Total Practice Management

Allow a ‘parking spot’ for new or prospective clients until they’re assigned to a provider.

Track new clients visually by provider, upcoming first appointment, or date added.

Match new clients therapists using 'therapist tagging' and 'next available appointment'.

Enable clients and providers to securely e-sign and co-sign documents.

Select if a provider manages their billing/has access to accounting tools.

Customized claims for specific providers and insurance companies.

Run reports and manage billing for active and inactive providers.

Set up custom services and fee schedules  by provider.

View providers weekly/daily schedules side by side.

Track session progress with automatic color-coding.

Allow providers to have a ‘free/busy’ view of each other’s schedules.

View calendars and schedule appointments for providers in different time zones.

Create detailed reports based on location, provider, and session type.

Sort data by office location, individual staff performance, and income.

Get notified when a client doesn't have future appointments scheduled.

Easily calculate income per therapist and set percentage rates.