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For solo practices

You are the clinician and the back office.

Nobody else is going to chase the unsigned note, file the claim or notice the invoice that went out wrong. So the product has to do the noticing, and stay quiet the rest of the time.

The day

One calendar, and what it owes

Your week, the hours you can be booked, and a mark on any session that still owes the chart a note — so the thing you have forgotten is on the screen you already look at.

Documentation

No co-signature to wait for

A fully licensed clinician signs their own note and it locks. Supervision and co-signature exist for practices that need them and stay entirely out of the way of a practice that does not.

Money

One figure for what a client owes

Invoices, statements, superbills and Good Faith Estimates, with the balance worked out once and read the same way in your ledger and in the client's portal.

Insurance

Claims, without a clearinghouse

A CMS-1500 you can print, and a real 837P for Washington L&I. You send the file yourself — there is no clearinghouse in between and no per-claim fee.

Their side

A portal that does not add work

Appointments, documents, consent and secure messages, reached with a sign-in link rather than another password for the client to lose and you to reset.

Outcomes

Evidence the work is helping

PHQ-9 and GAD-7 on a cadence, scored and banded, read against the last session and against where somebody started. The same evidence a payer asks for, without a separate subscription for it.

The numbers

Reports without a bookkeeper

Income, outstanding balances, invoice aging, attendance and documentation compliance, over your own rows. Running one is recorded, so a practice of one still has an account of who looked at what.

On your own

The record still holds up

Client data encrypted with its own key, and an audit trail nothing in the application can rewrite. A practice of one is still a covered entity.

The list nobody else is going to write for you.

Not a dashboard of counts. The specific things that are outstanding today, each one already knowing which client and which session it belongs to.

Needs you
  • Session on Aug 17 still owes a note M. Ellison 2 days
  • Treatment plan due for review T. Brandt this week
  • Authorization runs out in 3 sessions N. Haddad soon
  • Waiting on a reply about a time J. Reyes 6 days
  • Amendment request needs an answer D. Whitfield §164.526

None of these are reminders somebody set. The product worked them out: a completed session with no signed note, a plan past its review date, an authorization counting down. Those are the ones that still surface in the week you forget to look.

Anything you do write down for yourself sits on the same list, and its text is encrypted like the rest of the chart. "Ring Marcus about his medication review" is a clinical statement about a named person, whatever screen somebody typed it on.

A practice of one does not stay one forever.

Group sessions, custom note templates and supervision are part of the product, so the day a second clinician joins is the day you add a person — not the day you migrate to something that can hold two.

What a group practice gets

Start with the week you are already having.

Set up a practice, put a real week in the calendar, and see whether it fits before you move anything across.

Start free Read the documentation