Notes close faster, so claims go out faster and denials get root-caused faster. Practices that use Omnipractice typically collect 5–10% more while AI agents handle the phones, the intake packets, and the note audits.

Clinics that provide mental health and therapy services, including counseling, psychiatric care, and psychological assessments
Specialized facilities that help patients recover from substance use disorders through detox, rehabilitation, and ongoing support programs
Healthcare facilities that house multiple medical specialties under one roof, offering coordinated care across diverse patient needs
Streamlined for behavioral health workflows to reduce documentation burden and administrative complexity, so your team can spend more time with clients and less time on screens.
Streamlined for behavioral health workflows to reduce documentation burden and administrative complexity, so your team can spend more time with clients and less time on screens.
Handle complex documentation, group notes, and multi-stage treatment programs with customizable workflows designed for the nuances of addiction and recovery care.
Handle complex documentation, group notes, and multi-stage treatment programs with customizable workflows designed for the nuances of addiction and recovery care.
Unify behavioral, primary, and other specialty care on a single platform. Streamline everything from integrated patient records to multi-NPI billing.
Unify behavioral, primary, and other specialty care on a single platform. Streamline everything from integrated patient records to multi-NPI billing.

One group session becomes an individualized note per participant. 10+ notes in under a minute, each in your clinical voice.

Scheduling, telehealth, secure messaging, and customizable templates for every specialty.
Unlimited transcripts, summaries and note generation across Meet, Zoom, Teams and in person.

