Product
Every module. One chart.
The whole practice on one chart. Open the parts you care about.
Scheduling
A calendar that knows your clinic.
Book it once. Move it in a second. Never wonder if the note got done.
Book the way you actually work
- Weekly visits, one-off evals, multiday camps. Drag to move, drag to stretch.
- Rooms, clinics and providers in one view, or just the slice you need.
- Every provider in their own color, so the week reads at a glance.
Closed days stay closed
- Holidays, snow days and half-day Fridays, across the practice or just one location.
- Time off and meetings block the calendar, with approval when you want it.
- Every clinic keeps its own clock. Nothing lands at the wrong hour.
Know what still needs a signature
- Each visit shows whether its note is drafted, signed or waiting on a supervisor.
- Filter to what is unfinished, by person or clinic, and clear it before Friday.
Documentation
Notes that start written.
Talk through the session. The note is waiting when you sit down.
Say goodbye to 9pm notes
- Press record, run your session, stop. A draft lands in your template, ready to review.
- Everything is editable. You stay the author. It just stops being a blank page.
- Private and yours. Recordings are never used to train anything.
Templates that fit your practice
- SOAP, evaluations, progress reports, care plans and discharge summaries, ready to go.
- Build your own with the sections, tables and dropdowns your team already uses.
- Set defaults per discipline, and flag which notes bill and which need a visit.
- Change a template any time. Signed notes stay exactly as they were.
Sign with confidence
- Sign on the spot, or route to a supervisor for cosign. Supervisors can be assigned for you.
- Carry forward last visit, add a second signature, write a note that stands alone.
- A blank note cannot be signed by accident. Stray drafts are one click to clear.
Ready for an audit in minutes
- Pull every signed note for a child or a date range as one bundle of PDFs.
- Your logo on every page.
Goals & plans of care
Goals every discipline can see.
Speech, PT, OT and counseling services working from one list, not four.
A goal bank that grows with you
- Start from goals written for each discipline and area of need. Add your own.
- Structured Given / Will / Criteria or free text. Goals for the month and goals for the year.
Progress you can show a parent
- Track by percentage, trials, assistance level, frequency, duration or your own scale.
- Data is captured inside the note, so progress updates itself.
Plans that never lapse quietly
- Evaluations, progress reports and care plans carry their dates.
- The current plan is right on the chart and checked against active authorizations.
Billing & claims
Claims that clear the first time.
Sign the note. The claim is already built. Insurance and private pay, one place.
Insurance without the rework
- Every signed note becomes a claim, with the right rate, place of service and diagnosis attached.
- Payer rules are checked before it can go out, so the easy rejections never happen.
- Claims go out electronically through ClaimRev and remittances post back on their own.
- When a payer does push back, the reason shows right on the claim in plain words.
Private pay that pays on time
- Card on file for every family. Statements and invoices from one queue.
- Money lands in your account through Stripe. Clinical detail never leaves sentr.
Your rates, your rules
- Your codes and rates, with a different rate per clinic when you need one.
- Unit rounding, billing name and provider identifiers set once per location.
Hours, miles and payroll
- Billable and nonbillable hours, drive time and mileage, tracked as the week happens.
- Export for payroll. No spreadsheet reconstruction.
Authorizations & referrals
Never run out of units.
A worklist that counts down for you. A fax that fills itself in.
See every unit before it is gone
- Units used, units left and the expiry date for every child, on one screen.
- Status keeps itself current as visits happen. Override it when the payer says otherwise.
- Every claim line points back to the authorization it came from.
- Leave a comment, tag a colleague, get notified. No sticky notes.
sentr. Script
- Drop in the faxed referral or authorization, PDF or photo.
- The fields fill themselves in for your review. Nothing saves until you say so.
- Missing the referring NPI? sentr. Script looks it up.
- The original lands in the chart, so it is never lost.
Referrals in their place
- The referring provider sits on the record and in the care plan.
- Payers that need a referral or an auth are flagged before the claim leaves.
sentr. Portal for families
Families in the loop.
Fewer calls to the front desk. Parents already know.
Everything a parent asks about
- Upcoming visits and who is on the care team.
- Signed session summaries and goal progress, in plain language.
- Statements, pay by card, documents to sign, messages with staff.
Invite in a click
- Invite one family from the chart, or the whole caseload at once.
- Preview exactly what a family sees before they do.
Messaging
One thread per question.
Staff, families and the chart, without leaving the chart.
Talk where the work is
- Direct and group threads with your team. Add people, rename, keep the history.
- Families message from sentr. Portal. It lands in the same inbox.
Nothing slips past
- Comment and tag a colleague right on an authorization or record.
- Everyone picks how they want to hear about it: in the app, by email, or both.
Intake and signing
No paper packet.
One link. Families finish before the first visit.
A form that looks like your practice
- Show the fields you need, name them your way, decide what is required.
- Families can save and come back. Unfinished intakes get a gentle reminder.
- Show which services are open and which have a waitlist.
Signed before day one
- Consents, financial policy and privacy notice are ready to adopt or edit.
- Drop signature fields onto your own PDFs.
- Send the right documents by insurance type, or just one form for a quick signature.
- Legally binding signatures for clinicians and guardians.
Clean records from the start
- New intakes wait in a queue for a quick review.
- A payer typed in by a family is checked before it joins your list.
- Duplicate patients merge into one record. Nothing is lost.
Settings & roles
Yours to set.
Set it up once. Change it any time. No ticket to us.
The right access for every role
- Seven roles from practice admin to therapist, including BCBA and RBT.
- Scope a person to one clinic or the whole practice. Add a team by CSV.
- Care team access that fits: full clinical, or view only.
Your practice, your way
- Clinics, rooms, services, closures, rates, payers and their rules.
- Note templates, goal bank, intake fields, documents, labels and your logo.
Always know who did what
- An activity log of the week, drive time included. An audit log you can export.
- Bring sessions and diagnoses over from your previous system.
Built for HIPAA from the first commit.BAA at signup, encrypted everywhere, every PHI touch audited.
Security overview
See it with your clinic’s schedule.
Thirty minutes with a founder. Bring your questions.