Review what appears outside the record
Appointment labels, calendar invitations and notification previews can reveal more than intended. Decide what should be visible and how communication preferences are recorded. Test the experience on shared devices and email accounts using fictional details.
Account for supervision and different relationships
Individual, couples, family and group work may require different record and consent structures. Supervision can add another access relationship. Confirm what your release supports and how access is removed when a staff relationship changes.
A few common questions
Can the public Flor assistant provide counselling?
No. Flor on this website answers product questions and helps with business enquiries.
Prepared for clinic owners in United States. Updated September 16, 2026. These guides support product evaluation and do not replace professional or legal advice.