Group practice EHR with workflow automations


Streamline and grow your group practice faster with a highly customizable EHR with powerful workflow automation capabilities for intake, insurance eligibility & scheduling. Get more patients, waste less time.

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Everything you need at one place for your EHR

Access all modern EHR features—online appointments, paperless intake, payments, notes, and claims—in one convenient platform

EHR features

Access all modern EHR features—online appointments, paperless intake, payments, notes, and claims—in one convenient platform
  • Scheduling

    Simplified scheduling integrated with your website. Let clients and therapists schedule with ease.

  • Telehealth

    Integrates with HIPAA compliant Google meetings.

  • Documentation

    Add progress notes, diagnosis, and treatment plans.

  • Reminders

    Email, text and mobile notifications to avoid no-shows.

  • Billing

    Send invoices and process online payments.

  • Client Portal

    Integrates with your website and lets clients manage scheduling, intake forms, appointments, and payments.

  • Mobile App

    Manage appointments and client interactions on the go.

  • Insurance claims

    We support filing claims with all major insurance companies.

Aenean Consectetur

Simplified client intake

Save hours of admin time with automated intake, insurance eligibility checks and scheduling with synced Google calendar appointments.
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Simplified practice management

Collaborate more effectively with admin, therapists and billers. Reduce emails, easily track and assign tasks to team members. Provide a modern client and therapist experience with customizable automation journeys.


Simple appointment scheduling

Add Unlimited clients, appointments and notes. Send reminders to the clients and view all appointments on your calendar.

ConsectUltricies

Integrated email and text system

Respond to clients faster. Filter referrals and message clients faster through SMS for the practice and individual therapists.

Separate portal for your clients

Pull unlimited client emails from Gmail and Outlook or add prospective clients manually

Online paperless intake

Onboard your clients easily on the platform and store their data such that it's easily accessible at alll times.

Handle your billing online

Pull unlimited client emails from Gmail and Outlook or add prospective clients manually

Flexible & COMPETITIVELY PRICED plans.

EHR product pricing

Plus

Starting at
$20/mo
For intake admin
+
Grow caseload with a fully functional EHR system that doesn't break the bank.
$12/mo/user
Billed quarterly. Billed monthly at $19/mo/user.
Biller and supervisor accounts are free.
Talk to an Expert
EHR features
  • Unlimited clients
  • Unlimited clients, appointments and notes
    Client portal
  • Therapist portal
    Online paperless intake
    Google meet video meetings for telehealth
    Google & Outlook calendar sync
    Templates + Customizable intake & consent forms
    Email appointment reminders
    Online payments and invoices
    Diagnosis and Treatment Plan
    Progress notes & Customizable note templates
    Supervisor note signing
    Online client appointment requests and scheduling using links
    Embedded widget & scheduling links for the practice and clinicians
    Embedded link for client portal on the website
    Team Messaging
    Secure Client Messaging
    Add billers, schedulers and supervisors
    Add multiple clinicians
    Generate superbill

Business

Starting at
$20/mo
For intake admin
+
Build a thriving insurance-based practice with customizations to drive efficiency and better client experience.
$24/mo/user
Billed quarterly. Billed monthly at $30/mo/user.
Biller and supervisor accounts are free.

Talk to an Expert
EHR features
  • Unlimited clients
  • Includes all Plus plan features
    SMS-based appointment reminders to reduce no-shows
    File insurance claims (0.15c addon fee per claim)
    Analytics and reports to stay on top of your business
    Customize welcome emails and client communication templates
  • Advanced calendar filters and color coding
    Autopay
    Built-in telehealth video

Business

Starting at
$20/mo
For intake admin
+
Bill insurance and use customizations to boost efficiency for the entire practice.
$119/mo
Billed quarterly. Billed monthly at $149/mo.
5 users included (clinician or admin accounts). Biller and supervisor accounts are free.
Add-on user at $39/mo
Talk to an Expert
EHR features
  • Unlimited clients
  • Includes all Plus Plan features
    Automation for EHR tasks
    File insurance claims (20c. per claim)

Max

Launching in Sept 2023!
Starting at
$30/mo
For intake admin
+
$45/mo
Per clinician or intake admin account. Biller and supervisor accounts are free.
Phone integration, Insurance benefits checks, workflow automations and advanced customizations to save overhead. Enable intake for every therapist.
Talk to an Expert
Intake features
  • Unlimited clients
  • Includes all Growth plan features
    Import referrals from unlimited email accounts in the CRM
  • Phone integration
    Real-time insurance eligibility checks
    Customize and add unlimited fields in the intake queue
    Client message templates to schedule faster.
    Shared team forms library for intake.
    Advanced SMS scheduling
EHR features
  • Unlimited clients
  • Includes all Growth plan features
  • Workflow automations
    Every therapist can also use all the intake features
    Shared team forms library
    Additional features like Personnel management and advanced customizations

Advanced

Launching in Sept 2023!
Starting at
$199/mo
Base platform fee
+
$45/mo
per clinician
Talk to an Expert
Intake features
  • Unlimited clients
  • All Growth plan features
  • Insurance eligibility checks in real-time
    Phone integration for the practice and clinicians
    Unlimited email accounts for intake referrals
    Workflow automations
    Unlimited phone accounts ($10 add-on fee/phone line)
EHR features
  • Unlimited clients
  • Includes all Growth plan features
  • Personnel management
    Workflow automations

