The Client profile is the single clinical file every other block reads and writes to: history, documents, contacts, appointments, notes and consent in one place, so no one is ever piecing the client together from separate systems.
The full picture, always
Everything about a client, together.
History, documents, contacts and care in one file, not scattered across tools.
Shared safely across the team.
Everyone involved sees the same up-to-date record, with access set by role.
The spine of every module.
Every other block reads and writes here, so nothing is double-keyed.
Nothing falls through the gaps.
A complete timeline means the next person always has the context they need.
One record instead of four systems
- ✕Client details spread across tools
- ✕Re-keying the same information
- ✕Gaps between systems
Built for how you work
Clinicians
Walk into any session with the full history in front of you.
Admin
Update details once and have them right everywhere.
Whole teams
Give every role the right view of the same trusted record.
More blocks in the clinical core
Everything in Base works from the same client record.
Calendar
→Schedule appointments across practitioners with availability and room views.
Telehealth
→Run secure video sessions from inside the platform, no extra software.
Forms
→Send intake and clinical forms clients complete before they arrive.
Assessments
→Deliver standardised assessments and track scores over time.
Client profile
→One clinical file per client with history, documents and contacts in one place.
Consent
→Capture and store client consent digitally with an audit trail.
Common questions
What lives in the client profile?
History, documents, contacts, appointments, notes, assessments and consent, all in one clinical file.
Can I control who sees what?
Yes. Access is set by role, so team members see what they need and nothing they shouldn't.
Do other features use this record?
Yes. Every block in Base reads and writes to the same client profile, so nothing is double-keyed.
See the record everything runs on
A 20-minute walkthrough of the client profile in Base.
