Case Files
Browse through each case file with confidence. Get a full picture of relevant information stored in them—invoices, payments, attached files, chart notes, case contacts, and scheduled visits.
Calendar
Easily book appointments in tailor-made calendars for team members, rooms, and equipment. Effortlessly send out invites and reminders a day in advance—keep everything in order and stay ahead of your game.
Contacts
The centralized global address book is a one-stop shop for all your contact needs, capturing and organizing info from across the system. From clients and case contacts to referrals and legal reps, they’re all here—neatly tucked in one convenient spot.
Billing
Billing that does not miss a step. Start by recording the charges for delivered services and products at every appointment. Then, apply the unbilled charges to a new invoice, and finally, record payment.
Accounting
A lightweight accounting system that organizes and categorizes every sales and expense transaction into their respective general ledger accounts. Maintain balanced books by simply following your day-to-day routine of issuing invoices and recording payments.
Team & Time Tracking
Create a profile for every team member, store all relevant documents such as resumes and scanned copies of certifications and diplomas, and use the punch clock app to keep track of each team member’s hours worked.
Online Booking
Accept appointment bookings around the clock (24/7) through your branded online booking page. The upside? You’ll get more business, and clients will appreciate the convenience of booking at their preferred time.
Charting
With the toolkit of eight components, build custom chart note templates. Kick off with the chief complaint, then add body charts, spine charts, free-hand drawing notepads, checkboxes, and pain scales.
Online Forms
Build custom online form templates such as intake and referral forms, then share them with referrals and clients by posting them on your website or emailing their links.