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.
Add a client
Capture a client note
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
Sending forms and documents to clients
Add client relationship
Assign staff to a client
Upload Client document