Private stays private
Practitioner session notes stay separate from recordings, activity reflections and progress deliberately shared with a client.
Privacy and security
Confidential by design, clear by default.
Access is tied to the signed-in person, their role and the selected practice. A hidden button or shared link is never treated as permission.
HIPAA compliant. Every practice gets a business associate agreement (BAA) in its Data Processing Agreement.
Clear sharing boundaries
You can tell what stays private and what the client can see.
Practitioner notes and client resources live in distinct spaces, with clear labels before anything is shared.
Explore connected toolsPractice-scoped access
The same person’s records with different practices remain separate, with role and care-team checks on every record.
Consent with evidence
Consent documents are versioned, and signatures retain the document version and evidence connected to the action.
Safe recovery
Autosaved drafts preserve input on failure, report conflicts and never show a pending or failed save as complete.
Product scope
See where these boundaries apply.
Review the tools for client records, notes, files, payments, messaging and video.