All Features for Every Client

Clinical Features

Write notes faster than ever.

Billing Features

Billing that’s actually a breeze.

Admin Features

Admin magic at your fingertips.

Other Features

More perks, more progress.

Clinical Features

Enhance patient care with streamlined documentation and targeted outcome tracking.

  • Revolutionize your note-taking with our system that allows you to easily copy forward past entries, reducing repetition and ensuring record continuity. Utilize speech-to-text dictation, auto-complete phrases, and access commonly used phrases to streamline documentation efficiently.

  • Simplify medication management with our e-prescribing feature, which allows you to order prescriptions directly to your patient’s pharmacy, manage refills, and track medication history with ease.

  • Adapt to every clinical scenario with our flexible documentation templates. Whether you need structured guidance or prefer more open, adaptable formats, our templates are designed to cater to diverse clinical needs, ensuring you can maintain thorough and precise records with minimal effort.

  • Optimize billing efficiency with our CPT® Code Guidance tool. As you document patient interactions, the tool reviews your notes and suggests the most appropriate billing codes, reducing errors and ensuring accurate billing for services rendered.

  • Automatically send surveys and collect data on patient progress through outcome measures and visual graphs. Surveys can be sent directly to a patient’s phone or email or to an office device, enabling continuous monitoring and tailored care adjustments.

  • Easily integrate your preferred teleconferencing tools such as Google Meet, Zoom, or Doxy.me by attaching your existing meeting links to each provider’s staff account. This will automatically associate your chosen link with all telehealth appointments and ensures that patients receive the necessary details to connect with their provider effortlessly.

Billing Features

Optimize your financial workflow with seamless billing and efficient claims management.

  • Manage and customize your billing efficiently with our Charge Master Management system. Easily track and update charges for different services and codes, tailored to various provider types, ensuring accurate and fair pricing.

  • Seamlessly integrate billing into your clinical workflow. Assign bill codes directly from your clinical notes, reducing errors and saving time.

  • Streamline your claims process with our Claim Submission feature. Submit claims directly to insurance providers, repair denied claims efficiently, and keep costs low at just $0.25 per claim, simplifying your billing operations and improving turnaround times.

  • Mitigate financial risks and enhance patient satisfaction by verifying insurance benefits before appointments with our Benefit Verifications feature. Quick and cost-effective at only $0.10 per verification, this tool ensures you have all the necessary coverage information upfront.

  • Accommodate patients who opt out of insurance with our Superbills feature. Easily generate and print superbills that patients can then submit to their insurance for reimbursement, enhancing service flexibility and patient convenience.

Admin Features

Streamline administrative tasks with advanced scheduling and communication tools.

  • Streamline your intake process with our Pre-Screening Forms. Admit patients suited to your providers’ caseloads and refer others to specialists as needed, ensuring each patient receives the appropriate care right from the start.

  • Enhance communication efficiency with our Automated Messaging system. Send appointment reminders, manage intake communications, and use customizable templates to keep your patients informed and engaged.

  • Organize and manage your schedule effortlessly with our drag-and-drop calendar. View multiple calendars simultaneously and receive notifications for any changes, helping you stay on top of your appointments and daily tasks.

  • Empower your patients with our Self-Scheduling Portal. New patients can easily book their first session based on your availability, improving accessibility and streamlining the scheduling process.

  • Optimize your practice's operations with our comprehensive Practice Management tools. Track staff productivity, customize treatment tracks, and manage groups, enabling a more structured and efficient practice environment.

Leverage additional services like secure network access and personalized business consulting for comprehensive practice support.

Other Great Features

  • Leverage the business acumen of our CEO with our Business Consulting Services, available to all paying customers. Gain invaluable insights and strategic advice to enhance your practice's operations and growth.

  • Secure your data and ensure safe access to your systems with Zero Trust Network Access, powered by Twingate. This feature allows you to operate confidently, free from concerns about data breaches and unauthorized access.

  • Benefit from exceptional support with our team members who either built the product or use it daily. When you reach out to us, trust that we’ll stop at nothing to resolve your issue, ensuring you always have the help you need to keep your practice running smoothly.

  • Have ideas for new features? Easily submit them anytime through our feature request system. Your input is invaluable, and who knows—your suggestion might be implemented sooner than you think!

  • Encounter an issue? Report any bugs directly through our system for quick and effective resolution. We're dedicated to maintaining a smooth and reliable experience by addressing and fixing problems promptly.