Plans that scale with your practice
Every practice is different. Tell us about yours and we'll build a plan that fits your workflow and volume.
Practice
Single Location
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Everything an independent specialty practice needs to automate intake.
- Unified referral inbox
- Fax & email auto-capture
- OCR + AI parsing
- Smart triage & routing
- Unlimited users
- Dashboard & analytics
Most Popular
Network
Multi-Location
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Centralized control and cross-location routing for growing groups.
- Everything in Practice
- Insurance eligibility checks
- Cross-location routing
- Configurable triage rules
- EMR integration (NextGen, eCW & more)
- Priority support
Enterprise
Enterprise
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Tailored workflows and integrations for MSOs and hospital systems.
- Everything in Network
- Custom automations
- Dedicated onboarding + CSM
- SLA-backed uptime
- Multi-entity dashboards
Feature Comparison
| Feature | Practice | Network | Enterprise |
|---|---|---|---|
| Intake & Routing | |||
| Unified Intake Inbox (fax/email/portal) | Included | Included | Included |
| OCR + clinical parsing | Included | Included | Included |
| Configurable triage rules | Not included | Included | Included |
| AI urgency/missing info detection | Included | Included | Included |
| Auto-assignment & SLA timers | Not included | Included | Included |
| Cross-location routing | Not included | Included | Included |
| Workflows | |||
| Onboarding workflows (email/SMS, forms) | Not included | Included | Included |
| Patient portal (intake forms, doc upload, status) | Not included | Included | Included |
| Automated patient messaging (SMS/email) | Not included | Included | Included |
| Notification system (40+ events) | Included | Included | Included |
| Scheduler handoff & status gates | Not included | Included | Included |
| Benefits & eligibility checks | Not included | Included | Included |
| Prior authorization packets | Not included | Add-on | Included |
| Integrations & Analytics | |||
| EMR push/pull (FHIR/HL7/REST) | Not included | Included | Included |
| NextGen & eClinicalWorks native | Not included | Included | Included |
| Custom EMR connectors (open API) | Not included | Add-on | Included |
| Referrer leaderboard & heat map | Basic | Advanced | Custom |
| Operational analytics & dashboards | Basic | Advanced | Custom |
| CSV/PDF export | Included | Included | Included |
| NPPES provider verification | Not included | Included | Included |
| Security & Admin | |||
| HIPAA-aligned, encryption at rest/in transit | Included | Included | Included |
| BAA | Included | Included | Included |
| SSO (SAML/OIDC) & SCIM | Not included | Add-on | Included |
| Custom SLAs & implementation | Not included | Not included | Included |
| Dedicated CSM | Not included | Not included | Included |
| Scale & Limits | |||
| Locations | 1 | 2-5 | Unlimited |
| Referrals / month | Volume applies | Volume applies | Volume pricing |
| Data retention | Standard | Advanced | Tailored |
IncludedNot includedAdd-on = available at extra cost