For established practices with high volume, multiple providers, or complex insurance workflows.
Includes everything in Professional, plus:
Full AR/insurance reimbursement tracking
Audit‑ready documentation
Support for malpractice insurance audits
Budgeting & forecasting
Monthly strategy meeting
Cash‑flow planning
Custom reporting for owners/partners
Liaison support for CPA or tax preparer
Year‑end close & prep included
For established practices with high volume, multiple providers, or complex insurance workflows.
Includes everything in Professional, plus:
Full AR/insurance reimbursement tracking
Audit‑ready documentation
Support for malpractice insurance audits
Budgeting & forecasting
Monthly strategy meeting
Cash‑flow planning
Custom reporting for owners/partners
Liaison support for CPA or tax preparer
Year‑end close & prep included
