Insight Notes documentation

For clinicians Everything a clinician does, in the order you meet it. For the front desk From a first phone call to a session on the books. For billing From what a session is worth to what a payer paid for it. For practice owners The things only you can do — team, rates, payroll and the audit trail. For reviewers and auditors Every room the owner has, with the door to every change closed.

Getting started What to set up first, in the order it matters. Importing your data Bringing clients and appointments across from another system. Account security Two-factor authentication, recovery codes, and passwords.

Adding a client Step by step, with the form on screen. Clients The roster, the chart, and who can see what. Booking an appointment Step by step, with the form on screen. Scheduling Availability, booking, and the waitlist. Setting your bookable hours The weekly shape clients can book, and why it can produce nothing. Cancelling and rescheduling Who gets charged, and what the client is told. Writing and signing a note Step by step, including what stays private. Notes and documentation Progress notes, signing, and psychotherapy notes.

Taking a payment Recording money that arrived, and saying what it paid for. Billing and payroll Charges, payments, and paying associates. Ask Getting a number out by typing a question — and why nothing leaves the server.

Roles and permissions Who can reach what, straight from the app. Glossary What each word means here, and what it is not.

Client portal What clients can see and do. API access The FHIR surface, and the tokens that reach it.