Total Practice Management
A unified system that simplifies the management of patient information at every stage of their visit.
Synchronize your practice’s workflow
Our platform is designed to cater to both small teams and large clinics, ensuring seamless operations, fostering teamwork, and enhancing patient care.
Easily set and adjust access and permissions for your staff.
Need a hand with admin? See our guide to managing users and accounts for group practices.
Allow granular patient record sharing among clinical team members.
Automatically notify supervisors when session notes are ready for review.
Supervisors can review and request edits before approving notes.
Create practice-wide or provider-specific templates.
Providers
Admins
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.
Take a look at the time-saving tools we offer
Our pricing includes access to every feature from day one.
AI Notes new
AI-generated draft session notes, treatment plans, and session summaries.
Client Portal
Automated intake, online client scheduling, and secure unlimited client messaging.
Billing & Insurance
Integrated payment processing, auto-billing, easy claim filing, and free ERA posting.
Clinical Notes
Free HIPAA and SOAP templates, customizable forms, and AI-generated therapy notes.
Scheduling
Automated reminders, customizable calendar settings, and view-only third party calendar sync.
Data & Reports
Run audit reports, track earnings, and view real-time practice analytics.
Conduct secure and reliable telehealth sessions directly from your dashboard.
Loved by therapists across the US
Our pricing has nothing to hide.
Tell us about your practice to instantly calculate the actual cost of running it with us.
Start your 30-day free trial in three easy steps
