Clinical Care
The visit, the plan, and whether it's working.
Your charting after each session, the plan you build with a client over months, and a clear read on who is making progress. The record is yours. The software gives it structure and never decides what goes in it.
Caseload
What your visits still need from you.
Every visit leaves something behind: a note to finish, a form to read, a plan to review. The calendar forgets it the moment the client leaves. Caseload keeps it.
It's grouped by the kind of work, never added up into one big number. "Three notes to sign, two results waiting" is something you can act on between clients.
- Today's bookings, with what's still open for each person
- Notes you owe, and what needs your review
- What to get ready before a visit
- What you're waiting on clients for
Outcomes & Impact
See who's getting better, without keeping it all in your head.
Read across everyone you're in care with: who's improving, who's holding steady, who's getting worse, and who you simply don't have enough to judge yet.
You don't have to carry every client between visits. When one comes back, you pick up where you left off.
Chart Notes
Every note belongs to a visit.
Start a note from the client's folder, from their appointment on the calendar, from an online appointment, or from here. It always lands on the same note, attached to that visit.
Notes are built from templates for your own kind of work, and the board shows what's owed, what's still a draft and what's signed.
Care Plans
A plan you shape with one client.
When a client's care will run over several visits, you compose a plan with them: their goal in their own words, the steps to get there, how often you'll see them, and when you'll look at it again.
Bring in resources and trackers, then publish it to their portal, or print it for a client who doesn't use the app.
Protocols
Write a protocol once. Use it for many clients.
A protocol is what a client does between appointments: what to do, how much and how often. Keep it quick, in your own words, or fill it out in full.
Build it from ready-made pieces or write it yourself, and publish it once the essentials are in.
Forms & Assessments
Forms that fill in the record for you.
Intake forms, assessments, questionnaires and consents: build them, send them and read the answers without leaving the app.
When a client sends one back, the answers land in their record as information you can use, not as a PDF to open. A score from an assessment is a score you can chart.
Trackers
Simple check-ins they fill in at home.
Build what a client logs between visits: food, symptoms, habits, measures, mood and sleep, and how often.
A care plan hands it to the client. How they're doing shows up in Outcomes & Impact, so you're not reading logs one by one.
Resource Library
What supports a client between visits.
Articles, handouts to print, videos, audio, links and collections, kept in one library.
Choose for each one whether it shows on your website, in the client portal, or both. A protocol or a care plan brings it to the client.
Why it matters
Walk in knowing where each client is.
The hardest part of a return visit is working out where someone is: what you did last time, what they were meant to do, whether it helped. These screens hold that for you, so the visit starts where the last one left off.
Who it is for
Your notes, your plans, your judgement.
It's built for the practitioner doing the care, on their own or in a practice with colleagues. It offers structure. What goes into the record is always your call.
Try it on real clients
Write up your next visit in it.
Start a free trial and chart a real week, or book a demo and walk through it with someone who knows the work.
The rest of the practice is next door.
Your day: the front desk, the calendar, clients, messages and payment.
The business side: invoices, reports, your team and your appointment types.