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The business side, from the same record.

With other EHR: electronic health recordThe software a practice keeps its clinical records in: charts and notes, and often scheduling and billing too., owners match insurance deposits to clinicians by hand at payroll time and build the profit and loss in a spreadsheet.Billing starts at the booking, payroll comes from the sessions that actually happened, reports keep themselves current, and your own Microsoft 365 Copilot can answer questions about the practice.
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Billing that starts at the booking.

A monthly superbill statement for insurance reimbursement, scrolling from the practice and client details to the dated services (identifier numbers blurred).

Real product. Demo data.

Service rates for standard and custom codes are set once, appointments carry them, and claims go out from the same record.

  • Pre-submission checks catch problems before a claim leaves.
  • Denials are decoded into plain language, with an appeal drafted for you to review.
  • Superbills for clients who claim reimbursement themselves.

Payments, payroll and one ledger.

A monthly payroll preview: sessions and hours per clinician.

Real product. Demo data.

Card payments, invoices, superbills, credits and refunds are handled in the platform. Processing fees are counted and receivables are a live figure you never have to rebuild at month end.

  • Payroll is computed from the sessions that actually happened: hours, rates, splits and adjustments resolve into a pay run without a spreadsheet.
  • Pay periods are configurable, the run can be reviewed before you commit it, and contractors are tracked apart from employees.
  • Intake fees, packages for intensives, installments and negotiated rates sit in the same ledger as routine sessions.

Payroll that runs itself through ADP Coming soon.

Reports from the record.

The finance report's earned, collected, outstanding and collection-rate cards for one month.

Real product. Demo data.

Who is billing and who isn’t, retention, no-shows, caseload utilization by clinician and receivables, pinned to a dashboard that keeps itself current.

  • Gross profit per session and a live break-even view, from the same record as the notes and the payroll.
  • License-expiry alerts before a clinician’s license lapses.

Just ask Genie about your practice.

Microsoft Copilot

Connect your own Microsoft 365 Copilot and ask your practice’s records a question in plain language, inside your own Microsoft 365 tenant. Copilot is optional.

Copilot is optional and never a gate to the rest of the platform. Copilot itself is licensed from Microsoft.

Your wish for a therapy resource? Granted.

Tell us how your practice runs today. We’ll walk through each part of it in Therapist Genie® with you and show which add-ons, if any, your practice needs.

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AI is included, and we don’t charge for admin and support staff.