Support: 866.543.6646
Sales: 855.489.1792


Electronic Health Records

  • Intake Assessment
  • Nursing Assessment
  • History/Physical Assessment
  • BioPsychoSocial Assessment
  • Master Treatment Plan
  • Treatment Plan Review
  • Discharge Summary
  • Medication Management
  • Track Vitals
  • Group Notes
  • Progress Notes
  • Consents
  • Outcome Questionnaires
  • OR create your own notes!

Patient Ledger and Billing

  • Track charges and credits
  • Create invoices and superbills
  • Partner with an independent billing contractor

Medication Management

  • e-Prescribe and send scripts directly to pharmacy
  • Option for controlled substances
  • eMAR for administration and inventory

Lab Tracking

  • Create lab orders
  • Receive lab results in real-time

Client Portal

  • Share documents with related contacts
  • Client Application
  • Employment Application

Customer Relationship Management Tools (CRM)

  • Manage referral source relationships
  • Referral source portal
  • Marketing channel reporting
  • Lead tracking

Client Calendar

  • Client check-in
  • Auto-attach note and billing code to appointment
  • Overlay calendar with other users

Mobile / Tablet App

  • Manage clients, schedule, tasks, user-to-user messaging
  • Digitally sign documentation
  • View online applications and existing notes

Messaging System

  • User-to-User HIPAA compliant communication
  • Log messages to client’s chart

Task Management

  • Ability to assign tasks for self and other users


  • Inquiry/Referral Statistics
  • Admission/Discharge
  • Census
  • Caseload/User Activity
  • Billing, Appointments, and many more reports!
  • Or use the report builder to build your own!

Academics Module

  • Student schedule
  • Manage classes, grades, attendance
  • Transcripts
  • Parent Communication

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