FAQ
Straight answers before you choose your next EMR.
Choose the $49 Cash plan when you do not need insurance billing. Request setup for the $89 Insurance plan when you need eligibility, claims, and ERA. These answers explain the price, next steps, setup requirements, and human-review boundaries.
Plans and next steps
Which plan fits how my clinic bills?
Cash is $49/month and includes the complete clinic platform without insurance billing. Insurance is $89/month and adds eligibility, claim creation and submission, payer responses, ERA, adjustments, balances, and follow-up.
Cash: $49/month with one clinician included
Insurance: $89/month with the first 25 claims per monthly billing cycle included
Additional clinician accounts: $10/month each
Office staff accounts: included at no additional charge
What happens after I create a Cash account?
Create the account without entering payment information, verify the email address, and complete clinic setup. The onboarding flow collects the practice details needed to create the workspace. Supported migration exports are scoped with the clinic separately.
How do I start Insurance setup?
Use the Insurance setup form. The setup process confirms the practice billing identity, providers, payers, fee schedule, and electronic claim requirements. Payer enrollment or approval may be required before claims or ERA can be exchanged.
Price and contract
What other charges or provisioning requirements apply?
On the Insurance plan, each claim after the first 25 in a monthly billing cycle is $0.49. The Receptionist is a $10/month add-on. Credit-card transaction fees apply when patients pay invoices by card. Telehealth, fax, invoice payments, eligibility, claims, and ERA may require setup, verification, provisioning, or payer enrollment before use.
Is there a contract or cancellation fee?
No. The subscription is month to month. Cancel at any time; the subscription and account access continue through the end of the current renewal period.
Clinical and operating workflow
How does a visit become a claim or invoice?
The appointment, patient, clinician-reviewed note, and service details stay connected. Authorized clinic users can prepare the appropriate cash invoice or insurance claim after the clinical work is complete. Claim submission remains subject to billing review, payer requirements, and any required enrollment.
Does Intelligent Assist act without review?
No. Intelligent Assist drafts, organizes, or previews work. Clinicians edit and sign notes. Authorized clinic users review claims, faxes, messages, and operational changes. Destructive calendar actions require explicit confirmation.
Security and data
Is a BAA available?
Yes. A BAA is available for clinics that need one as part of security and compliance setup. Request the BAA through the contact page before transferring PHI.
Can I export my clinic data?
Supported exports keep clinic records portable. Confirm the required data, format, scope, and delivery process during setup or through authenticated support.
Migration and setup
What does white-glove migration cover?
The team scopes supported exports of files, patient records, and claim history from the current system with the clinic. The service is included with no separate migration fee; source access, available formats, data quality, volume, and cutover details determine the final scope and timing.
Practice fit and access
Who is the product for?
Intelligent Clinic OS is built for solo and small outpatient rehab practices, including mobile, cash-based, insurance-based, and hybrid clinics. Current built-in clinical examples and AI defaults are PT-focused; confirm specialty-specific templates during setup.
What mobile access is available?
The web application is responsive for phone-sized workflows. A staff-first native iOS application is also under active development; confirm current availability and supported workflows during setup.