Client Portal
Empower your clients with a dedicated portal for scheduling, communication, and document access
Paperless Intake
Collect all of your client’s demographic informaiton and medical history online. All done prior to your first session.
Consent for eSign
Send your client your consent forms for review and electronically sign all within the client portal prior to your first appointment.
1-Click Documentation Sharing
Simply check a box on your client’s document, and it can be securely and instantly transferred to your client.
Automated Superbills
Superbills are automatically populated with your client’s information, your practice information, and session/service details.
Secure Client Management
A fully electronic and secured paper trail for enhanced comfort your client’s information is safe yet remains accessible when needed.
Request eSignatures
Have a document you need signed? Easily accomplished through the client portal. Your client can receive documentation and securely sign it.
Seamless Documentation Creation & Secure Client Sign-off
Empower your practice with the ability to create comprehensive documentation and securely transfer files to your clients in a read-only format. This feature allows clients to review and electronically sign documents, streamlining the approval process and enhancing your practice’s efficiency and client trust.
Automated Superbill Generation: Empower Clients, Reduce Provider Workload
Revolutionize the reimbursement process with our automated superbill feature. Our software seamlessly aggregates all necessary information, creating a professional document that your clients can independently generate without any intervention from providers. Streamline your operations and enhance client autonomy, all while ensuring a hassle-free reimbursement experience.
