Client records & portal
Every client. Their history. One connected record.
Bring contact details, medical history, treatments and forms together, so your team can prepare for each visit and keep a clear record of care.
14 days free. No card required. No automatic billing.
Manage clients
Find the client. See the whole picture.
Keep client details organised and open their record to review previous visits, forms and upcoming appointments.
- Search your client directory
- Keep contact details together
- Open history and upcoming visits from the record
Medical history
Important information, ready before the visit.
Review recorded medical history, medication and allergies alongside the client’s consultation information.
- Keep health information with the client record
- Review relevant details before treatment
- Maintain context across visits
Treatments & notes
Pick up where the last visit left off.
Review previous treatments and keep notes attached to the client, making it easier to follow their care over time.
- Review treatment and visit history
- Keep structured notes with the record
- Use body maps where supported
Forms & consent
Know what is complete. See what needs attention.
Send consultation and consent forms, review responses and keep signed documents with the client record.
- Send forms from the client workspace
- See completed and outstanding requests
- Review consent alongside the visit history
Client portal
Let clients keep their details up to date.
Give clients a convenient place to update contact information and complete their forms before a visit.
- Client access to their portal
- Contact detail updates
- Consultation and consent form completion
Frequently asked questions
Practical answers about client records and the portal on CliniForm.
What information can I keep in a client record?
Each record holds contact details, consultation and consent forms, medical history information you record, treatment notes, and visit history — so your team can prepare with context in one place.
Can I review previous treatments and notes?
Yes. Open the client record to review previous visits and structured notes attached to their care history, including body maps where you use them.
Can clients complete forms before their appointment?
Yes. You can send consultation and consent forms from the client workspace, and clients can complete outstanding forms through their portal before they arrive.
Can clients update their contact details?
Yes. The client portal lets clients update contact information such as email, phone and address, so your records stay current between visits.
Can I import existing client records?
Yes. You can import client demographics with CSV (preview, map and validate before committing). Clinical history such as notes and appointments is not bulk-imported — keep your previous system as an archive where needed.
Which features are included in Basic and Pro?
Basic and Pro both include unlimited active client records, the client portal, forms, signatures and treatment notes. Basic includes up to 3 team seats (with additional seats available). Pro adds unlimited team members, shared records and the standard Pro Apps. Grandfathered Free plans keep up to 5 active clients.
Still have a question? Contact us
Bring your client records together.
Manage client details, treatments and forms in one connected workspace.
14 days free. No card required. No automatic billing.