The platform

EHR, RCM and CRM in one platform.

Clinical documentation, insurance billing and client engagement in one place. Pick a job to see it in detail.

All features included Free migration No per-session AI fees

Product

The three jobs.

Each one is a full product on its own. Together they run the whole practice, in one view.

EHR: clinical documentation

AI notes drafted during the session and templates with fields that show or hide. Scored assessments with red-flag alerts, and treatment plans you and the client sign.

Explore the EHR

RCM: insurance billing

Automated eligibility checks, claims drafted from signed notes and ERA auto-posting. A billing list that only shows what needs a person, across every provider.

Explore billing

CRM: client engagement

No-login booking, secure messaging, reminders, mood and sleep check-ins, and a portal your clients actually use.

Explore engagement

Encounter signed

Progress noteEHRDraftSigned

ClaimRCMDraftReady

Client portalCRMDraftInvoice sent

You sign the note once. The claim is drafted from it and the invoice reaches the client portal. Clinical documentation, insurance billing and client engagement, one platform.

Who it's for

From one clinician to many locations.

Run the whole practice yourself, supervise a team, or run several locations on one platform.

Solo therapists: the whole practice in one place
Group practices: supervision queues, roles, departments and one dashboard across providers

For solo therapists For group practices

Included

Every feature, in every plan.

No tiers, no per-session AI fees, no features held back for a higher plan.

All features in one plan

AI note taker, consent-first

Telehealth, built in

Automated eligibility checks

Claims drafted from signed notes

ERA auto-posting

Client portal & secure messaging

Free migration, handled for you

Pricing

One plan. All features included.

Per practitioner, billed monthly or yearly. No per-session AI fees, no add-ons. We give you the exact number on the call.

Your planOne plan

Notes, treatment plans and templates

Scheduling, reminders and telehealth

Billing, claims and superbills

AI note draftingNo per-session fee

Billed monthly or yearlySame features

Every feature is in the one plan. The billing period is the only choice.

See pricing