Features that help you thrive
Our EHR features work together to simplify practice management, empowering you as you care for others.
Simplify Administrative Tasks
Stay organized with intuitive features that streamline your daily operations. From scheduling and documentation to payments and calendar sync, our system helps you automate routine tasks like sending appointment reminders and generating superbills — trusted by professionals and inspired by the best practices of famouspsychologists.
Billing & Payments
Easily process client payments, generate invoices, and track outstanding balances—all in one secure platform.
Insurance Management
Quickly verify coverage, submit claims, and manage reimbursements with built-in insurance tools.
Clinical Notes & Documentation
Create, store, and access session notes and treatment plans effortlessly with customizable, compliant templates.
Enhance Client Care
Deliver high-quality care—both in-person and online—with tools that support accurate diagnoses, personalized treatment plans, and HIPAA-compliant communication. Plus, reduce no-shows by up to 50% with automatic appointment reminders.*
Client Portal
Give clients 24/7 access to secure messaging, appointment scheduling, documents, and billing—all in one place.
ePrescribe
Electronically send prescriptions to pharmacies, reduce errors, and streamline medication management.
Group Appointments
Easily schedule, manage, and document group sessions for therapy, support, or education. Therapists can streamline their workflows by organizing multiple clients within a single session, enhancing both efficiency and care quality.
Secure Messaging
Communicate safely with clients through encrypted, HIPAA-compliant messaging—ideal for check-ins and follow-ups.
Run and Grow Your Practice
Manage your practice efficiently from anywhere with flexible features and access to a library of free resources. Whether you’re solo or scaling up, we’re here to support your growth every step of the way.
Analytics & Reporting
Track key metrics like revenue, client progress, and appointment trends to make data-informed decisions for your practice.
Marketing Tools
Attract new clients with built-in tools to boost your online presence, manage referrals, and promote your services.
Remote Scheduling
Let clients book appointments online anytime, reducing admin work and keeping your calendar full—wherever you are.