Rollup
All sites in one view
See metrics across all sites at once.
Beyond the EMR, RCM, and CRM systems you choose, these capabilities come included with any system — secure messaging, intake and consent forms, self-scheduling and reminders, and measure check-ins, all connected to the same record. Engagement between visits is where behavioral health retention is won or lost, and the portal is built for it.
Reporting
Build the reports your clinic needs without code or a data team — from clinical, billing, and engagement data on the same record, filtered by program, payer, or population, then exported or scheduled. The reports auditors and boards ask for are a few clicks, not a ticket to IT.
Create reports from clinical, billing, and engagement data, no code.
Slice by program, payer, age, race, or population on screen.
Export to common formats, or schedule reports to run automatically.
Analytics
Give each role a live view of the metrics that matter — clinical, financial, and operational data, configurable by program and site, updating in real time. Where legacy systems report on yesterday, dashboards reflect what is happening now, with drill-down into the detail behind any number.
Dashboards update in real time, not on an overnight batch.
Reminders and easy rescheduling reduce no-shows and care gaps.
Self-service forms and scheduling free staff for higher-value work.
No-shows are a persistent drag on behavioral health capacity and revenue, and reminders with easy rescheduling are among the most reliable ways to reduce them. (Behavioral health operations analyses, 2025.)
Operations
Owners and operators get one view across every location — consolidated clinical, financial, and operational metrics, with per-site drill-down. Compare locations, spot the ones that need attention, and standardize without logging into each clinic separately.
Rollup
See metrics across all sites at once.
Per-site
Open any location to see its detail.
Benchmark
Find what is working, and what is not, across the group.
Connectivity
Connect to the systems a clinic already depends on — labs, pharmacies, clearinghouses, and health information exchange — so data flows into one record instead of being re-keyed. Integrations reduce double entry and keep the chart, billing, and outside systems in sync.
Orders, results, and e-prescribing networks connected.
Submit and track claims through billing clearinghouses.
Exchange records with HIEs and connect systems via APIs.
More platform-wide
Also included with every system — these go deep enough to warrant their own page.
Capability questions
Custom reports, custom dashboards, the multi-site dashboard, integrations, the customisation engine, compliance and reporting, and AI are all platform-wide — included with any system you run.
No. They are included with any system you take, at no extra cost. Pricing is by system, not by capability.
They are included with any single system and work across whatever systems you run. Some draw on specific data — reporting and dashboards reflect the systems that generate the data, and AI charting works with the EMR — so they do more as you add systems.
Get started
Book a walkthrough and we will show you reporting, dashboards, and integrations on one record.