No costly training, easy to use, with all the features you need — from the first intake to the submitted claim.
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Guided setup
Go live fast with a step-by-step onboarding checklist that shows exactly what is still missing — staff, clients, billing codes, payers and agreements — and links you straight to each step, with a progress meter that disappears once you are set up.
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Scheduling & calendar
A unified day, week and month view. Book visits with the right therapist, payer-aware billing codes, client addresses and caregivers — streamlined.
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ABA data collection
Run skill-acquisition and behavior-reduction programs, capture data points against targets in-session, and share cleanly between assistants and analysts.
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Session notes
Create professional, defensible progress notes tied to each visit in seconds — ready for supervision, audits and claims.
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Documents & e-sign
ESIGN-compliant electronic signatures with encrypted storage, backups, and a complete, auditable consent history and PDF.
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Paperless intake & client forms
Any document that needs a signature — new-client intake, consent to treatment, parent/guardian consent, HIPAA acknowledgments, financial agreements, release of information, telehealth and media releases, and policy sign-offs. Powered by CollectEsign: families sign on any device and snap an insurance card or ID from their phone, and the sealed PDF comes back automatically.
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Authorizations & units
Track prior authorizations and remaining units per billing code and payer, with from/through dates kept right alongside the client.
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Billing & claims
Track payer units and snapshot pay rates per visit, see profit and contractor payouts, and export clean claim data to your clearinghouse.
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Caregiver portal
Parents and guardians follow progress in a clean interface — with portal access you grant and revoke per client.
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Staff & credentials
Manage your team, track credentials and license numbers, assign service and billing-code pay rates, and keep staff documents in one place.
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HIPAA-grade security
PHI encrypted at rest (AWS KMS) and in transit (TLS), MFA single sign-on, access scoped by role and organization, and an audit trail on every record.