Complete EHR Solution for Behavioral Health

Progress Notes

Multiple note formats: SOAP, DAP, BIRP, and Narrative. Templates, electronic signatures, note locking after signature, addendum capability, and co-signature workflow for supervisees.

• 4 note formats
• Electronic signatures
• Automatic note locking
• Addendum support

Assessments

Comprehensive biopsychosocial assessments, intake documentation, mental status exams, risk assessments, and clinical formulation. Pre-built standardized tools included.

• PHQ-9 (Depression)
• GAD-7 (Anxiety)
• AUDIT (Alcohol Use)
• PCL-5 (PTSD)

Treatment Planning

SMART goals, objectives, interventions, target dates, treatment modalities, problem lists, progress tracking, and review workflows. Link goals to progress notes.

• SMART goal framework
• Objectives & interventions
• Progress tracking
• Review date alerts

Consent Management

Digital consent forms, electronic signatures, expiration tracking, 42 CFR Part 2 compliance for substance abuse, revocation workflow, and consent templates.

• 10+ consent types
• Electronic signatures
• Expiration alerts
• 42 CFR Part 2 support

Smart Scheduler

Multi-provider calendar with 5 views (Day, Week, WorkWeek, Month, Agenda). Color-coded by status, provider filtering, quick actions, and integrated navigation.

• 5 calendar views
• Multi-provider support
• 8 appointment types
• Check-in workflow

Appointment Reminders

Automated email reminders with customizable templates, patient preferences, 6 reminder types (3-day, 1-day, 2-hour, 1-hour, confirmation, follow-up).

• Email reminders
• 6 reminder types
• Patient opt-in/out
• Custom templates

Patient Demographics

Comprehensive patient information with 23 fields, emergency contacts (multiple), insurance management (primary, secondary, tertiary), risk level tracking, and patient portal.

• Full demographics
• Emergency contacts
• Insurance management
• Risk indicators

Patient Portal

Secure patient access to appointments, forms, billing, profile management, crisis resources (911, 988, 741741), and reminder preferences.

• View appointments
• Cancel appointments
• Join telehealth sessions
• Profile management

Claims Management

CPT/ICD-10 coding, claim generation, status tracking (8 states), denial management, secondary/tertiary insurance billing, and payment tracking.

• CPT/ICD-10 codes
• Claim tracking
• Denial management
• Multiple insurances

Patient Billing

Balance tracking with aging (30/60/90/120+ days), co-pay collection, payment processing, payment plans, and billing history.

• Balance tracking
• Aging reports
• Payment history
• Payment plans

Clinical Reports

6 interactive reports with Syncfusion charts: Assessment Trends, Treatment Goal Progress, No-Show Analysis, Diagnosis Distribution, and Service Utilization.

• Assessment trends (PHQ-9, GAD-7)
• Goal progress tracking
• No-show analysis
• Diagnosis distribution

Compliance Reports

Unsigned notes, expired consents, treatment plans due for review, HIPAA audit logs (Administrator only), and PHI access tracking.

• Unsigned notes
• Expired consents
• Treatment plan reviews
• Audit log viewer

HIPAA Compliant

• Full audit logging
• Encryption in transit (TLS)
• Security headers
• PHI access tracking

Access Control

• 6 user roles
• Role-based authorization
• Account lockout (5 attempts)
• 30-minute session timeout

Authentication

• Secure passwords (12+ chars)
• 2FA support
• Secure cookies
• HTTPS enforcement