Clients

Create client profiles, manage details, store files, add alerts and more.

Streamline client care with Caspen, all from one place. Instantly see appointment history, forms, letters, notes, documents, and profile details. Stay prepared by adding notes, uploading files, collecting forms before the visit, and more.

Clients

• Add a client - Create a new client profile.

• View a client - See client overview, history, appointments and more.

• Edit a client - Update client details and information.

• Archive a client - Remove a client from the active list.

• Add notes to a client profile - Record internal notes on a client profile.

• Merge client profiles - Combine duplicate profiles safely.

• Add a client alert - Alert staff to essential client details in high-visibility areas.

• Record allergies, intolerances & medications - Add clinical details.

• Client files - Upload, view, and manage files.

• Client field reference - What each client field means.

Who is a client? A client is an individual or entity seeking healthcare services or medical assistance from a practice or facility.