Client Profile Management
Centralise client information in comprehensive profiles. Track medical history, documents, appointments, and care coordination all in one secure place — while keeping your current client management systems, with integration available for most of them.
Key Capabilities
Comprehensive Profiles
Store all client information in one place — demographics, medical history, documents, and care notes.
Custom Fields
Add custom data fields specific to your practice or service type. Flexible schemas for any healthcare context.
Document Linking
Link uploaded documents directly to client profiles for instant access to all relevant records.
Care Coordination
Track referrals, appointments, and inter-provider communication within client profiles.
How It Works
Create Profile
Set up a client profile with key demographics and clinical information.
Link Documents
Associate uploaded documents and generated reports with the client.
Manage Care
Track ongoing care, notes, and coordination from the profile dashboard.