One path, in order
Practice management software is usually sold as a grid of modules, which tells you what exists and not how the parts meet. The more useful description is the path a single visit takes, because that is where systems actually fail — at the handoffs.
A referral arrives and is tracked until it becomes a patient. That patient gets scheduled, and the schedule knows about authorizations, so a session that would exceed authorized hours is visible before it happens rather than at the end of the month. The visit produces a note in the format the specialty and the payer expect. The note produces a charge, with timed minutes converted to units by the rule that applies rather than typed in by hand. The charge produces a CMS-1500 record.
Then it stops.
Where it stops, and why that is stated first
Claims are not transmitted to payers. Finished charges and CMS-1500 field data go to your biller — see how that handoff works. There is no submission step here, and no remittance coming back.
That is the single most important fact on this page. A practice that submits its own claims electronically today would be giving something up, and should stop reading here rather than three demos in. A practice that already sends charges to an outside biller is giving up nothing, because that handoff is the workflow it already has.
Everything else on this list is built to make that handoff clean: the charge that reaches your biller carries the fields a claim needs, produced from the note rather than re-keyed from it.
Priced the same way regardless of which you use
There are no feature tiers. Every capability above is in the single plan, and the bill is per active clinical seat with patients never charged for — administrators, front-desk staff and billers are free. The prices are published, so you can work out your number without a call.
Walk one test visit from referral to charge
14 days, no card required. Use made-up patients while you evaluate — real patient information waits until a business associate agreement is in place.