Confidential Client Intake
Track this workflow with controlled records, ownership, status changes and reporting.
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Mental Health & Counseling Clinics CRM CRM
Confidential counseling CRM for client intake, therapist assignment, slot bookings, session notes and payments.
The category workflow uses the same customer, document, payment, permission and audit foundations as the rest of the platform.
Operational modules
Structure the work your team already performs.
Enable only the records and actions relevant to this business category.
Therapist Assignment
Track this workflow with controlled records, ownership, status changes and reporting.
Slot Bookings
Track this workflow with controlled records, ownership, status changes and reporting.
Session Notes / Logs
Track this workflow with controlled records, ownership, status changes and reporting.
Counseling Payments
Track this workflow with controlled records, ownership, status changes and reporting.
01
Capture
Add the customer, requirement and source record.
02
Assign
Give the work a responsible person and next action.
03
Transact
Create documents, payments and operational records.
04
Review
Use activity and reports to manage the next decision.
Review this workflow with your team.
Start a trial or discuss the modules, roles and integrations required for deployment.