03Run the Visit
Client Records
One record per client: history, notes, files, and every visit on a timeline.
Included in every plan.
Chart · Visit 4 of 6
SignedR. Okonkwo
Laser resurfacing · Room 2 · Dr N. Halvorsen
- Assessment
- Post-inflammatory erythema on left cheek, reduced from prior visit. No blistering. Tolerating aftercare regimen.
- Plan
- Reduce fluence 10% for session 5. Continue barrier cream twice daily. Review at 4 weeks.
Amendment · 18:42
Corrected fluence reduction to 15% after reviewing session 3 photographs.
Dr N. Halvorsen
Signed
Dr N. Halvorsen
14 Mar · 17:08
Illustrative — sample record, not a real client
What it actually does
The whole history in one place
Visits, purchases, forms, charts, messages, and balances hang off one client, in order. Nobody hunts across three systems mid-consultation.
Written once
Details captured at booking or intake populate the record. Retyping is where client data goes wrong, so there is as little of it as possible.
Findable
Search across name, contact, and history, so a client who booked under a different surname two years ago is still one lookup away.
Works with
Charting
Clinical notes you can sign — and amend, with the amendment itself on the record.
Learn moreIntake Forms
Versioned intake forms that go out before the visit and come back signed.
Learn moreClient Portal
A private link where a client sees their visits, forms, and balance — with no account to create.
Learn more