Every client, one record.
Contact details, visits, intake forms, clinical notes, documents and billing live on one page per client. Bring your list over from a spreadsheet or your current system.
A short film of bringing client records into Stillpoint, with music, on-screen text and no narration, on fictional practice data. It opens on a painting. A client list exported from another system as a CSV file is uploaded, each column is matched to a Stillpoint field and the rest skipped, the rows are checked before anything is added, and the one row with an invalid email is left out. Five clients arrive in the client list, and one client's record shows the email, phone and date of birth from the file, ready to book.
Bring your list from wherever it lives.
Export your client list from the system you use now and upload the file. Match each column to a Stillpoint field and skip the rest. Every row is checked, and you see the errors and duplicates before anything is added.
- Any spreadsheet
- Upload a CSV or spreadsheet export. Match columns by hand, or let AI suggest the matches.
- Duplicates caught
- Matched by email, then name, then phone. Create a new client, merge, or skip.
- Guides for five systems
- Jane App, SimplePractice, MassageBook, Vagaro and Cliniko each have an export guide and their own upload steps. More on importing.
The whole client on one page.
A client's record holds their contact and personal details, then their clinical notes, treatment plans and assessments, intake forms, documents, invoices, insurance, packages, recurring series and appointment history, with a private notes field for the team.
- At a glance
- Sessions, when they were last seen, their next visit and their balance.
- Documents
- PDFs and images up to 25 MB each, on the record, for clinical staff.
- Archived, not lost
- Archive a client from their page and restore them any time.
The right people see the right parts.
Owners and admins choose whether each practitioner sees every client or only their own. Each note can be read by all staff, by staff in the author's discipline, or by its author alone, and the author sets the default.
- Schedulers book, they don't chart
- Schedulers can book any client. They can't open clinical records.
- Encrypted at rest
- AES-256 through AWS KMS, and SOAP notes are encrypted again in the app before they are stored.
- On the audit log
- Reading clinical notes, insurance and treatment plans is recorded in the PHI audit log.
Bring your clients with you.
Free to start. No credit card required. Clinical notes are on the Solo and Professional plans.