Clients & Notes

Clients Overview

Browse, search, and manage every client your practice works with.

Add a Client

Create a client profile manually for walk-ins, phone bookings, or migrations.

Client Profile

Everything about one client: contact info, history, notes, billing, and family.

Clinical Notes

Write structured session notes with SOAP/DAP templates, stored encrypted.

Note Templates

Build reusable templates so every session note follows the same structure.

Family Groups

Link related client records so families share contact info and visibility.