POWERFUL INSIGHTS

Data & Reports

Income analysis

Customizable reports

Client demographics

Income analysis

Run income reports
Create monthly/quarterly/yearly reports for growth planning and forecasting.

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 from your dashboard.

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

Track earnings
Create audit reports identify what drives revenue and what can be improved.

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

Understand your business
Track new and returning clients, treatment length, and lapsed clients.

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.

Streamline operations, enhance collaboration, and improve client success.

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

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