Records
A complete clinical picture for every patient
Everything about a client in one place — from first intake through to today's session, always with context.
A
Alex M.
Client since Jan 2025 • 12 sessions
person_addIntake & Demographicschevron_right
descriptionConsent & Disclosureschevron_right
edit_noteSession Noteschevron_right
warningRisk Flagschevron_right
ruleAssessmentschevron_right
assignmentHomework Recordschevron_right
eventAppointment Historychevron_right
person
Demographics & Intake
Client profile, contact details, presenting concerns, and intake questionnaire responses.
history
Session Timeline
Every session, note, and clinical decision in chronological order. Nothing gets lost.
assignment_turned_in
Consent & Contracts
Digital intake forms and therapeutic contracts, signed and stored securely.
warning
Risk Tracking
Risk flags visible at a glance. Track what you are monitoring without a separate process.
Patient onboarding in four steps
01
person_add
Create the patient record
02
mail
Send a secure invitation email
03
how_to_reg
Patient completes intake and consent
04
check_circle
Patient accesses their portal