Manage the client pipeline, automate onboarding, track every inquiry through each stage.
Claims, eligibility, ERAs and payment posting, automated. Denials clustered by root cause with fix advice.
Ask for the numbers in plain English, save the report, reuse it. No waiting on a vendor’s report queue.
Map the rules once. Every session that follows loads the right template, codes and billing setup on its own.
AI agents that autonomously complete front office tasks and reduce audit risk with notes compliance.
Intake CRM & Eligibility
(Screening, Digital Intake Forms, Real-Time Eligibility Verification, Benefits Breakdown, Lead Tracking)
Integrated Insurance Billing
(Claim Submission, Denial Management, Payment Reconciliation, ERA/EOB Processing, Revenue Tracking)
Scheduling & Calendar Sync
(2-Way Sync, Color-Coded Filters, Scheduling Links, Appointment Reminders)
Messaging & Reminders
(Secure Messaging, SMS/Email Reminders, Custom Communication Templates, Patient Notifications)
Telehealth
(In built HIPAA Video Platform, Other video tools Integration like Zoom, Google Meet etc)
Role-based Portals
(Clinician Portal, Biller Portal, Front-Desk Portal, Supervisor Portal, Patient Portal)
Templates & Tasks
(Custom Templates, Measurement-Based Care, Progress Tracking, Validated Assessments, Structured Notes)
Analytics & Reporting
(Performance Dashboards, Clinical Outcome Reports, Revenue Analytics, Operational Insights)
E-Prescribe
$49 / provider / month
SMS Integration
$39 / month
Fax Integration
$39 / month
Each agent is a flat monthly fee that includes a set amount of work: calls answered, packets completed, eligibility checks run or notes audited.
AI Receptionist
Answers every call 24/7, books appointments and lands new leads in the EHR.
Intake Concierge Agent
Chases intake packets until they are done, with reminders and card collection.
Notes Compliance Agent
Audits every note against payer rules, not just a 5% to 10% spot check.
Eligibility Agent
Verifies coverage before each session and flags issues early enough to fix.
UR / LOCUS Agent
Drafts utilization review and level-of-care packets in minutes, with citations.
Autopilot — hire all five
All five agents on one plan, covering calls, intake, notes, eligibility and reviews.
One credit is a dime. You're only charged when work completes — a failed run costs nothing.
Map CPT codes, service types, client types, payors, fee schedules and AI prompts once. The moment a session is created, the right rules, template, codes and AI context load automatically.
Legacy vendors make customization a professional-services line item and a two-quarter wait. Omnipractice makes it a settings page.
Every claim, every denial and every dollar, on a single dashboard.
Every claim, from filed to paid
+
Filed, accepted, approved, paid and denied, all in real time.
Bulk filing
+
Batch multiple services in a single day.
AI denial clustering
+
Grouped by root cause, with fix advice and batch resubmission.
AI payer compliance
+
Rule sets ingested. Conflicts flagged at scheduling, and again at claim time.
KPIs that change behaviour
+
Net collections, collection rate, clean claim rate, AR aging by payer, unclaimed appointments.
Enrollment dashboard
+
Live payer status, with Medicare and regional payer tasks.
Unclaimed
Dashboard
Claims
ERAs
Denials
Total $41,960 · 236
Paid $24,310 · 131
Submitted $9,480 · 54
Accepted $4,120 · 27
Scrub $2,870 · 16
Denied $1,180 · 8
Service date
Client
CPT
Payer
Amount
Status
09/22/2026
Nora Whitfield
90834
Aetna
$165.00
Paid
09/22/2026
Owen Castillo
90837
UnitedHealthcare
$210.00
Accepted
09/23/2026
Priya Raman
90791
BCBS
$240.00
Submitted
09/23/2026
Leo Hartman
90837
Medicaid
$185.00
Scrub
09/24/2026
Ava Lindqvist
90834
Optum
$165.00
Denied
Unclaimed
Dashboard
Claims
ERAs
Denials
14 claims selected
Wed, Sep 30 · 3 payers · $2,690.00
Resubmit (2)
Submit selected (14)
Date
Client
CPT
Payer
Amount
Status
09/30
Hannah Ostrow
90834
Aetna
$165.00
Ready
09/30
Marcus Bell
90837
Aetna
$210.00
Ready
09/30
Sofia Navarro
90846
BCBS
$150.00
Ready
09/30
Elijah Grant
H0004
Medicaid
$96.00
Ready
09/30
Ruth Adeyemi
90837
BCBS
$210.00
Ready
All 14 claims passed scrubbing. One click files the whole day.
Total money stuck
$13,486.50
88 claims need attention
Denied
$5,912.40
39 claims · 11 codes
Rejected
$7,574.10
49 claims · format errors
Code
Grouped by root cause
Claims
Money stuck
197
Precertification or authorization absent
Fix in batch
9
$1,935.00
29
Time limit for filing has expired
Review
7
$1,505.00
11
Diagnosis inconsistent with procedure
Needs edit
6
$1,290.00
22
May be covered by another payer
Bill secondary
4
$860.00
AI fix advice: attach the auth on file to all 9 claims in cluster 197.
Fix and resubmit (9)
Enable compliance check
Checks every appointment at scheduling, and again at claim time.
Enforcement mode
Allow with warning
A yellow warning shows, staff can still save.
Hard block conflicts
Save is disabled for pairs the payer never allows.
Payer rule sets
Import from file (AI)
+ Add rule set
Payer
Rules
Last updated
Status
Aetna
12
Sep 26, 2026
Active
UnitedHealthcare
8
Sep 18, 2026
Active
Magellan
5
Sep 29, 2026
Draft
Net collection rate
96.4%
Target ≥ 95%
Clean claim rate
97.1%
Target ≥ 95%
Unclaimed appts
12
$2,160 not yet billed
Where the billed money is
$35,080 billed on 186 claims
Paid by insurance
$18,240
52.0%
Awaiting payer
$11,930
34.0%
Patient responsibility
$1,750
5.0%
Denied or rejected
$1,400
4.0%
Not submitted yet
$1,760
5.0%
AR aging by bucket
0–30 days
$22,410
141 claims
31–60 days
$6,180
38 claims
61–90 days
$3,050
19 claims
90+ days
$1,320
7 claims
38
Live
4
Provisioning
7
Action required
49
Total
Status
Payer
Payer ID
Type
Action
Action needed
Medicare Part B
MC-0193
837P
View
Action needed
Regional Health Plan
RH-4415
ERA
View
Provisioning
Magellan
MG-5521
ERA
View
Live
Aetna
AE-1062
837P
View
Live
BCBS
BC-3308
ERA
View
Switching is free: data migration, workflow setup, payer connections, role-based training and a parallel-run plan.
Everything you are paying for separately, and stitching together by hand, already lives inside Omnipractice.
Save hours everyday writing notes. With our AI-powered scribe and custom note generator, the bulk of your documentation is handled for you, freeing up your time to focus on client care. Whether you’re at the office, at home, or on the go, you can easily access and review your notes anytime, anywhere.

