⁃ Comprehensive client management, billing, scheduling features
⁃ Customers love the elegant, aesthetic user interface
⁃ Best-in-class for ease of use, customers say it's "fun!"
⁃ Customizable dashboard, reports, displays to suit your needs
⁃ HIPAA compliance and security features, access control

⁃ Easy one-click access to any client, anywhere, anytime
⁃ Quick, automated data entry with preset default values
⁃ Customizable fee schedules, unique to client or Therapist
⁃ Enter multiple contacts, bill separate responsible parties per client
⁃ Pre-populated and fully editable CPT codes, Diagnoses lists

⁃ Advanced, integrated calendar-based client activity management*
⁃ Powerful, intelligent setup of complex repeating events*
⁃ Schedule individual or recurring basic events or client sessions*
⁃ Log client sessions, charges, payments directly from the calendar*
⁃ Drag and drop simplicity for creating, rescheduling, copying events*

⁃ Single-click creation and logging of client sessions
⁃ Easily track attendance, cancellations, missed sessions
⁃ Automated entry of client & insurance charges, default payments
⁃ Integrated credit card transaction processing*
⁃ Customizable treatement/SOAP notes fields

⁃ Easily log client payments, allocate to charges, enter adjustments
⁃ One-click preparation of individual or multiple client statements
⁃ Automated multi-party billing for split responsible parties
⁃ Easily print, review, E-mail or save statements as PDF
⁃ Customize the appearance, content of client statements**

⁃ Automated entry of session insurance charges
⁃ One-click preparation of individual or multiple insurance claims
⁃ Track insurance authorizations with limit warnings
⁃ Prepare Superbills or printed CMS-1500 claims
⁃ Integrated submission of electronic insurance claims*

⁃ Extensive selection of transactions, payments, sessions reports
⁃ Numerous customizable options for content on reports
⁃ Use custom client identifier for confidentiality on reports
⁃ Deposit slip preparation in bank-standard formats
⁃ Summarize transaction reports by client or Therapist

⁃ Customize professional identity on statements and reports
⁃ Extensive user preferences for custom control of program behavior
⁃ Accommodate interns, pre-licensed professionals with a supervisor
⁃ Setup different office locations, NPIs, service & billing provider info
⁃ Manager-controlled Master settings for all users (Team edition)