Client Management Software for Therapists
All your clients, information, and activity in one comprehensive view
Start Free TrialCentralized Client Management
Managing client information shouldn't require multiple systems or spreadsheets. PracFlow's client management system provides a comprehensive, centralized view of every client, their history, progress, and communications.
Key Features
Human-Friendly Client IDs
Short, memorable client IDs for faster lookups. No more complex alphanumeric codes—simple IDs that make it easy to find clients quickly. Perfect for phone calls, notes, and quick reference.
Centralized Client Dashboard
View everything about each client in one place:
- Complete session history and attendance
- All therapy notes and documentation
- Payment history and outstanding balances
- Client feedback and satisfaction data
- Assigned worksheets and resources
- Communication history
Quick Search and Filtering
Search clients by name, ID, or tags. Filter by active/inactive status, therapy type, or custom tags. Find clients instantly, even with large caseloads.
Auto-Linked Information
Client profiles automatically link with intake forms, consent documents, assignments, and all related information. No need to search multiple places—everything is connected.
Progress Tracking
Track client progress over time. View session history, note themes, and treatment trajectory. Monitor engagement and outcomes with visual progress indicators.
Communication History
View all communications with each client in chronological order. Emails, messages, reminders, and notifications all in one timeline. Never miss important client communications.
Client Segmentation
Segment clients by active/inactive status, therapy type, or custom tags. Organize your caseload for better management and targeted communications.
Secure Data Export
Export client data securely when needed for transfers, supervision, or compliance. Maintain data security while meeting professional requirements.
Benefits for Your Practice
Efficiency
Find client information instantly without switching between systems or searching through files.
Organization
All client information organized and accessible from one central location.
Better Care
Quick access to complete client history enables better-informed treatment decisions.
Time Savings
Reduce time spent searching for information and increase time with clients.
Manage Clients Better Today
Join therapists using PracFlow to streamline client management and provide better care.
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