Workflow
From intake to billing -- one workflow
Everything is auditable, role-controlled, and built to reduce operational friction from the first client interaction to financial close.
Register client + capture consent
Onboard clients with standardised intake forms. Record care consent as first-class data with full audit trail.
Schedule intake and session types
Create appointments, manage waitlists, and define session types for your practice workflow.
Complete session and document
Use structured SOAP/DAP/BIRP templates. Draft notes, sign, co-sign, and maintain version history.
Run assessments and track outcomes
Administer screeners digitally, store results securely, and view longitudinal trends over time.
Manage referrals and incidents
Create referrals, log incidents, build safety plans, and track follow-up tasks when required.
Generate an invoice and record payment
Create invoices from session data, record payments, and issue receipts -- all in one workflow.
View role-based dashboards
Access clinic reporting with configurable permissions. See what matters for your role.