Your everyday ally
Manage your records, schedule and billing in total security and in compliance with professional order requirements.
1
Recordkeeping is key!
- Progress note management
- Document import
- Complete client profile
- Unlimited record creation
- Unlimited record archive
- Electronic signature
- Couple sessions management
- Progress notes history
- Customizable templates
- Identification of the professional and the client on each record
- Possibility of recording in draft mode
- Record ownership transfer between stakeholders from the same organization’s group
- Record sharing with other persons in your organization (read-only or read-write)
2
No more billing hassles.
- Invoice customization (logo, signature, etc.)
- Client-based rate customization
- Support for external payers (for example, employee assistance programs)
- Revenue tracking, total and per client
- Expense management for freelancers
- Payment register
- Billing for conferences, training or other miscellaneous expenses
- Detailed billing (several services or sessions)
- Customizable Global Portrait
- Taxes calculation (if applicable)
- Tracking of unpaid invoices
- Sending electronic invoices/receipts
- Client-based Transaction Summary
3
More than a simple calendar.
- Appointment management
- Recurring appointment configuration
- Access to pending appointment requests
- Personalized schedule
4
A reliable intermediary between your clients and you
- Access to upcoming appointments
- Availabilities visualization
- Access to your profile
- Complementary services search (by geolocation)
- Appointment reminders by email
- Online receipts