Manage provider onboarding, assignments, chart reviews, visits, client settings, billing context, and reports in one network workspace.
Provider-network tools for linked clients and clinical teams
Network operators can manage assignments, licenses, availability, review queues, visits, and performance without stitching together spreadsheets and point tools.
Tools for provider onboarding, client configuration, clinical workflows, reporting, and network administration.
Network-wide visibility from pending to complete
AI-assisted SOAP drafts
Four editable sections configured per network and finalized by a provider
Provider assignment control
Assign, unassign, and reassign reviews in real time
Status tracking
Pending → In Review → Complete with full audit trail
Provider-reviewed drafts
Edit AI-assisted SOAP sections before approval
Async and sync visits in the same calendar
Visits calendar
Async chart reviews and sync video visits in one view
Patient scheduling
Book on behalf of patients with real-time availability
Visit lifecycle
Create, reschedule, cancel, and reassign from admin view
License-aware matching
Only eligible providers shown based on patient state
Applications, credentials, licenses, and assignments
Automated credential verification
NPI lookup and license validation on application
5-step onboarding flow
Application → Review → Credentials → Onboarding → Active
State-license matching
Auto-match providers to clients based on verified licenses
Pipeline tracking
Track every applicant from first contact to first review
AI-assisted form drafts with product and client rules
AI form builder
Describe what you need — fields are generated automatically
4 form types
Intake, consent, network, and client forms
Form assignment rules
Assign by product or client, or apply across the network
Onboarding audiences
Audience forms for provider and staff onboarding flows
Current KPIs and CSV exports
Real-time KPIs
Conversion funnels, billing summaries, and network health
Provider hours tracking
Monitor provider activity and availability utilization
Visit purchase analytics
Track purchases, revenue, and growth across clients
CSV export
Export supported report types for external analysis
Three billing models in one dashboard
3 billing models
GFE, GFE+Rx, and Affiliate — auto-resolved per client
Network-wide charge review
Review charges across all clients from one dashboard
Revenue tracking
Track purchases, charges, and affiliate revenue in real time
Auto credential resolution
Payment credentials resolve automatically by client model
Compare the steps, owners, and available status for live visits, asynchronous reviews, and prescription workflows.
Application
Provider applies with credentials, NPI, and license info
Review
PNA reviews application, verifies credentials
Credential
License validation, state coverage confirmation
Onboard
Knowledge base completion, network orientation
Assign
Map to clients based on state licensing and availability
A structured pipeline for applications, credentials, NPI verification, state licensing, and client assignment before providers begin assigned clinical work.
State-License-Aware Matching
Verified license information is used to determine provider eligibility for a patient location.
Provider Delegates
Read-only operational roles for staff who manage visits and reviews without clinical authority. Same nav, safe guardrails.
Multi-Client Assignments
One provider can serve multiple clients simultaneously. Override the default 'all providers serve all clients' with granular mapping.
Review configured commercial models, payment activity, visit purchases, and supported billing reports from a network-scoped workspace.
See an illustrative path from patient purchase through clinical review and configured pharmacy fulfillment.
Each client can use its configured commercial model. Payment credentials resolve according to the client model.
You handle the clinical review. Client manages billing and pharmacy independently.
Linked clients use the same network-scoped reporting and billing workflow, with records available for operational reconciliation.
Visits, chart-review time, and invoice-ready summaries roll into network-scoped client batches.
Set visit rates once at the network; linked clients inherit, with reporting on purchases and utilization.
GFE checkout uses each client’s Stripe or Authorize; affiliate uses your network processor—from the client record.
External sites start affiliate checkout via client API; GEN runs the charge and surfaces gross in client reporting.
Reporting is scoped to providerNetworkId— CSV export stays within tenant boundaries.
Filter supported reports by client, provider, product, or time period. Export supported report tables as CSV, scoped to your network.
Charges and revenue per client, with drill-down by product and provider
Provider Network Admin → Reports
CSV where the in-app report supports export.
Sync visit purchase funnel, conversion rates, and revenue tracking
Provider Network Admin → Reports
CSV where the in-app report supports export.
Affiliate client metrics, referral tracking, and commission reporting
Provider Network Admin → Reports
CSV where the in-app report supports export.
Visit minutes, chart review time, approved and denied review breakdowns
Provider Network Admin → Reports
CSV where the in-app report supports export.
Stripe and Authorize.net transaction history with reconciliation
Provider Network Admin → Reports
CSV where the in-app report supports export.
Historical throughput, provider performance, and capacity analytics
Provider Network Admin → Reports
CSV where the in-app report supports export.
0 configuration sections. Every aspect of the platform is tunable at the network level — no support tickets needed.
Customize how your network appears across the platform. Upload logos, set accent colors, configure display names, and choose your network timezone — changes take effect immediately.
Examples of common
network operating patterns.
Not customer testimonials
An administrator reviews pending work, assigns eligible providers, and follows each review through its configured status flow.
Network operations team · Chart-review coordination
A network team configures client-facing experiences while keeping administrative access and reporting scoped to the network and linked clients.
Multi-client operations team · Tenant-scoped oversight
A provider opens an AI-assisted SOAP draft, edits individual sections, adds clinical judgment, and approves the final note.
Clinical review team · AI-assisted documentation
An administrator creates or updates a visit using the same availability and network-hour rules that support patient booking.
Scheduling team · Visit administration
A network administrator reviews provider credentials and uses verified license information when mapping providers to client work.
Credentialing team · License-aware assignment
An administrator maps products and intake forms to the appropriate client so the configured workflow appears where the work occurs.
Client configuration team · Products and intake forms
An administrator filters network-scoped reports and exports supported report data for reconciliation or further analysis.
Network reporting team · Operational review
These examples describe product workflows, not customer results or endorsements.
FAQ
We believe you should understand exactly how the platform works before you commit your network and clients to it.
Showing 14 of 14 questions
Review the tools for provider onboarding, client configuration, clinical workflows, and network reporting.
Network Setup
Review branding, business hours, and AI-assisted documentation settings
Provider Onboarding
Invite providers, review credentials, and assign them to clients
Client Linking
Connect client organizations with branded portals and product catalogs
Workflow Review
Confirm chart-review, visit, and prescribing configurations before use
Implementation timing depends on network configuration, integrations, credential review, and onboarding requirements.
Illustrative next-step scenario
Configuration review
Review branding, hours, client mappings, and clinical workflow settings.
Book a walkthrough to review fit, configuration, and implementation requirements.