01 — Scheduling

A calendar that fills its own gaps.

Publish your hours once. Clients pick a session type, see only the slots that fit it, and pay at the point of booking. Cancellations go straight back out to the waitlist.

Room, resource and multi-practitioner calendars
Session types with their own duration, price and buffer
SMS and email reminders on your own schedule
Waitlist auto-fill in waves, first acceptance wins
Embeddable booking widget on your own domain

Book a session verdant.example.com/fernbrook

Initial assessment 80 min $140

Follow-up 50 min $95

Telehealth review 30 min $60

Tue 09:00 Tue 13:15 Wed 10:00 Thu 15:45

Waitlist 2 offered

Thu 16:00 freed at 11:04 — offered to 3 exact matches, accepted in 6 minutes.

02 — Client records

One timeline per client. Nothing filed elsewhere.

Intake, consent, notes, attachments, correspondence and payments sit on a single thread. Notes lock on signature and every later change is an amendment, never a rewrite.

SOAP, DAP and custom note templates
Digital intake and consent, signed before arrival
Sign-and-lock with a full amendment history
Supervision access and structured handover
Export any record in open formats, any time

Amara Whitfield Client #2841 · 12 sessions on file

8 May Follow-up · 50 min Note signed & locked · Rosa L.

24 Apr Consent updated Telehealth addendum · signed by client

17 Apr Follow-up · 50 min Note signed & locked · Rosa L.

2 Apr Initial assessment · 80 min Intake form + 3 attachments

03 — Billing & claims

Close the session. The paperwork follows.

Signing a note produces the charge, the receipt and the claim. Claims are scrubbed against payer rules before they leave, so the error appears in seconds rather than six weeks.

Card on file, invoices, payment plans and sliding scale
Superbills and CPT coding generated from the session
Eligibility checks at intake and on a schedule
Claim scrubbing, submission and remittance tracking
Nightly export to Xero or QuickBooks

Claim · 8 May Scrubbed · ready

97110 Therapeutic exercise · 2 units: $74.00
97140 Manual therapy · 1 unit: $41.00
97530 Therapeutic activities · 1 unit: $44.00

Total submitted $159.00

First-pass acceptance Last 500 claims

Telehealth without a second subscription

Video rooms open from the appointment itself. No separate account, no link to send, and the session note opens in the same window. Recording is off by default and cannot be enabled without client consent.

Built for records you are legally holding

HIPAA and GDPR aligned, encrypted in transit and at rest, with an immutable audit log on every record and a counter-signed BAA at no extra cost.

Read the security detail

04 — Integrations

Works with what you already run.

Native, two-way and included on every plan unless noted. Anything not on this list is reachable through Zapier or the API.

Google Calendar Two-way sync
Outlook Two-way sync
Stripe Card payments
Xero Accounting export
QuickBooks Accounting export
Zoom Telehealth rooms
Twilio SMS reminders
Zapier 4,000+ apps

Book a demo

See it on your own calendar.

Bring a week of your real schedule to the demo and we will set it up live. Thirty minutes, no slides.