Features

Pull from our large standard report library, or create your own custom reports using our Quick Report designer.

Reporting

Create as many customized dashboard pages containing widgets and embedded reports as you need.

Dashboard

Schedule and record progress notes for Group Sessions of any size, and easily document case notes directly into individual client records.

Group Sessions

Meeting with individuals with no Internet access? Not a problem using our offline product which will sync your information at a later time.

Offline Module

Use our built-in calendar tool to manage schedules for both individuals and teams.

Scheduling

Capture electronic signatures from both clients and external parties using our embedded text/email telehealth options.

Telehealth

Generate billing batch files using a number of different search options and configurations; automatically upload/download claims and remittances; send customer invoices.

Billing & Invoicing

Track important thresholds and timelines, ensuring your encounters are being entered according to regulations.

Compliance

Use our standard intake screen or extend it with an unlimited number of additional fields and options.

Customized Intake

Use our Electronic Visit Verification module and iOS/Android app to capture electronic visits to satisfy federal requirements for certain programs.

EVV

Manage all aspects of a client relationship using our highly customizable product.

Case Management

Create an unlimited number of custom forms, including electronic signatures, to be used as both stand-alone and embedded within encounters and case notes.

User Form Designer

Embed a PDF directly into the system to be filled out and directly saved to E-System without the need for scanning or email.