Request with the case
The provider sees the patient, the case and the time the firm would like.
Appointments & calendar
One visit, one status, both sides.
Request a visit with the case attached. The provider confirms a time, and both sides follow it from requested to scheduled, completed and billed on the same calendar.
What it does
From request to records, in one place
Confirm, reschedule, cancel
Providers schedule the time; any change shows up for the firm at once.
Statuses everyone reads the same
Requested, scheduled, completed, no-show, canceled and billed.
A shared week view
Firms see visits by client; providers see their week. Same times, same status.
In-app notifications
New requests, confirmations, reschedules, cancellations and completed visits.
Volume that fits the plan
Providers get 3, 60 or 300 requests a month; Group can add more any time.
Shared calendar
The same week, from both desks.
A confirmed visit lands on the firm's calendar and the provider's at the same moment. When the provider marks it completed or billed, the firm knows the records are on the way.
- Week view for firms and providers
- Calendar management on Practice and Group
- Billed means the bill and records were sent
Who it's for
Made for the people doing the work
Step by step
How it works
Step 1
Firm requests
From Pip, the map or the appointments list, with the case attached.
Step 2
Provider confirms
Schedules a time, or edits or cancels the request.
Step 3
Visit happens
Marked completed, or no-show if the client misses it.
Step 4
Billed
The provider sends the bill and records and marks the visit billed.
FAQ
Common questions
What happens after I request an appointment?
The provider is notified, confirms a time and the appointment appears on both calendars with its status. You can follow every visit from requested to scheduled, completed and billed, case by case.
Can I take more appointments when I'm busy?
Practice includes 60 appointments a month and Group 300. Group and Enterprise can also buy extra appointments at any time.
What does the Free plan include?
A listing in provider results and on the map, 1 seat and up to 3 appointment requests a month. Requests beyond that still arrive, and you can see them by upgrading or when the next month begins.
More features
The rest of the platform
Let's start
Your next visit, one question away.
Law firms start with a 7-day free trial. Providers join free on the Free plan.