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Features

Everything your practice runs on.

One HIPAA-aware platform for charting, scheduling, billing, messaging, and the day-to-day of running a solo practice. Here is the full picture.

Charting

Charts that write themselves.

Pre-built and custom templates pull from intake forms and prior visits. PHQ-9 and GAD-7 score automatically. SOAP, ADIME, or your own. Every note signed, locked, and HIPAA-compliant.

A signed SOAP progress note in SoloistHealth, structured sections with signed-and-locked status.
Scheduling

Self-booking, zero email tag.

Clients book from your calendar. Confirmations, reminders, and reschedule links go out automatically. Your video room link rides on every appointment, so clients join without hunting for it.

The SoloistHealth week calendar, a full schedule of appointments by type, with self-booking links and payment status.
Client portal

A portal that earns its keep.

Clients log meals, workouts, and photos from the app. You see real-time progress without asking, then chart, message, or set a goal in one tap.

A client's food journal in SoloistHealth, a photographed meal logged to the all-clients check-in feed, filterable by type and date.
Messaging

Secure messaging, in one place.

HIPAA-compliant chat with your clients: voice notes, attachments, automated messages, and bulk announcements. All encrypted, all retained for the chart.

The SoloistHealth messaging inbox with an open client conversation, secure chat with reactions and read receipts.

And everything else.

Payments without the chase

Sessions or pre-paid packages. Card on file, automatic invoicing, cancellation and no-show fees.

Video visits on your own room

Add your Zoom, Doxy.me, Google Meet, or Teams room link once. Every video appointment, confirmation email, and calendar invite carries it, with the chart and intake in the same platform.

Intake that flows into charts

Build a form once; the answers auto-populate the chart. No re-typing, no copy-paste between systems.

Documents and sharing

Per-client and central libraries, folders, sharing, and a full audit trail.

Treatment plans

Golden-thread plans of care: problems, goals, objectives, and interventions that tie back to progress.

Goals and progress

Living goals bound to assessments, journals, or metrics, with streaks and client check-ins.

Scored assessments

PHQ-9, GAD-7, and a dozen more validated instruments that score and trend automatically.

Client tags and cohorts

Organize clients with color-coded tags, then filter and act on a whole cohort at once.

Tasks and reminders

A built-in to-do list with due dates and reminders, each one linkable to a client.

Your public profile

A shareable profile page that lets new clients find you and book, no website required.

Security and compliance

Encryption, audit logging, idle auto-lockout, and provider MFA, built in from day one.

Your data, always yours

Export charts and client records anytime as PDFs or structured files. No lock-in.

Run your whole practice from one place.

Free for your first 3 clients. No credit card. Cancel anytime.