Perfectly Paperless

Notes & Charting

Efficient documentation
Efficient documentation
Online forms
Online forms
Clinical supervision sign-off
Clinical supervision sign-off
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Notes & Charting
Efficient documentation

Efficient documentation

Faster notes
Pull in last session's details and update for current session, then securely sign and complete with one click.

Keep notes current & organized
Integrated session notes, treatment plans, and private therapy notes keep you organized.

Easy records release
Merge documents, PHI release logs, and statements to create a single PDF of a client's treatment record.

Online forms

Online forms

Save time with templates
Simplify your workload with our free SOAP and HIPAA templates or make your own.

Customizable form fields
Add fields for providers and supervisors to complete sections and sign.

Delete old forms
Remove client forms you no longer use. We'll automatically add them to your client record report.

Online forms
Clinical supervision sign-off
Clinical supervision sign-off

Clinical supervision sign-off

Supervisor review notificationsSupervisors are notified automatically when session notes are ready for review.
*group practice feature

Fax referral source
Send fax notifications to thank referring doctors and share a client's diagnosis and treatment plan.

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Explore more features

Client Portal

Client Portal

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

Billing & Claims

Billing & Claims

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

Scheduling & Reminders

Scheduling & Reminders

Flexible tools for making and keeping appointments.

Data & Reports

Data & Reports

Import existing client info, consolidate practice data, and generate income reports.

Insurance

Insurance

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

Telehealth

Telehealth

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

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