Practice Operations
One connected view of each client
From the first inquiry to active treatment, Ezi keeps every client’s intake, guardians, authorizations, documents, schedule, and clinical information in one connected record your team can actually rely on.
Client information shouldn’t live in six different places
When intake forms, authorizations, documents, and clinical notes are scattered across tools and spreadsheets, staff waste time hunting for context and important details fall through the cracks. Ezi brings the pieces of a client’s record together so the whole team — clinical and administrative — is working from the same picture.
What Ezi actually does
Connected client profiles
A single record for each client that ties together demographics, guardians, documents, and care information.
Intake & inquiry pipeline
Track prospective clients from first inquiry through onboarding, with an intake portal families can complete online.
Waitlist management
Keep prospective clients organized on a waitlist so no referral gets lost between inquiry and admission.
Authorization tracking
Manage authorizations with configurable alert thresholds and renewal reminders that surface auths approaching their limits or expiration.
Guardian & family access
Connect guardians to a family Care Portal for schedule visibility, messaging, and shared documents.
Document storage
Store and organize client documents in the record, tied to the workflows that use them.
Custom intake forms
Collect the information your practice needs with configurable forms and questionnaires.
Treatment & clinical context
Surface treatment information and clinical documentation alongside the rest of the client record.
Role-based access
What each person sees is governed by their role, so client data is available to the team without being exposed to everyone.
How it works
The client record grows with the relationship — from inquiry to active care.
Capture the inquiry
New referrals enter through intake and the online intake portal, or onto the waitlist.
Build the record
Guardians, documents, forms, and authorizations attach to one connected profile.
Stay ahead of auths
Alert thresholds and renewal reminders flag authorizations before they run out.
Care in context
Schedule, documentation, and billing all reference the same client record.
One connected platform
The client record connects your whole practice
A client record is only useful if the rest of the system reads from it. In Ezi, authorizations drive scheduling and billing, documents flow into clinical work, and families get their own connected view.
Scheduling
Sessions draw against 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
A connected client record serves everyone who touches a case — the intake coordinator taking the first call, the BCBA overseeing care, and the administrator keeping authorizations current.
Plan availability
Client and staff records are included on every plan. Intake, the intake portal, waitlist, authorization management, and the parent portal are included from Practice up. 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.