Advanced

Starting at
$199/mo
Base platform fee for intake & CRM
$45/mo/clinician
for EHR
Talk to an Expert
Intake features
All Startup plan features
EHR features
  • Unlimited clients
  • Includes all Startup plan features
  • File insurance claims (20 cents/claim)
    Advanced scheduling with color-coding and filters for individuals and teams
    Embedded widget & scheduling links for the practice and clincians

Max

Starting at
$20/mo
For intake admin
+
Talk to us
Multiple users and enterprise-class features & support
Deep customizations for large practices.
Talk to an Expert
Intake features
  • More features and deep customizations
  • SMS messaging with client
EHR features
  • Unlimited clients
  • More features and deep customizations

Basic

Starting at
$20/mo
For intake admin
+
Hire clinicians and build a caseload with a fully functional intake and EHR system.
$19/mo
Billed quarterly. Billed monthly at $25/mo.
2 users included (clinician or admin accounts). Biller and supervisor accounts are free.
Add-on user at $12/mo
Talk to an Expert
Intake features
  • Intake queue to manage all clients intake at a single place
  • Intake for 100 client referrals per month
    SMS messaging with client
    Import referrals from Gmail in the intake queue
    Import referrals from Gmail in the intake queue
EHR features
  • Unlimited clients
  • Book appointments worth $1000 per month per clincian
    Client portal
  • Therapist portal
    Google meet video meetings for telehealth
    Google calendar sync
    Intake form templates
    Customizable intake forms
    Appointment reminders
    Progress notes, Diagnosis & Treatment plans
    Embedded widget & scheduling links for the practice and clincians
    Embedded link for client portal on the website

Plus

Starting at
$20/mo
For intake admin
+
Build a thriving practice with unlimited usage and customizations for intake and EHR features.
$49/mo
Billed quarterly. Billed monthly at $60/mo.
3 users included (clinician or admin accounts). Biller and supervisor accounts are free.
Add-on user at $21/mo
Talk to an Expert
Intake features
  • Includes all Basic plan features
    Unlimited clients per month
    Filter intake queue clients by status and referral source
    Add 3 custom fields in the intake queue
    Import referrals from Gmail in the intake queue
EHR features
  • Unlimited clients
  • Includes all Basic plan features
    Unlimited appointments and clients per therpaist
    Generate Superbill
    Custom domain based links for client portal and scheduling
  • Advanced calendar settings with color coding and filters for teams and individuals.

Business

Starting at
$20/mo
For intake admin
+
Bill insurance and use customizations to boost efficiency for the entire practice.
$119/mo
Billed quarterly. Billed monthly at $149/mo.
5 users included (clinician or admin accounts). Biller and supervisor accounts are free.
Add-on user at $39/mo
Talk to an Expert
Intake features
  • All Plus plan features
  • SMS messaging with client
    Unlimited custom fields in the intake queue
    Message templates
    Enable intake queue for every therapist
    Automation for intake
    Referral analytics
EHR features
  • Unlimited clients
  • Includes all Plus Plan features
    Automation for EHR tasks
    File insurance claims (20c. per claim)

Max

Launching in Sept 2023!
Starting at
$30/mo
For intake admin
+
$45/mo
Per clinician or intake admin account. Biller and supervisor accounts are free.
Phone integration, Insurance benefits checks, workflow automations and advanced customizations to save overhead. Enable intake for every therapist.
Talk to an Expert
Intake features
  • Unlimited clients
  • Includes all Growth plan features
    Import referrals from unlimited email accounts in the CRM
  • Phone integration
    Real-time insurance eligibility checks
    Customize and add unlimited fields in the intake queue
    Client message templates to schedule faster.
    Shared team forms library for intake.
    Advanced SMS scheduling
EHR features
  • Unlimited clients
  • Includes all Growth plan features
  • Workflow automations
    Every therapist can also use all the intake features
    Shared team forms library
    Additional features like Personnel management and advanced customizations

Advanced

Launching in Sept 2023!
Starting at
$199/mo
Base platform fee
+
$45/mo
per clinician
Talk to an Expert
Intake features
  • Unlimited clients
  • All Growth plan features
  • Insurance eligibility checks in real-time
    Phone integration for the practice and clinicians
    Unlimited email accounts for intake referrals
    Workflow automations
    Unlimited phone accounts ($10 add-on fee/phone line)
EHR features
  • Unlimited clients
  • Includes all Growth plan features
  • Personnel management
    Workflow automations

Advanced

Starting at
$199/mo
Base platform fee for intake & CRM
$45/mo/clinician
for EHR
Talk to an Expert
Intake features
All Startup plan features
EHR features
  • Unlimited clients
  • Includes all Startup plan features
  • File insurance claims (20 cents/claim)
    Advanced scheduling with color-coding and filters for individuals and teams
    Embedded widget & scheduling links for the practice and clincians

Max

Starting at
$20/mo
For intake admin
+
Talk to us
Multiple users and enterprise-class features & support
Deep customizations for large practices.
Talk to an Expert
Intake features
  • More features and deep customizations
  • SMS messaging with client
EHR features
  • Unlimited clients
  • More features and deep customizations