👥
Select a case
Choose a case from the list to view details
Transactions
Exceptions
Claims
Statements
Dashboard
Company Info
Name & Contact Info
Locations
AI Features
AI Note Generation from Transcripts
Allows clinicians to paste a session transcript and have Claude generate a SOAP or DAP note draft.
Transcripts contain PHI — only enable this after a signed BAA with Anthropic is in place.
Danger Zone
Permanent, irreversible actions
Delete Account & All Data
Deletes this practice, all users, clients, appointments, and settings.
Users
No users added yet. Click "Add User" to get started.
Calendar Settings
Billing Settings
Invoice Settings
Credit Card
Service Code Defaults
Invoice Settings
Zelle Payments
Where clients send Zelle payments, and how incoming payments get auto-matched to invoices
Step 1: Tell Clients Where to Send Zelle Payments
These are shown to clients on their invoice so they know where to send payment.
The email address clients send Zelle payments to.
The phone number clients send Zelle payments to. Shown instead of email if both are set.
Step 2: Choose Option A or B
Pick one way for the system to detect incoming Zelle payment emails.
Option A
Auto-detect Zelle Payments
Loading...
— or —
Option B
Forward Zelle Notifications
In your own email inbox (the one your bank sends Zelle alerts to), set up a rule to forward those notification emails to this address:
Loading...
Check this once you have set up the forwarding rule above. Until checked, you will receive a warning email when Zelle payments cannot be auto-matched.
Step 3: Set Up Zelle Detection Rule
Controls which incoming bank emails are recognized as Zelle payment notifications. Applies to both Option A and Option B above. A default rule is already active — only change this if payments aren't being detected.
Loading...
Superbill Automation
Recurring superbill generation, per client or practice-wide
Notifications
| Notification | Audience | Timing | On |
|---|---|---|---|
| ›Appointment Reminder | Client | — | |
Server local time. Shared with Overdue Invoice Alert — both run once per day at this same time. Individual clients can override enabled/channel from their own record.
Available variables: {client_name}, {appt_date}, {appt_time}, {therapist_name}, {practice_name}, {practice_phone}
| |||
| ›Email New Invoices | Client | Immediate | |
When enabled, the client is emailed automatically whenever a new invoice is created for them (auto-invoice batches only — manually sending an invoice from the Billing screen always works regardless of this setting). Invoice Prefix and Default Payment Method (in Company Settings → Billing → Invoice Settings) determine what appears on the invoice itself.
| |||
| ›Overdue Payment Reminder | Client | — | |
Client will receive one email reminder this many days after the due date. Individual clinicians can override this from their own User Settings.
| |||
| ›Late Fee Applied | Client | — | |
Late fee applies this many days after the invoice date. When the toggle above is on, the client is emailed when the fee is applied. Individual clinicians can override fee/grace period/notify from their own User Settings.
| |||
| ›Portal Messages | Client | Immediate | |
Email sent to the client when a clinician sends them a portal message. SMS support coming soon. Individual clients can override enabled/disabled from their own record.
| |||
| ›Payment Receipt | Client | Immediate | |
Email sent to the client when a payment is recorded on their invoice. Individual clinicians and clients can override enabled/disabled from their own settings.
| |||
| ›Overdue Invoice Alert | Staff | — | |
Server local time. Shared with Appointment Reminder — both run once per day at this same time.
Escalates automatically: after 3 notices on the same invoice, the alert routes to the practice's biller (or admin, if no biller) instead of the assigned clinician, regardless of the "Notify" setting above.
| |||
| ›Superbill Auto-Generation | Client | Per client | |
Loading…
| |||
Billing Settings
Service Codes
ℹ️ These are your personal billing preferences. When set, they override the company defaults for your account only.
Invoice Settings
Calendar Settings
ℹ️ These are your personal calendar preferences. When set, they override the company defaults for your account only.
These are your personal notification preferences. When set, they override the company defaults for your account only. Select "Use company default" to fall back to the company setting.
Notifications
| Notification | Audience | Override |
|---|---|---|
| ›Appointment Reminder | Client | |
Available variables: {client_name}, {appt_date}, {appt_time}, {therapist_name}, {practice_name}, {practice_phone}
Daily send time is set once for the whole practice in Company Settings and can't be overridden per clinician.
| ||
| ›Email New Invoices | Client | |
When enabled, your clients are emailed automatically whenever a new invoice is created for them from an auto-invoice batch.
| ||
| ›Overdue Payment Reminder | Client | |
| ›Late Fee Applied | Client | |
Late fee applies this many days after the invoice date, regardless of due date setting.
| ||
| ›Portal Messages | Client | |
When enabled, your clients are emailed automatically whenever you send them a portal message.
| ||
| ›Payment Receipt | Client | |
When enabled, your clients are emailed a receipt automatically whenever a payment is recorded on their invoice.
| ||