Plans and pricing
Both plans include Intelligent Assist and unlimited clinician and office staff accounts. Insurance Practice adds the revenue-cycle tools needed for claims and ERA.
Cash Practice
For cash-based clinics
Scheduling, documentation, patient communication, fax, invoices, payments, and follow-up. Insurance billing is not included.
Create Cash accountAI-assisted documentation with clinician review
Scheduling, intake, reminders, and secure messaging
Telehealth, integrated fax, invoices, and payments after setup
Unlimited clinician and office staff accounts
Month to month — cancel anytime
Choose Insurance if you submit claims or need ERA.
Insurance Practice
For insurance and hybrid clinics
Everything in Cash, plus eligibility, claims, ERA, adjustments, insurance balances, and follow-up.
Create Insurance accountEligibility and insurance billing tools
Claim creation, review, and electronic submission
ERA, adjustments, balances, and follow-up
Unlimited clinician and office staff accounts
Month to month — cancel anytime
Clearinghouse or payer enrollment may be required before go-live.
Plan comparison
| Capability | Cash | Insurance |
|---|---|---|
| Intelligent Assist and clinical documentation | Included | Included |
| Scheduling, intake, messaging, fax, and payments | Included | Included |
| Unlimited clinician and office staff accounts | Included | Included |
| Eligibility and insurance billing workflows | Not included | Included |
| Claim creation, review, and electronic submission | Not included | Included |
| ERA, adjustments, balances, and payer follow-up | Not included | Included |
Insurance Practice includes the first 25 claims or ERAs per monthly billing cycle; each additional claim or ERA is $0.49. Clearinghouse or payer enrollment may be required before go-live. Fax, telehealth, and payments may require separate setup.
Tell us how your clinic bills and which workflows matter most.