One system for the whole front office

Front desk and calendar

• Outlook-style calendar: day, week, work-week, month and list
• Per-office calendars for multi-location practices
• Staff schedules, color coding, lunch and blocked time
• Check-in, and a “Today” page for front desk, therapist and owner
• Office selection for staff who work at more than one location

Phones (VoIPPop)

• Softphone that stays connected while you move between pages
• Caller pop-up with the patient or customer record
• Call recording and call history
• Missed-call follow-up list
• Voicemail
• Texting Needs carrier registration

More on phones →

Patient and client records

• Visits, episodes and plans of care
• Notes and documents
• Calls and texts on the same record
• Billing history and balances

Digital patient forms

• Mobile-friendly intake packets with e-signature
• Step-by-step checks so forms come back complete
• Large, readable text for older patients
• Print-friendly black-and-white PDFs

Documents and fax

• Scan and fax intake for referrals
• Text recognition (OCR) files documents to the right patient
• Staff review before anything is filed

Billing

• Estimates, invoices and statements
• Payments by card or PayPal
• QuickBooks import
• “Before you send” checks catch billing mistakes

EHR connection

• Works with OpenEMR
• Notes and plans of care stay in sync

Compliance tools

• Vendor BAA register
• Chart and records audit tools
• Audit logs of who viewed what
• Role-based access

Works everywhere

• Desktop, iPad and iPhone in the browser
• Per-practice branding
• Light and dark themes
• Square, easy-to-read layout

For IT and MSP clients

• UniFi network monitoring
• Device inventory
• VoIP line management
• Tickets and site documentation

Managed by Mesa Geeks

• Installation and setup
• Backups and updates
• Monitoring
• Local support from the team that built it