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Client Management
Everything you need to know about each client, instantly accessible.
360° View of Every Client
Keep all client information organized and accessible. From intake forms to treatment plans, authorizations to progress notes—everything lives in one comprehensive profile that your entire team can access.
- Comprehensive client profiles
- Treatment plan management
- Authorization tracking with alerts
- Parent/guardian portal access
- Document storage and management
- Insurance verification integration
- Progress tracking and graphing
- Custom intake forms
100%
Client data in one place
60%
Faster client onboarding
0
Lost authorizations
Instant
Access to client history