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Platform Features

Everything You Need to Transform Your Practice

A complete platform combining AI intelligence, clinical tools, telehealth, and practice management designed specifically for mental health and wellness professionals.

Calendar

CRM Lite

Dashboard

Patients

Practitioners

Appointments

Waiting List

Supervision

Reports

Finance

Settings

Built to Grow with Your Practice

Flexible seat-based pricing designed for solo practitioners and growing clinics.
Add or reassign practitioner seats as your team evolves
Practice Overview

Dashboard

Get a complete overview of your practice at a glance. Track appointments, patient flow, revenue metrics, and key performance indicators in real-time.

Complete practice overview

  • Real-time metrics
  • Appointment overview
  • Revenue tracking
  • Real-time metrics performance insights
Smart Scheduling

Calendar

Advanced scheduling system with multi-practitioner support, conflict prevention, online booking, and automated reminders to optimize your practice workflow.

Reduce scheduling gaps

  • Multi-practitioner view
  • Conflict prevention
  • Online booking
  • Auto-reminders
Lead Management

CRM Lite

Built-in Customer Relationship Management to convert leads into patients. Track inquiries, automate follow-ups, and manage the entire patient acquisition pipeline.

Higher conversion rates

  • Lead tracking
  • Auto-follow-ups
  • Conversion analytics
  • Pipeline management
Patient Records

Patients

Complete patient management system with digital intake, consents, clinical records, treatment history, and secure document storage all in one place.

Comprehensive patient records

  • Digital intake
  • Clinical records
  • Document storage
  • Treatment history
Team Management

Practitioners

Manage your clinical team with practitioner profiles, credentials, availability, specialties, and workload distribution for multi-practitioner practices.

Efficient team management

  • Profile management
  • Credential tracking
  • Availability settings
  • Workload distribution
Booking System

Appointments

Full appointment lifecycle management from booking to completion. Support multiple appointment types, recurring sessions, and seamless rescheduling.

Streamlined booking

  • Multiple types
  • Recurring sessions
  • Easy rescheduling
  • Status tracking
Analytics & Insights

Reports

Comprehensive analytics and reporting for practice insights. Track revenue, patient outcomes, retention metrics, and generate custom reports for informed decisions.

Data-driven decisions

  • Revenue analytics
  • Outcome tracking
  • Custom reports
  • Retention metrics
Clinical Oversight

Supervision

Advanced supervisory tools for clinical leads. Assign cases, monitor care quality, track student practitioner progress, and streamline delegation workflows.

Enhanced oversight

  • Case assignment
  • Quality monitoring
  • Student tracking
  • Delegation tools
Billing & Payments

Invoices

Complete financial management with automated invoicing, payment processing, insurance claims, financial reports, and clear visibility for both practice and patients.

Automated billing

  • Auto-invoicing
  • Payment processing
  • Insurance claims
  • Financial reports
Platform Configuration

Settings

Comprehensive configuration center to customize your practice workspace. Manage users, permissions, integrations, branding, and system preferences.

Full customization

  • User management
  • Access controls
  • Integrations
  • Custom branding
AI-Powered

Intelligent Automation

AI features that reduce administrative burden and enhance clinical care

AI Clinical Documentation

Automatically transcribe sessions, generate structured clinical notes, and create session summaries to reduce documentation time by up to 70%.

Save 70% on documentation

  • Auto transcription
  • SOAP notes
  • Session summaries
  • Treatment plans

AI Practitioner Matching

Intelligently match patients with the ideal practitioner based on clinical expertise, specialty, availability, and therapeutic compatibility.

Better treatment outcomes

  • Intake analysis
  • Smart assignment
  • Specialty matching
  • Availability sync

Built-In Telehealth

PHIPAA-compliant video sessions integrated directly into your workflow. No external tools needed, with session recording and note integration.

No external tools needed

  • HD video/audio
  • Session recording
  • Integrated notes
  • Group sessions

AI Follow-Up Assistance

Generate follow-up notes, treatment insights, and care suggestions after sessions.

Enhanced continuity of care

  • Follow-up notes
  • Treatment insights
  • Care suggestions
  • Progress tracking

AI Writing Assistant

Quickly generate practitioner bios, clinical documentation, and professional text content.

Professional content instantly

  • Practitioner bios
  • Documentation
  • Professional text
  • Custom templates

AI-Guided Platform Onboarding

Configure your practice workspace with step-by-step intelligent setup tailored to your clinical workflows.

Setup in minutes

  • Step-by-step setup
  • Workflow config
  • Smart suggestions
  • Custom preferences