Advanced calendar management with unlimited appointments, 2-way syncing, and advanced filtering
Well suited for scalability & multi-location support
Automated insurance workflows, eligibility checks, and claim processing
AI Scribe - auto-generates detailed session notes
Dedicated Taskboard for visual task tracking and team collaboration
Built-in CRM to manage referrals and improve client conversion
A comprehensive dashboard with detailed analytics for informed decisions
Secure messaging with clients and appointment reminders via text/email
Customizable templates (SOAP, progress notes, treatment plans, intake forms)
Client portal for scheduling, billing, and secure messaging
Robust billing, invoicing, and claim processing with basic reporting
Automated billing workflows, Autopay and streamlined insurance claims processing
Built-in telehealth video appointments with integrated features