Group Practice
One solution to efficiently manage patient information before, during, and after appointments.
Synchronize your practice’s workflow
Whether you're a small team or a large clinic, our group practice features streamline operations, enhance collaboration, and improve client outcomes.
Employee access settings
Easily set and adjust access and permissions for your staff.
Secure record sharing
Allow granular patient record sharing among clinical team members.
Save time with templates
Create practice-wide or provider-specific templates.
Supervisor review notifications
Automatically notify supervisors when session notes are ready for review.
Helpful supervisor feedback
Supervisors can review and request edits before approving notes.
Yes: Document assessments and patient progress
Yes: Add addendums or redact records for assigned clients
Yes: Manage new client intake
Optional: Manage billing, payments, and claims
Optional: View income and accounting reports
Optional: Supervise/sign-off on other providers
Optional: Records custodian for all or limited providers
Biller: Scheduler roles, plus payment and claims processing
Manager: Biller roles, plus manage practice and staff access settings
Reports: Manager roles, plus view and manage reporting
Optional: Add records custodian privileges for all or select staff
Client triage
Allow a ‘parking spot’ for new or prospective clients until they’re assigned to a provider.
One-click to sign and lock
Track new clients visually by provider, upcoming first appointment, or date added.
Customizable tags
Match new clients therapists using 'therapist tagging' and 'next available appointment'.
Digital signatures (coming soon!)Enable clients and providers to securely e-sign and co-sign documents.
One-click access
Select if a provider manages their billing/has access to accounting tools.
Flexible claims creation
Customized claims for specific providers and insurance companies.
Get a 360 degree view
Run reports and manage billing for active and inactive providers.
Provider settings
Set up custom services and fee schedules by provider.
View multiple schedules
View providers weekly/daily schedules side by side.
Customizable settings
Track session progress with automatic color-coding.
Shared calendar
Allow providers to have a ‘free/busy’ view of each other’s schedules.
Simplified scheduling
View calendars and schedule appointments for providers in different time zones.
Optimize operations
Create detailed reports based on location, provider, and session type.
See real-time analytics
Sort data by office location, individual staff performance, and income.
Track client retention
Get notified when a client doesn't have future appointments scheduled.
Manage payroll
Easily calculate income per therapist and set percentage rates.