Everything a practice runs on. Nothing sold separately.
Billing & revenue
Billing that works the denials for you
✓Electronic claims with pre submission scrubbing that blocks known rejection causes
✓ERA remittances posted automatically, with a review queue for anything ambiguous
✓A denial worklist that reads every adjustment code and routes it to a specific fix: correct and resubmit, appeal, patient responsibility, rebill secondary, or eligibility recheck
✓AI drafted appeal letters from the claim's own facts
✓Eligibility checks before the visit, so dead coverage is caught the day before, not thirty days after
✓Payer payment learning: the system tracks what each payer actually allows per code over time
✓Patient statements, payment plans with stored card auto charge, terminal and text to pay
Documentation
Notes in seconds, defensible forever
✓Macro driven SOAP notes with structured exam dialogs and a spine diagram your findings live on
✓Carry forward that brings the last visit into today without copying stale findings
✓Initial, daily, re exam, and discharge visit types with the right structure for each
✓Medicare guardrails: maintenance care warnings, ABN capture, re exam gates, documentation checks before signing
✓AI narrative drafting from your own findings, and code suggestions you approve, never auto applied
✓Ambient dictation on iPad, currently in beta
✓Outcome measures with scoring built in
Scheduling
The day runs itself
✓Multi location schedule with recurring visits and conflict checks
✓Note status on every appointment, so unsigned documentation is visible from the schedule itself
✓Online booking that matches to existing charts instead of creating duplicates
✓Provider schedules, time off, and room and resource management built in
Texting & reminders
Patients text you back
✓Two way texting from a dedicated number per office, never metered
✓Appointment reminders and confirmations by text and email, with delivery you can verify
✓Text to pay links on statements and balances
✓Conversations live in one inbox tied to the chart, not on a personal cell phone
Intake, forms & kiosk
Paperwork that finishes itself
✓Digital intake with conditional questions, in English and Spanish, flowing straight into the first note
✓Kiosk check in at the front desk, so arrivals mark themselves
✓Patient forms with e signature, dispatched automatically by visit type
✓Document requests with a patient upload portal
Imaging
X-rays where the chart is
✓X-ray viewing with annotation tools, right inside the patient record
✓Radiology reports attached to the study, not lost in a documents folder
✓Imaging embeds into records packages, so attorney and referral packets include the films
Reporting
Numbers you run the practice on
✓Role based dashboards: the owner sees the practice, each staff role sees its own day
✓A daily For You worklist for every role, so nothing waits in a report nobody opens
✓Collections, visits, and new patient pacing per location, side by side
✓AR aging, payer summaries, denial analytics, and provider productivity
