Hybrid Clinics
Cash visits and insurance claims belong in one $49/month workflow.
Run cash services, insurance visits, invoices, claims, ERA, intake, notes, payments, and patient follow-up without splitting the clinic across separate systems or subscription tiers.
Keep each service type clear without splitting the chart
One patient can have an insurance-covered evaluation, a cash wellness visit, an ERA payment, and a remaining patient balance without splitting the chart across systems. Each service date follows the correct billing path.
1. Identify the visit type
2. Complete clinician-reviewed documentation
3. Follow the cash or insurance billing path
4. Post payment or route follow-up
Keep the clinical thread intact
Scheduling, intake, documentation, activities, CPT support, billing, fax, and follow-up remain close enough that staff can see what happened and what needs action next.
No upgrade required when the payer mix changes
The $49 solo plan includes the complete workflow. Add clinician accounts for $10/month each; do not change plans because the clinic adds insurance, cash packages, fax, or telehealth.
Your clinic remains in control
Clinicians review and sign notes. Authorized clinic users review claims, invoices, faxes, and operational changes. A BAA is available, and all export formats are supported.