Your entire clinic,
one ecosystem.

Client & staff records, session data & reports, billing, scheduling, and more in one connected space.

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Features

One platform, from the first booking to the last payroll line

Work that usually takes three or four separate systems.

Scheduling that matches

Matches each client to qualified, available staff and builds the recurring calendar, with conflict detection as you drag. Across every site you run.

Session data as it happens

Run the session in the app and record observations as they occur. Graphs and mastery come straight from that data, so nothing is typed twice.

Assessments and reports

Structured assessments scored in place, with ABLLS-R, AFLS, ADL and MOTAS among the instruments supported. Reports build from the evidence recorded, and a clinician signs every one.

A portal families use

Upcoming sessions, progress, signed notes, and a funding statement that reconciles: total budget, spent to date, and every charge behind it.

Credentials and training

Onboarding, training records and certificates, with a credential framework that tracks continuing education against whichever bodies your staff are registered with, counting one course toward each without inflating the total.

Time, pay and privacy

A signed session note becomes hours and a charge on its own. Overtime follows the work week your organization declares, and pay follows Ontario’s Employment Standards Act today.

What it replaces

Most clinics run four or five systems. Here is what each one is for.

The cost is rarely the licences. It is the reconciliation: the same client, the same session and the same hour entered more than once, then compared by hand at month end.

CapabilityUsually lives inSummit
Scheduling, matching and recurring calendarsPractice management
Client records, contacts and service historyPractice management
Session data captured as it happensA separate data tool
Programs, goals and progress graphsA separate data tool
Structured assessments and scoringA separate data tool
Clinical notes, signature and countersignaturePractice management
Caseload review and documentation oversightSpreadsheets
Family portal with progress and statementsA separate portal, or email
Funding allocations, spend and reconciliationAccounting, plus spreadsheets
Staff records, onboarding and trainingAn HR system
Credentials and continuing education trackingSpreadsheets
Timesheets, approvals and overtime rulesA payroll system
Hours, utilization and cost by serviceSpreadsheets
Systems to runFour to fiveOne
  • Scheduling, matching and recurring calendars
    Usually lives inPractice management
    With Summit Included
  • Client records, contacts and service history
    Usually lives inPractice management
    With Summit Included
  • Session data captured as it happens
    Usually lives inA separate data tool
    With Summit Included
  • Programs, goals and progress graphs
    Usually lives inA separate data tool
    With Summit Included
  • Structured assessments and scoring
    Usually lives inA separate data tool
    With Summit Included
  • Clinical notes, signature and countersignature
    Usually lives inPractice management
    With Summit Included
  • Caseload review and documentation oversight
    Usually lives inSpreadsheets
    With Summit Included
  • Family portal with progress and statements
    Usually lives inA separate portal, or email
    With Summit Included
  • Funding allocations, spend and reconciliation
    Usually lives inAccounting, plus spreadsheets
    With Summit Included
  • Staff records, onboarding and training
    Usually lives inAn HR system
    With Summit Included
  • Credentials and continuing education tracking
    Usually lives inSpreadsheets
    With Summit Included
  • Timesheets, approvals and overtime rules
    Usually lives inA payroll system
    With Summit Included
  • Hours, utilization and cost by service
    Usually lives inSpreadsheets
    With Summit Included
  • Systems to run
    Without SummitFour to five
    With SummitOne

The middle column stands for a kind of product. It names no vendor.

One session

Recorded once. Everywhere it needs to be.

Booking a session is the only thing anyone types. The hours, the charge and the family's statement are the same record, read from different angles.

Booked
WEDNESDAY 14 MAY
09:00 Direct therapyJ. Martinez
ClinicianA. Osei
SiteDurham

A session is scheduled against a client and a clinician.

Delivered
SESSION RECORD
Requesting — independent14 / 16
Joint attention9 / 12
Duration2h 00m

The clinician runs it in the app and records observations as they happen.

Hours
TIMESHEET
Direct therapy2.00 h
Documentation0.50 h
Week to date38.50 h

Time appears on the clinician’s timesheet. Nobody re-keys it.

Charged
FUNDING
Direct therapy — 2.00 h220.00
Spent to date4,180.00
Remaining17,820.00

The funding line is posted at the rate set for that service.

Visible
FAMILY STATEMENT
14 May — Direct therapy220.00
07 May — Direct therapy220.00
Balance17,820.00

The family sees the session and a statement that reconciles.

How your data is held

Built for organizations that answer for their records

How the system is built, so a reviewer in any market can check it.

Every record belongs to one organization

The database itself keeps each organization’s client, staff and clinical data apart, so a search only ever returns your own organization’s records.

People see what their role allows

Permissions are granted per action rather than per job title, so a scheduler can book without reading clinical notes, and whoever administers HR does not thereby see health information.

Findings trace back to their evidence

Where Summit summarizes or interprets, the underlying observations stay linked to the output. A clinician can follow any statement back to what it came from, and signs before it counts.

Clinical and HR stay apart

A supervisor reads only their own supervisees’ development plans. Pay rates are narrower still: you see your own, and payroll sees everyone’s.

Every correction keeps the original

Reconciled charges, approved time and issued documents are amended by adding a correcting entry. The original stays, so a figure can always be explained.

Signatures belong to the signer

Only the person a signature belongs to can record one. There is no path by which an administrator can sign on someone else’s behalf.

See what your clinic is capable of.

Book a free consultation or ask a question.

Book a demo →

Or email info@summitclient.io