Get PAYMENTS DONE FASTER

Save hours by automating healthcare insurance payment posting

Use Omnipractice
OmniPractice provides intelligent automation that eliminates manual payment posting, reconciles EOBs, and gives you real-time financial visibility across all locations.

Avoid spending hours manually posting insurance payments
Automatically Reconcile EOBs & Bank Deposits for Your Healthcare Practice. Growing practices are drowning in manual payment posting and EOB reconciliation. OmniPractice provides intelligent automation that eliminates manual payment posting, reconciles EOBs, and gives you real-time financial visibility across all locations.
Stop leaving money on the table
• Automatically post all payments to your EHR
• Match EOBs with deposits
• Reconcile payments across multiple locations
• Track every dollar in real-time

Running a Practice Should not mean

Spending hours  posting payments
Your staff wastes 20+ hours weekly manually posting payments when they could be focusing on growth
Struggling with EOB reconciliation
Matching EOBs with deposits shouldn't require detective work and labor
Managing multiple spreadsheets
Your financial data shouldn't live in dozens of spreadsheets across different locations
Having no real-time financial visibility
You shouldn't wait until month-end to know your practice's financial health
Key benefits
Clinical Excellence
Intuitive, beautifully designed interface clinicians love
Smart documentation tools that reduce note-writing time by 50%
Streamlined workflows with minimal clicksCustomizable templates for different specialties
Operational Efficiency
Integrated systems that eliminate double data entry
Automated routine tasks and reminders
Team collaboration tools that enhance productivityComprehensive practice insights and reporting
Financial impact
60-80% cost savings compared to traditional EHRs
Thousands in annual budget savings
No hidden fees or surprise charges
Time Savings
Save 10+ hours per per staff member monthly compared to legacy EHRs
Reduce administrative staff workload by 40%
Faster documentation completion
More time for patient care

Use Omnipractice

We take your scanned EOBs and bank records and synchronize them in real-time with your appointements without manual work

Real-time EOB & payment posting

  • Instant EOB digitization
  • Automated payment posting
  • Manual posting also included if needed

Works with all EHRs

  • Works with any EHR
  • No workflow disruption
  • Free onboarding and setup. Training is also included.

Complete Financial Visibility

  • Quickly visualize EOBs and bank payments
  • Real-time financial dashboard
  • Reports for Accounts receivables, appointments and different payors payments

Guaranteed correctness

  • 80% time savings
  • Real-time tracking
  • Guaranteed correct posting without human errors
  • Zero payment posting backlog

Fully customizable software for modern group practices

One software to manage your entire  practice

Manage front office tasks, client SMS, EHR, and billing at a single place. Avoid spending on multiple subscriptions and improve efficiency.

Use Omnipractice

We automatically process your scanned EOBs and digital bank transactions, seamlessly synchronizing them with your appointments in real-time—eliminating the need for manual effort

Automated payment posting

  • Instant EOB digitization
  • Automated payment posting
  • Manual posting also included if needed

Guaranteed correctness

  • 80% time savings
  • Guaranteed correct posting without human errors
  • Zero payment posting backlog

Integrates with your existing EHR

  • We support most popular EHRs
  • No workflow disruption
  • Easy onboarding and setup.

Real-time Financial Visibility

  • Quickly visualize EOBs and bank payments
  • Real-time financial dashboard
  • Reports for Accounts receivables, appointments and different payers payments
Customers we serve
Multi-location group practices
Track payments across multiple locations & accounts
Behavioral health group practices
Works with all behavioral health EHRs and payor payments
Physical therapy practices
Works with all physical therapy EHRs and payor payments
Growing dental group practices & DSOs
Reduce the admin burden and get paid faster
Our features

Simple, yet powerful features

Automated Payment Posting

Payments are automatically posted to your EHR within minutes, not days. No more manual entry.

Learn more
Arrow - Elements Webflow Library - BRIX Templates

EOB Reconciliation

Instantly match EOBs with deposits and claims. Turn hours of reconciliation into minutes.

Learn more
Arrow - Elements Webflow Library - BRIX Templates

Bank Integration

Real-time sync with your bank accounts. Every deposit automatically tracked and matched.

