Description
Designed for therapists, clinics, salons, doctors, nurses, health practitioners, beauticians, cosmetologists, permanent makeup artists, tattoo artists, pet grooming, veterinarians, animal services and sports centres.
Clients Records & Forms helps you manage signed consent forms, medical questionnaires, appointment bookings and client images, while supporting your business in meeting professional and indemnity insurance requirements.
Create professional digital consent forms using ready-made templates, author custom medical history questions, upload therapy images, manage appointments and securely manage all client information in one place.
Forms can be sent to clients via email, SMS or social messaging. Clients complete and sign forms online from their phone, tablet or PC using highly accurate digital signature capture. All forms are presented in a clean, professional layout featuring your business details and logo.
Your business also receives its own online portal where clients can sign up, book appointments and communicate with your practice. Your business details and logo are listed on the portal, providing additional visibility and promotion.
In summary, Clients Records & Forms offers:
- Creation and management of digital consent forms with built-in templates
- Custom medical questionnaires and patient history management
- Secure upload, storage and management of client and therapy images
- Appointment bookings via the app or through the client booking portal
- Online consent forms and questionnaires with digital signatures
- Simple search and retrieval of signed consent and medical forms
- Automated appointment reminders via email or SMS
- Powerful import tools for clients and services from phone contacts, Excel or CSV files
- Client-centric management of messages, forms, images, mappings, examinations and appointments
- A shareable business portal link for online bookings and promotion
- Multiple background and layout options optimised for mobile and web
The app runs on mobile phones, tablets, PCs and any modern web browser. Mobile and web layouts are optimised separately but provide the same full functionality, allowing you to work seamlessly across devices.
This solution is ideal for businesses that must comply with healthcare regulations, professional standards and indemnity insurance requirements.