A couple or family is its own chart with its own notes, treatment plan, and bill, while each member keeps a personal chart. Therapy groups get one session, attendance, and per-member notes and billing.
More than one person in the room
The couple or family has its own notes, treatment plan, and billing; each member keeps a personal chart. Nothing is copied between them, and a member’s export never includes the shared chart, so releasing one partner’s record never discloses the other’s.
Schedule the couple, family, or group as one appointment. Every member gets their own reminder and joins the same video room from their own device.
Type, dictate, or record a session with the couples or family template and the note captures the interaction rather than one person’s narrative. It files on the shared chart.
A primary client is designated for insurance and a guarantor for payment. AutoPay charges the guarantor’s card, and superbills and claims use the primary client’s coverage.
A group is a roster of independent clients: one session, attendance taken per member, and each attendee billed and documented on their own chart. Members never see each other’s names on the appointment.
Guardians get their own portal logins with permissions you set, intake packets route through them, their card is the one on file, and reminders go to them when the child has no email.
From the help center, written for the people who use it every day.
No. Each partner has a private chart, the shared chart belongs to the couple, and an individual export never includes the couple’s notes.
Under the primary client’s coverage, with the couple’s session on the claim. Therapy group members are each billed under their own coverage.
Not on the appointment, where the roster is hidden, and in video sessions members appear to each other by first name only.
Yes. The EHR import brings couples over whole, with their shared records and each partner’s own chart.
More answers in the help center.
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