Client relationship management simplified
Caspen is the CRM made for practitioners ready to simplify client care, documentation, and communication all in one place.
The CRM designed for practitioners
360° client dashboard
Each client has a dashboard which gives you a complete overview, so your team can access information quickly.
Complete client history
Access all client details in one place, including balances, billing, forms, interactions, and more.
Link contacts and referrers
Connect clients with doctors, plan managers, referral sources, and support contacts.
Client demographics
Keep detailed and up-to-date client profiles for quick access to contact information.
Client balance
Track how much a client owes or their credit.
Client tags
Categorize key client details with tags to easily track status, needs, and priorities.
Add client notes, allergies, and alerts
Track important client information and alerts, such as allergies, for your team’s awareness.
Communication record
Capture all messages, emails, and updates for a complete client interaction history.
Track outstanding invoices
View, create, and send unpaid invoices to clients.
Automated status tracking
Stay updated with real-time tracking of invoices, forms, letters, and communications.
Client portal
Clients can manage appointments and pay outstanding invoices via the client portal, enhancing their experience and reducing your administrative load.
Health fund information and NDIS management
Easily manage reference numbers, case managers, and NDIS details for clients.
Custom client profile fields
Design custom fields to track client-specific information suited to your workflow.
Even more client features
Your complete client toolkit
Generate and send invoices
Easily generate and send invoices to clients in just a few clicks.
Client forms
Customizable intake forms, surveys, and more, sent and tracked securely in each client profile.
Real-time form status updates
View the status of forms, whether they’re sent, viewed, or completed. So you stay up to date.
Progress notes
Create, customize, and track treatment or progress notes with templates or your own format.
Interactive body charts
Use pre-made or custom body charts when writing treatment notes for clients.
Letters
Auto-generate, write, customize, and send letters for clients, doctors, and third parties directly in Caspen.
Attach files
Securely store and organize client images, documents, and other files.
User access permissions
Define which appointments and client information a user has access to view and edit.
Get started today.
Grow and scale your business with an all-in-one allied health platform.