Learn more
Arrow - Elements Webflow Library - BRIX Templates

Insurance Verification

Our Supervision Feature is designed to enhance the supervisory process, streamline documentation, and promote a more effective, collaborative environment for both supervisors and supervisees.

Learn more
Arrow - Elements Webflow Library - BRIX Templates

Client & Therapist Portal

Managing communication, scheduling, and documentation between therapists and clients has never been easier. Our Separate Therapist and Client Portals offer a personalized and secure experience for both sides. With dedicated portals for therapists and clients, you can improve communication, maintain privacy, and ensure smoother workflows across your mental health practice.

Learn more
Arrow - Elements Webflow Library - BRIX Templates

Documentation

Efficient documentation is crucial for providing high-quality care in a mental health practice. With our Form Builder and expansive Template Library, you can easily create, customize, and manage forms that work specifically for your practice. Save time, increase accuracy, and enhance patient care with a fully adaptable solution that meets your needs.

Learn more
Arrow - Elements Webflow Library - BRIX Templates

Practice Hub

Transform the way you handle new clients with our comprehensive, user-friendly software designed specifically for mental health professionals. Our intake feature empowers your practice to smoothly convert referrals into clients, manage every step of the process, and streamline communication—all in one place.

Learn more
Arrow - Elements Webflow Library - BRIX Templates

AI Notes Taker

Gone are the days of manually documenting every session detail. With our AI-powered note taker, the bulk of your documentation is handled for you, freeing up your time to focus on client care. Whether you’re at the office, at home, or on-the-go, you can easily access and review your notes anytime, anywhere.

Learn more
Arrow - Elements Webflow Library - BRIX Templates
EHR features
Access all modern EHR features—online appointments, paperless intake, payments, notes, and claims—in one convenient platform
Scheduling
Simplified scheduling integrated with your website. Let clients and therapists schedule with ease.
Billing
Send invoices and process online payments
Billing
Send invoices and process online payments
Scheduling
Simplified scheduling integrated with your website. Let clients and therapists schedule with ease.
Billing
Send invoices and process online payments
Billing
Send invoices and process online payments
Aenean Consectetur

Never miss a client follow-up

Keep track of referrals from multiple sources and the status of incoming clients in a single place.

ConsectUltricies

Spend less time on admin and more time with clients

A centralized coordination hub with admin staff, billers, and clinicians reduces emails and missed details. Paperless intake and streamlined practice tools save at least 30% of admin time!

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Schedule more clients faster with SMS

Clients often miss emails and phone calls. Avoid phone tag. Message and schedule multiple clients with SMS with simplified inquiry forms and scheduling links.

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Integrated email and text system

Respond to clients faster. Filter referrals and message clients faster through SMS for the practice and individual therapists.

EHR features

Access all modern EHR features—online appointments, paperless intake, payments, notes, and claims—in one convenient platform
  • Scheduling

    Simplified scheduling integrated with your website. Let clients and therapists schedule with ease.

  • Telehealth

    Integrates with HIPAA compliant Google meetings.

  • Documentation

    Add progress notes, diagnosis, and treatment plans.

  • Reminders

    Email, text and mobile notifications to avoid no-shows.

  • Billing

    Send invoices and process online payments.

  • Client Portal

    Integrates with your website and lets clients manage scheduling, intake forms, appointments, and payments.

  • Mobile App

    Manage appointments and client interactions on the go.

  • Insurance claims

    We support filing claims with all major insurance companies.

Frontdesk features

Accelerate patient scheduling with a unified platform for client emails, texts, admin tasks, and data. Log every communication securely in a HIPAA-compliant dashboard that seamlessly connects to SMS. Efficiently text, screen, and schedule multiple patients simultaneously.
  • Single hub for client email & SMS

    Import Gmail and Outlook seamlessly. Review referral emails from various sources and SMS with clients simultaneously.

  • Send inquiry forms and capture details

    Capture client details quickly, screen clients and schedule clients faster.

  • Check insurance benefits instantly

    Increase your conversion with accurate, real-time eligibility and cost estimates.

  • Task dashboard and team collaboration

    Coordinate with billers, administrative staff, and therapists in one central hub. Assign tasks and receive notifications to ensure you never overlook crucial client follow-ups.

  • Private, secure, and HIPAA compliant

    Our platform is HIPAA compliant, and all communication is encrypted.

