Client journey
From first contact to ongoing assessment—intake, legal agreements, and questionnaires live on the same patient timeline as session documentation.
Send intake forms electronically before the first appointment. Responses are stored securely and linked to the patient—reducing clipboard work in the waiting room.
Manage consent, privacy notices, and treatment contracts with digital signature support—fewer paper stacks and clearer audit trails.
Create custom assessments, distribute to patients, and track responses over time with quantitative and qualitative views.
Digital intake connected to the patient from day one.
Consent and treatment contracts with digital signature.
Custom assessments and longitudinal response tracking.
Deep dives: Intake forms · Agreements · Questionnaires