Choose the features your team needs. We confirm what is included, what costs extra, and the implementation plan in your reviewed quote.
Patient Portal
Intake, appointments, documents, secure messaging, balances, and selected self-service.
Lawyer Portal
Firm-scoped PI case visibility, records, status updates, and collaboration.
Affiliate Portal
Affiliate intake, referral coordination, updates, and organization-scoped access.
Care Axis AI + optional Voice Scribe — $99/provider/month
Local structured drafting is included. Voice transcription is activated only after suitable isolated compute or an approved healthcare vendor, consent, privacy, retention, and matched-workflow acceptance are proven.
Shared Mailboxes — custom quote
Read, search, reply, send, archive, and download attachments from approved team inboxes without leaving Care Axis.
Portal Call/Text Activity Alerts — custom quote
Patient-matched phone activity can notify assigned law-firm portal users without copying message content or phone numbers into the alert.
Help Center — included
Every licensed instance includes a no-PHI support request center with safe guided recovery and developer escalation.
Patient Import & Bulk Upload
Preview, mapping, duplicate review, validation, and approved imports.
Data Migration Service
Separately scoped migration of approved patients, charts, schedules, balances, and documents.
Records & Billing Packets
Entity bills, billing summary, ordered records, affidavits, and final packet assembly.
Staff Accountability
Hours, tasks, performance reviews, corrective action, recognition, and manager queues.
Scheduling & Transportation Coordination
Track transportation needs, assign follow-up, see what is scheduled, and keep overdue ride coordination visible to the team.
Reporting, Automations & Integrations
Select only the dashboards, workflows, e-prescribing, lab, imaging, accounting, and communication connections you need.