Features that help your practice care fully.
Scheduling, documentation, billing, and compliance — built around how Maryland behavioral health practices actually work.
Scheduling & Calendar
Double-bookings and missing notes shouldn't be a daily fire drill.
- Shared and individual provider calendars
- Recurring appointments and group sessions
- Visual indicators for missing documentation and unbilled sessions
- Integrated telehealth scheduling
Shared and individual provider calendars
Administration
Your team shouldn't need a system admin to make a simple change.
- Role-based access control for clinical, billing, and admin staff
- Configure programs and workflows for your practice
- Billing code and fee schedule management
- Insurance directory and staff management
Role-based access control for clinical, billing, and admin staff
Clinical Documentation
Notes shouldn't take longer than the session.
- Structured document editor with built-in templates
- Templates designed for behavioral health workflows
- Document signing with validation — ensures required fields are complete
- Version history and audit trail
Structured document editor with built-in templates
Patient Management
The whole story of a client shouldn't live in five different tabs.
- Comprehensive patient chart with demographics, insurance, and diagnoses
- Program enrollment and discharge tracking
- Intake workflow with provider capacity visibility
- Care plan management — treatment plans, rehabilitation plans, and more
Comprehensive patient chart with demographics, insurance, and diagnoses
Billing & Revenue Cycle
Getting paid shouldn't feel like a second job.
- Billing charges generated automatically when documentation is signed
- Create and download EDI claims submission files
- Submit directly to insurance companies via our preferred clearinghouse
- Review pending charges before submitting claims
- Payment posting and remittance tracking
- Authorization tracking — units used vs. units approved
- Denial management and resubmission workflows
Billing charges generated automatically when documentation is signed
Reporting
You shouldn't need to wait for month-end to know how the practice is doing.
- Clinical and financial reporting dashboards
- Provider productivity metrics
- Billing pipeline visibility
- Compliance status at a glance
Clinical and financial reporting dashboards
Compliance & Quality
Audit prep shouldn't start the week of the audit.
- Documentation rules aligned with Maryland regulations
- Incident reporting and tracking
- Supervision documentation for direct care staff
- Credential tracking for providers
- Audit-ready access logs
Documentation rules aligned with Maryland regulations