Group Practice Management
One affordable platform to manage patient information before, during, and after appointments.
Built for your team
Our tools help you stay organized, keep your team connected, and spend more time supporting your clients.
All the tools your group practice needs manage things effortlessly
Use AI Notes to quickly generate draft progress notes, session summaries, and treatment plans.
Easily set and adjust access and permissions for your staff.
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
Optional
Add records custodian privileges for all or select staff.
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.
Customize 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 for providers in different locations
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.
Our pricing has nothing to hide.
Tell us about your practice to instantly calculate the actual cost of running it with us.
Loved by group practices across the US
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