Practice Operations
One connected view of each client
From first inquiry to active treatment, keep every client’s information in one connected record your team can rely on.
Client information shouldn’t live in six different places
Scattered forms, authorizations and notes waste staff time and let details fall through the cracks. Ezi brings each client’s record together so the whole team works from the same picture.
What you can do
Connected client profiles
Keep each client’s details, guardians, documents and care information in one record.
Intake & inquiry pipeline
Move prospective clients smoothly from first inquiry to onboarding, with online intake.
Waitlist management
Keep your waitlist organized so no referral gets lost before admission.
Authorization tracking
Stay ahead of authorization renewals so client hours don’t lapse unexpectedly.
Guardian & family access
Give families a connected portal for schedules, messages and shared documents.
Role-based access
Share client data with the right team members without exposing it to everyone.
How it works
Capture the inquiry
Bring new referrals in through online intake.
Build the record
Keep everything about the client in one profile.
Stay ahead of auths
Know when authorizations need attention.
Care in context
Every workflow references the same client record.
One connected platform
The client record connects your whole practice
In Ezi, the client record informs scheduling, documentation and billing, and families get their own connected view.
Scheduling
Sessions draw on each client’s authorizations and needs.
Clinical Documentation
Notes, treatment plans and evaluations live with the client.
Billing & Revenue Cycle
Authorizations and invoices connect to the client record.
Family Experience
Guardians get schedule visibility, messaging and documents.
Who it’s for
Built for everyone who touches a case, from intake to billing.
Plan availability
Client and staff records are included on every plan; intake, authorizations and the parent portal start at Practice. See the pricing page for plan details.
Compare plansSee how Ezi keeps every client record connected
Start a 14-day free trial with full Professional access, or book a demo to see the client record in action.