Care Coordination
More Effective Care Through Better Organization and Communication
Search providers and set appointments based on availability, type of visit, date, time block, and more, then set an optimized schedule in just a few clicks.
Use numerous pre-designed workflows or leverage the advanced process designer to create your own. Boost productivity with automation that keeps tasks rolling.
Access the information and tools to support new and existing clients, even when you're offline. Built-in electronic visit verification keeps you compliant.
A robust, fully encrypted database ensures secure, seamless communication for internal teams and clients, offering peace of mind through enhanced functionality.
Achieve Peak Performance with Tools Designed for Your Unique Needs
Reporting & Analytics
Easily capture the data you need and leverage it to find opportunities that drive better outcomes, increased efficiency, and stronger financial results.
Compliance (Tracker)
Access a centralized repository for all compliance deadlines, ensuring you always know what needs to be done, when it's due, and who is responsible.
See How Our Highly Configurable Behavioral Health Software Can Meet Your Needs and More
Empowering Clients to Actively Engage in Their Care Journey
Client Portal
A modern, highly secure interface enables clients to easily review and complete documentation, communicate with their care team, pay bills, and do much more.
Telehealth
Streamline the addition and delivery of telehealth services. Clinicians can set their availability, while personalized client invitations improve participation.
Featured AI Tools
Summaries
Get a clear clinical picture in seconds with AI-generated summaries of client history, symptoms, risk factors, and treatment progress that evolves with each session.
- View a concise clinical formulation summary that surfaces key concerns, treatment approaches, and evolving risk factors
- Instantly scan summaries of the last three sessions to stay grounded in recent context without reading full, lengthy notes
- Track progress and setbacks over time with AI that adapts to every update in the client's chart
Ask Me
Submit any question and get instant answers from the chart. Essential surfaces key insights without the need to dig through notes.
- Search the entire chart like a conversation to find exactly what you need fast
- Receive quick answers about client progress, history, or risk without scrolling
- Make faster, more informed decisions with key insights surfaced automatically
Ambient Documentation/Note Auditing
Document client sessions with ease while AI handles automated note creation and review, saving time, boosting quality, and supporting better compliance.
- Capture sessions naturally with AI that turns conversations into structured, editable notes
- Stay focused on clients while improving accuracy, efficiency, and documentation quality
- AI reviews notes for clinical standards and billing readiness, flagging issues before they impact care or payment
Treatment Plans
Create data-driven treatment plans in one click. Easily track progress, update goals, and stay aligned with care standards.
- Auto-generate treatment plans based on real session data and client needs
- Monitor progress toward goals over time with clear, trackable updates
- Stay consistent with documentation and clinical care standards with minimal effort
Data Explorer
Go beyond search to visualize, analyze, and understand your entire caseload in seconds.
- Turn complex client data into dynamic dashboards, interactive reports, and customizable graphs
- Ask questions around population health, risk stratification, or outcomes—and get clear, actionable insights to guide smarter decisions
Intuitive Resources That Lead to Improved, Exceptional Outcomes
Assessments, Screening & Treatment
Extensive library of clinically validated assessment and screening tools enables more accurate identification of disorders to guide care and improve outcomes.
Dashboard / Decision Support
Clinical and admin dashboards support measurement-based care and operational improvements. Customize dashboards and reports via a business intelligence engine.
Client Risk Stratification / Scores
Flag and prioritize higher risk individuals with real-time, integrated risk scores. Define risk factors and configure rules for your client populations.
Advanced Tools and Automation to Power Revenue Cycle Performance
Seamlessly manage billing and collections with an embedded RCM engine designed for behavioral health. Streamline financial workflows, minimize manual processes, and uncover opportunities that drive faster payments, fewer denials and delays, and improved financial performance.
