Client Management

All the tools you need to help you provide outstanding client care.

Online Forms

Reduce administrative burden. Easily create online forms with client responses automatically updated directly to their file.

  • Create forms for multiple purposes with our drag and drop builder
  • Collect signatures online
  • Submitted forms pre-populate client information within Splose
  • Email intake form links for clients to complete online
Two-way SMS
New

Enhance your customer experience and provide exceptional support with conversational messaging.

  • Select a dedicated mobile number for your business
  • Clients can reply via SMS any time
  • Delivery status and sender details are displayed
  • Inbound and outbound messages get logged in communications
Case Management

Effortlessly create and manage Medicare and DVA plans, NDIS participant support plans and aged home care plans.

  • Track NDIS participant budgets
  • Manage face-to-face appointments and non-face-to-face billable activities like report writing and travel
  • Record class passes and pre-payments
  • Oversee Medicare care plans
File Storage

Upload files from any device and organise them into folders or with a client file.

  • Upload multiple files and continue working
  • Drag and drop files and rename attachments
  • Restore deleted files within 30 days
  • Preview uploaded images and PDF documents
Letters

Rapidly create referral letters, reports and other communication with dynamically generated content using our letter maker.

  • Build templates with placeholder fields
  • Pre-populate letters with dynamic client details
  • Attach signatures automatically
Progress Notes

Never lose a progress note again with our auto-saving functionality.

  • Attach files and documents to a progress note
  • Email PDF notes to multiple recipients
  • See all recent notes on a single screen
  • Add multiple choice and check box fields to streamline writing
Body Charts

Upload your own images and body charts or use our library. Effortlessly draw diagrams and mark-up images.

  • Draw using your finger, mouse or stylus
  • Upload client photos and mark-up
  • Included library of templates

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