Every workflow updates the record.
Appointments, notes, forms, documents, plans, and billing all connect to the same client.
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Client records
Every client detail, episode, document, and note in one place.
Client records are the centre of PractaLuma. Notes, plans, forms, documents, billing, appointments, contacts, and communication history connect back to one clear clinical record.
Clinical Records
Client Records
A searchable, auditable client record for clinical and practice operations.
01Single client timeline
02Searchable and auditable
03Connected to every workflow
What it does
A complete client record for clinical and practice work.
Patient models connect demographics, guardians, referrals, custom fields, sessions, documents, notes, plans, invoices, and portal access.
Client demographics and contacts
Notes, reports, plans, and forms
Document and referral history
Appointments and billing context
Communication timeline
Search and audit support
Day to day
How the record stays current.
Every workflow should add context back to the same client record instead of creating side channels.
Clinicians can see context quickly.
The record is structured for clinical work, not just storage.
Records feed the next workflow.
Reports, tasks, billing, referrals, and supervision all use the same client context.
Control & privacy
Clinician-led by design.
Client records are permissioned, auditable, and treated as core clinical information.
See it for yourself
See a record from intake to report.
We will show how one client timeline supports the whole practice.