One file per client, known to everyone who needs it
From registration to the last session: details, payment type, diagnosis, specialist notes and transfers between specialists — in one place, with permissions that decide who sees what.
Quick, clear registration
Basic details, national ID (encrypted) and mobile — and the payment type from the start: cash, insurance, or not yet known.
Diagnosis from templates
Diagnosis templates each department prepares, with the code an insurance claim needs.
Notes for every session
The specialist writes on the session itself, so whoever comes next sees what was done and what is next.
Transfers between specialists
Move a client to another specialist with their appointments, keeping a record of the transfer and why.
Clients at risk, up front
The dashboard lists clients with repeated unexcused absences, so you can reach them before they drop out.
Reports and performance
Revenue, sessions, attendance, specialist and department performance, and monthly specialist bonuses.
Permissions by role and branch
Each person sees what their work needs, nothing more.
- Centre admin, supervisor, head of department, specialist and reception — each role has its pages
- Extra permissions by job title, managed in HR
- Branches: who sees their branch only, who sees the whole centre
- An activity log of who did what, and when
- Export your centre's data to Excel whenever you need
Your centre's numbers, without spreadsheets
Reports come from the same data the team works on every day, so nobody has to compile them at month end.
- Revenue by department, specialist and branch
- Attendance, no-shows and centre cancellations
- Active packages and those about to end
Questions about the client file
Is the national ID stored safely?
Yes. The national ID is encrypted in the database, and searching by it works without exposing the number.
Can the centre record how each client pays?
Yes: cash, insurance or not yet known. Centres subscribed to NPHIES can check insurance straight from the national ID.
Ready to see your centre clearly?
Book a walkthrough on cases like your own centre's; our team calls you within 24 hours to set up your trial account.