Everything your practice runs on
One system from the first appointment to the last dollar collected — and an assistant that drafts the parts nobody went to school for.
Smart scheduling
One calendar for the whole practice, with the conflicts caught before they reach a client.
- Availability per clinician, per location, with overrides for a single day
- Double-booking and outside-availability conflicts refused at the point of booking
- A public booking page per clinician or per practice, priced from your own fee schedule
- A waitlist that surfaces who to call when a slot opens
- Reminders that cut no-shows, and a cancellation policy the schedule enforces
- 9:00 AMEmily JohnsonIndividual therapyIn session
- 10:00 AMMichael BrownAnxiety follow-upWaiting
- 11:00 AMSarah DavisCBT sessionCompleted
Double-booking and outside-availability conflicts are refused at the point of booking.
Client records
One record per client, and every tab on it answers a question somebody actually asks.
- Demographics, insurance coverage, care team and risk level on one snapshot
- Sessions, notes, treatment plans, coverage, billing, payments and documents as separate tabs
- Duplicate detection at intake, before a second chart exists to merge
- Every read and write audited — who opened a chart, and when
- Role-scoped: front desk books and takes copays without reaching the chart
MRN 10842 · 14 Mar 1991 (35) · she/her
Coverage
Care team
DWDana WhitfieldEvery read and write is audited — who opened this chart, and when.
Intake & consent
The paperwork happens before the first session instead of during it.
- Send a secure link by email or SMS — no account, no password, no app
- Assessments scored automatically, with trends across sessions
- Consents signed electronically, with a hash chain and a PDF regenerated on demand
- A signed consent is frozen: the record is the envelope and its field values
- Forms you author yourself, versioned, so a submission always says which version it answered
Telehealth informed consent
v3 · signed by Maya Ellis
- 1Created1 Jun, 09:00
- 2Sent1 Jun, 09:00
- 3Viewed2 Jun, 14:12
- 4Signed2 Jun, 14:15
The record is the envelope, its field values and the chain — the PDF is regenerated on demand, identical every time.
Telehealth sessions
Secure video where the session notes itself, if the client agrees to it.
- Browser-based video with no download for the client
- Live transcription gated on two consents — a signed grant and a per-session confirmation
- Consent re-checked on every start and resume, never cached
- Redaction removes the text and leaves the gap visible, including in the audit trail
- Only final transcripts are stored; interim captions are never persisted
Which claims are at risk of missing timely filing this month?
Four claims are inside 15 days of their filing deadline. Two are unsubmitted; the other two were rejected and not reworked.
3 records cited — every answer links to what it read.
Documentation
SOAP, DAP or BIRP — drafted from the session, signed by you, and amendable without rewriting history.
- AI drafts the note from the transcript; nothing reaches the chart until you accept or edit it
- Every version kept, append-only, so an edit never erases what was there
- Signing attests to an exact version — rewriting it un-covers the signature rather than hiding it
- Addenda and co-signature for supervision, with the amendment a reviewer can find
- Ready-to-bill is declared by a clinician, never reached automatically
Subjective
Reports sleeping better since the last session. Work stress unchanged.
Plan
Continue weekly CBT. Introduce sleep hygiene worksheet before next visit.
Nothing reaches the chart until you accept or edit it.
Claims & revenue cycle
From a documented session to money in the bank, with the failures caught before a payer sees them.
- Eligibility checked before the visit, so nobody discovers a lapse at the desk
- A five-point check before submission — eligibility, authorization, diagnosis pointers, coding and charge
- Claims submitted electronically and tracked to paid, with a real delivery status
- Denials triaged by root cause, with appeal windows and timely-filing alerts
- Remittances posted to a double-entry ledger where corrections are reversals, never edits
- Eligibility verified
- Diagnosis pointers valid
- Coding consistent with the note
Fourteen ways AI does the paperwork
Grouped by when in your day they help. Every one of them drafts; none of them decides.
In the session
AI Copilot
Ask it to summarize the session, suggest a diagnosis, or draft treatment goals — live, without breaking eye contact.
Live transcription
Speaker-attributed transcript of the whole session, captured in real time.
Live structured notes
Presenting concerns, patient statements, clinical observations, and interventions organized as you talk.
Which claims are at risk of missing timely filing this month?
Four claims are inside 15 days of their filing deadline. Two are unsubmitted; the other two were rejected and not reworked.
3 records cited — every answer links to what it read.
After the session
Progress notes
A complete SOAP, DAP, or BIRP note drafted from the transcript in under a minute.
Note-quality score
Every note scored 0–100 on clarity, clinical relevance, length, and professional language.
Chat-to-refine
Refine any note by asking — tighten the plan, expand the assessment, adjust the tone.
Diagnosis suggestions
Ranked ICD-10 diagnoses with written rationale and a confidence band for each.
Risk detection
Surfaces risk indicators from the session so nothing is missed.
Treatment plans
Goals, measurable objectives, and evidence-based interventions, drafted from the assessment.
Guideline alignment
Checks the plan against evidence-based guidelines and flags gaps.
Subjective
Reports sleeping better since the last session. Work stress unchanged.
Plan
Continue weekly CBT. Introduce sleep hygiene worksheet before next visit.
Nothing reaches the chart until you accept or edit it.
Getting paid
Claim validation
Five-point check — eligibility, authorization, diagnosis pointer, coding validity, and charge amount — before you submit.
Coding agent
ICD-10 and CPT codes proposed from the note, each with a written rationale and confidence.
Eligibility checks
Automatic coverage verification so you know what a payer will cover before the visit.
Denial insight
When a claim is denied, see why and what to fix — no more guesswork.
- Eligibility verified
- Diagnosis pointers valid
- Coding consistent with the note
MH Exchange assists — you decide. Every AI suggestion is yours to review, edit, and approve before it reaches a record or a claim. Your data is encrypted and never used to train public AI models.
Every account gets all of it
There is one plan, so there is nothing to compare and nothing to upgrade to.
- Scheduling, availability and online booking
- Client records, intake, consent and e-signature
- Assessments with automatic scoring and trends
- Telehealth sessions with live transcription
- AI progress notes, treatment plans and coding suggestions
- Claim submission, tracking and remittance posting
- Denials, appeals and accounts-receivable worklists
- Patient statements, card payments and payment plans
- Secure client portal and messaging
- Reporting, analytics and data export
- Role-based access for your whole team
- Audit logging and HIPAA-aligned controls
- Assessments (PHQ-9, GAD-7, PCL-5, WHO-5, ASRS)
- Treatment plan builder
- Diagnosis & ICD-10 / CPT coding
- Note-quality scoring
- Denial insight
- Eligibility checks
- Patient payments (card & ACH)
- Secure client portal
- Secure messaging
- Documents & e-signature
- Reports & analytics
- Tasks & to-dos
- Team & role management
- Payer management
- Denial management
- Payment posting
- Timely-filing alerts
- Audit history
Built for records that matter
You already saw the certifications. Here is what sits behind them.
HIPAA compliant
BAA on every plan
SOC 2 Type II
Independently audited
256-bit encryption
In transit & at rest
US-hosted
Data stays in the United States
A BAA on every plan
The Business Associate Agreement comes with every account — not held back as an enterprise upsell.
Two-factor authentication
2FA, SSO, and scoped API keys to secure every account.
FHIR & HL7 ready
Integrates with your EHR and the tools you already use.
Accessible by design
WCAG 2.1 AA across the product, with contrast verified in CI.