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Practitioner App
⬇ Export
⬆ Import
Clients
Tool
💾 Save to client
⬇ PDF
✕ Close
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New Client Record
✕
Full name *
Reference / ID
Date of birth
Date referred
Status
Active
Assessment
Waitlist
On hold
Closed
Assigned practitioner
Risk level
Low
Medium
High
Critical
Service type
Mentoring
Assessment
Family support
Consultancy
Group support
Email
Phone
Address
Emergency contact
ND profile / diagnosis
Referral source & presenting concern
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Create Record
Edit Client Profile
✕
Delete client
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Save changes
Add Case Note
✕
Author
Type
General
Progress
Action / follow-up
Safeguarding
Note *
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Save note