  • Referrals and conversion analytics

    Understand the attribution of referrals from multiple sources. Get detailed conversion reports.

What everyone is saying about us
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Supervisor
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Supervisor
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Supervisor
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Get Started

Flexible & COMPETITIVELY PRICED plans.

Frontdesk + EHR bundle pricing

Plus

Starting at
$20/mo
For intake admin
+
Grow caseload with a fully functional front desk and EHR system.
$19/mo/user
Billed quarterly. Billed monthly at $29/mo/user.
Biller and supervisor accounts are free.
Talk to an Expert
features
  • Includes all Frontdesk and EHR Plus plan features
  • Import referrals from Gmail in the intake queue

Business

Starting at
$20/mo
For intake admin
+
Build a thriving practice with unlimited usage and customizations for front desk management and EHR features.
$39/mo/user
Billed quarterly. Billed monthly at $45/mo/user.
Biller and supervisor accounts are free.
Talk to an Expert
features
  • Includes all Frontdesk and EHR Business plan features
    Import referrals from Gmail in the intake queue

Business

Starting at
$20/mo
For intake admin
+
Bill insurance and use customizations to boost efficiency for the entire practice.
$119/mo
Billed quarterly. Billed monthly at $149/mo.
5 users included (clinician or admin accounts). Biller and supervisor accounts are free.
Add-on user at $39/mo
Talk to an Expert
Intake features
  • All Plus plan features
  • SMS messaging with client
    Unlimited custom fields in the intake queue
    Message templates
    Enable intake queue for every therapist
    Automation for intake
    Referral analytics
EHR features
  • Unlimited clients
  • Includes all Plus Plan features
    Automation for EHR tasks
    File insurance claims (20c. per claim)

Max

Launching in Sept 2023!
Starting at
$30/mo
For intake admin
+
$45/mo
Per clinician or intake admin account. Biller and supervisor accounts are free.
Phone integration, Insurance benefits checks, workflow automations and advanced customizations to save overhead. Enable intake for every therapist.
Talk to an Expert
Intake features
  • Unlimited clients
  • Includes all Growth plan features
    Import referrals from unlimited email accounts in the CRM
  • Phone integration
    Real-time insurance eligibility checks
    Customize and add unlimited fields in the intake queue
    Client message templates to schedule faster.
    Shared team forms library for intake.
    Advanced SMS scheduling
EHR features
  • Unlimited clients
  • Includes all Growth plan features
  • Workflow automations
    Every therapist can also use all the intake features
    Shared team forms library
    Additional features like Personnel management and advanced customizations

Advanced

Launching in Sept 2023!
Starting at
$199/mo
Base platform fee
+
$45/mo
per clinician
Talk to an Expert
Intake features
  • Unlimited clients
  • All Growth plan features
  • Insurance eligibility checks in real-time
    Phone integration for the practice and clinicians
    Unlimited email accounts for intake referrals
    Workflow automations
    Unlimited phone accounts ($10 add-on fee/phone line)
EHR features
  • Unlimited clients
  • Includes all Growth plan features
  • Personnel management
    Workflow automations

Advanced

Starting at
$199/mo
Base platform fee for intake & CRM
$45/mo/clinician
for EHR
Talk to an Expert
Intake features
All Startup plan features
EHR features
  • Unlimited clients
  • Includes all Startup plan features
  • File insurance claims (20 cents/claim)
    Advanced scheduling with color-coding and filters for individuals and teams
    Embedded widget & scheduling links for the practice and clincians

Max

Starting at
$20/mo
For intake admin
+
Talk to us
Multiple users and enterprise-class features & support
Deep customizations for large practices.
Talk to an Expert
Intake features
  • More features and deep customizations
  • SMS messaging with client
EHR features
  • Unlimited clients
  • More features and deep customizations

