Your clients, their history, and every interaction. Organised in one powerful CRM built for allied health practitioners.
Each client has a dashboard which gives you a complete overview, so your team can access information quickly.
Appointments, notes, invoices, forms, letters and communications sit together on each client’s overview, with their balance and details alongside.
Add an alert such as an allergy once, and it shows on the calendar, the appointment and the progress note.
Send a form and see it go from sent to completed. The client’s answers update their details, medications and custom fields for you.
Connect related clients and outside contacts, and choose who is copied in on appointment, invoice and progress note emails.
Emails and text messages are logged against the client automatically, with their delivery status, and you can add phone calls yourself.
Clients reschedule appointments, pay invoices, complete forms and open shared files from one login, even for the whole family.
Practitioners are linked to the clients they see, access can be revoked, and an action log records who viewed or changed a record.
“Caspen has massively boosted our team’s productivity. Having everything integrated has saved us countless hours and let us focus more on delivering quality care.”
The details that keep every record complete and easy to find.
Find anyone by name, email, phone or date of birth, then narrow the list by tag.
Colour-coded tags show status, needs and priorities at a glance.
Add your own fields to every profile: text, choices, dropdowns, numbers or dates.
Record each medication with its dosage and each allergy with its reaction.
Record privacy policy and SMS consent, and how the consent was obtained.
See what a client owes or has in credit, and keep a card on file.
For Australian practices: the NDIS number, fund management, plan dates, plan manager and diagnoses.
Track referrals and budgets by appointments, money or time, and get alerted before they run out.
Keep documents in folders and progress photos in a gallery, with a folder you can share with the client.
Combine duplicate records, with all their appointments, invoices and notes, in one step.
Archive past clients without losing their history, and restore them any time.
Record who referred each client, whether a client, a contact or another source.
Grow and scale your business with an all-in-one practice management platform.