Switch without the stress
A cloud-based EMR built for integrative medicine that helps you stay organized, connected, and focused on what matters.
What you can expect
Migration & configuration
We’ll handle data import, set up provider templates, configure permissions, and map out all practice locations.
Role-based training
Your team will get tailored training paths for admin, clinical, and front-desk roles, available live or on-demand.
Go-live support
Enjoy a smooth launch with a warm handoff, a dedicated hypercare window, and ongoing optimization follow-ups.
Change-management toolkit
Get ready-to-use checklists, patient communication templates, and best practices to align your whole team.
Onboarding tiers
Every tier includes 12 hours of training. Higher tiers add one-on-one time, go-live support on the day you switch, and EMR configuration by your Customer Success Manager.
Tier 1
Training
12 hours
1-on-1 training
Not included
Q&A sessions
1 × 1 hour
Go-live support
Not included
EMR configuration by CSM
Not included
Tier 2
Training
12 hours
1-on-1 training
Not included
Q&A sessions
2 × 1 hour
Go-live support
4 hours (½ day)
EMR configuration by CSM
20 hours
Tier 3
Training
12 hours
1-on-1 training
4 hours
Q&A sessions
2 × 1 hour
Go-live support
8 hours (full day)
EMR configuration by CSM
40 hours
Tailored onboarding for your workflow, your team, and how you work best, with flexible training, expert support, and tools that fit.
Your partner in delivering whole-person care
Helping integrative clinics deliver root-cause care with fast, intuitive software.
Explore our knowledge hub
Access a rich library of insights designed to support your practice and growth.
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