Basic

Starting at
$20/mo
For intake admin
+
Hire clinicians and build a caseload with a fully functional intake and EHR system.
$19/mo
Billed quarterly. Billed monthly at $25/mo.
2 users included (clinician or admin accounts). Biller and supervisor accounts are free.
Add-on user at $12/mo
Talk to an Expert
Intake features
  • Intake queue to manage all clients intake at a single place
  • Intake for 100 client referrals per month
    SMS messaging with client
    Import referrals from Gmail in the intake queue
    Import referrals from Gmail in the intake queue
EHR features
  • Unlimited clients
  • Book appointments worth $1000 per month per clincian
    Client portal
  • Therapist portal
    Google meet video meetings for telehealth
    Google calendar sync
    Intake form templates
    Customizable intake forms
    Appointment reminders
    Progress notes, Diagnosis & Treatment plans
    Embedded widget & scheduling links for the practice and clincians
    Embedded link for client portal on the website

Plus

Starting at
$20/mo
For intake admin
+
Build a thriving practice with unlimited usage and customizations for intake and EHR features.
$49/mo
Billed quarterly. Billed monthly at $60/mo.
3 users included (clinician or admin accounts). Biller and supervisor accounts are free.
Add-on user at $21/mo
Talk to an Expert
Intake features
  • Includes all Basic plan features
    Unlimited clients per month
    Filter intake queue clients by status and referral source
    Add 3 custom fields in the intake queue
    Import referrals from Gmail in the intake queue
EHR features
  • Unlimited clients
  • Includes all Basic plan features
    Unlimited appointments and clients per therpaist
    Generate Superbill
    Custom domain based links for client portal and scheduling
  • Advanced calendar settings with color coding and filters for teams and individuals.

Business

Starting at
$20/mo
For intake admin
+
Bill insurance and use customizations to boost efficiency for the entire practice.
$119/mo
Billed quarterly. Billed monthly at $149/mo.
5 users included (clinician or admin accounts). Biller and supervisor accounts are free.
Add-on user at $39/mo
Talk to an Expert
Intake features
  • All Plus plan features
  • SMS messaging with client
    Unlimited custom fields in the intake queue
    Message templates
    Enable intake queue for every therapist
    Automation for intake
    Referral analytics
EHR features
  • Unlimited clients
  • Includes all Plus Plan features
    Automation for EHR tasks
    File insurance claims (20c. per claim)

Max

Launching in Sept 2023!
Starting at
$30/mo
For intake admin
+
$45/mo
Per clinician or intake admin account. Biller and supervisor accounts are free.
Phone integration, Insurance benefits checks, workflow automations and advanced customizations to save overhead. Enable intake for every therapist.
Talk to an Expert
Intake features
  • Unlimited clients
  • Includes all Growth plan features
    Import referrals from unlimited email accounts in the CRM
  • Phone integration
    Real-time insurance eligibility checks
    Customize and add unlimited fields in the intake queue
    Client message templates to schedule faster.
    Shared team forms library for intake.
    Advanced SMS scheduling
EHR features
  • Unlimited clients
  • Includes all Growth plan features
  • Workflow automations
    Every therapist can also use all the intake features
    Shared team forms library
    Additional features like Personnel management and advanced customizations

Advanced

Launching in Sept 2023!
Starting at
$199/mo
Base platform fee
+
$45/mo
per clinician
Talk to an Expert
Intake features
  • Unlimited clients
  • All Growth plan features
  • Insurance eligibility checks in real-time
    Phone integration for the practice and clinicians
    Unlimited email accounts for intake referrals
    Workflow automations
    Unlimited phone accounts ($10 add-on fee/phone line)
EHR features
  • Unlimited clients
  • Includes all Growth plan features
  • Personnel management
    Workflow automations

Advanced

Starting at
$199/mo
Base platform fee for intake & CRM
$45/mo/clinician
for EHR
Talk to an Expert
Intake features
All Startup plan features
EHR features
  • Unlimited clients
  • Includes all Startup plan features
  • File insurance claims (20 cents/claim)
    Advanced scheduling with color-coding and filters for individuals and teams
    Embedded widget & scheduling links for the practice and clincians

Max

Starting at
$20/mo
For intake admin
+
Talk to us
Multiple users and enterprise-class features & support
Deep customizations for large practices.
Talk to an Expert
Intake features
  • More features and deep customizations
  • SMS messaging with client
EHR features
  • Unlimited clients
  • More features and deep customizations

Flexible & COMPETITIVELY PRICED plans.

