Care & records
One record, from first inquiry
to fifth follow-up.
CRM and EMR are the same record. Charting, consent, photos, and treatment plans live where the care happens — and prove themselves in an audit.
CRM + EMRVersioned consentMD co-sign
Features
Dedicated features in this workflow.
Each opens its own page with how it works, the product surface, and the outcome.
In this workflow
Everything on the patient record.
Patient profile
CRM, EMR, notes, and history in one place.
Consent & photos
Versioned consent linked to before / after sets.
Treatment plans
Multi-visit plans sequenced inside the record.
MD co-sign & review
Supervision and peer review built into the chart.
Audit log
Every action attributable, retained six years.
Templates by specialty
Charting shaped to how your specialty runs.
CRM = EMR
The relationship and the care, on one record.
The CRM remembers the relationship; the EMR documents the care. They are the same record — so the front desk and the provider always see the same patient.
SAActive
Sofia Almeida
DateEncounterProviderStatus
Apr 02Botox — forehead & glabellaMercer, RNSigned
Mar 14HydraFacial — package drawPark, RNSigned
Feb 20Consult + photos + consentDr. ReyesSigned
Jan 08Membership enrolled — GoldFront deskActive
CRM
- Lead capture from site and ads
- Automated recalls and reactivation
- Membership and loyalty tracking
- Two-way messaging in one inbox
EMR
- Structured, vertical-specific charting
- E-prescribing and treatment plans
- Versioned consent and photo sets
- MD co-sign, peer review, audit log
The outcome
What changes when it all connects.
At the chair
Charted at point of care
Versioned
Consent per procedure
6 yr
Audit retention
Keep exploring
The rest of the platform.
See care & records on your practice.
A 30-minute walkthrough, mapped to how your practice runs.