Nurture your practice, heal your clients
Client Roster
Manage your entire caseload in a single table with powerful filtering, sorting, and inline editing.
Session Scheduling
Visual calendar view of all upcoming appointments with drag-and-drop session planning.
Client Journey Board
Kanban workflow to track every client through intake, assessment, active treatment, and discharge.
Treatment Goals
Track individual treatment goals as sub-items beneath each client record with progress updates.
Clinical Notes
Document session notes with rich text formatting supporting detailed clinical documentation.
Practice Analytics
Dashboard with real-time metrics on caseload distribution, session counts, and treatment trends.
Diagnosis Tracking
Record diagnosis codes and treatment modalities for each client in your care.
Client Confidentiality
Offline-first architecture keeps sensitive client data secure with encrypted local storage.
Contact Management
Store client contact details including phone and email in one organized place.
Referral Tracking
Know exactly where your clients come from with built-in referral source management.
Fee Management
Track session fees per client with currency formatting and revenue insights.
Session History
Complete record of sessions completed per client with chronological tracking.
Intake Workflow
Streamlined intake process with status tracking from initial contact through assessment.
Ready to go in 3 steps
Create Account
Set up your secure profile to begin managing your workspace.
Activate App
Use your Order Number to unlock full access to your new system.
Start Tracking
Ditch the paper scraps and start managing like a pro.
Product Details
Secure Account Access. You will receive a unique setup link via email immediately after purchase. Simply follow the link to create your account and activate your workspace using your Order Number.
Your access is tied to your email, allowing you to log in from any device without needing to download or manage files.
Everything you need to know.
Do I need to pay a monthly fee?
What devices can I use this on?
Can I track different parts of my life at once?
Can I share my workspace with others?
I'm not "tech-savvy"—is it hard to set up?
What happens to my data?
What happens after my 1-year access ends?
Still not sure? Try it first.
Take the system for a test drive. Start your 7-day free trial today and see how much time you save. No credit card required, no risk, no strings attached.
