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For practices

HIPAA-aligned tools for scheduling, telehealth, and revenue cycle

One platform for encounters, billing, claims, prior auth, the client portal, and video visits—plus the broader 100+ named product capabilities when you include growth and faith tools, including client YSQ-R views and phone-friendly clinical reports where your tier includes them. See /features for the full list. Built with technical safeguards for teams that handle sensitive health information.

What practices use NamedClearly for

  • Clinical workflow — appointments, encounters, notes, treatment plans, and intake.
  • Revenue cycle — claims, ERA, eligibility, prior authorization, invoices, and client payments.
  • Client experience — portal access, telehealth join flows, and secure messaging where enabled.
  • Transparent Coach pricing — flat monthly Coach tier with no per-claim insurance fees; ePrescribe is an optional add-on only when you prescribe, not bundled if you do not need it.
  • Governance — role-based access, audit trails, and compliance dashboards for administrators.

Key design principles

  • Clarity before complexity: Every screen prioritizes immediate orientation: one primary action, concise context, and language clinicians can scan quickly between sessions.

  • Consistency under pressure: Navigation, forms, and feedback patterns remain stable across intake, scheduling, telehealth, and billing workflows to reduce cognitive switching cost.

  • Inclusive by default: Touch targets, contrast, and semantic structure are designed for diverse users, devices, and clinical environments where speed and accessibility both matter.

  • Empathy in interaction: Microcopy and AI guidance avoid alarmist tone, reinforce user control, and present next steps in a calm, nonjudgmental way for sensitive care moments.

Interaction patterns

  • Structured conversational guidance: Prompted AI interactions gather intent, context, and constraints in short steps instead of long free-form forms.

    Example: session note assistant asks for presenting concern, intervention used, and plan before drafting.

  • Predictive workflow assists: The interface anticipates likely next actions and surfaces them contextually to reduce repetitive admin effort.

    Example: after encounter completion, claims readiness checks and invoice actions appear inline.

  • Progressive disclosure for safety: Advanced options stay available but out of the critical path, keeping high-risk flows simple and less error-prone.

    Example: telehealth launch keeps one clear join action while device/network diagnostics expand on demand.

Visual system for clinical trust

Calm clinical palette

Deep slate surfaces paired with sage accents support trust and focus, while preserving contrast targets for long reading sessions.

Readable typography scale

Large display headings establish hierarchy; body text and labels are tuned for quick legibility on shared screens and laptops.

Action-first iconography

Icons clarify task type (clinical, financial, communication) and reduce visual search time without adding decorative noise.

Purposeful depth and spacing

Card elevation, rhythm, and whitespace separate critical decisions from supporting context and make dense systems feel navigable.

User flow considerations (end-to-end)

  1. 01

    Triage and orientation

    Users land on role-aware dashboards with urgent actions first: schedule changes, unread portal messages, and claims blockers.

  2. 02

    Session preparation

    Pre-visit context, intake summaries, and history snapshots load before the encounter starts to reduce hunting across tabs.

  3. 03

    Encounter and documentation

    During and after sessions, guided note structures and AI-assisted drafting preserve clinician voice while accelerating chart completion.

  4. 04

    Revenue and follow-up

    Claims, invoices, and client reminders connect directly to encounter outcomes so financial and care continuity stay synchronized.

Practice switch case study (anonymized template)

When solo and small-group practices switch from tier-creep EHR stacks, operators often track three signals: admin hours reclaimed, first-pass claim acceptance, and measure completion between sessions. Use this template to frame your own before/after review — or ask us for a pilot worksheet.

Composite anonymized illustration for diligence conversations. Not a testimonial, clinical outcome claim, or performance guarantee. Your results depend on payer mix, staff workflow, and documentation habits.

Solo clinical outpatient (illustrative)

Insurance billing + GAD-7/PHQ-9 between visits

One licensed clinician, ~120 active clients, mixed telehealth and in-office

Admin hours saved / week

Before: ~6–8 hrs on notes, invoicing, and claim re-work outside sessions

After: ~2–3 hrs with session-complete rail + AI draft notes (human sign-off)

Self-reported staff time over 4-week pilot window

Clean-claim / first-pass rate

Before: ~72% first-pass (manual coding, ERA triage in spreadsheets)

After: ~88–91% after code suggestions + denial reason on rejected claims

Rolling 90-day claim cohort; payer mix held constant in illustration

Measure completion (GAD-7 / PHQ-9)

Before: ~35% of due measures completed before next visit

After: ~68% with portal assign + reminder + chart trend view

Clients with active measure assignments; anonymized counts only

Coaching practice, private-pay first (illustrative)

Scheduling, portal, and package billing without clinical clutter

Two coaches, packages and session bundles — no insurance claims

Admin hours saved / week

Before: ~4–5 hrs across Calendly, Stripe links, and manual session notes

After: ~1–2 hrs with practice hub, portal booking, and export pack for records

Coaching mode hides claims nav; metrics exclude billing AR follow-up

Claim denial rate

Before: N/A — private-pay only

After: N/A — optional clinical mode if insurance added later

Template row left intentional for coaching diligence conversations

Client check-in completion

Before: ~40% returned pre-session prompts

After: ~75% with portal hub reminders and mobile-friendly forms

Non-diagnostic wellness check-ins; not clinical measures

Need the full product narrative and pricing context? Start on the main marketing page, then review security in detail.