One tap to log in. Everything in one place.
Clients reach their whole experience - worksheets, assessments, intake, messages, invoices, and booking - from a single passwordless portal on their phone. No app store, no password to reset, nothing to chase. The work between sessions actually happens because getting to it takes one tap, not a support ticket - all inside the same HIPAA boundary as the rest of the platform.
Passwordless · no app store · included on every plan
Magic link. Tap. They’re in.
Clients get into the portal with a magic link sent to their email - one tap, authenticated, no password to invent or forget. On a returning device, Face ID or a fingerprint gets them in instantly, and they can manage or revoke their own trusted devices. The single biggest reason clients don’t engage - friction at the door - is simply gone.
Worksheets they’ll actually finish.
Assign a worksheet and it appears in the client’s portal as an interactive form - not a PDF they’re meant to print, fill in, and somehow get back to you. They complete it on their phone, save progress, and submit; the responses land linked to the originating session, ready for you to review before you meet again.
Situation (brief) - Where were you, who was there, what happened?
Automatic thought(s) - What went through your mind first?
Emotions - What did you feel? Rate intensity (0–100%).
Pre-filled: “Your therapist noted you mentioned sleep quality improvements this session - consider tracking your evening routine this week.”
Screeners completed on their phone.
PHQ-9, GAD-7, and any of 23 validated instruments arrive in the portal with clear questions, auto-score the moment the client submits, and post results to your dashboard with the severity band attached. Recurring schedules keep baselines coming without you sending a single reminder - measurement-based care that runs itself.
Onboarding finished before day one.
The moment a client books, their intake packet lands in the portal - demographics, insurance, clinical history, and consents, all completed and e-signed on their phone. Good Faith Estimates are included for self-pay clients automatically. By the first session, the paperwork is done and the chart is populated.
Reach you without reaching your cell.
Clients message you from the same portal - a secure, in-record thread for a quick check-in, a shared resource, or a schedule change. Every message is encrypted and stored in their chart, and you stay reachable between sessions without ever handing out your personal number.
Your thought record from last session looked great. How are you feeling about the exercise?
It really helped me catch the pattern. Can we go deeper next session?
Absolutely. Here's a new worksheet for this week:
Settle up and book the next one.
Clients see their balance and pay it in a tap - Apple Pay, Google Pay, or card - then book their next session against real-time availability, all without a phone call or an email thread. The admin work that usually falls on your front desk simply happens on its own, in the client’s hands.
A portal clients trust - and actually use.
Engagement and privacy usually pull against each other; here they don’t. Everything lives inside the HIPAA boundary, access is passwordless and biometric, and there’s no third-party app holding their data. It’s easy enough that clients keep up with the work between sessions - and safe enough that they never have to worry about where it lives.
See security & complianceConnected to everything else.
The portal is the client-facing half of the same platform: worksheets arrive from real sessions, assessments auto-score into the chart, and invoices reconcile themselves.
Your evenings belong to you. Not your notes.
Join the therapists who stopped staying late for documentation and started focusing on what matters - their clients.
7-day free trial · Full access · Cancel anytime