EHR product pricing

Plus

Starting at
$20/mo
For intake admin
+
Grow caseload with a fully functional EHR system that doesn't break the bank.
$12/mo/user
Billed quarterly. Billed monthly at $19/mo/user.
Biller and supervisor accounts are free.
Talk to an Expert
EHR features
  • Unlimited clients
  • Unlimited clients, appointments and notes
    Client portal
  • Therapist portal
    Online paperless intake
    Google meet video meetings for telehealth
    Google & Outlook calendar sync
    Templates + Customizable intake & consent forms
    Email appointment reminders
    Online payments and invoices
    Diagnosis and Treatment Plan
    Progress notes & Customizable note templates
    Supervisor note signing
    Online client appointment requests and scheduling using links
    Embedded widget & scheduling links for the practice and clinicians
    Embedded link for client portal on the website
    Team Messaging
    Secure Client Messaging
    Add billers, schedulers and supervisors
    Add multiple clinicians
    Generate superbill

Business

Starting at
$20/mo
For intake admin
+
Build a thriving insurance-based practice with customizations to drive efficiency and better client experience.
$24/mo/user
Billed quarterly. Billed monthly at $30/mo/user.
Biller and supervisor accounts are free.

Talk to an Expert
EHR features
  • Unlimited clients
  • Includes all Plus plan features
    SMS-based appointment reminders to reduce no-shows
    File insurance claims (0.15c addon fee per claim)
    Analytics and reports to stay on top of your business
    Customize welcome emails and client communication templates
  • Advanced calendar filters and color coding
    Autopay
    Built-in telehealth video

Business

Starting at
$20/mo
For intake admin
+
Bill insurance and use customizations to boost efficiency for the entire practice.
$119/mo
Billed quarterly. Billed monthly at $149/mo.
5 users included (clinician or admin accounts). Biller and supervisor accounts are free.
Add-on user at $39/mo
Talk to an Expert
EHR features
  • Unlimited clients
  • Includes all Plus Plan features
    Automation for EHR tasks
    File insurance claims (20c. per claim)

Max

Launching in Sept 2023!
Starting at
$30/mo
For intake admin
+
$45/mo
Per clinician or intake admin account. Biller and supervisor accounts are free.
Phone integration, Insurance benefits checks, workflow automations and advanced customizations to save overhead. Enable intake for every therapist.
Talk to an Expert
Intake features
  • Unlimited clients
  • Includes all Growth plan features
    Import referrals from unlimited email accounts in the CRM
  • Phone integration
    Real-time insurance eligibility checks
    Customize and add unlimited fields in the intake queue
    Client message templates to schedule faster.
    Shared team forms library for intake.
    Advanced SMS scheduling
EHR features
  • Unlimited clients
  • Includes all Growth plan features
  • Workflow automations
    Every therapist can also use all the intake features
    Shared team forms library
    Additional features like Personnel management and advanced customizations

Advanced

Launching in Sept 2023!
Starting at
$199/mo
Base platform fee
+
$45/mo
per clinician
Talk to an Expert
Intake features
  • Unlimited clients
  • All Growth plan features
  • Insurance eligibility checks in real-time
    Phone integration for the practice and clinicians
    Unlimited email accounts for intake referrals
    Workflow automations
    Unlimited phone accounts ($10 add-on fee/phone line)
EHR features
  • Unlimited clients
  • Includes all Growth plan features
  • Personnel management
    Workflow automations

Advanced

Starting at
$199/mo
Base platform fee for intake & CRM
$45/mo/clinician
for EHR
Talk to an Expert
Intake features
All Startup plan features
EHR features
  • Unlimited clients
  • Includes all Startup plan features
  • File insurance claims (20 cents/claim)
    Advanced scheduling with color-coding and filters for individuals and teams
    Embedded widget & scheduling links for the practice and clincians

Max

Starting at
$20/mo
For intake admin
+
Talk to us
Multiple users and enterprise-class features & support
Deep customizations for large practices.
Talk to an Expert
Intake features
  • More features and deep customizations
  • SMS messaging with client
EHR features
  • Unlimited clients
  • More features and deep customizations

