Comprehensive Client Profile
Our robust client profile management system enables healthcare providers to maintain detailed client records, manage relationships, track communication preferences, and facilitate couples therapy with our unique coupling feature—all within a secure, organized environment.
Detailed Client Demographics
Maintain comprehensive client records with customizable profile fields. Track essential information including client type (adult/minor), billing method (insurance/self-pay), date of birth, and contact details—creating a complete picture of each client for personalized care delivery.
Multi-Contact Management
Document important relationships in your clients' lives with our contact management system. Add multiple contacts per client with relationship designations (spouse, child, parent, physician, etc.), contact information, and communication preferences—ensuring you have a complete view of each client's support network.
Unique Coupling Functionality
Seamlessly manage couples therapy with our innovative coupling feature. Link two client profiles together for coordinated care, shared billing options, and synchronized appointment scheduling, while maintaining individual records and privacy where appropriate—streamlining the couples therapy workflow.
Multi-Channel Communication Preferences
Respect client communication preferences with detailed contact management. Track multiple phone numbers and email addresses with specific designations (home, work, mobile), permission settings, and preferences for voice/text communication—ensuring you reach clients through their preferred channels.
Clinician Assignment & Access Control
Optimize care coordination with flexible clinician assignments. Designate a primary clinician while allowing access to multiple providers based on care needs, with safeguards to prevent removal of essential access rights—balancing collaborative care with appropriate access controls.
Secure Document Management
Maintain a comprehensive client file repository with our secure document management system. Upload, store, and organize important client documents with automatic categorization and secure access controls—keeping all relevant client information in one secure location.