Generate comprehensive, evidence-based treatment plans tailored to each client's unique needs and therapeutic goals. Our AI analyzes session notes and assessment data to suggest personalized interventions and measurable objectives.

Eliminate repetitive data entry with AI-assisted form completion that learns from your documentation patterns. Pre-populate intake forms, treatment summaries, and insurance documents with relevant client information.

Configure your documentation preferences once and let AI handle the rest. Set your preferred session templates, customize prompts to match your therapeutic approach, and define note formats that align with your practice standards. After each session, formatted notes are automatically generated and ready for your review within minutes. Simply review, approve, and save directly to your client's file.

Manage group therapy documentation effortlessly with individualized note generation for every participant. Our AI automatically creates separate, personalized notes for each group member, capturing their unique contributions, progress, and therapeutic interactions within the group context. After your group session, review each client's individual note. Once approved, notes are automatically filed in each client's personal record.

Access a comprehensive prompt library tailored to your unique clinical practice and documentation needs. Build custom prompts for specialized assessments, treatment planning, clinical reasoning, or any documentation requirement specific to your therapeutic approach. Generate everything from intake summaries to discharge plans using your personalized AI workflows.

Send prescriptions electronically to thousands of pharmacies instantly with our fully integrated e-prescribe module. The system automatically runs drug-to-drug interaction and allergy checks, reducing clinical errors and speeding up refill requests so you can focus on patient care rather than paperwork.

Replace paper logs with a seamless electronic Medication Record and Medication Administration Record (eMAR). Track dosages, administration times, and missed meds in real-time, ensuring the "five rights" of medication administration are met. This feature empowers nursing staff with an efficient, error-free workflow for residential and inpatient settings.

Maintain rigorous oversight of your medication inventory and administration history. Our comprehensive audit tools log every action—from dispensing to disposal—generating detailed reports that help you meet DEA regulations, pass inspections, and identify patterns to improve clinical safety.

Optimize your practice flow with advanced scheduling that maximizes appointment efficiency. Features automated reminders, auto-attached session notes and recurring appointment setup. Integrate seamlessly with your existing workflow and client preferences.

Streamline revenue cycle management with automated claim processing, eligibility verification, and payment tracking. Reduce billing errors and accelerate reimbursements with built-in insurance compliance tools.

OmniPractice.ai’s communication suite is designed to keep your practice connected and efficient. Enhance client engagement with secure Client Messaging that streamlines interactions between providers and clients, ensuring timely updates and support.

Empower your practice with OmniPractice.ai's cutting-edge SMS/Insurance Scheduler—designed to simplify appointment bookings and insurance management while boosting patient engagement.

A single dashboard for all the upcoming appointments, tasks, messages & financial summary.

Our Taskboard Feature offers a centralized, visual workspace that helps you manage tasks, track progress, and collaborate seamlessly across your team. Whether you’re handling clinical documentation, administrative duties, or treatment coordination, the Taskboard keeps everything organized and ensures accountability—helping your practice run more efficiently.

Whether you need troubleshooting, guidance on best practices, or quick answers to your questions, our team is here to support you every step of the way. With our comprehensive help resources and responsive support team, you can be confident that you’ll never face a challenge alone.





