Care Network
Everyone else in your client's care.
The doctor who sent them, the clinic you sent them on to, the colleague sharing their care. It all builds up from the work you already do, so there's no contact list to keep up to date.
Referrals
Know who sends people to you.
Referrals coming in and going out sit in one list, with where each one stands: new, booked, seen, report back.
The person behind each referral has their own record. So when a doctor sends you four clients a year, you can see it, and you know who to thank.
- Coming in and going out, side by side
- Where each referral stands
- The professionals who send them
Co-Management
Share a client without dropping anything.
When you and a colleague are both looking after the same client, write down who holds which part.
Shared care usually slips when each of you thinks the other has it covered. Here it's on the record, with the date you agreed it, so nobody has to remember.
For a practice with more than one practitioner.
Supervision & Delegation
Who oversees whom, written down.
Each supervisor, each person they supervise, and exactly what that person may do.
A supervised note isn't finished until the supervisor signs it, and you can see which ones are still waiting.
For a practice with more than one practitioner.
Document Transfers
Records in and out, and nothing lost.
A request for records from another practice, a release going out, a document someone sent about a shared client: each one lands here and stays until you've dealt with it.
Something sent to you waits here until you file it. It never drops straight into a client's folder.
Why it's quick
Nothing to type up.
There's no contact list to keep. The people around each client build up from referrals, shared care and records you already handle, so the list is right without you maintaining it.
Who it is for
Solo or a team, it grows with you.
On your own, you get referrals and document transfers. Once there's more than one practitioner, shared care and supervision are there too.
Try it with your own referrals
See who's really sending you clients.
Start a free trial and put a real week through it, or book a demo and walk through it with someone who knows the work.
The rest of the practice is next door.
Your notes, care plans and the thinking about each client.
Where your records are kept, released and closed.