Tools for every step of your clinical workflow.

Evidence-based note templates, treatment plans, agenda cues, CPT codes, ICD diagnoses, and homework cues built into the workflow.

Manage client appointments, personal appointments, multiple therapist views, and Google Calendar sync from one calendar.

Reduce no-shows with appointment reminders that keep clients connected to upcoming sessions.

Give clients a simpler way to request or book appointments without adding another scheduling tool.

Submit claims, track payments, manage invoices, and support in-network and out-of-network billing from the same system.

Accept payments, manage invoices, and keep client payment records connected to the rest of the practice workflow.

Secure client access for intake questionnaires, consent forms, document sharing, and HIPAA-compliant messaging.

Create customizable intake forms, questionnaires, contracts, and consent forms with electronic signatures.

Use custom surveys and routine outcome measures to support measurement-informed care.

Integrated virtual appointments keep remote sessions inside the EHR workflow without separate tools.

Optional e-prescribing support is available for practices that need medication workflow tools.

AI notes and assistive workflows help reduce documentation time while keeping clinicians in control.

Manage your schedule, communicate with clients, run reports, and take payments from iOS and Android devices.

Run reports that help practices understand scheduling, billing, payment, and revenue activity.

Add schedulers, billers, and bookkeepers without per-seat fees for non-clinical users.

A secure, HIPAA-compliant system for clinical records, client communication, documentation, and billing data.