All Collections
Health Records plus Notes & Documentation
Learn how to add, edit, and manage client information, including clinical notes and documentation, while maintaining HIPAA compliance in Carepatron.
Customize your Client Record template
Sending intake forms and documents to clients
Edit a client's information
Change client record to inactive
Update or edit client relationships
Bulk Client Import
Add new Client
Add client relationship
Upload Client document
Assign staff to a client
Add a client
Capture a client note
Sending forms and documents to clients
Create and send forms (beta)