Electronic Health Records
Organize Client Records
Store all client information in one secure place. Access session history, documents, and tasks anytime from desktop or mobile.
Why Therapists Choose SafeTalk
Everything in One Place
Client files store sessions, invoices, case notes, services, and reminders in one central location.
Access Anywhere
Work on desktop or mobile and access client records whenever you need.
Safe & Secure
Encrypted, role-based access keeps client information private, with optional temporary sharing.
Client Files, All in One Place
Centralized client files
Store all client information in one secure file, including sessions, invoices, case notes, services, and reminders. Navigate between tabs to quickly find what you need.
Packages & Sessions
Keep full control of client packages and session schedules. Easily see which sessions are upcoming, completed, or missed, and ensure every client receives the care they need.
Insights & tags
Assign tags and categories to clients to stay organized. See session totals, invoice status, client frequency, and harm risk at a glance to prioritize care efficiently.
Secure sharing & permissions
Control access with role-based permissions. Share selected records temporarily for supervision, collaboration, or review without exposing unrelated data.
- 500 Therapists and Centers
Client Records, Under Control. Access and manage client files, session history, and documents securely, all in one central platform.
Frequently Asked Questions
What does SafeTalk’s client record system include?
It brings together everything related to a client in one place, including sessions, invoices, case notes, forms, tasks, journals, and reminders, so you always have a complete view.
How is this different from Case Notes?
Case Notes are used to document individual sessions, while Client Files act as the central record that connects notes, billing, scheduling, and all other client information.
Can I access client records anytime?
Yes, SafeTalk is fully web-based, so you can securely access and update client records from desktop, tablet, or mobile whenever you need.
Is client data secure?
Yes, all data is encrypted and protected with role-based permissions, ensuring only authorized users can access specific information.
Can I share records with others?
Yes, you can grant controlled, temporary access to specific records for supervision or collaboration without exposing unrelated data.
Does this work for group practices?
Yes, SafeTalk supports both solo therapists and teams, allowing you to manage access, collaborate, and keep records organized across your practice.
Image Credits
Photo by Christin Hume
Photo by SHVETS production
More Ways to Manage Client Records
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