CRM & Client Management

Converting leads to clients, managing profiles, treatment plans, session notes, and goals.

CRM Overview The CRM (Client Relationship Management) tab is where all leads and clients are mana...

Converting a Lead to a Client When a lead is ready to become a formal client — typically after bo...

Treatment Plans & Session Notes Treatment Plans A treatment plan is the structured clinical recor...

Goals & Progress Tracking Goals are created as part of a treatment plan and tracked individually ...