Service Plans & Authorizations

Build plans, track usage, and stay aligned with payers

Create structured treatment plans and monitor authorizations in real time. Usage summaries and renewal alerts help you stay ahead—no spreadsheets needed.

Security, Compliance & Support

Built-in safeguards, real support

HIPAA-compliant encryption, secure backups, and friendly live chat mean you’re covered on every front—from audits to quick how-tos.

Billing & Claims

Clean claims, fewer denials

Claims pull directly from session data and documentation. With batch submission and real-time status updates, reimbursement is faster and more accurate.

Session Sync

Everything connected, automatically

Each scheduled session pulls in goals, plan info, and client details so documentation, data, and billing stay aligned—without extra steps.

Data Collection & Analytics

Insights you can act on

Track behaviors, goals, and outcomes during sessions, then generate clear reports to support clinical decisions and demonstrate progress.

Electronic Visit Verification (EVV)

Medicaid-ready, without the hassle

Capture visit time, location, and provider info directly in each session—no extra apps, no duplicate entry.

Scheduling

Smarter scheduling, fewer bottlenecks

Coordinate sessions across roles and locations. Automatically apply authorization rules, avoid conflicts, and save time with built-in reminders.

Client Management

Stay organized and in sync with every client, from intake to discharge

Easily manage client records, authorizations, and service details in one place. Everything’s organized, searchable, and always up to date.

Documentation

Streamlined notes, built for your workflow

Use prefilled templates, AI-assisted drafts, and e-signatures to keep documentation fast, accurate, and fully traceable.

Team Management

The right access and the right records for every role

Control permissions by role or person so everyone sees what they need. Track credentials, training, and supervision status to keep your team compliant and ready to work.

Payroll

Turn hours into pay, quickly and cleanly

Track provider hours and pay rates based on completed sessions. Export payroll-ready reports that work with your existing system.

Mobile App

Work from anywhere, with confidence

View schedules, collect data, and update records securely—from any device.