Canopy Health replaces the scheduler, the notes tool, the billing service, and the shared inbox with one system that hands work from one step to the next.
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
Turn an inquiry into a booked first session without email tag. Branded intake packets collect history, consents, and insurance details with e-signature, then hand off to a calendar that knows your availability rules, buffer times, and telehealth links.
Every client has one timeline: sessions, notes, documents, messages, and billing events in order. Notes support your formats — SOAP, DAP, BIRP, or your own — and pull the prior session's plan forward so you start writing with context already on screen.
Codify how your practice actually works. A workflow defines the steps, who owns each one, and when it's due — onboarding, insurance re-verification, quarterly plan renewal, discharge, or supervision sign-off. Assign once and it repeats correctly forever.
Client conversations live next to the record, not in personal inboxes. Internal threads let a group practice discuss coordination and coverage privately, with the audit trail your compliance review will ask for.
Completed sessions become charges automatically. Canopy generates superbills, submits claims through your clearinghouse, tracks remittances, and turns anything unpaid or denied into a task with an owner and a deadline.
Owners and supervisors see utilization, open documentation, unsigned notes, and unbilled sessions per clinician — early enough to fix, without reading anyone's clinical content they shouldn't.
A 30-minute walkthrough with a real practice workflow — intake to paid claim. No pressure, no scripted pitch.