Practice Management

Optimize Your Operations

Whether you are backed by a large staff or are a one-person show, practice management has never been simpler.

Billing Features

Intuitive Billing Reporting

Insightful reports for efficient payment tracking and data-driven decision-making.

One-click ERA Posting

Simplified EHR claims through instant electronic remittance advice processing.

Superbill Statement Generator

Auto-generated insurance-ready billing statements to ease patient reimbursement.

Rule-based Fee Schedules

Customizable, error-proof fee schedule rules to ensure accurate behavioral health coding.

Charge Capture on Rails

Seamless capture and record of charges with streamlined, error-free workflows.

Role-based Billing Access

Controlled access ensures peace of mind with billing management tailored to roles.

Patient Payment Transfers

Secure, flexible system to transfer patient payments and assign to the right charges.

Pending Transactions Queue

Easy-to-use billing buffer to adjust recorded appointments for clean claim submissions.

Scheduling Features

Patient Self-scheduling

Patient-led availability search and appointment requests with assigned provider(s) through the MYIO portal.

New Patient Appointment Requests

Intake streamlined through an easy new patient appointment request tool linked from website to EHR.

Flexible Calendar Views

Expansive calendar displays filterable by provider and facility with options to save preferred views.

External Calendar Sync

Seamless 1-way sync to external calendars for comprehensive view of clinical and personal schedule.

Do-it-all Workflows from the Scheduler

Central location to accept payments, check in patients, start notes, and launch telehealth visits.

Multiple Time Zone Scheduling

Effortless scheduling across zones with unique facility, provider, and patient time zone settings.

Waitlist Management

Easy-to-use availability search tools, ability to add patients to a waitlist from the scheduler.

Efficient Group Scheduling

One-off and recurring group appointment scheduling for efficient administrative workflows.

Integrated Credit Card Processing Features

Paywall

Patients prompted to fulfill copay or full service charge prior to joining virtual sessions.

Secure Payment Storage

Sensitive payment data encrypted upon entry for utmost security.

Merchant Support

Reliable merchant assistance available 24/7 through partner support network.

Collect Payments from MYIO

Patients can add card information and make payments through the MYIO patient portal.

PCI Compliance

Adherence to PCI standards for secure payment processing and peace of mind.

No Hidden Fees

Transparent, consistent pricing with no hidden fees.

Integrated eSignature Features

Flexible Intake Packets

Modular forms assembled in multiple intake packets, adaptable to your practice needs.

Easy-to-use Consent Forms

User-friendly consent forms, ensuring legal compliance upon submission.

Intake Status Tracking

Real-time progress monitoring, keeping you informed on patient intake completion.

Seamless eSignature Integration

Effortless digital signatures for paperless consent through one simple, secure system.

Performance Reporting Features

Aging Reports

Efficient management of overdue payments and collections through detailed aging reports.

Payments Reports

Timely insights into billers’ payments to improve payment collection strategies.

Detailed Revenue Reports

Ongoing reviews of practice financial health through in-depth revenue reports.

Service Units & Payroll

Payroll calculations simplified through service units, generating consistent payroll reports.

Prospective Patient Management Features

The only automated inquiry form for mental health with patient-provider matching capabilities.

Automated Inquiry Form

Prospects can enter their own information, saving staff time.

Patient-Provider Matching

Patient-provider matching algorithms give data-driven suggestions for provider assignment.

EHR Integration

Inquiry form feeds directly into a prospect database in the EHR.

Easy First Appointments

Prospective clients can request an initial appointment time from the inquiry form.