Treatment plans & documentation
Problem-based treatment plans, progress notes and your own templates, with supervisor approval and co-signature.
EHR features
EHR features for the whole practice.
Scheduling, documentation, billing, claims and the client portal, on one cloud platform. Each feature shows which product has it, and what it doesn’t do.
Clinical work
Electronic signatures
Clients, guardians, clinicians and supervisors sign in the office or in the client portal: drawn, typed or confirmed electronically.
Client portal
Clients fill out and e-sign intake documents, update their demographics and insurance, and upload documents from a secure link.
Telehealth
Built-in secure video with a waiting room. Clients join from the client portal or from the emailed link.
Scheduling & operations
Scheduling & calendar
Month, week and day calendars across clinicians and locations, with recurring series, group appointments and automatic alerts when appointments overlap.
Dashboards & reports
Build dashboards from dozens of widgets across clinical, documentation, billing and claims work, and export reports to Excel.
Billing & revenue
Billing & payments
Follow every service from draft to paid, post insurer payments line by line, and manage fee schedules, client invoices and clinician pay.
Claims & insurance payments
Create claims from appointments and services, generate 837P files and CMS-1500 forms, and import ERAs to speed up payment posting.
Authorization management
Keep each authorization's units and dates on file, use units up as you document, and get warned when units run short.
Online patient payments
Patients pay their invoices by card in the client portal or from an emailed statement. Payments powered by Stripe.
Also in every practice.
More on securityMultiple locations
Each location has its own address, tax ID, time zone, payers and fee schedules, with a location switcher in the top bar.
Role-based access
Eight built-in roles and about 95 permissions, scoped to a user’s own clients, their supervisees or the whole practice, by location.
Audit logging
A tamper-evident activity log of changes, record access, prints, exports and sign-ins, kept for seven years.
Data export
Export client records as PDFs in one ZIP file, optionally password-protected. You get an email when it’s ready, and the download expires after 48 hours.
Client import
Import your client list from an Excel file, with every row checked before it’s saved.
On the roadmap.
None of these has a release date yet.
E-prescribing
Online appointment requests from the client portal
Group video sessions in telehealth
See EzPraxis with your own workflow.
Request a demo, and our team will walk you through scheduling, documentation and billing in EzPraxis.