Practice Management
Run your practice from one workspace - patient context, session history, notes, and operations. Less context switching, real workflows, and built to scale whether you're independent, part of a clinic, or working across multiple sites.
Key capabilities
Patient Directory
View all assigned patients at a glance with status indicators, quick actions, and instant search to jump into the right context
Single Source of Truth
Each patient profile answers 'what do I need to know?' - how they were matched, timezone, consent status, and history in one place
Private Notes
Document sessions, goals, and follow-ups with notes tied to the patient record for clinical continuity
Session Timeline
Upcoming and past appointments visible from patient context so you always know where you stand
Connected Workflows
Jump from patient profile to booking, messaging, or video sessions without losing context or switching apps
Transaction History
View payments and session activity linked together for easy reconciliation and bookkeeping
Why choose this feature
See the full specialist workflow
We'll walk you through a practice management setup that fits your model - from patient context to documentation and revenue