Includes:

The Essentials

• Designed from the start adhering to best practices and HIPAA guidelines

• Streamlined billing process that’s automated when practitioners fill out a single note

• Quickly gather billing & medical documents into a single PDF

• Mobile-friendly Patient Portal collects important info including signature on consent forms, insurance info, health history, and more

• HIPAA-compliant messaging

• HIPAA-compliant video telehealth, create rooms for 2-3 participants, screen sharing allowed, patients receive email and text notifications to join.

• Offer Classes, students get reminders, easy “check in”

• Free and unlimited custom email and text reminders for patients and staff

• Email & text appointment notifications for practitioners & patients / Followup notifications

• Customizable patient health forms with automations ✨

• No hidden costs/extra fees

Next Level Charting

• Track patient problem lists over time, our “Health History Summary” gives you confidence by putting your patient data right at your fingertips

• Deep specialty focus for Chinese Medicine practitioners and a robust solution for any Chiropractic or Physical Therapy practice

• Quickly duplicate a previous intake or use the innovative “from history” feature

• Add photos, videos, and audio files to your charts

• CAM Point Prescriptions and custom point prescriptions

• Tongue & Pulse, TCM Diagnoses

• Produce automated Treatment Summaries during a visit with your custom protocols.

• Patient tags

• EHR drawing tools

• Scan a QR code and photos taken are uploaded into a patient chart.

• Customizable intakes to practice in your own way

• Amazing Fertility and Ortho forms built by experts with decades of experience.

Smart Scheduling & Virtual Receptionist

• Room tracking/ Online booking: keep track of rooms for multiple practitioners and offices - it’s your virtual receptionist

• Waiting list option with preferred time availability / Smart scheduling features - Let the portal steer patients to the appointments you want them to take, preventing gaps

• Automatic notifications to patients in the waiting list, helps keep your schedule full

• Recurring appointments with quick & easy conflict detection/resolution

• Need an extra level of security? Screen patient requests for appointments if desired

• Missed appointments can be stressful - our tracking of missed appointments & missed appointment fees makes it less so

• Birthday reminders

• Put a QR code in the waiting room letting patient’s self-check in, get notified when they arrive.

• Includes 1 practitioner, 6 non-practitioner staff, and 4 offices