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Features

One system from the first call to the paid claim

Every module shares the same patients, appointments and records, so work done once flows everywhere it is needed.

Scheduling

A calendar the front desk can run the whole day from

Book single visits or recurring series by provider, room and location, with the checks that keep claims clean done before you save.

  • Recurring series that stay at the same local time across daylight saving changes
  • Booking checks for overlaps, authorizations and provider credentials before you commit
  • Live updates on every open calendar, no refresh button
  • Text and email reminders patients can confirm or cancel from a secure link
Documentation and signing

Notes that write themselves into the plan of care

Discipline-specific templates, structured goals with measurements and trends, and signatures that lock the record the way an auditor expects.

  • Evaluation, daily note, progress report and discharge templates for speech and OT
  • Goal library with measured progress and trends across sessions
  • Electronic signatures, supervisor co-signing for assistants, addenda after signing
  • Plans of care sent to physicians for signature by secure link, plus fax in and out
Billing and claims

From signed note to accepted claim without retyping

Charges come from finalized visits, a scrubber catches problems early, and electronic claims go out through an integrated clearinghouse.

  • Charges created from signed visits using your fee schedules and modifier rules
  • Claim scrubber that flags missing or mismatched data before submission
  • Electronic 837P claims, acknowledgments and claim status checks through the clearinghouse
  • A rejections queue to fix and resubmit, plus CMS-1500 forms when a payer needs paper
The assistant

Ask in plain language, get answers from your own data

A built-in assistant that answers status questions and drafts the work for you. It only sees what you can see and never changes a record without your approval.

  • Questions like "which notes are unsigned this week" answered from live data
  • Creates appointments and records as proposals you apply or skip
  • Runs with your permissions, caseload and location access, and every chart it opens is logged
  • Conversations stay in your clinic database, never in our logs or analytics
Patient chart

Everything about a patient, one click away

Demographics, coverage, authorizations, documents, consents and the care team in one chart with a clear side menu.

  • Insurance coverage, eligibility details and authorizations that count down as visits are used
  • Alerts and allergies shown wherever the patient appears
  • Documents, consents and signatures on file
  • Care team and caseload access that decide who can open the chart
Telehealth

Telehealth on the meeting tool you already use

Book telehealth visits with a Zoom, Teams or Meet link. Reminders carry the link, and claims bill the telehealth codes.

  • A meeting link on each telehealth appointment
  • A Join meeting button on the patient reminder page
  • Telehealth place of service and modifiers per payer
Payroll

Pay providers from the visits they actually completed

Pay rates per provider and service turn finalized visits into a pay period you can review and export.

  • Hourly and per-unit rates, mileage and paid non-visit time
  • An unpaid treatments queue so nothing slips a period
  • Exports for Gusto, ADP and QuickBooks Online, with no patient data in the file
Reports and dashboards

Know where the practice stands every morning

A customizable dashboard plus ready-made reports on visits, billing, documentation and productivity.

  • Dashboard widgets each user arranges for their role
  • Reports scoped to the caseloads and locations the user may see
  • Exports that are logged, so you know who took what

Everything included

All features

The highlights above are only part of it. Here is everything the app does today, grouped by area.

Scheduling

  • Day, week, month and agenda views
  • Provider and room timeline
  • Recurring appointment series
  • Group and co-treatment sessions
  • Overlap and conflict checks
  • Authorization and credential booking checks
  • Provider availability and time off
  • Drag, drop and keyboard rescheduling
  • Open-slot finder
  • Waitlist fill suggestions
  • Check-in and attendance tracking
  • Due-items lane on the calendar
  • Saved views and filter presets
  • Live updates on every calendar
  • Setup, cleanup and travel buffers
  • Color-coded appointment types
  • Location time zones and holidays
  • Calendar feed without patient details
  • Personal calendar sync

Documentation and signing

  • Evaluation and re-evaluation templates
  • Plans of care with certification tracking
  • Daily notes in SOAP format
  • Progress reports and discharge summaries
  • Practice goal library
  • Structured goals with trend charts
  • Trial-level goal data and cueing
  • Therapy activity flowsheets
  • Carry-forward from earlier notes
  • Smart phrases
  • Custom forms and components
  • Electronic signatures that lock records
  • Supervisor co-signing
  • Addenda and late-entry flags
  • Physician e-signature links
  • Signing and co-sign queues
  • Re-evaluation and progress report alerts
  • Patient and caregiver signatures
  • Records request tracking

