Flexible, Infinitely Configurable System
Need to Add a New Client While You’re Out? Yes, You can
Clear, Familiar Format – The Client Page
The Client Page
All of the information for each of your clients is presented in a clear and familiar “page” format, just like a paper record. However, unlike a paper record, every detail of that client is available in real time at the speed of light. It’s also editable, so can be updated during a consultation, and comprehensive notes can be made by typing conventionally, voice recording or dictation.
Painless, Accurate Client Billing
Need to bill a client? Or email them to remind them of an upcoming appointment? No problem. Full functionality is built-in; you can do these literally at the press of a button. When the user creates an appointment, it’s instantly added to the user’s dashboard, and an email reminder sent directly to the client. Once set up, customised emails can be accessed, personalised and sent out from anywhere.
Clear, Familiar Format , Accurate Client Billing
Manage your diary on the go – see an overview of your daily, weekly and monthly schedule right from your dashboard.
All Your Client Records in one Place
All of our client files are stored in a single location – add and view client details, other professionals, session notes, files, manage your appointments, and produce letters all from the client area.
Keep track of all your supervision sessions – log your notes and add any relevant files – all stored securely.