Bring the people and conversations behind a client’s care together. See who’s assigned, discuss the work, and keep notes and documents with the client’s record.
Request a demoSee who’s involved in a client’s care and keep the conversation with their record. Assign clinicians, identify the primary therapist, and discuss the work with replies and colleague mentions.
Sarah Martin
PrimaryBehaviour Technician
Daniel Chen
Supervising Clinician
Sarah Martin
Today, 10:15 AM
Sam used his communication device to ask for bubbles today. @Daniel Chen, can we look at the session data together at our next review?
Daniel Chen
Today, 10:32 AM
Yes, let’s review it alongside his recent sessions on Thursday.
General notes capture useful background. Session notes record the work done. Keep treatment plans, assessments, and other documents in the same client record so colleagues can find the information they need.
Sam brings his communication device to sessions. He enjoys bubbles and toy cars.
His parent would like to discuss the activities he can practise at home during their next meeting.
September treatment plan.pdf
Treatment Plan · 245 KB
Initial assessment.pdf
Assessment · 380 KB
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