Billing and claims

  • Charges from finalized visits
  • Charge review with holds
  • Automatic release of clean charges
  • Claim scrubber before submission
  • Electronic claims through the clearinghouse
  • Acknowledgments and claim status checks
  • Rejections queue with resubmit
  • Denial worklist with appeal letters
  • Corrected and replacement claims
  • Secondary claims after primary payment
  • CMS-1500 printing and preview
  • Payer modifier rules
  • Medicare KX threshold tracking
  • Timely filing tracking
  • Agency and school invoices
  • Good Faith Estimates
  • Patient superbills
  • Electronic prior authorization requests
  • Payer enrollment tracking

The assistant

  • Plain-language questions about your data
  • Unsigned and missing note lookups
  • Unbilled visit and held charge lookups
  • Authorization and eligibility answers
  • Appointment drafts you approve
  • Help center search
  • Jump to any page by asking
  • Runs with your permissions
  • Saved conversations with retention
  • Assistant actions in the audit trail
  • Model tiers and credit packs
  • Per-user usage caps

Patient chart

  • Patient list with search and filters
  • Duplicate detection and merge
  • Patient CSV import
  • Referral intake queue
  • Episodes of care
  • Insurance coverage in billing order
  • Insurance card images
  • Eligibility checks
  • Copay, coinsurance and deductibles
  • Authorizations with usage countdown
  • Authorization renewal queue
  • Benefit limit tracking
  • Alerts, allergies and precautions
  • Medication history and reconciliation
  • Contacts with roles and guardians
  • Consents and signatures on file
  • Documents with shared folders
  • Communication log and comments
  • Recently viewed patients
  • Caseload-based chart access

Telehealth

  • Meeting link on telehealth appointments
  • Default meeting link per provider
  • Join meeting link in reminders
  • Telehealth consent check at booking
  • Telehealth place of service on claims

Payroll

  • Pay periods with review and close
  • Hourly and per-unit pay rates
  • Pay rates by procedure code
  • Unpaid treatments queue
  • Overlapping and missed visit options
  • Mileage reimbursement
  • Paid non-visit time
  • Staff timesheets
  • Pay rule trace per item
  • Provider earnings self-view
  • Exports for Gusto, ADP and QuickBooks Online

Reports and dashboards

  • Customizable dashboards per user
  • Clinic dashboards published to roles
  • Schedule and patient widgets
  • Documentation and billing widgets
  • Productivity report
  • Cancellations and no-shows
  • Scheduled vs completed vs billed
  • Unbilled and held charges
  • Claims status report
  • Authorization utilization and expirations
  • Unsigned and overdue notes
  • Plan of care and recertification due
  • Discharges and outcomes
  • Referrals by source
  • Recall worklist for inactive patients
  • Credential expirations
  • Scheduled report delivery
  • Logged report exports

Payments and remittances

  • Patient and insurer payment posting
  • Electronic remittance (ERA) intake
  • Automatic claim and line matching
  • Rule-based ERA auto-posting
  • ERA exception queue
  • Manual remittance entry
  • Automatic write-off calculation
  • Denials and adjustment reason codes
  • Adjustment approval workflow
  • Credit balance worklist
  • Refunds with approval
  • Overpayment deadline tracking
  • Deposit reconciliation
  • Copays collected at check-in
  • Reversals instead of edits
  • Printable payment receipts

Faxes and document intake

  • Send documents by fax
  • Inbound fax inbox
  • Barcode matching of returned pages
  • Automatic filing of returned documents
  • Needs-filing queue
  • Side-drawer document viewer
  • Return codes on generated documents
  • Malware scanning on uploads

Patient communications

  • Text and email appointment reminders
  • Confirm, cancel or reschedule by link
  • Reminder rules and templates
  • Merge fields in messages
  • Do-not-disturb windows
  • Reminders log with resend
  • Daily response digest for staff
  • Secure document email with one-time code
  • Communication consent and opt-out
  • No patient details in texts or email
  • Clinic logo on emails and PDFs

Setup and administration

  • Multiple locations and states
  • Location switcher
  • Payers with fee schedules
  • Effective-dated fee schedules
  • Payer billing rule sets
  • Physician directory
  • Diagnosis and procedure code lists
  • Code-set updates with successor codes
  • Rooms and equipment
  • Provider credentials with expirations
  • Supervision assignments
  • Role templates and custom roles
  • CSV import and export for setup lists
  • Setup checklist for new clinics
  • Seats and license management
  • Usage meters and alerts
  • In-app help center

Security and compliance

  • Mandatory multi-factor authentication
  • Idle session timeout
  • Encryption in transit
  • Encrypted, masked identifiers
  • Chart access log
  • Break-glass emergency access
  • Time-limited support access grants
  • Append-only audit history
  • PHI access and audit change reports
  • Signed records never edited
  • Separate data per clinic
  • Offboarding export and purge

See it with your own workflow

Book a 30 minute walkthrough. We will show you a day in the life of your clinic, from the first appointment to the paid claim.