Digital intake

Digital Informed Consent & Intake Forms:

Simplify the onboarding process with our digital consent and intake forms. Clients can fill these forms out online, ensuring a smooth and hassle-free experience. Once completed, the forms are sent directly to your inbox, giving you instant access and reducing the administrative workload.

Clinical Note-Taking & Templates:

Enhance your documentation with our easy-to-use templates for clinical note-taking. These templates help you capture all necessary information consistently, improving the accuracy of patient records. Digital note-taking minimizes errors, leading to better patient care and more reliable documentation.

Credit Card Processing

Automatic Payment and Invoicing:

Send clear and simple invoices to your clients effortlessly with our advanced billing system. As soon as you're ready, our user-friendly invoice templates ensure clients understand their payments, making the process smooth and transparent.

Credit Card Processing:

Streamline your billing with our reliable credit card processing services. Designed for ease of use, these services improve the payment experience for your clients, ensuring transactions are quick, secure, and hassle-free. Enhance your practice’s efficiency and client satisfaction by simplifying the payment process.

Interactive Visual Collaboration for Enhanced Care

Our EMR software includes an integrated Digital Whiteboard, enabling healthcare professionals to visually communicate complex concepts during virtual consultations. Whether you’re explaining treatment plans, illustrating medical conditions, or discussing care instructions, the digital whiteboard allows for real-time drawing, annotations, and collaboration.

Patient Engagement

Both clinicians and patients can interact with the digital whiteboard, fostering better understanding and engagement during the session. Visual aids enhance communication, making consultations more informative and effective.

Seamless Documentation

All whiteboard content can be saved directly to the patient’s record, ensuring no crucial information is lost and allowing for easy reference during follow-up appointments.

Live Clinical Note-Taking

With real-time note-taking capabilities, healthcare providers can focus on the patient without the need for redundant paperwork later on. As consultations progress, all patient details—diagnoses, treatments, and medical history updates—are recorded instantly in the system. This ensures timely and accurate documentation, streamlining the workflow and reducing administrative burdens.

Data Security & Compliance

Healthcare data security is a top priority. All notes and contributions are encrypted, complying with HIPAA and PHIPA standards. End-to-end encryption protects patient data from unauthorized access. Role-based access control secures patient privacy.

Multiple Providers, Independent Notes

Our group note-taking feature allows multiple providers to take notes on their assigned clients simultaneously without interference. Each provider's notes are kept private, ensuring control over their documentation. This setup promotes privacy and clarity in virtual sessions with multiple providers, improving organization and focus.

Secure Access

In addition to entering a password, users must verify their identity with a second factor—such as a unique code sent to their mobile device or email—making it significantly harder for intruders to breach the system.

Data Protection

Safeguard patient records, clinical notes, and sensitive information from cyber threats and unauthorized users. Even if a password is compromised, 2FA ensures that only authorized personnel can access the EMR.

Compliance and Trust

Maintain the highest standards of security required by healthcare compliance laws. With 2FA, you build trust with your patients by ensuring that their confidential data is always protected.

Individual Therapy

Deliver personalized, one-on-one therapy through encrypted video conferencing, ensuring patient privacy and HIPAA compliance. Patients can attend sessions from anywhere, enhancing convenience and continuity of care without sacrificing the quality of therapeutic engagement.

Couples Therapy

Enable dynamic sessions for couples, addressing relational concerns with tools that promote open communication and real-time interaction. The platform supports both partners, even if they are in different locations, with shared document access, session notes, and private messaging between participants when needed.

Family Therapy

Conduct multi-participant sessions with family members, regardless of location, using our platform’s advanced video conferencing and management tools. You can bring in family members from multiple locations, track individual progress, and document family dynamics in real-time, fostering collaborative treatment approaches.

Group Therapy

Host secure, interactive group therapy sessions with multiple participants, allowing for shared experiences and collective healing. With features like breakout rooms, real-time group note-taking, and session recording (with consent), the platform supports structured therapeutic environments where group members can connect and grow.

Real-Time Data

Access up-to-date information on patient appointments, billing, treatment outcomes, and other key metrics. The real-time nature of the dashboard ensures that you always have the latest data at your fingertips.

Customizable Views

Tailor the dashboard to suit your practice’s unique needs. Choose which metrics to display and organize them into clear, easy-to-read charts and graphs, giving you quick access to the most relevant information for your workflow.

Key Performance Indicators (KPIs)

Monitor important KPIs such as patient satisfaction, appointment attendance. No show, cancelled & revenue. The dashboard helps you quickly identify areas that need improvement and optimize your practice’s performance.

User-Friendly Interface

The dashboard’s intuitive design ensures that all users, from clinicians to administrative staff, can easily navigate and understand the data presented. It provides a clear overview of practice operations without the need for complex data interpretation.

Role-Based Access

Customize access to dashboard views based on staff roles. Ensure that team members see only the information they need, maintaining security while allowing for efficient task management.

Client Messaging

Communicate directly with patients through a secure platform. Share important updates, appointment reminders, lab results, or follow-up care instructions without worrying about data breaches or unauthorized access.

Message Tracking and Auditing

Keep track of all messages exchanged, with a detailed log of who sent and received them. This ensures accountability and provides a clear record for future reference if needed.

Mobile Access

Stay connected from anywhere with secure messaging available on both desktop and mobile devices, enabling clinicians and patients to communicate quickly and efficiently.