“Impressive functionality”

Pros

The functionality works really well and the platform feels very user-friendly. Even starting out in healthcare administration, the interface is simple to learn and doesn't take long to get comfortable with.

Cons

I haven't really come across any major downsides but I do have one suggestion, it would be helpful to have a way to star or pin messages. That would make it much easier to filter out the most important conversations instead of having to keep marking them as unread.

“presets save time”

Pros

Documenting notes is very convenient for therapists and being able to see several clinicians' schedules at once is really useful. The presets also save time and make the workflow better.

Cons

Handling a waitlist is challenging for an organization our size especially when multiple locations are involved.

“Centralized system”

Pros

Getting paperwork done is simple and having everything kept in one place makes the whole process much more convenient.

Cons

It could use more clinic-specific customization and I'm not a fan of the new cases setup.

“Dependable support team”

Pros

Customer support has been good and the platform feels very user-friendly to work with.

Cons

cost of adding extra providers, even when they only work part time is too much. The pricing for custom intake forms is also charged per provider which can become expensive pretty quickly.

“good experience so far”

Pros

After using it for several years, it has stayed clear, simple and inclusive for most of what we need it to handle.

Cons

I'd still like to see a biographical section added to the evaluation report and the progress notes.

“Useful dropdown menus for faster charting”

Pros

Documenting evaluations works well because there's a mix of dropdown menus for faster charting and open sections where therapists can write in their own words when more detail is needed.

Cons

Customer support and the ongoing "pending" daily notes issue have been very frustrating. I still have 6 daily notes sitting in my pending list that I can't reclaim or sign. I contacted customer service multiple times about it but no one ever followed up with progress updates unless I reached out first. Each time, I was eventually told the problem still wasn't resolved. That same back-and-forth happened at least four times with no fix. I still have six daily notes from 2023 that cannot be signed.

“Easy to write notes”

Pros

Uploading documents and writing notes is very simple which makes daily use really convenient.

Cons

A couple of additions would make it even better. For example, I'd love to have a dedicated place to track yearly Plans of Care (POC) required by our government agency for people with disabilities, along with a way to filter them so we can quickly see each month who needs a new POC for the year.

“Don't agree with the pricing model”

Pros

Booking clients and sending in claims is simple.

Cons

Part-time staff are charged the same rate as full-time employees. On top of its already high cost for the number of therapists we have, there are extra fees for sending texts and forms.

“Everything at one spot”

Pros

Having everything in one system is really convenient and it's simple to find what I need when I need it. Being able to fax reports to doctors from wherever I am is also a big plus.

Cons

text boxes don't expand so I can't view all of my text at once while editing. I also have trouble with the reassessment goals and still haven't been able to figure out how to reset the data tracking without archiving every goal and starting over each time.

“Lovely pull forward feature”

Pros

Having the "pull forward" feature along with a HEP library that's quick to access has been really useful.

Cons

The evaluation template slows down my report writing because it doesn't match the way I naturally work. There are too many choices for where to place information and it feels like I have to rebuild each report from scratch every time. I'd really like the option to carry an entire report template forward. The time-in and time-out sections are also frustrating since they seem like something that should be able to autofill. When notes are expected to be finished by the end of the workday, every second matters.

“Plenty of features”

Pros

It's nice having so many features built into one system, including billing, text reminders, payments and more.

Cons

A few parts aren't very user-friendly and take more clicks than they really should.

“polished layout”

Pros

The screen layout looks polished and is very simple to move through which makes the system simple to navigate.

Cons

Pricing is on the expensive side for one full-time staff member and four part-time employees.

“Customizable evaluation templates”

Pros

Billing is simple, the intake forms are built right in and the evaluation templates can be customized to fit my needs.

Cons

The price is the tough part. As a solo business owner, it feels pretty expensive for my budget.

“Handy reminders”

Pros

Everything feels well organized, from the note and evaluation lists to scheduling, color coding and expiration date tracking. The system also does a good job of reminding you when progress notes or evaluations need to be completed and the layout for working through notes and evals is efficient.

Cons

It logs you out whenever you sign in on a different device which makes it harder to work on notes and collect signatures. It's also inconvenient having to complete a progress note or evaluation along with a daily note because of billing requirements.

“Clear scheduling options”

Pros

Using it feels simple and the pull-forward feature is especially helpful. The scheduling options are also laid out clearly which makes day-to-day work much more manageable.

Cons

On the clinical side, I really don't have any complaints. The only thing I'd want improved is the invoicing export since it would be helpful if downloaded invoices were formatted better for Excel.

“Visually appealing”

Pros

The system is user-friendly and the bright interface gives it a visually appealing look.

Cons

It's missing some important features and helpful plug-ins and the reporting could definitely be better.

“Smartphrases save a lot of time”

Pros

The interface feels very user-friendly and simple to use. Smartphrases save a lot of time and make day-to-day work much more efficient.

Cons

The pricing can be a downside especially with extra fees for certain features.

“Smooth navigation”

Pros

Navigation is simple, checking goal history is simple and it works really well for scheduling.

Cons

The sidebar feels a bit crowded, with quite a few buttons I never or only rarely need to use.

“Lets me see team members' schedules”

Pros

Being able to see other team members' schedules is incredibly helpful. I regularly keep several therapists' calendars open at once so I can quickly spot breaks in their day and figure out good options for co-treating.

Cons

Evaluation screen doesn't let us collapse or minimize sections while documenting. With every section visible at the same time, it can feel visually overwhelming and overstimulating.

“Love the graphing functionality”

Pros

I really appreciate its graphing functionality. Being able to see progress toward goals displayed in graph form is very helpful.

Cons

I do wish there were an option to fully delete old goals instead of only archiving them once data has already been entered.