Smart search lets you find clients, notes and details by asking in plain language, so the right information surfaces without remembering exactly which field or file it sits in.
Ask, and find it
Plain language.
Search in your own words.
Find anything.
Clients, notes and details in one search.
No hunting.
You do not need to know where it lives.
Fast answers.
The right information, surfaced quickly.
One search instead of hunting
- ✕Hunting through the record
- ✕Knowing exactly where to look
- ✕Slow lookups
Built for how you work
Clinicians
Find client details fast.
Reception
Locate the right record quickly.
Managers
Answer questions without digging.
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
How do I search?
Ask for what you need in plain language.
Do I need to know where it lives?
No. Smart search surfaces it wherever it sits.
What can I find?
Clients, notes and details across the record.








