Stop burning your first session on intake admin.

Typically a biopsychosocial history questionnaire, presenting problem and risk screening, prior treatment history, informed consent for treatment (including fees and limits of confidentiality), and insurance or EAP details if applicable. Telehealth requires additional technology/privacy consent. Hivi-X provides reusable Ontario intake checklists so you track each item instead of scrolling email.

Avoid unencrypted email for psychosocial history, insurance cards, and consent forms. As a solo CRPO registrant, you are typically a PHIPA health information custodian. Hivi-X provides an encrypted, Canadian-hosted portal with secure guest link (no account needed) or my-id.ca sign-in and checklist tracking — you remain responsible for PHIPA compliance and custodian duties.

No. Hivi-X is an intake and document-collection layer. It complements Jane App, Owl Practice, SimplePractice, and similar tools — you collect and export organized intake packages; session notes and treatment plans remain in your clinical record system.

Intake documents (questionnaires, consent, insurance) are collected before and at the start of treatment. Clinical notes (session records, treatment plans, progress notes) document ongoing care under CRPO Standard 5.1. Hivi-X focuses on intake completeness; your EMR handles the clinical record.

Jane App combines scheduling, billing, and charting. Hivi-X specializes in pre-session document collection with missing-item tracking, item-level review, and exportable intake packages. Many practitioners use Jane for practice management and a dedicated tool for intake — or use Hivi-X alone if they chart on paper.

CRPO requires clinical records retained for at least 10 years from the last client interaction, or from the client's 18th birthday, whichever is later. Hivi-X helps store electronic intake records but does not set your retention or destruction policy.

A successor custodian is the person designated to take custody of client records if you close practice, become incapacitated, or die (CRPO Standard 6.4). CRPO survey data suggests many practitioners have not completed this step. Hivi-X does not ship a built-in successor-custodian template — add those items to your own intake checklist, or start from the free lead-magnet PDF.

Yes. Build a couples checklist with individual and joint consent items, separate contact details, guardian signatures where required, and relationship history questionnaires. Each partner's submissions can be tracked and reviewed before the first session.

On servers hosted in Canada. AI processing uses infrastructure Hivi-X operates — client data is not sent to OpenAI, Google, Anthropic, or other third-party AI providers. Sensitive fields use AES-256-GCM at rest; traffic uses TLS.

$39 CAD/month (Starter), $59/month (Professional), or $99/month (Enterprise). All plans include a free trial, reusable templates, Canadian hosting, and self-hosted AI. Accessible for solo RPs and RP (Qualifying) practitioners.