CIRCLE OF CARE
Simplify joint appointments and split billing.
Effortlessly link related clients, schedule joint sessions, and automate flexible billing splits. The ultimate tool for managing couples, families, and group therapy.
HIPAA Compliant
Family Shared Records
Accessible Anywhere
The Cycle of Care
The cycle, automated.
Before the session.
The client books, completes intake, signs consent, and submits any pre-session measures — all in the portal.
During the session.
You run telehealth or sit in the room. Real-time transcription drafts your notes. You sign off and the chart updates.
Between sessions.
Recurring measures arrive on the schedule you set. When a score crosses a risk threshold, you get a flag before your client logs out. Reminders go out by SMS and email. Messages stay secure and audit-logged.
At every visit.
The chart shows you the latest score, the trend across the last six months, the messages your client sent on Tuesday, and the consent on file. You walk into the room already knowing.
This is what mental health care looks like when the platform actually runs the practice.
SHOWCASE
A unified view for family healing.
Watch how easy it is to manage couples and family sessions without juggling multiple tabs or disconnected client profiles.
Powerful workflows for group care
Everything you need to seamlessly manage families, couples, and guardians in one unified workspace.
1
Link Related Users Effortlessly
Manage couples, families, and guardians with ease. Add related users to a client's profile, define their relationship, and specify whether they are a Registered or Non-Registered user, and if they are Billable or Non-Billable.
2
Joint Appointments & Suggestions
When scheduling an appointment, instantly see Circle of Care suggestions to quickly add related participants. Define the billing split directly within the appointment window before you even start the session.
3
Flexible Billing Splits
Seamlessly split invoice amounts among Circle of Care members. Choose to split by exact percentages or by fixed amounts. The system automatically calculates the tax and total for each payor.
4
Comprehensive Session Details
Easily track participant confirmations and view exact billing splits directly within the session details. Manage multiple providers and access quick actions like marking attendance or starting session recordings.
5
Unified Professional Invoicing
Generate clear, professional invoices that accurately reflect your configured billing splits. Display all payors securely and provide a transparent breakdown.
FEATURES
Everything you need for group therapy.
Our Circle of Care module is purpose-built for the complexities of couples and family counseling, removing administrative friction so you can focus on the session.
Link Family Members
Connect individual profiles into a single family unit for streamlined management and joint sessions.
Shared Clinical Notes
Write notes for the entire group or specify individual contributions without switching contexts.
Group Messaging
Securely communicate with multiple family members in a single thread.
Joint Care Plans
Set collaborative goals that everyone in the family can track and update.
Unified Billing
Assign primary guarantors and handle invoices for the whole family seamlessly.
Privacy Controls
Ensure HIPAA/PHIPA compliance with granular record-sharing permissions.
Ready to unify yourfamily counseling practice?
Empower your couples and family therapy sessions with our powerful Circle of Care workflows.
Connect family members securely
Share joint treatment plans
Streamline group billing and invoicing
HIPAA, PHIPA, PIPEDA, GDPR & Loi 25 compliant • Setup in minutes