Focus less on managing your practice, spend more time with your clients

Scheduling
Keep control of your calendar.
Documentation
Run a fully paperless practice.
Billing
Simplify your payment process.
Client Communication
Offer more accessible care.
Scheduling
Take control of your schedule
Choose which services are bookable online, accept or decline appointments, and send free automated reminders.

Stop playing phone tag with clients. Let them request appointments when they think of it, and accept or decline when you have time. Learn more

Integrate video calls into your practice, so you can join with just a click of a button. No extra logins or hassle. Learn more

Send as many text, voice, or email reminders as you want. Plus, give your clients the option to confirm or cancel via text message. Learn more

Sync your iCal, Google, or Outlook calendar, so you can stay organized across all calendars and streamline all your appointments.
Documentation
Save time with custom templates
Choose from hundreds of templates for progress notes, SOAP notes, assessments, intake forms, and more.

Create personalized note templates that perfectly fit your workflow. Start from scratch or make changes to one of our templates. Learn more

Reduce your workload by choosing from our extensive template library of customizable intake forms, treatment plans, and more. Learn more

Leave quick, private notes for yourself and your colleagues that don’t stay in your client’s medical record.

Save time by loading your previous progress note, and only making necessary changes, rather than starting over each time.
Billing
Streamline your payment process
Store credit cards for easy billing, allow clients to make secure payments, and file insurance claims with ease.

Protect client information with bank-level security while still making it easy for them to make payments from anywhere. Learn more

Automate your client payments so you never have to worry about getting paid on time or losing money from missed payments. Learn more

Make it easy for clients, parents, or other third-party billers to make secure payments right on the go with the Client Portal. Learn more

No more tracking down claims or using multiple systems. Create, submit, and track all your insurance claims in one place. Learn more
Client Communication
Manage client care in real time
Make it easy for your clients to contact you and access important information about their care.

Give your clients total flexibility by giving them 24/7 access to their documents, billing information, and appointments. Learn more

Keep your digital presence seamless with an easy-to-use site builder that integrates right into your practice management system. Learn more

Personalize each automated reminder so you can include only the most relevant information for your clients and practice. Learn more

Streamline all your communication by sending secure, HIPAA-compliant messages to clients and colleagues, all from one place.
96%
practitioner
satisfaction
Plus, you alway get these features for free:
HIPAA-compliant
Keep PHI safe with an EHR that satisfies HIPAA requirements.
Live Support
Rely on an all-star customer success team that’s there for you every step of the way.
Reporting
Access data and organize information that helps you run your business better.
Security
Count on bank-level security and multiple layers of encryption.
Account Activity
View sign in events, changes made to your account, and what clinicians are viewing.
Mobile
Handle everything from scheduling to billing with our top-rated mobile app.