Cash-Based Clinics
Run scheduling, notes, invoices, payments, and follow-up for $39/month.
Use one patient record from booking and intake through the signed note, invoice, receipt, and balance. Insurance billing is not included in the Cash plan.
From booked visit to paid invoice
A scheduled visit carries the patient, service date, and intake details into documentation and cash billing without re-entering the visit in another tool.
Online booking and waitlist
Text and email reminders
Invoices, receipts, and visible balances
Cash packages and payment history
Document while the visit is fresh
Start with clinical facts and objective measures. Intelligent Assist organizes a draft; the clinician reviews, edits, and signs the final note.
Custom clinical templates
Previous-note and active-case context
Clinician-controlled signature
Downloadable and faxable documents
See what needs attention
Review unsigned notes, patient balances, active packages, inbound faxes, and waitlist activity in one workspace.
Plan and setup
The first clinician is included; each additional clinician is $29/month. Unlimited admin and office staff accounts are included. Stripe invoice payments require setup. White-glove migration is scoped around supported exports from your current system.
Month to month with no cancellation fee
Integrated fax included
BAA available
Credit-card processing fees apply to card payments