Providers, clients, readiness, documentation status, payments, and compliance in one place. Clinical and billing capabilities require enrollment or operator enablement.
Terminology adapts to clients / chart notes · Patient payments require Stripe Connect onboarding and organization billing enablement.
Track credentials, exclusion screening, and expiring licenses per provider with readiness dashboards.
Distribute clients across providers; supervisors filter compliance by clinician or program.
Pending review queues, overdue plans, and program-level on-time rates for leadership.
Stripe Connect onboarding, charge tracking, and AR aging views after billing enablement and configuration.
Model income, staffing, and launch costs for clients and providers workflows — no login or email required.
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View directoryEvery claim maps to docs/product-truth.md. Enrollment, configuration, and partner-dependent capabilities are labeled at the feature level.
Each practice is an isolated organization with row-level security.
Admin, supervisor, and clinician roles with capability-scoped permissions.
Automatic deadline tracking, supervisor review queues, and audit exports.
Privileged actions logged with hash-chained integrity where enabled.
Active providers, credential expiry, and stale exclusion screenings.
Standard Connect onboarding for patient payments — requires org billing enablement.
Caseload, documentation, assessments, and chart export. Available after organization enrollment and approval — not on by default.
Hashed invite links and revocable sessions. Enabled for approved clinical organizations.
Operational and financial reports depend on completed setup and available source data.
Plans start at $299/month. Guided implementation starts at $750. Compliance engine included — Clinical Workspace, portal, and billing require enrollment or operator enablement.
View pricingLaunch from $299/mo · Implementation from $750 · Request Pricing
Launch includes 2 providers, Practice 8, Growth 20. Additional providers are billed per seat. Enterprise is custom.
Claims submission is not shipped. Stripe patient payments and charge ledger are available after billing enablement for self-pay-first practices.
No. Clinical Workspace is available after organization enrollment and approval.