Basic

Starting at
$20/mo
For intake admin
+
Hire clinicians and build a caseload with a fully functional intake and EHR system.
$19/mo
Billed quarterly. Billed monthly at $25/mo.
2 users included (clinician or admin accounts). Biller and supervisor accounts are free.
Add-on user at $12/mo
Talk to an Expert
Intake features
  • Intake queue to manage all clients intake at a single place
  • Intake for 100 client referrals per month
    SMS messaging with client
    Import referrals from Gmail in the intake queue
    Import referrals from Gmail in the intake queue
EHR features
  • Unlimited clients
  • Book appointments worth $1000 per month per clincian
    Client portal
  • Therapist portal
    Google meet video meetings for telehealth
    Google calendar sync
    Intake form templates
    Customizable intake forms
    Appointment reminders
    Progress notes, Diagnosis & Treatment plans
    Embedded widget & scheduling links for the practice and clincians
    Embedded link for client portal on the website

Plus

Starting at
$20/mo
For intake admin
+
Build a thriving practice with unlimited usage and customizations for intake and EHR features.
$49/mo
Billed quarterly. Billed monthly at $60/mo.
3 users included (clinician or admin accounts). Biller and supervisor accounts are free.
Add-on user at $21/mo
Talk to an Expert
Intake features
  • Includes all Basic plan features
    Unlimited clients per month
    Filter intake queue clients by status and referral source
    Add 3 custom fields in the intake queue
    Import referrals from Gmail in the intake queue
EHR features
  • Unlimited clients
  • Includes all Basic plan features
    Unlimited appointments and clients per therpaist
    Generate Superbill
    Custom domain based links for client portal and scheduling
  • Advanced calendar settings with color coding and filters for teams and individuals.

Business

Starting at
$20/mo
For intake admin
+
Bill insurance and use customizations to boost efficiency for the entire practice.
$119/mo
Billed quarterly. Billed monthly at $149/mo.
5 users included (clinician or admin accounts). Biller and supervisor accounts are free.
Add-on user at $39/mo
Talk to an Expert
Intake features
  • All Plus plan features
  • SMS messaging with client
    Unlimited custom fields in the intake queue
    Message templates
    Enable intake queue for every therapist
    Automation for intake
    Referral analytics
EHR features
  • Unlimited clients
  • Includes all Plus Plan features
    Automation for EHR tasks
    File insurance claims (20c. per claim)

Max

Launching in Sept 2023!
Starting at
$30/mo
For intake admin
+
$45/mo
Per clinician or intake admin account. Biller and supervisor accounts are free.
Phone integration, Insurance benefits checks, workflow automations and advanced customizations to save overhead. Enable intake for every therapist.
Talk to an Expert
Intake features
  • Unlimited clients
  • Includes all Growth plan features
    Import referrals from unlimited email accounts in the CRM
  • Phone integration
    Real-time insurance eligibility checks
    Customize and add unlimited fields in the intake queue
    Client message templates to schedule faster.
    Shared team forms library for intake.
    Advanced SMS scheduling
EHR features
  • Unlimited clients
  • Includes all Growth plan features
  • Workflow automations
    Every therapist can also use all the intake features
    Shared team forms library
    Additional features like Personnel management and advanced customizations

Advanced

Launching in Sept 2023!
Starting at
$199/mo
Base platform fee
+
$45/mo
per clinician
Talk to an Expert
Intake features
  • Unlimited clients
  • All Growth plan features
  • Insurance eligibility checks in real-time
    Phone integration for the practice and clinicians
    Unlimited email accounts for intake referrals
    Workflow automations
    Unlimited phone accounts ($10 add-on fee/phone line)
EHR features
  • Unlimited clients
  • Includes all Growth plan features
  • Personnel management
    Workflow automations

Advanced

Starting at
$199/mo
Base platform fee for intake & CRM
$45/mo/clinician
for EHR
Talk to an Expert
Intake features
All Startup plan features
EHR features
  • Unlimited clients
  • Includes all Startup plan features
  • File insurance claims (20 cents/claim)
    Advanced scheduling with color-coding and filters for individuals and teams
    Embedded widget & scheduling links for the practice and clincians

Max

Starting at
$20/mo
For intake admin
+
Talk to us
Multiple users and enterprise-class features & support
Deep customizations for large practices.
Talk to an Expert
Intake features
  • More features and deep customizations
  • SMS messaging with client
EHR features
  • Unlimited clients
  • More features and deep customizations

Flexible & COMPETITIVELY PRICED plans.

