Know every client like they're your only client
Client files gives you everything you need to deliver outstanding personalized care‚ without having to remember it all yourself.
Getting a full picture of your clients shouldn't feel like this.
But when their details are spread across intake forms, old notes, and the back of your memory—it kind of does.
ClinicSense brings every client detail into one complete profile, so you walk into every session with the full picture. Not pieces of it.
Everything, always up to date, all in one place
Capture the details you need to understand your clients' needs and deliver outstanding care.
From appointment and billing history, to personlized care notes
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Everything you need to know your clients better
Complete contact profiles
Store names, contact details, birthdays, emergency contacts, family doctor info, and more, all in a single easy-to-access location.
Charting and treatment notes
Your clients treatment note history all in one place. Review past notes, duplicate for faster charting, and keep everything in one place for compliance purposes.
Intake forms
See every form a client has completed, when it was last updated, and review exactly what they submitted.
HIPAA, PEPEDA compliant EMR
Keep you and your clients safe and always up to date with sensitive information securly stored within the client file.
Memos and reminders
Add client-specific notes and set them to surface automatically at the right moment—on every visit, specific appointments, or with certain services or practitioners.
File uploads
Attach health records, previous treatment plans, progress documents, or any other files that support better client care.
Appointment, email and SMS log
See every communication sent to a client: what it was, when it was sent, and whether it was delivered.
No-show and booking controls
Set client-specific booking rules—require a credit card or prepayment, or prevent a client from booking online entirely.
Payments and account management
Manage outstanding balances, account credit, treatment packages, cards on file, and client statements without leaving the profile.
Don't just take our word for it
Hear what these real ClinicSense customers have to say.
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"I appreciate the support and resources ClinicSense provides. So far, I've found the system to be user-friendly, especially with managing bookings, client records, and SOAP notes, and invoicing. Overall, it’s been a positive experience, and I look forward to continuing using ClinicSense.”
Pricing you can feel good about
ClinicSense has flexible pricing. Choose your perfect plan based on your monthly appointments.
FAQs
What information can I store in the client file?
How do I save information in my client file?
Can I import existing client records into ClinicSense?
A better way to run your practice.
Start your 14-day free trial today.
