Client records app or workflow?

Discussion in 'Mac Apps and Mac App Store' started by Dazd, Jan 18, 2014.

  1. Dazd macrumors member

    Oct 31, 2010
    Hi all
    I'm studying a health coach course and I want to begin getting things ready for when I begin my practice in the summer. I need something to record client details including client notes etc. Ideally I'd like these records available on both my macbook pro and my iPad. Is there anything I could use that may sync between devices? Maybe using something like iCloud or Dropbox? I'm sure there's an app or two out there for it or maybe an app that can be used to make it happen but my head doesn't seem to be working LOL

    Any help gratefully received :)

  2. atr, Jan 19, 2014
    Last edited: Jan 19, 2014

    atr macrumors regular

    Dec 16, 2009
    Check out Daylite by It is a fantastic program to manage everything you will need and has both iPad and iPhone apps that sync with the primary database on your mac through both your local network and over the internet, and it's easy it set up.

    I would suggest that you go to their pre-recorded webinar page and watch a few of them to get a good idea of the capabilities within Daylite. That will give you the best idea if it is something that you can use or not. I've been using it for a few years now and love it. And, since you are just getting ready to start your practice it's a great opportunity to organize and set things up right from the beginning. Here's the page:

    Start with this webinar: Start Smart with Daylite (pre-recorded video about two thirds down on page)
  3. robgendreau macrumors 68040

    Jul 13, 2008
    One thing you'll need to take into account is privacy. Not sure either iCloud or Dropbox is HIPAA compliant; I won't use either for my client's records.

    I like SpiderOak, but I believe that even with their security provisions they aren't technically HIPAA compliant. Sometimes the standards lag behind the technology, and common sense should rule, but you do need to be careful.

    And you are right to be concerned about the records stored locally on the iPad or MBP since either of those devices could be stolen, and then you not only have issues restoring data but informing clients their records may have been taken. Not pleasant.

    And the nice thing about something like Daylite is that it's scalable, so that you aren't faced with a huge migration in the future as your practice grows (and we hope it does :D )
  4. atr macrumors regular

    Dec 16, 2009
    #4 provides cloud storage that is HIPA compliant, but I believe that you have to be an enterprise customer which gets a little pricey if your just starting out. But then again, it's a part if your business.

    If you use Daylite then all your records are maintained internally but always make sure you have some type of off-site backup. As for the security of the data on the mobile devices, I'm not sure of what the HIPA requirements are for that. If you lose one of your devices you have the ability to remote-wipe the data from the mobile devices through the Daylite Server app which will be on your local Mac housing your database. I would go to the Marketcircle website and ask them about HIPA compliance with their app, they are always very responsive to questions.

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