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Client Records & Treatment History
A client shouldn't have to repeat their allergy list every visit, and a new provider shouldn't have to guess their preferences. We build the record that remembers.
What we build
- Treatment history: Every visit, service, and product used logged against the client's profile.
- Preference & allergy tracking: Notes visible to any provider before a treatment begins.
- Consultation forms: Digital intake and consent forms completed before the first visit.
- Multi-location profiles: A client's history follows them to any location in your group.
Implementation scope
Client records connect to booking and retention automation, so a treatment history informs both what a provider sees and when a client is prompted to rebook.