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Help topic
Clients & Notes
Organize client records, write clinical notes, and manage templates.
6 articles
Guides
Articles in this topic
01
Clients Overview
Browse, search, and manage every client your practice works with.
02
Add a Client
Create a client profile manually for walk-ins, phone bookings, or migrations.
03
Client Profile
Everything about one client: contact info, history, notes, billing, and family.
04
Clinical Notes
Write session notes in SOAP, DAP, progress, or narrative format, then finalize, sign, and lock them.
05
Note Templates
Build reusable note sections, try an example, and choose the starting structure for each service.
06
Family Groups
Link related client records so families share contact info and visibility.