Client portal
The paperwork does itself.
Intake, consents, scheduling, messaging, and payment — all from the client's phone, all landing straight on the chart. No printing, no scanning, no re-keying before the first session.
No app to download · HIPAA & BAA · flows onto the chart
Everything the front desk used to do
From first contact to every session after.
The portal handles the busywork around the visit, so your clients arrive ready and your desk isn't buried in forms and follow-ups.
Paperless intake
Clients complete intake forms on their phone; answers land on the chart, not in a scanner.
Consents & policies
Consent to treat, telehealth, and practice policies signed digitally and filed automatically.
Card on file
Clients add a card up front, so recurring sessions bill themselves and there's no awkward ask later.
Self-scheduling
Book and reschedule against your live calendar and rules — the openings shown are real.
Secure messaging
A private channel for logistics and check-ins that stays on the record, not in personal texts.
Pay a balance
Settle a balance or a session fee in a tap; the payment reconciles to the chart instantly.
No re-keying, ever
What clients enter is what you see.
Every form, consent, booking, and payment the client submits flows straight onto the same chart your providers work from. There's no inbox to sort, no PDF to file, and no second system to keep in sync — the portal and the record are one thing.
- Intake answers land on the chart
- Signed consents filed automatically
- Bookings hit the live calendar
- Payments reconcile to the ledger
Simple for clients, safe for you
Built to be effortless and secure.
No app to download
Clients follow a secure link from a text or email and they're in — any phone, any browser.
HIPAA & BAA
Encrypted access with authenticated logins and audit logging, under a Business Associate Agreement.
One place for clients
Appointments, forms, messages, and payments in a single portal, branded to your practice.
FAQ
The portal, answered.
Complete intake forms and consents, book or reschedule appointments against your real availability, message the practice securely, and pay a balance or session fee — all from their phone, no app to download.
Yes. When a client fills out intake and consents in the portal, their answers land on the chart before the first session — nothing gets printed, scanned, or re-keyed. The clinician walks in with the context already in place.
Yes. Clients book and reschedule against your live calendar and your booking rules, so the slots they see are real openings. New bookings and changes reconcile to the same schedule your AI receptionist and providers work from.
Yes. The portal runs under a Business Associate Agreement with encryption in transit and at rest, and consents and protected health information are handled to HIPAA standards. Access is authenticated and logged.
No. The portal is web-based and works on any phone or computer. Clients follow a secure link — from a text or email — and they are in.
Yes. Clients can pay a balance or a session fee in the portal, and the payment reconciles to the chart automatically. It is the same billing surface that powers card-on-file autopay and superbills.
Let clients do the paperwork.
See intake, scheduling, and payment flow onto the chart end to end in a thirty-minute demo, or start your free trial.