The EHR, built for behavioral health

Documented, coded, ready to bill.

An AI note taker, your own templates, scored assessments and treatment plans. Notes are drafted during the session and ready to sign when it ends. The coding is checked before the claim goes out.

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You review every draft before signing In person and telehealth No per-session AI fees

IN-PERSON SESSION, 11:00 AM

Recording09:53ProcessingReady

✓SAVED TO PATIENT RECORDYour AI draft is ready. Review it in the note editor before signing and locking the encounter.

In-person session recording, 09:53

View AI summaryView transcriptRecord again

00:00▶ StartRecords only when you press start

In-person session11:00 AM

Recording09:451234567890123ProcessingReady

Drafting the note…

✓Saved to patient recordYour AI draft is ready. Review it in the note editor before signing and locking the encounter.

In-person session recording09:53

TranscriptDraft

ClinicianHow has the week been?

ClientMuch better. I slept well.Better. I slept well.

ClinicianWhat helped?

ClientKeeping the evening routine.My evening routine.

Full transcript, 09:53.

AI summary, SOAPDraft

SLighter week, sleeping better.Sleeping better.

OBrighter affect, more engaged.Brighter, engaged.

ASymptoms improving, plan on track.Improving, on track.

PContinue weekly sessions.Keep weekly sessions.

Drafted from the recording. Review and edit before signing.

EncounterSigned

ProcedureCPT 90837

DiagnosisF41.1

Rendering providerDr. A. Okafor

Total$165.00

Signed and locked at 11:58 AM. A later change becomes an amendment, and the encounter keeps both versions.

AI summaryTranscriptEncounterRecord again

00:00▶ StartRecords only when you press start

Clinical work, connected

DraftDuring the session

Your note, in your template

ReviewYour clinical judgment

Edit before you sign

SignThe next step is ready

Signed and locked

You review every draft before signing.

Documentation

Documentation that holds up.

A note is a draft until you sign it. Signing locks it for good, with your attestation on record. Need to change a note later? Add an amendment. The record keeps both. Note status shows on every appointment, so unsigned notes never hide.

The note lifecycle

Draft, sign, done.

A checklist before every sign-off
Note status visible everywhere
Start from a previous note
Download any note on request

See what happens after you sign

Progress note, Mar 31

✓Drafted during the session3:58 PM

✓You reviewed and edited4:09 PM

✓Signed and locked4:12 PM

Locked. A later change becomes an amendment, and the encounter keeps both versions.

The note is drafted during the session, checked, and signed when the session ends.

Review before signingEncounter details, verifiedRecorded 45:00

0123/3 completed

Procedure addedCPT 90837 defined for this encounterViewCompleted

Diagnosis addedF41.1 added as the encounter diagnosisViewCompleted

Next-visit scheduledBooked for Jan 10, 11:00 AMViewCompleted

CommentsSign encounter

See a demo of this

Clinical tools

From draft to signed.

Progress note

Clinician reviewedSigned & locked

DraftReviewSign

Amendments preserve the original note.

Templates

Forms that ask only what applies.

Build your own note, intake, assessment and treatment plan templates. Fields show or hide based on earlier answers. Clients only see the questions that apply to them.

Form builder

Ask only what applies.

Fields that show or hide by answer
Scales, uploads and signatures
Sent automatically by service or provider
Due dates that chase themselves

How clients fill in forms

Intake form, client's view

Are you currently taking any medication?

No✓ Yes

Which medication, and what dose?

Sertraline 50mg, daily

The follow-up only appeared because she answered yes.

Clients skip what does not apply to them, so intakes come back finished.

Intake formConditional fields, live preview

Are you currently taking any medication?YesNo

Which medication, and at what dose?

Who prescribes it?

These two fields only exist because the answer was yes

See a demo of this

Intake

Only the relevant questions.

Intake form

Previous therapy?Yes ✓

What would you like to share?

Follow-up displayedBased on the client’s answer

QuestionResponseFollow-up

A shorter, more relevant intake.

Assessments

Assessments that score themselves.

GAD-7, PHQ-9, PHQ-15 and PCL-5 are built in. They go out on a schedule and score themselves.

