Activity Tracking

ALL-IN-ONE ACTIVITY TRACKING AND SCHEDULING.

Schedule, complete, report on, and bill for activities in one seamless workflow. As you complete notes, automatically generate a claim for QA review without any further data entry. See at a glance which activities have been completed and what still needs to be done.

USE CASE: ADD AND TRACK CLIENT ACTIVITIES

Add a New Activity

Add new activities from a predefined list of activities matched to client billing programs.

Schedule an Activity

Record and manage client activity dates, cancellations and rescheduling. You can also set up recurring activities to keep clients on track.

Document an Activity

Allows clinicians to write a canned note that documents the basics of an activity: the service type, location, time, and number of billable hours.

To-Do List

List activities that have been scheduled for a clinician but are not yet completed.

Group Activities

Set up and manage group activities that involve multiple clients and/or clinicians.

“Thank you for your exceptional support!”

Charlene Dimas-Peinado, CEO, The Whole Child