Two Plans, Endless Features

Base Plan

$69/month

$62/month

billed yearly

  • The Essentials
  • Next Level Charting
  • Smart Scheduling & Virtual Receptionist
  • Advanced Features for Herbalists, TCM Practitioners, & Acupuncturists
  • Accessibility & Integrations
  • Hassle Free Billing

Additional Practitioners: +$25/month

Sign Up Now

First 15 days FREE

Insurance Billing Plan

$99/month

$89/month

billed yearly

  • The Essentials
  • Next Level Charting
  • Smart Scheduling & Virtual Receptionist
  • Advanced Features for Herbalists, TCM Practitioners, & Acupuncturists
  • Accessibility & Integrations
  • Hassle Free Billing
  • Insurance Billing

Additional Practitioners: +$25/month

Sign Up Now

First 15 days FREE

Includes:

The Essentials

  • Designed from the start adhering to best practices and HIPAA guidelines

  • Streamlined billing process that’s automated when practitioners fill out a single note

  • Quickly gather billing & medical documents into a single PDF

  • Mobile-friendly Patient Portal collects important info including signature on consent forms, insurance info, health history, and more

  • HIPAA-compliant messaging

  • HIPAA-compliant video telehealth, create rooms for 2-3 participants, screen sharing allowed, patients receive email and text notifications to join.

  • Free and unlimited custom email and text reminders for patients and staff

  • Email & text appointment notifications for practitioners & patients / Followup notifications

  • Customizable patient health forms with automations ✨

  • No hidden costs/extra fees

Next Level Charting

  • Track patient problem lists over time, our “Health History Summary” gives you confidence by putting your patient data right at your fingertips

  • Deep specialty focus for Chinese Medicine practitioners and a robust solution for any Chiropractic or Physical Therapy practice

  • Quickly duplicate a previous intake or use the innovative “from history” feature

  • Add photos, videos, and audio files to your charts

  • CAM Point Prescriptions and custom point prescriptions

  • Tongue & Pulse, TCM Diagnoses

  • Produce automated Treatment Summaries during a visit.

  • Patient tags

  • EHR drawing tools

  • Customizable intakes to practice in your own way

Smart Scheduling & Virtual Receptionist

  • Room tracking/ Online booking: keep track of rooms for multiple practitioners and offices - it’s your virtual receptionist

  • Waiting list option with preferred time availability / Smart scheduling features - Let the portal steer patients to the appointments you want them to take, preventing gaps

  • Automatic notifications to patients in the waiting list, helps keep your schedule full

  • Recurring appointments with quick & easy conflict detection/resolution

  • Need an extra level of security? Screen patient requests for appointments if desired

  • Missed appointments can be stressful - our tracking of missed appointments & missed appointment fees makes it less so

  • Birthday reminders

  • Includes 1 practitioner, 6 non-practitioner staff, and 4 offices

Advanced Features for Herbalists, TCM Practitioners, & Acupuncturists

  • Herbalists, this app is for you! Prescribe & refill custom herbal formulas from inventory, or generate Rx’s to be filled at herbal pharmacies

  • Herbal Materia Medica reference for prescriptions

  • Create & receive purchase orders to streamline product ordering

  • Preloaded product lists from popular vendors such as Evergreen, Mayway, Spring Wind Herbs, Legendary Herbs, Golden Flower Chinese Herbs, Treasures of the East & more to come

  • Raw herbal prescriptions get their own label with your own cooking instructions

  • Much of the work has been automated with great looking Rx labels that have instructions generated with an affordable Dymo label printer

Accessibility & Integrations

  • Hand-off feature allows patients to fill out forms in your office

  • Patient Portal can be embedded into your website

  • Access with your desktop, tablet, and mobile phone / Import patient data from anywhere

  • Free Email, phone and Zoom support

  • Google Calendar integration

  • Google Review integration

  • Mailchimp integration

  • FullScript integration

  • Rupa Functional Health Lab integration

Hassle Free Billing

  • 2-Click Superbill generation (included w/base plan)

  • Create & offer treatment packages

  • Offer memberships, charging credit cards monthly, choose how services roll over

  • CPT & ICD Codes

  • Patient Insurance profiles

  • Patient Statements

  • Accept & store credit card info securely with Stripe. 2.7% + 5¢ per tap w/card reader

  • Require patients to store cards on file before scheduling if desired

  • eGift Card purchasing in Portal.

  • Financial Reports including aging/accounts receivable

Insurance Billing (with Insurance Plan)

  • Bill insurance companies to the clearing house of your choice

  • Produce EDI Claim files and HCFA1500 forms

  • Manage Insurance payments, enter EOBs or upload ERA files.

  • Track Authorizations, calculate coinsurance, use “templates” to build claims efficiently.

  • Capture patient insurance information through the portal

  • Integration with Claim.md and Office Ally