Effective data management for clients, service providers, referral sources, and office staff
Custom and dynamic reporting and flags so you never miss a deadline again
Easy access to information, such as schedules, prescriptions and insurance authorizations.
Simple electronic and paper billing to state agents, clearinghouses, or health coverage providers
Create invoices and statements for patient responsibility and cost share dollars
Upload electronic remittances or record responses from payers
Create or upload documents for clients or service providers.
Auto-file electronic session notes directly linked to service activities.
Send records securely to facilitate communication, collaboration, and the timely start of services.
Validate against duplicates, overlaps, units, and exhausted authorizations
Track important client renewals such as prescriptions, progress reports, end dates, and medical records
Manage provider requirements such as licensure and registration, and continuing education hours
Staff cases quickly and efficiently to maximize service delivery
Measure productivity and increase responsiveness using tailor-made tools
Minimize redundancy and staff requirements to complete specific tasks and workflows
Access files from the office, the field, a client’s home, or anywhere
Submit sessions and documentation at the time of service delivery
Use ready-made or attach outside templates to link to sessions