Step tracking follows each client against the steps in their assigned protocol, so the team can see what is done, what is next and what has been missed instead of losing track of the pathway.
Every step, accounted for
Step by step.
See which steps a client has completed.
What's next.
The next step is always clear.
Nothing missed.
Skipped steps are visible, not lost.
On the record.
Progress sits with the client's care.
One view of every step
- ✕Losing track of protocol steps
- ✕Steps skipped unnoticed
- ✕Progress in someone's head
Built for how you work
Clinicians
See where a client is in the protocol.
Quality teams
Confirm every step is followed.
Managers
Track step completion across clients.
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 does step tracking show?
Which protocol steps a client has completed and what is next.
Are missed steps visible?
Yes. Skipped steps show up rather than being lost.
Is it on the record?
Yes. Step progress sits with the client's care.