Assigned on repeatSet the schedule once and the assessments go out on their own

Scored automaticallyNo adding up answers, no reading results days later

High-risk answers raise an alertBuilt into the standard measures. No setup, no extra step to remember

Editable to fit how you workAdjust any built-in measure, or build your own from scratch

PHQ-9, assigned every two weeksScored on return. This client's score rose on Mar 31 and the alert went out the moment the answer came in.

Mar 314, moderate

Mar 1711, moderate

Mar 3118, moderately severe

!High-risk response flaggedRaised the moment the answer came in

See a demo of this

Treatment plans

Treatment plans that move.

Goals, objectives and interventions, each with its own progress bar. The client sees the same bars you do. They sign the plan with you.

Treatment plans

A plan that moves.

Goals, objectives and interventions
Signed by you and the client
Plan templates with sessions built in
Review dates tracked, plans can pause

What clients see in the portal

Treatment plan, reviewed Mar 31

Sleep 7+ hours, 5 nights a week70%

Attend weekly sessions90%

Fewer panic episodes at work40%

Shared to the client's portal. She sees the same three goals.In progress

Goals carry progress, not tick boxes, so the plan shows movement between reviews.

◎Treatment plan progressWhat the client sees in their portalActive

GOALS COMPLETED

01/ 3

OBJECTIVES COMPLETED

0123456789101112/ 20

Reduce anxiety symptoms4/8 objectives

Improve sleep quality6/6 objectives

Rebuild social routine2/6 objectives

View treatment planSign treatment plan

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Treatment plans

Progress, made visible.

Sleep routine70%

Session attendance90%

Coping strategies40%

GoalsReviewProgress

Progress, shared in the client portal.

The session

Coding that matches the clock.

A timer runs during the session and suggests the time-based CPT code. You decide. It just does the counting. The claim checklist confirms the time and the code match.

Time, coded

From encounter to billing.

CPT code suggested from real time
Time shown beside the code at sign-off
Mismatches flagged before the claim goes out
Telehealth with a per-session link

See how the signed note becomes a claim

Encounter, Mar 31

Session length53 min

Code appliedCPT 90837

53–60 min psychotherapy

Claim checkNo errors found

The time on the note picks the code, and the checks run before the claim leaves.

Session timerRunning quietly during the session

53:12elapsed

9083216–37 min

9083438–52 min

9083753+ minSuggested

At sign-off the recorded time sits beside the code. The claim checklist cross-checks the two

See a demo of this

Encounter

Ready for billing review.

Session timeRecorded

Procedure & diagnosisReviewed

Clinician sign-offCharges created

Connected to billingReview claim details before submission

DocumentSignReview claim

Clinical and payer requirements still apply.

For group practices

Supervising associates?

Notes land in the supervisor's queue. Approve and co-sign, or send back with comments. Pending review shows on the appointment card, so nothing waits unseen.

Review queueGroup practice

An associate finishes a noteMon 4:10 PM

It lands in the supervisor's queue

Nothing waits unseen

Pending review

Shows on the appointment card

Approved, or returned with comments

The supervisor sees every associate note in one queue.

Built for group practices

FAQ

Questions practices ask about the EHR.

If yours isn't here, ask us on the call.

Book a demo Provider Help Center

Does the AI record automatically?

No. Recording starts only when you press start. The client sees a consent prompt first. A recording indicator stays visible the whole session.

Can I edit a note after signing it?

Signed notes are locked. That's the point. If a note needs to change, add an amendment. The record shows both versions.

Does the AI note taker work for in-person sessions?

Yes. It works in the room, not just on video calls. You press start, the client consents, and the draft is waiting when the session ends.

Do assessments score themselves?

Yes. GAD-7, PHQ-9, PHQ-15 and PCL-5 are built in and score automatically. Each one can be edited to fit how you work.

What happens to the session audio?

It's saved with the encounter. You can replay it, download it, read the full transcript, or record again.

Can I use my own note format?

Yes. Build your own note, intake, assessment and treatment plan templates. Add scales, uploads and signatures. Show or hide fields based on earlier answers.

Documented, coded, ready to bill.

Documentation that holds up.

Draft, sign, done.

Forms that ask only what applies.

Ask only what applies.

Assessments that score themselves.

Treatment plans that move.

A plan that moves.

Coding that matches the clock.

From encounter to billing.

Supervising associates?

Questions practices ask about the EHR.

See it on your own note types.