Same platform.
A different workspace.
A therapy practice and a home health agency have almost nothing in common day to day. What you choose at setup decides what you call people, which screens exist, and which of the 209 automations you ever see. The rest are not greyed out. They are simply not there.
Solo and group therapy practices
The acquisition and retention engine for a practice type where response speed decides everything.
responding under a minute vs over an hour
cadence watched, slots refilled
cadence maintained vs broken
Sub-minute inquiry response
Most inquiries arrive at night and on weekends. Answered anyway, within consent.
Cadence protected
A lapsing weekly slot is caught and rebooked before the pattern breaks, which is the strongest predictor of response.
Outcomes measured, not assumed
Screeners sent before the visit, scored, and trended, so the clinician has the number in the room.
Automations that do not apply to behavioral health are completely hidden, never shown greyed out.
Whatever you do: Four things never change
The workspace differs between fields. These four are identical in all ten, because they are the foundation of why the platform can be trusted.
The wording follows you
Patients, individuals, clients, participants, members. Every screen, letter, and report uses the term your field uses.
Nothing acts alone
No claim, message, or note leaves without a named person approving it. That holds whatever your specialty.
You only see your own
Everything that does not apply is absent rather than disabled. A therapy practice never sees visit routing.
One clinician or 200
If you practise alone it says so and behaves accordingly, including telling you plainly which checks work differently.
Your field decides the screens. Your setup decides the reach.
Two separate questions, and practices often conflate them. Your field decides what the workspace looks like; what you connect decides how many automations can run.
What do you do?
Behavioural health, primary care, home health, waiver services, substance use, and five more. Chosen once at setup.
What will you connect?
Keep everything, connect what you have, or consolidate onto us. Changeable later, and most people start with the first.
If you practise alone: One person, every role.
About a third of our practices are a single clinician. You are the owner, treating clinician, biller, and administrator. Software that pretends four separate departments exist makes your day worse rather than better.
A solo practice cannot create independent peer review out of thin air. Coding, prescribing, and billing sit with one person. What we can honestly offer is that every action is audited against a named identity, and statutory signature floors hold on your busiest day.