Platform Features
150+ Features Built for Therapy Practices
Every feature you need — from scheduling your first appointment to analyzing your monthly revenue — all in one platform.
01
Scheduling
- Drag-and-drop calendar
- Recurring appointments
- Multi-therapist scheduling
- Waitlist management
- Automated email reminders (SMS add-on †)
- Room & resource booking
- Group session scheduling
- Online patient self-scheduling
02
Insurance Billing
- Electronic claim submission (837P/I)
- ERA auto-posting
- Denial management & appeals
- Real-time eligibility verification
- Clearinghouse integration †
- Secondary billing
- Co-pay & patient balance collection
- Accounts receivable tracking
03
Claim Scrubbing
- Intelligent claim validation
- Real-time error detection
- EDI 837 & HCFA-1500 support
- Suggested error corrections
- Batch claim validation
- Claim validation reports
- Error trend analysis
- Audit-ready documentation
04
Clinical Documentation
- SOAP note templates
- Progress note library
- Treatment plan builder
- Evaluation & re-evaluation forms
- Digital signature capture
- Specialty-specific templates (ABA, OT, PT, Speech)
- Custom form builder
- Therapy outcome tracking
05
Telehealth
- HIPAA-compliant video sessions
- Built-in screen sharing
- Virtual waiting room
- Session recording (with consent)
- Mobile-friendly for patients
- Integrated with scheduling
- Telehealth billing codes
- Multi-participant sessions
07
Client Portal
- Online appointment booking
- Digital intake forms
- Secure patient messaging
- Document sharing
- Payment processing
- Insurance card upload
- Care plan access
- Family/guardian access
08
Payroll Management
- Session-based payroll calculation
- Therapist productivity tracking
- Payroll exports
- PTO & leave tracking
- Contracted vs W2 staff
- Custom pay rate configurations
- Direct deposit integration
- Pay period reporting
09
Reporting & Analytics
- Revenue dashboards
- Billing KPI tracking
- Therapist utilization reports
- Outstanding claims report
- Collections trend analysis
- Custom report builder
- Export to Excel/CSV/PDF
- Insurance payer analysis
10
Compliance & Security
- HIPAA compliance
- SOC 2 Type II
- Role-based access control
- Full audit trail
- Data encryption at rest & transit
- Business Associate Agreement (BAA)
- Two-factor authentication
- Automatic session timeout
† SMS messaging and clearinghouse integration are optional, usage-priced add-ons — see add-on pricing.
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