Admin off your plate
Intake packets, reminders, and recurring paperwork run on templates that trigger themselves. You approve; Canopy does the chasing.
- — Workflow templates per service
- — Automatic client reminders
- — Shared team checklists
Practice management for mental health
Run your whole practice in one place, built to hold your practice.
Canopy Health connects intake, scheduling, client records, messaging, and billing so therapists spend less of the week on admin and more of it with clients.
No card required · Migration help included · HIPAA-minded by design
Caseload — This week
Intake packet review
M. Alvarez
Progress note — 08/14
J. Whitfield
Superbill to payer
R. Osei
Treatment plan renewal
T. Lindqvist
Insurance re-verification
K. Barnes
Trusted by practices that would rather be in session
Harbor CounselingWillow & Co. TherapyNorthline PsychologyStill Water CollectiveFieldstone Family Care
Why practices switch
Three problems, solved together not in five tabs.
Most practices stitch a scheduler, a notes tool, a billing service, and a shared inbox together. Canopy replaces the seams.
Client care in one place
Every note, form, document, and message for a client lives on one timeline — so context is never a search away before a session.
- — Unified client timeline
- — Structured note formats
- — Secure client messaging
Get paid without chasing
Sessions turn into charges, charges turn into claims, and unpaid balances surface as work — not as a spreadsheet you dread.
- — Superbills and claims
- — Balance and aging views
- — Payer follow-up tasks
From inquiry to paid
One workflow carries a client all the way through.
A new inquiry opens a workflow. Forms, verification, scheduling, and the first invoice are all steps on the same track — visible to everyone who needs them and no one who doesn't.
New client workflow
Alvarez, Mia — Day 3
- ✓Inquiry received
- ✓Fit call scheduled
- ✓Intake forms signed
- Benefits verified
- First session booked
Claims follow-up
Aetna
Batch #2841
$1,240
Paid
BCBS
Batch #2841
$860
In review
Cigna
Batch #2841
$495
Needs action
The platform
Everything a practice runs on, under one canopy.
Scheduling
Availability, telehealth links, and no-show policies in one calendar.
Intake
Branded forms, e-signature, and benefits capture before session one.
Workflows
Reusable templates for onboarding, renewals, discharge, and audits.
Records
Encrypted notes and documents with least-privilege access per role.
“We cut roughly six hours a week of admin in the first month. The part I didn't expect: I stop thinking about billing on Sundays.”
Dr. Elena Marsh, LCSW
Owner, Harbor Counseling (4 clinicians)
Integrations
Works with the tools you already trust.
Calendar, telehealth, clearinghouse, payments, and accounting — connected, not duplicated.
Google CalendarZoomStripeOffice AllyQuickBooksOutlookTwilioAvaility
See Canopy Health in your practice
A 30-minute walkthrough with a real practice workflow — intake to paid claim. No pressure, no scripted pitch.