The whole practice.
In the picture.

Your schedule.
With the patient in view.

Start with the appointment and move into the record. PBS brings patient information, appointment history, and authorization context into the scheduling workflow.

• Provider schedules across therapy disciplines
• Check-in, check-out, cancellation, and no-show workflows
• Patient alerts and authorization information

Help your front desk and clinicians work from the same context as the day changes.

Let every visit
build on the last.

Organize evaluations, daily SOAP notes, progress notes, discharge documentation, goals, and plans of care in the patient record.

• PT, OT, and speech therapy documentation
• Drafts, missing notes, signatures, and co-signatures
• Plan-of-care and progress-documentation tracking
• Manual charting with optional AI assistance

Keep both the clinical history and unfinished documentation available to the team.

Know the story
behind the balance.

Work with claims, payer responses, payment information, patient balances, and the records needed for follow-up. Keep the clinical context available when a claim needs attention.

• Claims and payment follow-up
• Supporting records and appeal preparation
• Direct-to-payer options where supported

A useful draft.
Your clinical judgment.

Use optional AI assistance to help organize your visit narrative into clinical documentation. Review and edit the draft before finalizing the record.

• AI assistance within the documentation workflow
• Clinician review, editing, and sign-off
• Usage-based credits, pay-as-you-go, or flat monthly plans