Add Your Client
Gather contact information and intake details in one organized client profile.
The Healer's CMT
- Client Management Tool -
Your Practice.
All in One Place.
Client details, session notes, and follow-up.
Less admin. More time for your clients.
An organizational tool for energy practitioners, not a medical service. It does not diagnose, treat, cure, or prevent medical or mental health conditions.
Your Focus Belongs With Your Clients.
Give the details a home.
Keep each client's history, session notes, and recommendations together.
Client Records
Every Client.
Easy to Find.
Find a client, review their intake, and pick up where you left off.
- Search and sort your client list
- Keep intake and contact details together
- Return to each client's session history
Session Notes
Stay Present.
Keep the Context.
Record goals, emotions, and associations with the previous session right beside you.
- Structured session notes and recommendations
- Previous-session reference and goal import
- Keyboard navigation for a smoother flow
Client Follow-Up
Send Notes.
Keep Things Clear.
Preview a PDF with your practice's branding and email it directly to your client.
- Session history in one client folder
- Branded PDFs with completed information
- Send session notes directly to clients
Not suitable for insurance claims. Session PDFs are not insurance billing documents or proof of medical necessity. Review recipients and obtain appropriate client consent before emailing notes.
On Your Phone
Your Notes. Within Reach.
Review a client's goals or update session details from your phone.
- Review client goals on your phone
- Update session details as you go
- Keep notes connected to each client
Three Simple Steps.
Record the Session
Capture goals, session notes, and recommendations with previous-session details close by.
Send the Follow-Up
Review your branded session PDF, then email it to your client for their next steps.
Pricing
A Home for Your Practice.
Easy session notes. Everything in one place.
- Client profiles and intake together
- Simple notes with previous sessions close by
- Organized histories, not scattered files
- Branded PDFs and client emails
- Phone and computer access with internet
Start Your One-Month Free Trial.
Then choose monthly or annual billing.
Monthly
Billed monthly
$15.99 / mo
Annual
Billed yearly
$175 / yr
Save $16.88 with annual billing compared with 12 monthly payments. That's a month free!
Get StartedAlready a practitioner? Sign in
Taking the SBT certification course? Your first year is included at no additional cost.
Questions Answered.
A clear start for your practice.
Who is The Healer's CMT for?
Energy practitioners who want to keep client records, session notes, and follow-up together.
How do I get access?
Contact us to get started with a one-month free trial. After your trial, choose $15.99 per month or $175 billed annually. Your first year is included at no additional cost when you take the SBT certification course.
Can I use it for insurance claims or medical records?
No. The CMT is for organizing energy-practice notes, not insurance claims or medical billing. Do not assume it meets HIPAA or regulated medical-record requirements. Confirm suitability for your practice before entering regulated health information.
Can I use it during a client session?
Yes. Capture notes as you work, use keyboard navigation, and reference the client's previous session without leaving the session workspace.
Can I send session notes to clients?
Yes. Preview your branded PDF and send it to your client from the session notes or client session list.
Less Admin. More Presence.
Give your client records a home. Give yourself more time for the work you love.
Practitioners remain responsible for client consent, record accuracy, privacy, and applicable professional requirements. No clinical, business, or time-saving results are guaranteed.