Mental Health practice management software, your built-in admin staff
Mental Health practice management
software, your built-in admin staff
Mental Health practice management software, your built-in admin staff
The all-in-one EMR system that helps you manage your practice effortlessly, stay organized, secure, and attract new clients.

Scheduling (Calendar)
A smart calendar for an easier day
A smart, integrated online calendar that lets you focus on providing better care!
- Schedule counseling sessions by session type.
- View counselor and resource availability at a glance.
- Automatically generate essentials like intake forms, session notes, client profiles, invoices, and reminders with ease.
Multi locations & therapists
Manage your multi-location practice from one central location complete with calendars for every location and therapist.
Plus, get custom “Book” buttons with a different theme or language to match your brand.
Custom appointment confirmation
Confirm and remind clients of upcoming appointments by email and text.
Get clients prepared for their appointment, from parking directions to intake, and even have the booking added to their personal calendar.
Easy scheduling
Quick-add appointments or recurring appointments based on custom availability.
Plus, rearrange with a simple drag and drop.
Smart calendar assistant
Have the instant scheduler easily find the earliest available appointment of your therapists without you having to dig.
Plus, get pinged whenever clients make any changes or pay!
Online Booking
Take scheduling off your plate with your smart admin assistant
Take scheduling off your plate with your smart admin assistant
A premier online scheduling experience your clients will love. Reduce admin time by allowing clients to schedule appointments on their own (or submit appointment requests) 24/7 and by securely automating intake and other forms.
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Self-booked sessions or requests
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Intelligently match counseling appointments (or requests requiring confirmation by you) with the appropriate therapist booked in the right room and/or with the right device.
Empower your clients: offer a personalized, self-service portal for scheduling, forms, rebooking, and invoice access.
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Smart-organize your schedule
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Set individual staff availability and pair specialized counseling types with specific therapists.
Sync to your personal calendar and block therapists time off (including recurring time off) so your professional and personal calendars are always in sync.
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Admin & therapist notifications
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Trigger notifications via text, email, and stay informed with a live feed from the calendar assistant so you can fill last-minute openings.
Simply reschedule with a click.
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Integrated, online intake forms
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Link your custom or out-of-the-box forms to any specific services. When forms are completed, they’ll be automatically saved within each client’s clinical record – no filing or paper required.
You’ll even see when clients haven’t completed them so you can follow up with a click.
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Automated booking policies
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Run your practice your way with booking policies that put you in control of how self-serve online bookings are done.
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Save cards on file
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Speed up the payment process or allow clients to pay entirely online and reduce no-shows.

Intelligently match counseling appointments (or requests requiring confirmation by you) with the appropriate therapist booked in the right room and/or with the right device.
Empower your clients: offer a personalized, self-service portal for scheduling, forms, rebooking, and invoice access.

Set individual staff availability and pair specialized counseling types with specific therapists.
Sync to your personal calendar and block therapists time off (including recurring time off) so your professional and personal calendars are always in sync.

Trigger notifications via text, email, and stay informed with a live feed from the calendar assistant so you can fill last-minute openings.
Simply reschedule with a click.

Link your custom or out-of-the-box forms to any specific services. When forms are completed, they’ll be automatically saved within each client’s clinical record – no filing or paper required.
You’ll even see when clients haven’t completed them so you can follow up with a click.

Run your practice your way with booking policies that put you in control of how self-serve online bookings are done.

Speed up the payment process or allow clients to pay entirely online and reduce no-shows.
Appointment Reminders
Reduce no-shows
Increase attendance and reduce follow-up time with automatic appointment reminders. Complete with directions, forms, links to the self-serve portal and more.
Client appointment reminders
Reduce no-shows without any effort via automated email and SMS reminders.
- Impress clients with directions, forms to complete and personalized notes.
- Clients will love the links to the self-serve option to reschedule, cancel and book future appointments 24/7.
Forms & payment reminders
Get more time back so you can focus on providing better care.
- Send a follow-up email with a single click whenever clients haven’t filled out forms or have outstanding payments.
- Clients will receive an automated email to encourage them to complete outstanding tasks.
Records & Session Notes
Spend less time on record-keeping, organize your practice & write faster therapy notes
Securely digitizing your filing cabinet with EHR. Create client profiles, session history, forms, therapy notes, invoices, and reminders electronically. Plus, reduce session note time from writing to filing.
Client profiles - history, notes & more
Have a 360 degree view of your client profiles at your fingertips. Store client details, appointment history, forms, documents, therapy notes, invoices/payment history, reminders, other documentation and more, accessible from anywhere you are, across any device. Plus, easily identify pending forms and unpaid or partially paid payments directly from each client’s record and follow up with a click. Unlimited storage.
