Organize every patient and case
Contacts, patients, documents, notes, and forms stay tied to the work they belong to.
Your Medical Office,
Organized.
- Every patient, case, and document in one place
- Patient ledger and Form 1500 generation built-in
- Notifications and email integration help you stay organized
One loginFor your whole office
10+ toolsReplaced by one platform
Medical billingWith built-in Form 1500
HIPAA-compliantWe are happy to sign a BAA with you
The platform
Everything your medical office needs, all in one place.
Streamlined forms
Templated Form 1500 integrated with patient ledger. Stop making mistakes and start billing.
Bill with confidence
Manage billing, ledgers, and track time — the tools you need to bill providers.
Client portal
Branded access for uploads, signatures, messages, and status updates.
Search everything
Search your contacts, patients, and documents all at once.
Built-in eSignature
Document signing for your patients via email or portal.
Calendar and booking
Two-way sync and public booking links for your whole team.
Medical billing
Billing workflows tailored for medical offices.
Business analytics
Review and analyze your profits, track your spending.
24-hour support
Our support team is always available and located in the United States.
Security & transparency
Safer office management with multifactor authentication and audit logs.
“We replaced four tools and a pile of email threads with one screen. The whole team finally works from the same page.”
Business ownerMulti-location small business · Early access partner
Plans
Plans that scale with your business
From solo operators to multi-location teams. Same CRM and billing platform on every plan — choose based on team size.
See our pricing page for additional offers.
Included in every plan
Every feature for every plan, no extra charges or unexpected fees.
- Form 1500
- Patient Ledger
- Contact Management
- Tasks & Notes Tracking
- Document Storage
- Calendar
- PDF Templates & Forms
- Built-in eSignature
- Client Portal
- Custom Fields
- Team Permissions
- Time & Billing
- Office Analytics & Reporting
- RingCentral Integration
- Video Calls
- Security & Audit Logs
- AI Assistant (Edd)
- ...and more!
Streamline your practice.
Set up in minutes. Patient ledger, form templates and calendar stay organized from day one.