Referral Marketing & Mgmt.
Take in referrals from any source, route them to the right therapist, and track every one from received to first visit booked.
i.Take in referrals from any source, route them to the right therapist, and track every one from received to first visit booked.
i.Verify benefits, track authorizations and remaining units, and set up self-pay arrangements — before the first visit is booked.
ii.Drag-and-drop calendar with therapist-level availability, recurring series, and SMS reminders that cut no-shows by a third.
iii.Demographics, insurance, clinical history, guardians, and engagement — the full picture on one page, not seven tabs.
iv.SOAP notes, treatment plans, and progress tracking with templates tuned to each discipline. Sign in seconds.
v.Claims, statements, and card-on-file collections via Stripe and Square. Unbilled visits can't fall through the cracks.
vi.Thirty built-in reports covering productivity, attendance, auth status, and revenue — export to CSV in one click.
vii.Dictate a session, get a compliant draft note back. Reviewed and edited by your clinician — never auto-submitted.
viii."It replaced four tools and a whiteboard. Billing nights went from Sundays to Tuesday afternoon."
Clinic director · pediatric ST, OT & PT
The whole platform, walked through by a human in 20 minutes.
Book a demoTemplates, workflows, and billing rules for ST, OT, and PT — not a medical EHR with therapy bolted on.
Works from any device, any clinic, any home visit. No servers, no IT contract, no update nights.
Most clinics are booking and billing in under two weeks. Free training and data migration are included.
Availity for eligibility. Stripe & Square for payments. Twilio for reminders. No zapier duct-tape required.
Encrypted at rest and in transit, role-based access, audit logs on every record. BAA signed on day one.
Real humans, based in the US, same-day response on every plan. Not a chatbot, not a ticketing queue.