The questionnaire turns your selections into separate quote lines, licensed entitlements, a customer build sheet, and launch acceptance checks.
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 + Voice Scribe — $99/provider/month
Dictation or consent-gated encounter audio becomes a structured draft that the provider must review before saving.
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.