We build software that
works the way you do

Three platforms you can activate now — Therapy EHR for clinical operations, plus Referrals and Care Management.

Our platforms

Activate Therapy EHR, Referrals, or Care Management — or see all solutions.

Healthcare
+

Therapy EHR

Electronic health records built for therapy providers — clinical documentation, treatment plans, scheduling, billing, and compliance in one platform tailored to how your practice actually works.

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Built for outpatient therapy practices that need clinical ops and documentation in one place — without forcing a one-size-fits-all hospital EHR.

Who it’s for

  • Outpatient therapy and rehab providers
  • Multi-disciplinary clinics coordinating care across roles
  • Teams replacing paper, spreadsheets, or mismatched clinical tools

What’s included

  • Clinical documentation and treatment planning
  • Scheduling tied to caseloads and visit types
  • Billing support and compliance-ready workflows
  • Configurable to match how your practice actually runs

Why teams choose it

One operational environment for charting, plans, and day-to-day therapy delivery — HIPAA-ready and extendable with custom modules when you outgrow the defaults.

Sign in to Therapy →

Activate Workspace
Customizable for your workflows • HIPAA-ready
Referral operations

Referral Management System (RMS)

Every referral is an opportunity. Every unmanaged one is a potential loss. Referrals is the system of record — owner, status, next step, and history — from intake to outcome.

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Not another inbox. Capture, route, manage, and measure every referral in one lifecycle — so nothing disappears into email, spreadsheets, or shared inboxes.

One lifecycle

  1. CreateCaptured at intake
  2. RouteTo the right org
  3. AssignClear ownership
  4. ActTracked to done
  5. OutcomeMeasured result

What’s included

  • Live workspace for insurance, authorizations, appointments, tasks, notes, and documents
  • Health scoring that flags at-risk referrals before they are lost
  • Partner portal to submit, track status, and message your team
  • Audit trail — every change with who, what, and when
  • Volume, turnaround, completion, and source reporting from work already done

Who it’s for

Any referral-driven operation: healthcare, legal, insurance, financial services, real estate, staffing, education, social services, home services, and veterinary.

Why teams choose it

Frontline work becomes manager visibility and executive insight automatically. Built as a HIPAA Business Associate — encryption, role-based access, and consent-aware sharing. Works standalone or with Therapy EHR.

Sign in to RMS →

Activate Workspace
HIPAA-ready • One lifecycle from intake to outcome
Care coordination

Care Management

One platform for coordinated care, remote monitoring, and billing readiness — from referral and enrollment through care delivery, RPM, and documented service evidence.

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Built for organizations delivering Chronic Care Management (CCM), Remote Patient Monitoring (RPM), Principal Care Management (PCM), Transitional Care Management (TCM), and other longitudinal care programs.

Complete care-management workflows

  • Referrals, qualification, enrollment, consent, assessments, care plans, goals, interventions, and program status in one patient record
  • Configurable workflows and dashboards for patients who need attention

What’s included

  • Remote patient monitoring — device ordering, shipment, activation, thresholds, and exception routing
  • Time and service documentation by patient, program, staff, date, and service type
  • Billing readiness — completed requirements, missing documentation, time thresholds, and governed work queues
  • Multi-tenant operations with role-based permissions and customer-level data separation
  • Operational dashboards for enrollment, engagement, RPM status, billable periods, and program performance

Why teams choose it

Replaces disconnected spreadsheets, manual time logs, and fragmented monitoring tools. HIPAA-focused access, audit history, and designed to connect with EHRs, device vendors, and billing systems.

Activate Workspace
HIPAA-ready • CCM, RPM, PCM, TCM