Streamlined for behavioral health workflows to reduce documentation burden and administrative complexity, so your team can spend more time with clients and less time on screens.
Streamlined for behavioral health workflows to reduce documentation burden and administrative complexity, so your team can spend more time with clients and less time on screens.
Handle complex documentation, group notes, and multi-stage treatment programs with customizable workflows designed for the nuances of addiction and recovery care.
Handle complex documentation, group notes, and multi-stage treatment programs with customizable workflows designed for the nuances of addiction and recovery care.
Unify behavioral, primary, and other specialty care on a single platform. Streamline everything from integrated patient records to multi-NPI billing.
Unify behavioral, primary, and other specialty care on a single platform. Streamline everything from integrated patient records to multi-NPI billing.
We securely migrate all patient records, clinical notes, appointments, and billing data from your old EHR.
We provide personalized onboarding and training for your entire staff to ensure seamless adoption.
We help you set up your custom templates, intake forms, and workflows so you feel at home on day one.
Transfer payment methods and set up claims, ERA, and payer connections without interruption.
Experience the platform with our comprehensive trial
Select the plan that matches your practice size and needs
Our team handles the complete transition from your current EHR
Start saving time and money with AI-native workflows from day one
Three things:
Radical Cost Savings: Our flat-rate model is designed to let you grow without punishing you with per-seat fees.
AI-Native Workflows: Our AI isn't a bolt-on feature like a scribe; it's woven into the core of the platform, from intake to documentation, to automate work in ways legacy systems can't.
Deep Customization: We act as a development partner for our clients, building the platform you actually need, not the one we think you should have.
This is the #1 question we get, and the answer is central to our mission. Legacy EHRs are built on older, less efficient technology and carry high overhead from large sales teams.
We're Independent & Mission-Driven: We are not owned by private equity or beholden to investors demanding high-margin returns. As an independent company, we have the freedom to prioritize our customers' success over maximizing short-term profits, keeping our platform accessible and affordable. We believe powerful, AI-driven technology shouldn't be a luxury reserved for the biggest organizations. Our model is designed to empower practices of all sizes to deliver better care.
We Built a Lean, Modern Tech Stack: We started from scratch with the latest, most efficient technology. This means lower overhead and development costs for us—savings we pass directly to you.
We Focus on Product, Not a Bloated Sales Team: Our growth comes from building a product that customers love, not from an army of enterprise salespeople. This word-of-mouth marketing efficiency is a core part of our pricing philosophy.
We consolidate your entire tech stack into one platform, replacing:
- Legacy EHRs
- AI note-taking tools
- Practice management systems
- Billing & insurance tools
- Task management (Asana, ClickUp)
- CRM & patient engagement tools
- SMS services & eligibility checkers
We're fully HIPAA-compliant with end-to-end encryption, secure data centers, and rigorous security protocols. Your patient data is protected with enterprise-grade security on Google and Microsoft datacenters.
- Our least expensive plan includes advanced calendar filters, two-way calendar sync, ability to file insurance claims and analytics/reports
- 60-80% savings compared to other EHRs
- No long-term contracts
- Free data migration, onboarding, support and training
Each plan includes :
- Full EHR functionality
- Practice management tools
- Add unlimited users
- Free implementation
- Training and support
- Data migration
- Regular product updates
No hidden fees or surprise charges. We're transparent about our usage-based additional charges:
- Payment processing: 2.9% + $0.30
- Insurance claims: $0.20/claim
- 94% accurate eligibility checks : $0.3/check (saves hours of time)
- SMS messages: $0.004/message
- Native Telehealth: $0.2/meeting. Google or Zoom video meetings are free that are integrated with your account.
- Onecal calendar 2-way sync fee with Google calendar - $5/month
Each plan includes a base amount of credits, with an additional 600 credits granted for every provider added to your practice. Credits are consumed based on the specific services used:
7 Credits: Used for a 60-minute session recording and full transcription.
3 Credits: Used for comprehensive AI note drafting that incorporates patient context and uploaded documents.
1 Credit: Used for a standard AI note draft generated without additional context or transcripts.
We provide seamless onboarding and implementation:
- Dedicated implementation specialist
- Typical timeline: few hours to 2 weeks
- Staff training included
- Data migration from current EHR
- Go live support
Unlimited