Every Module You Need for a Modern Assessment Practice

AI-powered interpretation copilot that generates clinical narratives from score patterns using evidence-based frameworks.

Build custom test batteries from your instrument library. Smart recommendations based on referral questions and demographics.

Eliminate manual scoring errors. Instant scoring with normative comparisons, percentile rankings, and confidence intervals.

AI flags score discrepancies, validity concerns, effort indicators, and pattern anomalies for clinical review.

Customize templates to match your clinical voice. Drag-and-drop sections, inline editing, and version history.

Export reports as PDF or DOCX. Send directly to referral sources and patients through the secure client portal.

Open a client and work from one place: overview, intake, evaluation, appointments, documents, insurance, portal, and payments.

Parents, guardians, and referral sources live on the chart with communication history - no separate contact list to keep in sync.

Upload, categorize, and share files from the chart. Agency documents sit beside client files so staff are not hunting through email.

Store coverage, cards, and verification status on the client. Invite a guardian to submit insurance without giving them the whole chart.

A timeline of what happened, plus assignable tasks so follow-up does not live in someone's head.

Create and edit your practice forms in one library. Staff see the same templates the website and portal use.

Send a link or drop the form onto your existing site. Submissions land in your inbox, not a third-party spreadsheet.

A form cannot be submitted until required consents are checked. The blocker is real - not a decorative checkbox.

Review, edit, and export submissions. Download the same compact PDF that goes out in email notifications.

Handles inbound calls in English and Spanish. Natural conversation that feels human, not robotic.

Qualifies callers and books appointments directly into your calendar without staff involvement.

Screens referrals against your criteria - insurance, age, referral type - and routes qualified leads to your pipeline.

Full transcripts, call recordings, sentiment analysis, and conversion metrics for every interaction.

Configure your Voice AI agent in minutes - set your greeting, availability, qualification rules, and go live.

Share your availability with a branded booking page. Clients pick a time that works for them.

Add a booking widget to your existing website with a single line of code. Fully customizable.

Two-way sync with Google Calendar and Outlook. No double-bookings, no manual updates.

Email and SMS confirmations, reminders, and follow-up messages sent automatically.

An operational grid for employment caseloads: cases, authorizations, placement status, and document progress - separate from the psychological evaluation path.

Track on-the-job training and work-based learning on the client chart. Status stays in sync with the employment tracker so staff are not entering the same stage twice.

Record a VR case ID, counselor, and technician on the evaluation. Assessment practices that take VR referrals can do that without turning on the full employment pipeline.

Flag Progress Notes that count toward a funder's monthly report. Export them from the client file instead of assembling the month by hand.

A dedicated queue for psychiatric consultative examinations and structured mental status exams - not the same board as Eval Tracker.

Full HIPAA compliance with Business Associate Agreements, access controls, and breach notification protocols.

Granular permissions by role - clinician, admin, billing, intern - with principle of least privilege.

Immutable, tamper-proof audit logs of every data access, modification, and export across the platform.

AES-256 encryption at rest, TLS 1.3 in transit, and strict role-based access for maximum data protection.