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Client records

Every client. Every detail. One place.

Client care doesn't happen in isolation. Every session builds on the last one. Hivemanager.io keeps the full picture — session history, intake forms, health notes, preferences, and payment records — attached to each client.

The quick version

Client records in Hivemanager.io keep each massage client's full history in one profile — intake and health history, session-by-session SOAP notes, appointment history, treatment preferences, consent forms, and payment records. Everything attaches automatically, so the complete picture is in front of the therapist before every session. Included in every plan from $35 CAD/month.

A complete picture before every session

Before a client walks in, you can see their full history: presenting complaints from their intake form, what was worked on last time, therapist notes, and any health flags they've disclosed. No more asking questions you should already know the answers to.

  • Full session history — every appointment, every note
  • Intake form responses stored in the client profile
  • Health history flags — conditions, medications, contraindications
  • Client preferences — pressure, focus areas, communication style

One record. Every therapist.

In a multi-therapist clinic, client information shouldn't live in one person's memory or notebook. Hivemanager.io keeps the record shared and current — so any therapist on the team walks into a session prepared.

  • Shared client records across all therapists
  • Session notes visible to authorized team members
  • Therapist-specific notes if needed
  • Access control — you decide who sees what

Payment history attached — automatically

Every invoice, deposit, package purchase, and transaction is attached to the client record. You never have to look in two places to answer a billing question.

  • Transaction history per client
  • Outstanding balances flagged
  • Package and gift certificate redemption history
  • Invoices attached and accessible

🔒 Client health data is stored on HIPAA-eligible Google Cloud infrastructure — encrypted at rest and in transit. HIPAA overview · Canadian Privacy overview

Better records mean better care.

And less time digging through software to find them.