Complete Document
Management System
Streamline client intake forms and access a comprehensive library of clinical assessment tools, templates, and questionnaires.
Forms Library
100+ Tools
Status Tracking
Real-time
Categories
15+ Types
Security
HIPAA, PHIPA, PIPEDA, GDPR & Loi 25 Safe
Everything for Document Management
Manage client intake forms and access a comprehensive clinical library with assessments, templates, and tools for every specialty.
Client Intake Forms
Digital intake forms clients complete before their first session with real-time status tracking.
Clinical Library
Access 100+ assessment tools, care plan templates, and clinical measures organized by category.
Form Status Tracking
Monitor completion status of all client forms—incomplete, completed, or assigned—at a glance.
Consent Management
Consent, confidentiality, release — the documents the practice generates, in one place, versioned cleanly.
Smart Categorization
Documents organized by clinical categories: ADHD, Anxiety, Depression, Trauma, and 15+ more.
Customizable Tools
Build your personal clinic library by selecting relevant forms, questionnaires, and worksheets.
Quick Access
One-click access to any document with powerful search, filters, and tagging system.
Secure Storage
HIPAA, PHIPA, PIPEDA, GDPR & Loi 25-compliant document storage with role-based access controls for providers and clients.
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