Your entire clinic,
one ecosystem.

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

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30-minute walkthrough. No commitment.

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.

Who can take it

Direct Therapy · Tue 10:00 AM, weekly

R. Ahmed · BCBAAvailable

T. Lewis · Behaviour TechAvailable

K. Moss · Behaviour TechTime off

Overlaps the 10:30 AM session. Pick another time or clinician.

Run Session

Requesting, independent

14 / 16

Two-step directions9 / 12

ABLLS-R · Visual performance

Report draftSigned by the clinician

Funding

Total budget$16,000.00

Spent to date$4,140.00

Remaining$11,860.00

Thu · Direct Therapy$180.00

My Credentials

BCBA certificationGood standing

Continuing education, this cycle

18 of 32 hours2 bodies

Ethics in supervision · 3 hCounts toward both

Timesheet · week of Oct 6

Direct Therapy · signed note0.75 h

Assessment · signed note1.50 h

Week to date41.50 h

Overtime after44 h

Charge posted: $180.00

Explore the app

One sign-in, every portal

These are simplified drawings of Summit’s screens, shown with demo data. Choose a portal.

summitclient.io/home

One place to start the day

Four figures for your role, what is waiting on you, and one inbox behind the bell.

Figures for a clinic director, a clinician or a scheduler
Notes waiting, family requests, notes to countersign, time off to approve
Messages, notices and to-dos together behind the bell

Show Home for

Home: Four figures for your role, what is waiting on you, and one inbox behind the bell.

Scheduler: Each session is drawn as long as it runs. Closed days are hatched, and a line marks the time now.

Clinician: Record trials as they happen. The note drafts from them, and a supervisor countersigns it or returns it.

MySummitHR: Pay, time off, training, certificates and credentials, for every person on staff.

Family: Appointments, progress, the full signed note in Care updates, and a funding statement with receipts.

One session

Recorded once. Everywhere it needs to be.

A session is booked once and its note signed once. The hours, the charge and the family's statement are that 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

When the note is signed, the time lands on the clinician’s timesheet.

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.

Who it is for

Built for every role

Clinic director
Revenue, staff utilization, and end-to-end optimizations across every site.
Clinician
Run the session, sign the note, see the progress.
Scheduler
See who's free, fill open hours from the waitlist, and cover a sick day in one step.
Family
Session reminders & re-scheduling, reports of your child's progress, and much more.

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.

Session data captured as it happens: Usually lives inA separate data tool; Included
Programs, goals and progress graphs: Usually lives inA separate data tool; Included
Structured assessments and scoring: Usually lives inA separate data tool; Included
Clinical notes, signature and countersignature: Usually lives inPractice management; Included
Caseload review and documentation oversight: Usually lives inSpreadsheets; Included

Clinical

Session data captured as it happens: Usually lives inA separate data tool; Included
Programs, goals and progress graphs: Usually lives inA separate data tool; Included
Structured assessments and scoring: Usually lives inA separate data tool; Included
Clinical notes, signature and countersignature: Usually lives inPractice management; Included
Caseload review and documentation oversight: Usually lives inSpreadsheets; Included

Operations

Scheduling, matching and recurring calendars: Usually lives inPractice management; Included
Client records, contacts and service history: Usually lives inPractice management; Included
Funding allocations, spend and reconciliation: Usually lives inAccounting, plus spreadsheets; Included
Hours and utilization by service: Usually lives inSpreadsheets; Included

People

Staff records, onboarding and training: Usually lives inAn HR system; Included
Credentials and continuing education tracking: Usually lives inSpreadsheets; Included
Timesheets, approvals and overtime rules: Usually lives inA payroll system; Included

Families

Progress and statements: Usually lives inA separate portal, or email; Included
The signed note after every session: Usually lives inPaper summaries; Included
Cancel or move a session within the clinic’s rules: Usually lives inPhone calls; Included
One inbox with the clinic: Usually lives inEmail; Included

Clinic capabilities, the kind of system each usually requires, and whether Summit covers it
Capability	Usually lives in	Summit
Session data captured as it happens	A separate data tool	Included in Summit
Programs, goals and progress graphs	A separate data tool	Included in Summit
Structured assessments and scoring	A separate data tool	Included in Summit
Clinical notes, signature and countersignature	Practice management	Included in Summit
Caseload review and documentation oversight	Spreadsheets	Included in Summit
Scheduling, matching and recurring calendars	Practice management	Included in Summit
Client records, contacts and service history	Practice management	Included in Summit
Funding allocations, spend and reconciliation	Accounting, plus spreadsheets	Included in Summit
Hours and utilization by service	Spreadsheets	Included in Summit
Staff records, onboarding and training	An HR system	Included in Summit
Credentials and continuing education tracking	Spreadsheets	Included in Summit
Timesheets, approvals and overtime rules	A payroll system	Included in Summit
Progress and statements	A separate portal, or email	Included in Summit
The signed note after every session	Paper summaries	Included in Summit
Cancel or move a session within the clinic’s rules	Phone calls	Included in Summit
One inbox with the clinic	Email	Included in Summit
Systems to run	Four to five	One

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
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
Funding allocations, spend and reconciliation
Usually lives inAccounting, plus spreadsheets
With Summit Included
Hours and utilization by service
Usually lives inSpreadsheets
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
Progress and statements
Usually lives inA separate portal, or email
With Summit Included
The signed note after every session
Usually lives inPaper summaries
With Summit Included
Cancel or move a session within the clinic’s rules
Usually lives inPhone calls
With Summit Included
One inbox with the clinic
Usually lives inEmail
With Summit Included
Systems to run
Without SummitFour to five
With SummitOne

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.

Pricing

Start with what you need

Every plan starts with a 30-day trial.

Essentials
Scheduling and the families you serve.
- Scheduler
- Family portal
Talk to us about Essentials
Growth
Everything in Essentials, plus clinical work.
- Everything in Essentials
- Clinician portal
Talk to us about Growth
Complete
The whole clinic, across every site.
- Everything in Growth
- MySummitHR
- Multiple sites
Talk to us about Complete

See what your clinic is capable of.

Book a free consultation or ask a question.

Book a demo →

Or email info@summitclient.io

Your entire clinic,one ecosystem.

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

Scheduling that matches

Session data as it happens

Assessments and reports

A portal families use

Credentials and training

Time, pay and privacy

One sign-in, every portal

One place to start the day

Recorded once. Everywhere it needs to be.

Built for every role

Clinic director

Clinician

Scheduler

Family

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

Built for organizations that answer for their records

Start with what you need

Essentials

Growth

Complete

See what your clinic is capable of.

Your entire clinic,
one ecosystem.