The platform
Clinical care, people and billing — together in your organization’s own private workspace.
Diagnostic and functional assessments capture the client's story and needs.
Treatment plans turn the assessment into goals, objectives and services.
Daily progress notes link to the plan, signed and reviewed by supervisors.
Signed notes become claims sent through your own Availity login.
From intake to payment.
Assessments, plans, visits and signed notes stay connected to the same client record.
Diagnostic assessments, functional assessments, treatment plans and daily progress notes — written once, signed, and locked. Supervisors review and co-sign, and every correction keeps the original signature intact.
A month view your whole team shares. Appointments link directly to authorizations and progress notes, so a visit, its note and its claim always tell the same story.
Clients sign in to see appointments, documents and messages, and to request visits. Access follows the care team and can be revoked at any time.
A caseload workspace per client: notes, plans, sessions and documents in one place, with AI assistance that never saves until you press Save.
Review queues, co-signatures and correction requests — every signed record keeps its history, and nothing is silently rewritten.
Staff, clients, authorizations, billing, payroll and company settings — the whole organization managed from one console.
A simple portal to request visits, read shared documents and message the care team — nothing more complicated than it needs to be.