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CPMS Practice management

Private preview

From referral
to reimbursement.
In one platform.

Bring intake, scheduling, clinical documentation, billing, credentialing, and payroll into one connected workspace.

Request a CPMS demo

Comprehensive Practice Management System.
In development. Not yet a publicly launched service.

A CLEARER PICTURE OF YOUR PRACTICEIllustrative dashboard · sample data
Eight implemented modules. One connected practice workspace.Explore the capabilities

Who it’s built for

Outpatient care.
Many moving parts.

Designed for small and mid-sized outpatient practices that bill insurance, and billing companies managing multiple practices.

  • Primary care
  • Specialty clinics
  • ABA therapy
  • Mental & behavioral health
  • Billing companies

Follow the work

A connected path through care.

A referral becomes an appointment. Care becomes documentation. Documentation supports a claim. CPMS keeps that sequence in view.
  1. 01Referral
  2. 02Benefits verification
  3. 03Intake
  4. 04Assessment
  5. 05Authorization
  6. 06Scheduling
  7. 07Care & documentation
  8. 08Claim
  9. 09Payment

Care records also support payroll

Session records supervisor approvals payroll workflows.

Credentials support billing readiness

Provider credentials license and payer enrollment tracking billing readiness.

Implemented capabilities

Eight modules.
Built to work together.

Open a module to explore its capabilities. These features are implemented in CPMS; the platform remains in private preview.

MODULE 01Referral & intakeGive every referral a visible path into care.
  • Visual referral pipeline and intake reporting
  • Benefits tracking and authorization checklists
  • Digital intake forms
MODULE 02SchedulingConnect appointment planning with practice readiness.
  • Calendar and list views with provider availability
  • Public self-booking and appointment reminders
  • Eligibility checks and telehealth
MODULE 03Clinical documentationKeep the care record moving from draft to sign-off.
  • SOAP and specialty note templates
  • Draft, sign, and amend workflows with PDF export
  • Outcome scales and patient documents
  • AI-assisted SOAP drafts from typed session details
MODULE 04Billing & revenue cycleFollow a claim through payment and the work in between.
  • Guided claims, CMS-1500 output, and electronic claims
  • ERA imports and payment posting
  • Eligibility checks, prior authorizations, and secondary insurance
  • Denial workflows and AR aging
  • Statements, payment plans, and saved billing codes
MODULE 05Staff & session trackingConnect the session with the people delivering care.
  • Clinician assignments
  • Session clock-in and clock-out
  • Session logs and supervisor approvals
MODULE 06PayrollBring staff time and compensation into the same workspace.
  • Hourly, salaried, per-session, and percentage-of-billing pay
  • Federal tax and FICA calculation
  • Timesheets, PTO, and deductions
  • Pay periods and pay stubs
MODULE 07CredentialingKeep provider readiness visible alongside practice work.
  • License expiry alerts and payer enrollments
  • Contracts and verification
  • Sanctions screening and provider access
MODULE 08Patient portalGive patients and families a place in the workflow.
  • Appointments and insurance information
  • Statements and balances
  • Profile management
  • Messaging with assigned care teams

Electronic claims, eligibility checks, SMS reminders, telehealth, and AI functions depend on partner services being enabled for each practice. Availability depends on that practice’s configuration.

For the whole practice

Different roles.
Shared context.

Practice work crosses roles. CPMS brings the relevant parts of that work into a connected platform, with role-based permissions.

Practice owners
See operational reporting, revenue cycle work, and staff workflows within one practice platform.
Billers
Work across guided claims, payment posting, denials, and AR aging.
Intake coordinators
Track referrals, benefits, intake forms, and authorization checklists.
Clinicians
Manage care documentation, session records, and assigned patients.
Credentialing staff
Keep licenses, payer enrollments, contracts, and verification in view.
HR & payroll teams
Bring timesheets, session approvals, pay periods, and pay stubs into the workflow.
Patients & families
Access appointment and account information through the patient portal, with messaging to assigned care teams.

Beyond the modules

A workspace for
the work between.

The platform also supports the communication, reporting, and data movement that connect everyday practice operations.

Keep the team connected

Team chat, tasks, and notifications.

Work with your information

Reporting, CSV exports, and spreadsheet imports.

Manage practice settings

Multiple locations and light or dark product themes.

Extend the platform

A FHIR R4 API for healthcare data workflows.

Assistance, with review built into the work

AI that supports the next decision.

CPMS includes AI assistance for documentation and billing. Clinicians and billers review generated drafts and suggested corrections.
Implemented

Help with the work in front of you.

  • Typed-text SOAP drafting

    Turn typed session details into a draft for clinician review.

  • Denial-risk checks

    Surface possible denial risks for billing review.

  • Suggested denial corrections

    Offer suggested corrections for a biller to assess.

AI functions require partner services to be enabled for the practice. Outputs support professional review.

Planned

Extend what’s already there.

These roadmap items build on existing capabilities. They are planned work, with no announced launch dates.

  • Voice-to-note
  • Conversational voice assistance for documentation
  • Expanded patient portal capabilities
  • Expanded individual provider workspaces
  • Smarter self-scheduling

CPMS safeguards

Built with HIPAA
safeguards in mind.

CPMS includes the safeguards below to support responsible handling of practice information. This describes the platform’s safeguards; it is not a claim of HIPAA certification or independently verified compliance.

Mandatory two-factor authentication

For staff, providers, and administrators.

Encryption of sensitive stored data

Including chat conversations.

Role-based permissions

Access organized around responsibilities.

Separation of practice data

Practice information kept distinct.

Audit logs

Records of activity within the platform.

Automatic session timeout

Inactive sessions end automatically.

Compliance administration tools

Tools to support practice administration.

Validated uploads & web protections

Upload validation and standard web protections.

Clinical and billing judgment remains with the people responsible for care and reimbursement. Clinicians and billers review AI-generated drafts and suggested corrections.

See how the pieces connect

Bring your practice workflow.
We’ll walk through CPMS.

Tell us about your practice type, provider count, and the work you want to connect. Request a demonstration of the platform in private preview.

Request a CPMS demo

Private preview · Not a publicly launched service