Choose the capacity that fits your practice. Compare what's included in each plan below.
Plan limits apply to the number of clients, appointments, sessions and worksheets you can manage.
| What's included | Free | Premium |
|---|---|---|
| Tools for your practice | ||
Medicare claiming workflow Prepare and submit supported claims when the practice and provider meet setup and eligibility requirements. | After practice setup | After practice setup |
AI Session Review Session Review is attached to a completed appointment, so the Free plan's five-appointment limit also limits the appointments available for review. Transcript consent is required. | Up to 5 appointments | Unlimited appointments |
Referral tools Set up a referral profile and manage incoming referrals. | Not included | Included |
| Practice capacity | ||
Client records Create and manage client profiles and records. | Up to 5 | Unlimited |
Appointments Schedule and manage appointments, including telehealth sessions. | Up to 5 | Unlimited |
Telehealth sessions Start and join video sessions from the appointment workflow. | Up to 5 | Unlimited |
Worksheets and resources Add worksheets and resources, including as session follow-up. | Up to 5 | Unlimited |
| Client experience | ||
Client portal Clients can manage appointments and view relevant session information and follow-up actions. | Included | Included |
Intake and care forms Clients can complete forms through their dedicated workspace. | Included | Included |
Session notes and action items Keep private notes and follow-up actions with the session; share selected actions with clients. | Included | Included |
ORS and SRS check-ins Review client-reported Outcome Rating Scale and Session Rating Scale responses over time. | Included | Included |
Session Review requires participant consent. Medicare claiming requires an eligible, configured practice and provider. These features are subject to account setup and applicable requirements.