POWERFUL INSIGHTS

Data & Reports

Income analysis

Customizable reports

Client demographics

Income analysis

Run quarterly reports
Run quarterly income reports so your business is prepared when tax season arrives.

Optimize operations
Improve efficiency with detailed data reports for locations, providers, and session type.
*group practice feature

Get detailed data
Use our advanced reporting tools to view financial, business, and client demographics right from your dashboard.

See real-time analytics
Sort data by office locations, individual staff performance, and income.
*group practice feature

Track earnings
Create audit reports to track earnings, learn what drives revenue, and identify what can be improved.

View detailed insights
Easily compare age, gender, and zip code information.

Understand your business
Track new vs returning clients, length of treatment, and who hasn’t scheduled follow-up appointments.

One place for scheduling, billing, and secure, HIPAA-compliant messaging.

Integrated credit card processing, automated billing, and paperless payments.

Choose from our free library of SOAP and custom templates.

Flexible tools for making and keeping appointments.

Designed to support stringent HIPAA compliance and security standards.

Simplify claims with eligibility verification, easy filing, and automated tracking.

Conduct HIPAA-compliant telehealth sessions directly from your dashboard. *additional monthly fee