At a Glance
A client profile is the single record holding everything about a client — contact details, appointment and treatment history, notes, photos, consent, payments and communications. ClinicSoftware.com keeps this complete profile in one place, so any team member can deliver personal, informed care.
What is a client profile?
A client profile is one record containing a client's details, history, notes, consent, photos, payments and messages. It gives staff the full picture at a glance. ClinicSoftware.com builds this automatically as the client interacts with the clinic.
Why do complete client profiles matter?
When everything about a client is in one place, any team member can pick up their care, personalise treatment, and avoid asking the client to repeat themselves. That improves both safety and experience.
What does a client profile include?
It includes contact details, appointment and treatment history, before-and-after photos, medical history and consent, payments and balances, and all communications — a complete, chronological record.
Key Numbers at a Glance
| Metric | Value |
|---|
| Holds | History, notes, photos, consent, payments |
| Acesso | One record per client |
| Benefit | Personal, informed care |
Frequently Asked Questions
What is a client profile?
One record holding a client's details, history, notes, consent, photos, payments and messages. ClinicSoftware.com builds it automatically.
Why do complete profiles matter?
They let any team member deliver personal, informed care without the client repeating themselves, improving safety and experience.
What is stored on a client profile?
Contact details, appointment and treatment history, photos, medical history and consent, payments, and all communications.
Is client data kept securely?
Yes. ClinicSoftware.com stores client profiles securely with access controlled by staff role.
How It Works in ClinicSoftware
01
Create a profile for each client
02
Capture history, consent and photos
03
Log every appointment, payment and message automatically
04
Use the full profile to personalise care
O perfil do cliente é o coração do ClinicSoftware. Num só local, veja o histórico completo de marcações, registos de tratamentos, faturas, registos de comunicação, formulários de consentimento, ficheiros carregados, notas médicas, resultados de testes de alergia e saldo da conta. Sempre atualizado, sempre acessível a partir de qualquer dispositivo.
Como Funciona
01
Pesquisar um cliente por nome, endereço de e-mail ou número de telefone
02
O painel do perfil carrega instantaneamente — toda a informação essencial visível de relance
03
Navegar entre separadores: Consultas, Formulários, Saldo, Ficheiros, Notas e Comunicações
04
Todas as edições são guardadas em tempo real e registadas com o nome do funcionário e a data/hora
Características Principais
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Vista Completa do Histórico
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Cronologia de Consulta
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Resumo Financeiro
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Registo de Comunicações
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Biblioteca de Formulários de Consentimento
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Galeria de Fotos
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Notas Médicas
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Etiquetas Personalizadas
Dicas Profissionais
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Adicione etiquetas personalizadas para segmentar clientes — por exemplo, VIP, Inativo ou Newsletter
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Utilize o registo de comunicação como prova de contacto com o cliente e consentimento para conformidade com o RGPD
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Rever regularmente perfis sinalizados com alertas de histórico médico antes de marcar consultas
