FAQ
Questions, answered.
Everything organizations usually ask before moving their practice onto the platform.
How does my organization get started?+
Send us a message through the Contact page. We create your private workspace, add you as its administrator, and your first sign-in with Google takes you straight to your admin area — no passwords to set up.
How do my staff and clients get accounts?+
You invite them from your workspace. Staff sign in with Google and land in their staff area; clients land in a simple client portal. Nobody needs to register on their own.
Is our data separated from other organizations?+
Yes. Every organization's clients, staff, notes, schedules and billing are fully separated. One organization can never see another organization's records — even the platform owner cannot browse your records.
How does billing work?+
Claims are submitted through your organization's own Availity login, which you enter once in your settings. It is stored encrypted and is never shared with other organizations or with us.
Can we use our own name and logo?+
Yes. Your organization's name, logo and locations appear throughout your workspace, on the client portal, and on every PDF you print or download.
What happens to signed documents?+
Signed assessments, plans and notes are locked. Corrections happen through linked correction notes or a supervisor review, so the original signature is always preserved.
Does the AI write notes for us?+
AI can help draft and refine text, but nothing is ever saved automatically. Staff review every word and press Save themselves.
Can we cancel anytime?+
Yes. There are no setup fees and no long-term contracts. If you close your workspace, your records are kept safe and can be exported.
Still have a question?
Send us a message and we'll get back to you — usually within one business day.
Contact us