Base Plans Overview
All features are customizable. Need something specific? Just ask!
ESSENTIAL
- Clinic Management System
- In-Clinic Booking
- Online Booking
- Patient Portal
- Email & SMS Appointment Reminders
- Invoicing and Payment Processing
- Online Payments
- Web Forms
- Customizable Chart Notes
- Telehealth & Virtual Waiting Room
- Accounting, Reporting & Analytics
- SOC 2 and ISO Security via Microsoft
ADVANCED PLAN
- Everything in Essential, plus
- Clinic Management System
- In-Clinic Booking
- Online Booking
- Patient Portal
- Email & SMS Appointment Reminders
- Invoicing and Payment Processing
- Online Payments
- Web Forms
- Customizable Chart Notes
- Telehealth & Virtual Waiting Room
- Accounting, Reporting & Analytics
- SOC 2 and ISO Security via Microsoft
ADVANCED AI PLAN
- Everything in Advanced, plus
- AI Scribe & Charting (ambient scribe, multilingual, etc.)
- AI Chatbot
Plan Comparison
Scheduling
Essential Advanced Plan Advanced AI Plan
In-Clinic Booking
Online Booking
Waitlist Management
Telehealth & Virtual Waiting Room
Enhanced Telehealth with Microsoft Teams
Group and Series Booking
Email appointment reminders
SMS appointment reminders
Telephony appointment reminders
Secure Messaging
Client Kiosk
Central Office - Intake & Booking Module
Online Booking
Waitlist Management
Telehealth & Virtual Waiting Room
Enhanced Telehealth with Microsoft Teams
Group and Series Booking
Email appointment reminders
SMS appointment reminders
Telephony appointment reminders
Secure Messaging
Client Kiosk
Central Office - Intake & Booking Module
Billing
Essential Advanced Plan Advanced AI Plan
Invoicing and Payment Processing
Online Payments
Multiple Invoice Styles
Invoice Collection Management
Clover POS Device Integration
Multiple General Ledger Accounts Management
Accounting Period Posting and Locking
Gift Card Sales and Management
Provincial Insurance Integrations (HCAI, CNESST, BC Teleplan, Telus eCLaims, OHIP)
Central Office - Centralized Bulk Billing
Online Payments
Multiple Invoice Styles
Invoice Collection Management
Clover POS Device Integration
Multiple General Ledger Accounts Management
Accounting Period Posting and Locking
Gift Card Sales and Management
Provincial Insurance Integrations (HCAI, CNESST, BC Teleplan, Telus eCLaims, OHIP)
Central Office - Centralized Bulk Billing
Charting
Essential Advanced Plan Advanced AI Plan
Web Forms
Flex Forms Pro
Government Forms
Invitations to fill out forms
Versatile File Attachments (jpg, .jpeg, .gif, .png, .doc, .docx, .xls, .xlsx, .pdf.mp3, mp4)
Customizable chart notes
Quick Phrases
Word processor with mail merge
Inboud/outbound Fax
Task Management
Audit Trail
Exercise Plans
Flex Forms Pro
Government Forms
Invitations to fill out forms
Versatile File Attachments (jpg, .jpeg, .gif, .png, .doc, .docx, .xls, .xlsx, .pdf.mp3, mp4)
Customizable chart notes
Quick Phrases
Word processor with mail merge
Inboud/outbound Fax
Task Management
Audit Trail
Exercise Plans
Case Management
Essential Advanced Plan Advanced AI Plan
Case Templates
Injury Code Management
Case Funder Limit Tracking
Treatment Session Limit Tracking
Patient Outcome Tracking
Treatment Plans
Post-Discharge questionnaires
Outcome measure tracking and graphing
Vital sign tracking and graphing
Injury Code Management
Case Funder Limit Tracking
Treatment Session Limit Tracking
Patient Outcome Tracking
Treatment Plans
Post-Discharge questionnaires
Outcome measure tracking and graphing
Vital sign tracking and graphing
Client Portal
Essential Advanced Plan Advanced AI Plan
Online appointment booking
Client Access to Forms & Notes
Educational Material
Care Plans
Testimonials
Feedback with NPS
Client Access to Forms & Notes
Educational Material
Care Plans
Testimonials
Feedback with NPS
Marketing
Essential Advanced Plan Advanced AI Plan
Email marketing campaigns
Email Pro
Unlimited SMS
Relationship-building tools for referrals
Customer feedback management with built-in NPS
Customer surveys
Google Analytics management
Direct booking management
Creation of quick links
Testimonials
Central Office marketing
Email Pro
Unlimited SMS
Relationship-building tools for referrals
Customer feedback management with built-in NPS
Customer surveys
Google Analytics management
Direct booking management
Creation of quick links
Testimonials
Central Office marketing
Analytics
Essential Advanced Plan Advanced AI Plan
Practitioner Workload Power BI
Future Appointment Revenue Power BI
Revenue Analysis Power BI
Billing Review
Daily Validation Reports
Missing Chart Notes
Chart Note Peer Review
Chart Note Invitation
Case Explorer
Client Cases and Appointment Explorer
Web Referrals
Practice Rating, Clinic Rating, NPS
Future Appointment Revenue Power BI
Revenue Analysis Power BI
Billing Review
Daily Validation Reports
Missing Chart Notes
Chart Note Peer Review
Chart Note Invitation
Case Explorer
Client Cases and Appointment Explorer
Web Referrals
Practice Rating, Clinic Rating, NPS
Reports
Essential Advanced Plan Advanced AI Plan
Accounting & Operations
Admin
Essential Advanced Plan Advanced AI Plan
Product Inventory Management
Purchase Orders
Practitioner Compensation
Tip Payment
Task Management
Alerts
Custom Admin Help
Central Office - Central Configuration
Referrer Portal
Purchase Orders
Practitioner Compensation
Tip Payment
Task Management
Alerts
Custom Admin Help
Central Office - Central Configuration
Referrer Portal
Security
Essential Advanced Plan Advanced AI Plan
Secure and Centralized System
Robust Data Encryption and Security
Regular Backups and Disaster Recovery
Unique Security Roles and Permissions
SOC 2 and ISO Compliance Workflow
SSO with Microsoft
Audit Trails
Robust Data Encryption and Security
Regular Backups and Disaster Recovery
Unique Security Roles and Permissions
SOC 2 and ISO Compliance Workflow
SSO with Microsoft
Audit Trails
AI Suite – Premium Feature
Essential Advanced Plan Advanced AI Plan
AI Scribe & Charting
AI Payment Processing
AI Virtual Reception
AI Chatbot
AI Payment Processing
AI Virtual Reception
AI Chatbot
Frequently Asked Questions
Do you offer monthly or annual billing?
Yes! We offer both options. Discounts are available for annual plans.
Is there a setup fee?
That depends on your clinic’s requirements. Training, data migration, integrations, and custom workflows may influence the setup scope.
Can we scale up later?
Absolutely. We’ll grow with you and adjust your plan as your clinic expands.
Let’s Find the Right Fit
We're here to guide you through the process and make sure you're only paying for what your clinic actually needs. Nothing more, nothing less.


