Patient acquisition
Coordinate referral relationships, then guide inquiries, welcomes and intake hand-offs.
Operate provides configurable workflows for the work that surrounds each session, including new families, resources, team coordination, billing and paperwork. Each task is routed to the right person for review.
Coordinate referral relationships, then guide inquiries, welcomes and intake hand-offs.
Age- and service-appropriate parent and teen materials, drafted for practitioner review.
Role-specific onboarding, hand-offs and policies across solo or group practices.
Billing and collections follow-ups, bookkeeping hand-offs and reports for review.
Keep agreements, policy updates and documents moving to qualified reviewers.
Capacity, referral, program and financial signals in one view for leaders.
A solo clinician can start with a single workflow, and a team spread across several sites can expand from there.
Prepare intake messages, family resources and onboarding checklists for your team to review.

Operate prepares drafts and routes work. Financial, legal and clinical decisions remain with your team and your qualified advisors.
Operate works alongside your practice management system, focusing on coordination and drafting around your existing tools.