AI clinical notes, EHR, and practice management for therapists
Stage
Established
Not given
Founded
2020
Not given
Based in
BA
US
Pricing model
Free trial
Freemium
Pricing
14-day free trial, then $59 USD/month or $449 USD/year for core plan. AI Case Assistant available for additional $19/month or $190/year.
Free plan includes basic AI notes and telehealth. AI Notes plan is $39/month for unlimited sessions. EHR Pay-as-you-go is $1 per session with $0.30 per claim and $0.15 per eligibility check. EHR Pro is $99/month flat with Assistant Pro included. AI Assistant Pro is +$39/month. Card processing is 2.9
Key features
Case tracking from intake to delivery with dentist details, files, notes, stages, due dates, and payment status
QR code on every case with mobile phone scanning for quick access
Production scheduling and visibility with task management and deadlines
Doctor portal for dentists to upload files, send notes, and follow case status
Invoice and payment tracking to keep finished work visible through billing
Employee work tracking and monthly totals for salary and payment calculation
Lab performance and financial reports
AI-generated progress notes in under 60 seconds
30+ clinical note templates with custom options
AI learns therapist writing style
Compliance checker for payer requirements
HIPAA-compliant built-in telehealth
Integrated scheduling and calendar sync
Insurance claims submission and ERA matching
Client portal with secure messaging
AI-powered data migration from other EHRs
AI Assistant for admin tasks and session prep
What makes it different
Single connected case record replacing scattered spreadsheets, email, messaging, and paper workflows
Doctor portal included for every subscribing lab with no separate setup needed
Production visibility across multiple technicians and dentists without separate billing tiers
AI-native EHR design with AI integrated from the foundation rather than bolted on
Works standalone with existing EHR or as complete practice replacement
AI learns individual therapist writing style for personalized notes
Fast migration from SimplePractice, TherapyNotes and other platforms
No separate subscription for telehealth or integrations
Dental Lab Guru
Upheal