Canopy Health
Who it's for

For practices where the clinician is also the operations team.

Canopy Health is designed for private mental health practices — therapy, counseling, and psychology — from a single office to a fifteen-clinician group.

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Solo practitioners

You are the clinician and the back office.

What it looks like today

  • — Evenings spent on notes, invoices, and intake email
  • — Insurance follow-up that slips for weeks
  • — No cover when you're sick or on vacation

With Canopy Health

  • — Intake, reminders, and superbills run without you
  • — Unpaid claims show up as tasks, not surprises
  • — A clean record if you ever add a second clinician

Small group practices

Three to fifteen clinicians, no full-time admin.

What it looks like today

  • — Every clinician does onboarding differently
  • — Referrals get dropped between inboxes
  • — Owners have no view of documentation or revenue

With Canopy Health

  • — Shared workflow templates for every service line
  • — Referrals routed with an owner and a deadline
  • — Utilization, unbilled, and compliance in one dashboard

Supervisors & training sites

Oversight without reading every chart.

What it looks like today

  • — Chasing unsigned notes before payroll
  • — Manual tracking of supervision hours
  • — Access that's all-or-nothing

With Canopy Health

  • — Sign-off queues with automatic reminders
  • — Supervision hour logs per supervisee
  • — Least-privilege roles scoped to what's needed
Not a fit

Canopy is a poor fit for hospital systems and large clinics.

If you need enterprise EHR interoperability, inpatient workflows, or a hundred-seat rollout, you'll be better served elsewhere — and we'll say so on the call.

Tell us how your practice runs

We'll map your current workflow on the call and show you what Canopy would replace.

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