Client charts
Every client record in one place.
Treatment history, allergies, signed consents, outstanding paperwork, provider notes, invoice history. Two clicks from the calendar. Searchable across every location.
Sarah Chen
Client since Mar 2024 · 12 visits · Member
Phone
(555) 234-1180
sarah.chen@…
Date of birth
Jan 14, 1989
Allergies
Penicillin
Pending forms
Botox consent · per-visit · expires today
2 taps
From calendar block to full chart.
All locations
Search every chart from any site.
Provider-only
Notes thread separated from front-desk view.
Single source of truth
One record, every interaction.
Every booking, payment, signed form, and treatment outcome lives on the chart. The Overview tab shows last visit, next appointment, outstanding forms, and flagged notes.
The chart follows the client across locations. Allergies entered in Brooklyn appear in Manhattan.
- Cross-location chart access
- Treatment outcomes tracked per visit
- Allergies + medical history surfaced on every page
- Loyalty / membership status visible at a glance
Provider notes
Internal notes, separated from the front-desk view.
Provider notes are visible to providers and managers only. The front desk never sees them. Useful for clinical observations and behavioral notes — anything that shouldn't surface on a checkout receipt.
Every note is timestamped and authored, so the audit trail shows who wrote what and when.
- Visible to providers + managers only
- Timestamped and authored
- Markdown-formatted
- Searchable from the chart sidebar
Botox & Neurotoxin Consent
Version 4 · For: Sarah Chen · Tokenized link
Signature
Forms
Outstanding paperwork surfaced where it matters.
Pending consents show inline on the chart. The front desk sees what needs signing before checkout. The provider sees it before treatment starts.
Per-visit consent (Botox, filler, lasers) auto-assigns on booking. Lifetime intake assigns once, on first visit.
- Auto-assigned per service or per visit
- Pending forms surfaced on chart + appointment popover
- One-tap "send tablet link" workflow
- Audit trail with IP, user-agent, signature
See it in 30 minutes