Perfect Plans

Essential
$34.99
/ user / month
Service narrative template
Progress Note Template
Service Documentation Checklist Note
ISP Data Form Template
Client Admission Form
Staff Enrollment Form
Incident Report Template
Resource Center HUB
Vital Assessment Template
Electronic Visit Verification Care Note (EVV)
EVV Manual Entry Template
Soap Session Form
Transcript Form
Meeting Link Generator
MAR Template
eMAR Template
Generic Document Template
Get Started
Growth
$39.99
/ user / month
Service narrative template
Service Activity Template
Progress Note Template
Service Documentation Checklist Note
ISP Data Form Template
Client Admission Form
Staff Enrollment Form
Incident Report Template
Resource Center HUB
Biopsychosocial Template
Nutritional Planning Template
Suicidal Assessment Template
Behavior Documentation Template
Vital Assessment Template
Electronic Visit Verification Care Note (EVV)
EVV Manual Entry Template
Soap Session Form
Transcript Form
Meeting Link Generator
MAR Template
eMAR Template
Generic Document Template
Get Started
BEST
VALUE
Premium
$49.99
/ user / month
Service narrative template
Service Activity Template
Progress Note Template
Service Documentation Checklist Note
ISP Data Form Template
Client Admission Form
Staff Enrollment Form
Incident Report Template
Resource Center HUB
Biopsychosocial Template
Nutritional Planning Template
Suicidal Assessment Template
Behavior Documentation Template
Vital Assessment Template
Electronic Visit Verification Care Note (EVV)
EVV Manual Entry Template
Soap Session Form
Transcript Form
Meeting Link Generator
MAR Template
eMAR Template
case manager progress note
caseworker progress note
Generic Document Template
Get Started
Included with every plan
Helpful and Education Videos
Customizable Progress Notes Template
Document Storage – Unlimited
Billing & Claim Submission Portal
Video & Audio Zoom Conferencing Integration
Role Based Permission
Appointments & Events Scheduler
External Vendors Email Communication Portal
Teams Email Communication Portal
Teams Chat Messaging
Teams & Clients Email & Chat Messaging
Unlimited Clients Accounts
Reports To Meet Regulating & Licensing Requirements
Onboarding Support
Priority Support
Standard Analytics and Insights
Soap Transcript Form With A Zoom Paid Account
Data Import