Every learner, in one clean record.
A single, fast client record that pulls together everyone and everything tied to a learner, no more six-tab safaris to find a parent phone number.
Unified learner profile
Demographics, diagnosis codes, contacts, payers, auths, and program history in one scrollable view.
Fast intake
Configurable intake flow that captures everything ops and clinical need on day one.
Smart timelines
Automatic timeline of every session, supervision, note, and authorization change, searchable and filterable.
Client management, in detail.
- One profile per learner, not five
- Auth utilization warnings before you run out
- Caregiver portal with no extra app
- HIPAA-aligned access controls per role
Authorization tracking
See remaining hours per CPT code at a glance. Get warned 14 days before an auth expires, never bill into a void again.
Family & caregiver portal
Caregivers see weekly summaries, milestones, and recommended practice, without IT setup or app installs.
Custom fields
Add the fields your clinic actually uses, preferences, sensory profiles, school contacts, without waiting on engineering.
Bulk import
Migrate from CentralReach, Rethink, or CSV with our onboarding team handling the heavy lifting.
Common questions
Can I migrate from my current system?+
Yes. We support CentralReach, Rethink, CR Essentials, and generic CSV. Practice and Enterprise plans get hands-on migration help.
How do you handle siblings or shared caregivers?+
Caregivers can be linked across multiple learner profiles with one login, no duplicate accounts.