Automatically pre-populate client details with online forms
  • Create intake & consent forms, COVID screening forms and service agreements
  • Collect signatures online
  • Create templates with our drag-and-drop builder
  • Email a link to clients and contacts to complete online
Write progress notes securely with auto-saving
  • Add files, signatures and pain scales
  • Email PDF notes to multiple recipients
  • View all recent notes while writing new notes
  • Create templates using our intuitive drag-and-drop builder
Manage NDIS participant funding, Medicare and home care packages
  • Track NDIS participant budgets in dollars
  • Manage appointments, travel and NF2F billable activities like report writing
  • Record class passes and pre-payments
  • Record # of sessions and process Medicare & DVA claims
Upload files from any device and organise them into folders
  • Drag and drop multiple files and continue working
  • Restore deleted files within 30 days
  • Preview images and PDF documents without downloading
Send and receive text messages with two-way SMS
  • Get a dedicated mobile number for your business
  • Clients can reply via SMS any time
  • Automatically log inbound and outbound SMS
Create letter templates with letterheads
  • Build templates with placeholder fields
  • Pre-populate client details, case details and signatures
  • Print and email letters in PDF format to multiple recipients
Draw diagrams and mark-up images and body charts
  • Draw using your finger, mouse or stylus
  • Included library of templates
  • Email body charts with progress notes

Plenty of reasons to join

Delightful support

Get support quickly with typical reply times within a few hours.

Practical integrations

Extend the functionality by integrating with a growing list of apps.

Continuous improvements

Grow with a platform that released 1,000 updates in the past two years.

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