Never start documenting from scratch again

Yes. You can build unlimited custom templates for notes, evals, goals, tables, and scheduling, without restrictions and without needing to contact support. That includes custom intake forms, which can be sent to patients alongside the AI Intake and saved to their files. The AI Intake itself is dynamic: it adjusts questions in real time based on patient responses, then drafts the initial evaluation from those answers so your clinicians aren't re-keying information.

Yes. In addition to gaining access to high quality, ready to go templates from the start, your team can also create and customize unlimited documentation templates, treatment templates, text templates, table templates, goals templates, and scheduling templates.

Yes. We're a cloud-based platform that runs in a web browser, so you can document from a tablet or computer without installing anything. For phone-based work, Sidekick (our AI scribe) is available as a mobile app so you can document on the go and aren't tethered to a desktop.

Documentation and billing are connected, but generating a note isn't a fully hands-off auto-bill. We connect billing data across workflows, so you can submit claims, collect balances, and record payments in one place, and billing is native to the platform, tying documentation to reimbursement with AI validation, payer rules, eligibility alerts, and auto-posting. In practice, codes and charges flow from your documentation into the billing workflow, our AI checks them, and claims are submitted from there rather than firing automatically the instant a note is created.