Hybrid Clinics
Run cash visits and insurance claims in one patient chart from $69/month.
Use the correct billing path for each service date without splitting scheduling, documentation, payments, and follow-up across systems.
One patient, two billing paths
A patient can have an insurance-covered evaluation, a cash wellness visit, an ERA payment, and a remaining balance in one chart. Each service date follows its assigned billing path.
Identify the visit type
Complete clinician-reviewed documentation
Follow the cash or insurance path
Post payment or route follow-up
Keep the clinical record connected
Scheduling, intake, documentation, activities, CPT support, billing, and follow-up stay close enough for staff to see what happened and what comes next. Add Fax when your clinic needs document exchange.
Close each billing loop
Send cash invoices and receipts, or move insurance visits through claim review, submission, payer responses, ERA, adjustments, and patient responsibility.
Cash invoices and payment history
Claim and payer-response status
ERA posting and adjustments
Visible patient balances
Setup and clinic control
Create your workspace immediately and follow the in-app clearinghouse, payer, and ERA enrollment checklist. You can schedule while external approvals are pending. Each claim or ERA is $0.49. Clinicians sign notes, and authorized clinic users review claims, invoices, faxes, and operational changes.
First clinician included; $29/month per additional clinician; unlimited admin and office staff
Receptionist add-on: $15/month, including a phone number and model cost
Fax add-on: $15/month, including a fax number or number transfer and storage
BAA available
Supported export options keep clinic data portable