Records & Compliance
The answer's ready before anyone asks.
A letter from your college or association, a request from a lawyer, a client asking what you've shared. Records & Compliance writes down what has to be true about your records as you go, so the answer already exists when someone asks.
Record Custody
Know who holds every record, and why.
The day a practitioner leaves is the day someone asks whose notes those are. Record Custody writes the answer down before you need it: what the practice holds, for whom, and on what authority.
Every change of hands is kept as it happened. Nothing in the trail can be tidied up afterwards, which is exactly what makes it worth having.
- What is held, and for whom
- The authority behind every hold
- A trail that is never edited
Disclosure & Export
Everything that left the practice, on one list.
A report to an insurer, a file sent to another clinician, a copy a client asked for. Each one is recorded: what went, to whom, when and why.
It takes seconds at the time. Rebuilding a year of it from memory is close to impossible, so when a client asks what's been shared about them, you can simply show them.
Retention & Closure
Close a file without losing it.
Closing a file is a dated step with a reason, never a delete. Each kind of record keeps its own clock, so you can see what must still be kept and what you may finally let go.
A client's correction request and any legal hold sit on the same screen. A record on hold can't be marked disposed, and a hold never lifts on its own.
- A clock for each kind of record
- Closing is a recorded step, not a delete
- Correction requests and legal holds, in one place
Incidents
Somewhere to put the hard days.
When something goes wrong, or a client complains, write it down while it's fresh: what happened, what you did, and how it was resolved.
Each outcome is dated and kept, so a complaint you handled well looks like one, instead of living in an email thread and your memory.
Credentials
No more finding out your insurance lapsed in March.
Registrations, insurance and certifications for everyone in the practice, each with the date it stops being valid, watched instead of filed away.
Each person's scope is written down too. Your associations and colleges open from here, with the requirements you've recorded against each one, like the credits you need every few years.
Migration
Bring your history with you.
Years of records from your old system, or a spreadsheet you've kept forever, come across as an import you can look back on: where each batch came from and how it was matched up.
Nothing already here is quietly overwritten. So when an old record looks a little strange, you can see why, rather than wonder.
Why it's calm
Nothing here decides for you.
The rules you work under are yours. This part of the app shows you what applies and keeps the evidence that you followed it, and every decision is signed by a person, not made by the software.
Who it is for
Just you, or a whole team.
A practitioner on their own and a practice with a front desk keep the same records. When someone leaves or joins, the trail doesn't change hands with them.
Try it on your own records
See your paperwork in order.
Start a free trial and bring a few records across, 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.
The screens you open between clients: the day, the calendar, the inbox.