Clients & Charting · Built for PHI

Her whole story, in one secure record.

Intake forms, consents, visits, and charts build one client record, with the safeguards sensitive information needs. Your team finds her history in seconds, and nothing lives on paper or in a second system.

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How it works

From her first form to a signed chart. Intake on her phone, the visit and its charts, physician review, sign-off, and a secure way to stay in touch.

Her forms are done before she sits down. Send intake forms and consents with the appointment. She fills them in on her phone in English or Spanish, and her answers land on her record.
Security

Built for PHI. Safeguards built into the product for the most sensitive information anyone will share, and a Business Associate Agreement you can sign in the app.

Read about security

  • Full audit trails

    Record trail, staff access log, security event log, and delete history.

  • User-group permissions

    Control what each group of staff and volunteers can view, create, update, and delete.

  • Premium

    Record-level access controls

    Restrict specific records to the people who need them.

  • Premium

    Field locking & chart approvals

    Lock charted fields, require multi-staff approvals, and keep sign-off history.

  • IP-based login restrictions

    Limit sign-in to your center’s approved networks.

  • Required multi-factor authentication

    Require MFA for everyone in your organization.

  • Plus and up

    Secure client portal messaging

    Exchange PHI with clients through the portal instead of plain text.

  • Encrypted at rest

    Your database is encrypted at rest with Azure SQL Transparent Data Encryption.

  • Business Associate Agreement

    Sign and download your BAA in the app under Settings → Legal & Compliance.

Everything in Clients & Charting

Core care tools on every plan. Plus adds the client portal and custom form questions. Premium adds your own chart templates and multi-staff sign-off.

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  • Client profiles and cases

    Contact details, households, cases, and visit history on one record.

  • Visits and the Visit Board

    Pregnancy tests, ultrasounds, STI tests, and counseling visits, tracked from the lobby to complete.

  • English and Spanish forms and consents

    Intake forms and consents she completes on her phone, signed and stored on her record.

  • Standard chart templates

    Pregnancy test, STI test, ultrasound, and counseling charts.

  • DocAlert physician approval

    Send charts for physician review and sign-off.

  • Programs, classes, and benefits

    Track programs and benefits; class attendance on Plus and up.

  • Plus

    Custom form questions

    Add your own questions to client forms.

  • Plus

    Secure client portal

    Secure messages, forms, and appointments for each client.

  • Premium

    Custom chart templates

    Build charts around your own clinical process.

  • Premium

    Field locking and multi-staff approvals

    Lock approved fields and require more than one reviewer.

  • Premium

    Record-level access

    Restrict specific client records to the people who need them.

  • National reports

    Client and service reporting, including Care Net Renewal and Option Ultrasound reports.

“You never make us feel stupid for not being able to figure something out. Your instructions are always concise and easy to understand! WE LOVE WAYCOOL AND COOLFOCUS!”
Ginger · California

Keep going

Keep her story in one secure record.

Intake, visits, charts, and physician review, on the same record your whole team works from.

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