Frontdesk product pricing

Plus

Starting at
$20/mo
For intake admin
+
Hub for all client communication and task management. Schedule clients faster.
$12/mo/user
Billed quarterly. Billed monthly at $19/mo/user.
Biller and supervisor accounts are free.
Talk to an Expert
FRONTDESK features
  • Pull unlimited client emails from Gmail and Outlook or add prospective clients manually
    Use task dashboard to manage all prospective clients status and scheduling in a single place
  • SMS messaging and scheduling with multiple clients
    Activity log to share client intake activity across the team.
    Set up and auto-send inquiry forms to capture client details
    Filter clients by status and referral sources
    Set up specialties, rates, and payment methods for each clinician and create custom scheduling links
    Import referrals from Gmail in the intake queue

Business

Starting at
$20/mo
For intake admin
+
Use automation and real-time insurance eligibility checks.
$19/mo/user
Billed quarterly. Billed monthly at $24/mo/user.
Biller and supervisor accounts are free.
Talk to an Expert
FRONTDESK features
  • Includes all Plus plan features
    Real-time insurance eligibility checks
    Notifications for team members for client follow-ups
    Allow therapists to manage their client intake and communications
    Import referrals from Gmail in the intake queue

Business

Starting at
$20/mo
For intake admin
+
Bill insurance and use customizations to boost efficiency for the entire practice.
$119/mo
Billed quarterly. Billed monthly at $149/mo.
5 users included (clinician or admin accounts). Biller and supervisor accounts are free.
Add-on user at $39/mo
Talk to an Expert
Intake features
  • All Plus plan features
  • SMS messaging with client
    Unlimited custom fields in the intake queue
    Message templates
    Enable intake queue for every therapist
    Automation for intake
    Referral analytics
EHR features
  • Unlimited clients
  • Includes all Plus Plan features
    Automation for EHR tasks
    File insurance claims (20c. per claim)

Max

Launching in Sept 2023!
Starting at
$30/mo
For intake admin
+
$45/mo
Per clinician or intake admin account. Biller and supervisor accounts are free.
Phone integration, Insurance benefits checks, workflow automations and advanced customizations to save overhead. Enable intake for every therapist.
Talk to an Expert
Intake features
  • Unlimited clients
  • Includes all Growth plan features
    Import referrals from unlimited email accounts in the CRM
  • Phone integration
    Real-time insurance eligibility checks
    Customize and add unlimited fields in the intake queue
    Client message templates to schedule faster.
    Shared team forms library for intake.
    Advanced SMS scheduling
EHR features
  • Unlimited clients
  • Includes all Growth plan features
  • Workflow automations
    Every therapist can also use all the intake features
    Shared team forms library
    Additional features like Personnel management and advanced customizations

Advanced

Launching in Sept 2023!
Starting at
$199/mo
Base platform fee
+
$45/mo
per clinician
Talk to an Expert
Intake features
  • Unlimited clients
  • All Growth plan features
  • Insurance eligibility checks in real-time
    Phone integration for the practice and clinicians
    Unlimited email accounts for intake referrals
    Workflow automations
    Unlimited phone accounts ($10 add-on fee/phone line)
EHR features
  • Unlimited clients
  • Includes all Growth plan features
  • Personnel management
    Workflow automations

Advanced

Starting at
$199/mo
Base platform fee for intake & CRM
$45/mo/clinician
for EHR
Talk to an Expert
Intake features
All Startup plan features
EHR features
  • Unlimited clients
  • Includes all Startup plan features
  • File insurance claims (20 cents/claim)
    Advanced scheduling with color-coding and filters for individuals and teams
    Embedded widget & scheduling links for the practice and clincians

Max

Starting at
$20/mo
For intake admin
+
Talk to us
Multiple users and enterprise-class features & support
Deep customizations for large practices.
Talk to an Expert
Intake features
  • More features and deep customizations
  • SMS messaging with client
EHR features
  • Unlimited clients
  • More features and deep customizations

