Modules
Configured to your clinic
Select what you need. Start lean. Expand when ready. Each module can be independently configured to match your practice requirements.
Clinical Operations
- Client registration & demographics
- Intake forms & consent records
- Case status and discharge summaries
- Appointment scheduling, rescheduling, cancellations, waitlist
- Session lifecycle tracking
Clinical Documentation
- Structured note templates (SOAP/DAP/BIRP)
- Draft vs signed notes
- Supervisor co-sign workflow
- Attachments (reports, letters, care plans)
- Full audit history (who edited what, when)
Assessments & Measurement-Based Care
- Assessment library (configurable)
- Digital administration
- Scoring where appropriate
- Longitudinal trends and clinician summaries
Safeguarding & Risk
- Incident logs
- Safety plans
- Escalation documentation
- Follow-up tasks and case flags
Referrals & Coordination
- Referral creation and tracking
- Counter-referral notes
- External provider directory (optional)
Billing & Sustainability
- Service catalog and pricing
- Invoices, receipts, statements
- Payment tracking (cash, transfer, mobile money -- configurable)
- Discounts and packages
- Reconciliation reports
- Insurance claims workflows (optional)
Admin & Governance
- Users, roles, and permissions
- Clinic settings
- Templates and forms configuration
- Audit logs
- Data retention rules