Client Management
Everything about the people your practice supports -- from first enquiry through intake, consent, funding, and the portals that connect clients and referrers to your practice.
Records and intake
- Adding Clients -- create a client record
- Client Records -- the client page and its tabs
- Client Search -- find anyone fast
- Intake Pipeline -- track enquiries through to first appointment
- Client Documents -- files on the client record
Consent, funding, and relationships
- Consent Management
- Funding Sources -- Medicare, NDIS, DVA, private, and more
- Couples & Families
- Referral Management
Portals
- Client Portal -- invite clients to self-serve
- Referrer Portal -- give referrers visibility of their referrals
- Contractor Portal
- Corporate Portal -- EAP and organisation clients