Every patient, in one place.
Your patient list, visit requests, and messages in one place — a CRM for your practice, minus the spreadsheet.
Get startedMaya Patel
Patient since March · 12 visits
Progress Note signed and locked
Jul 28
Plan of Care certified via referral
Jul 14
Intake form completed
Jul 10
Patient requested in-home visit
Jul 8
How it worksEverything about every patient
Two ways in, one record
Add a patient yourself, or let your booking page do it — either way they arrive with insurance, intake, consent, and referral in one record.
Added by you
Maya Patel
Entered from a referral
From your booking page
Daniel Kim
Booked online · Tue 9:02 AM
The whole patient on one page
Patient details, the current plan of care, documents, and a timeline you can filter — appointments, plan-of-care certifications, progress notes, and intake forms, all on one page.
Olivia Carter
Patient since March · 12 visits
Progress Note signed and locked
Jul 28
Plan of Care certified via referral
Jul 14
Intake form completed
Jul 10
Patient requested in-home visit
Jul 8
Nothing slips
Plans of care waiting on a signature, recertifications coming due, progress notes, incomplete intake, missing consent or referral — each becomes a task ranked by urgency, on the patient and on your home page until it's handled.
Your tasks
4 openNote Incomplete
Olivia Carter · visit Jul 28
Progress Note Overdue
Maya Patel · 10 visits completed
Recertification Urgent
Daniel Kim · expires in 5 days
Upload Referral or Add PCP
Marcus Reed · no referral on file
One platform