- Keep your revenue accurate. Track approved session counts, monitor complex client funding allocations, and resolve invoicing queries natively before they turn into billing delays.
- Store limitless client documents securely right inside their profile. Boost your team’s speed with centralized, reusable document and email templates, and keep everyone on deadline with integrated task management.
A Secure Technology Solution
Two-Factor Authentication (2FA): Every login requires secondary verification, keeping unauthorized eyes completely out of your ecosystem.
Siloed User Permissions: Team members only see the specific clients and data assigned to them. Maintain strict internal confidentiality without complex setup.
Always-On Cloud Reliability: Access your data securely from anywhere, on any device, backed by continuous backups and military-grade encryption.
Client Management
Comprehensive Client & Student Profiles. Smart “At-Risk” Flagging, Role-Based Practitioner Privacy, Real-Time Status & Activity Tracking
Casenotes
Complete Client Case History, Session Tracker & Counter, Structured SOAP Note Framework, Flags notes for Supervision
Referrals
Multi-Referral Tracking per Client, Detailed Source & Reason Recording, Collective Referral Analytics & Chart
Tasks
Unified Task Dashboard (“See All Tasks”), Due Date Tracker & Deadlines, Simple, Frictionless Execution
Assessments
Multiple Assessments per Client, Customisable Assessment & Symptom Types, Manage Symptoms & Note Changes
Funding
Manage multiple funding options for each client, Keep track of approvals and approved sessions.
Documents
Client Document Dashboard, View all documents for a practitioner, Document Customisation Settings, Template Builder & Library
Scheduling and Room bookings
View My Schedule (By Service Type), View Master Room Schedule (Everyone), Manage and View Multiple Appointments for Clients
Groups
Manage requirements, venues, custom attendee lists, and real-time attendance for groups simultaneously
Clients
Casenotes
Assessment
Referrals
Tasks
Funding
Schedule
Get in Touch with Care
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