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🚪
Inquiry to Intake
Intake pipeline visibility from your EHR.
See your intake pipeline clearly — who's scheduled, how long it takes to reach a first session, and how well you're converting. Inquiry tracking and referral-source data are built in now — connecting an existing CRM or inquiry form is on the roadmap.
CRM INTEGRATION ON ROADMAPPipelineSample data
Intake funnel
Inquiries120
Scheduled86
First session74
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Active Clients & Retention
Your true active caseload and what it's worth.
Know your true active caseload, who's at risk of dropping off, and what each client relationship is worth over time.
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Clinical & Space Utilization
Capacity before you hire or adjust schedules.
Understand whether your team has room to grow or is approaching a breaking point — before you make a hiring or scheduling decision you'll regret.
CapacitySample data
Practice-wide capacity
Booked 84%
Open 16%
Peak provider 94%
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💰
Service & Payer Analysis
Where your revenue actually comes from.
Not every service type or payer relationship contributes equally. Understand where your revenue actually comes from so growth decisions aren't made blind.
Revenue mixSample data
Revenue by payer
PPO 38%
HMO 24%
Self-pay 22%
EAP / other 16%
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📊
Financial Performance
The full picture, updated automatically.
The full financial picture of your practice — updated automatically, without the spreadsheet your bookkeeper used to maintain.
FinancialsSample data
Revenue · last 6 mo
JunJulAugSepOctNov