Still running your practice on spreadsheets?
Here's what changes when your whole practice lives in one place — and why it's safer for the client data you're responsible for.
14 days free · No card needed
Spreadsheets vs Practicos, side by side
| Area | Spreadsheets / Excel | Practicos |
|---|---|---|
| Client records | Rows across scattered files, easily overwritten | Structured records with a 50+ field case history and EHCP tracking |
| Clinical notes | Free-text in Word, with no structure or lock | SOAP notes with digital signing and a full audit trail |
| Scheduling | A manual diary, and the odd double-booking | A calendar with bookings, recurring series and conflict detection |
| Reminders | You remember to send them, or you don't | Automatic SMS and email appointment reminders |
| Invoicing & payments | Hand-built invoices, chased by email | Professional invoices, card payments and payment tracking |
| UK GDPR | Client health data on laptops and in email — with no access control or audit trail | UK-hosted and encrypted, with multi-factor sign-in, role-based access and Article 30 audit logging |
| If something goes wrong | One deleted file or dead laptop and it's gone | Regular encrypted backups |
| Working as a team | Emailed copies and version chaos | Shared records with per-person logins and permissions |
| Moving your data in | — | Import your existing client list from a CSV in minutes |
Why spreadsheets fall short for SLTs
A spreadsheet is fine for a list. It's a poor fit for a clinical caseload — because the moment a row holds a client's name, diagnosis or session notes, you're handling special category health data under UK GDPR, and a spreadsheet gives you none of the controls that comes with.
There's no record of who opened a file or changed a figure, no way to limit what each person can see, and client details tend to end up on laptops and in email attachments — exactly where they're hardest to keep safe and easiest to lose.
Practicos keeps the same information UK-hosted and encrypted, behind per-person logins and multi-factor sign-in, with an activity log kept against your records — so the admin that protects you happens in the background.
Moving across is quick
You don't have to re-type your caseload. Download our import spreadsheet, drop your existing client list into it, and bring everyone across from a CSV in minutes. For the step-by-step, see the guide to importing clients.
Ready to leave the spreadsheets behind?
Bring your practice into one place — safer for your clients, and less admin for you.
Start your free trial14 days free · No card needed