Simply.Coach Features

Ensures that your staff and existing systems support your business needs, requirements, and patients

Supports or provides built-in billing and invoicing functionality, taking care of specialty-specific requirements

Protects patient data and facilitates the creation and tiering of user credentials when accessing data

Supports and/or automates the daily tasks and responsibilities of a mental health practice

Helps mental health practices adhere to relevant codes and industry regulations

Processes and manages insurance claims and policies. Integrates with patient billing

Allows patients to request or schedule appointments online. Supports the unique scheduling needs of mental health practices

Provides patients with a self-service, online portal for them to access e-prescriptions, notes, etc. Provides physicians and mental health care professionals a way to communicate with and notify patients

Ensures that mental health practice operations adhere to and meet HIPAA regulations, to protect, audit, and secure sensitive data

Allows for the storage, access and viewing, and tracking of patient notes, charts, and assessments

Provides note templates that align with mental health specialty practices

Facilitates communication and data share between outside systems, specialties, laboratories, and practices

Centralizes the storage of and maintenance of documentation and forms including: assessments, evaluations, treatment plans, progress notes, and clinical documentation

Facilitates the electronic prescribing, screening, note-taking, and recalling of medication

Tools that help curate mentoring best practices accessible by program participants.

Tools that measure program impact including features such as participation numbers, mentoring activity, and satisfaction metrics.

Real-time analytics to track and meaure the viality of the mentoring program.

Branding tools to create a platform with business name, logo, and distinct messaging.

Create mentor program type regarding structure, size, type, and accessibility.

Dashboard with tools to manage all mentoring sessions and participants.

Integrations with Learning Management system and other solutions.

Custom Profiles for employee information and mentor/mentee preferences.

Tools that identify participants for the mentoring program and delegate mentee/mentor roles.

Decide how matches will be made, for example: self-directed, facilitated match, flexible, or smart matching.

Enables team members to learn by collaborating with each other

Allows clients to schedule based on availability and syncs with coach calendar.

Processes credit card payments or integrates with payment processing tools.

Generates invoices and payment links to secure client payment.

Stores individualized coaching plans that can be viewed by client and coach.

Allows coaches to include public or private notes for each client and session.

Tracks past and future sessions, and details associated with each session.

Supports communication between client and coach, such as texting, emailing, and video conferencing.

Tracks progress towards agreed coaching goals.

Provides access to a coach-curated list of educational resources for clients to utilize.

Stores relevant biographical data for each client served.

Allows promotional packages or deals to be applied to purchases.

Collects pre- and post-coaching feedback from clients.

Provides relevant marketing tools to support email campaigns, website branding, and other related advertising efforts.