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Client management

Client records and treatment plans in one place.

Keep every client's history in one organised record: profile, treatment plans, diagnoses, mental state examinations, progress, and session notes. When a client returns, their full history is one click away.

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Continuity of care falls apart when a client's information is spread across paper files, a notes app, and memory. Serene keeps a complete, organised record for each client, built for the way mental health work actually documents a person over time. Everything from the first intake to the latest session lives in one place you can search and trust.

Treatment plans

Treatment plans with goals and milestones

Build treatment plans with goals, each broken into milestones that carry interventions and target dates you can mark complete as the work progresses. Serene can suggest evidence-informed milestones for a goal to get you started, which you then shape to the client in front of you.

  • Goals with milestones, interventions, and target dates
  • AI-suggested milestones you adapt to the client
  • Progress tracked toward each objective over time

Clinical record

Diagnoses, medications, and MSE tracking

Record coded diagnoses and medications, and keep structured Mental State Examinations over time with a tracker that shows how a client presents across sessions. It gives you the structured clinical record a therapy practice needs, not a generic contact database.

  • Coded diagnoses and a medications list
  • Mental State Examination records with a tracker over time
  • A structured clinical record built for therapy

Progress and insight

Emotion, mood, and progress over time

See a client's emotional patterns across sessions, weekly mood logs, and AI analysis of the trends, alongside progress summaries you can send when it helps the work. When a client comes back after months, their whole history, and the shape of their progress, is right there.

  • Emotion analysis and weekly mood charts per client
  • AI trend analysis across sessions and weeks
  • Progress summaries you can share with the client

Team continuity

Share a client with your team, safely

When a client sees more than one provider, or a supervisee shares clients with a supervisor, you can share a client's record with a team while keeping access controlled. Continuity holds across the practice without the record leaving your control.

  • Share a client's record with a team
  • Access controlled per team member
  • Continuity across providers and supervision

FAQ

Questions about client records.

A full profile, treatment plans with goals and milestones, coded diagnoses and medications, Mental State Examinations tracked over time, session notes and history, emotion and mood analytics, and progress summaries. It is a complete clinical record built for therapy.

Yes. You create treatment plans with goals and milestones, and Serene can suggest evidence-informed milestones for a goal to get you started, which you then adapt to the specific client.

Yes. A client's record can be shared with a team while access stays controlled per member, so continuity holds when a client sees more than one provider or a supervisee shares clients with a supervisor.

More of Serene

Part of one platform for your whole practice.

AI therapy notes

Session notes that attach to the client's record.

Analytics

Emotion, mood, and progress trends across your practice.

Team management

Share clients across a group practice or supervision.

Get started

Keep every client's history in one place.

Start free and build organised client records with treatment plans, diagnoses, and progress.