Basic

Starting at
$20/mo
For intake admin
+
Hire clinicians and build a caseload with a fully functional intake and EHR system.
$19/mo
Billed quarterly. Billed monthly at $25/mo.
2 users included (clinician or admin accounts). Biller and supervisor accounts are free.
Add-on user at $12/mo
Talk to an Expert
Intake features
  • Intake queue to manage all clients intake at a single place
  • Intake for 100 client referrals per month
    SMS messaging with client
    Import referrals from Gmail in the intake queue
    Import referrals from Gmail in the intake queue
EHR features
  • Unlimited clients
  • Book appointments worth $1000 per month per clincian
    Client portal
  • Therapist portal
    Google meet video meetings for telehealth
    Google calendar sync
    Intake form templates
    Customizable intake forms
    Appointment reminders
    Progress notes, Diagnosis & Treatment plans
    Embedded widget & scheduling links for the practice and clincians
    Embedded link for client portal on the website

Plus

Starting at
$20/mo
For intake admin
+
Build a thriving practice with unlimited usage and customizations for intake and EHR features.
$49/mo
Billed quarterly. Billed monthly at $60/mo.
3 users included (clinician or admin accounts). Biller and supervisor accounts are free.
Add-on user at $21/mo
Talk to an Expert
Intake features
  • Includes all Basic plan features
    Unlimited clients per month
    Filter intake queue clients by status and referral source
    Add 3 custom fields in the intake queue
    Import referrals from Gmail in the intake queue
EHR features
  • Unlimited clients
  • Includes all Basic plan features
    Unlimited appointments and clients per therpaist
    Generate Superbill
    Custom domain based links for client portal and scheduling
  • Advanced calendar settings with color coding and filters for teams and individuals.

Business

Starting at
$20/mo
For intake admin
+
Bill insurance and use customizations to boost efficiency for the entire practice.
$119/mo
Billed quarterly. Billed monthly at $149/mo.
5 users included (clinician or admin accounts). Biller and supervisor accounts are free.
Add-on user at $39/mo
Talk to an Expert
Intake features
  • All Plus plan features
  • SMS messaging with client
    Unlimited custom fields in the intake queue
    Message templates
    Enable intake queue for every therapist
    Automation for intake
    Referral analytics
EHR features
  • Unlimited clients
  • Includes all Plus Plan features
    Automation for EHR tasks
    File insurance claims (20c. per claim)

Max

Launching in Sept 2023!
Starting at
$30/mo
For intake admin
+
$45/mo
Per clinician or intake admin account. Biller and supervisor accounts are free.
Phone integration, Insurance benefits checks, workflow automations and advanced customizations to save overhead. Enable intake for every therapist.
Talk to an Expert
Intake features
  • Unlimited clients
  • Includes all Growth plan features
    Import referrals from unlimited email accounts in the CRM
  • Phone integration
    Real-time insurance eligibility checks
    Customize and add unlimited fields in the intake queue
    Client message templates to schedule faster.
    Shared team forms library for intake.
    Advanced SMS scheduling
EHR features
  • Unlimited clients
  • Includes all Growth plan features
  • Workflow automations
    Every therapist can also use all the intake features
    Shared team forms library
    Additional features like Personnel management and advanced customizations

Advanced

Launching in Sept 2023!
Starting at
$199/mo
Base platform fee
+
$45/mo
per clinician
Talk to an Expert
Intake features
  • Unlimited clients
  • All Growth plan features
  • Insurance eligibility checks in real-time
    Phone integration for the practice and clinicians
    Unlimited email accounts for intake referrals
    Workflow automations
    Unlimited phone accounts ($10 add-on fee/phone line)
EHR features
  • Unlimited clients
  • Includes all Growth plan features
  • Personnel management
    Workflow automations

Advanced

Starting at
$199/mo
Base platform fee for intake & CRM
$45/mo/clinician
for EHR
Talk to an Expert
Intake features
All Startup plan features
EHR features
  • Unlimited clients
  • Includes all Startup plan features
  • File insurance claims (20 cents/claim)
    Advanced scheduling with color-coding and filters for individuals and teams
    Embedded widget & scheduling links for the practice and clincians

Max

Starting at
$20/mo
For intake admin
+
Talk to us
Multiple users and enterprise-class features & support
Deep customizations for large practices.
Talk to an Expert
Intake features
  • More features and deep customizations
  • SMS messaging with client
EHR features
  • Unlimited clients
  • More features and deep customizations

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