Platform
Eight modules. One clinical operating system.
Built for outpatient, intensive outpatient, partial hospitalization, and residential behavioral health programs. Every module here is in production at One Love Agency today — except eRx + Labs, which is coming soon.

Twelve forms, one front door.
Patient registration that starts before the first visit.
Twelve intake forms cover demographics, insurance, releases, consents, and medical history. Required field validation prevents incomplete charts at registration. Emergency contacts captured as a separate validated entity.
The client portal sends paperwork to patients via magic-link authentication. Patients complete forms before the first visit. The face sheet aggregates everything into a three-column clinical overview.
- 12 intake forms (demographics, insurance, releases, consents, medical history)
- Client portal with magic-link auth
- Single front-desk patient registration entry point
- Required field validation including emergency contacts
- Patient face sheet with 3-column clinical overview
Replaces: Alleva intake, Kipu intake, paper.

Built for group sessions and care teams.
A calendar that understands behavioral health.
Provider availability is configured per-staff with break and lunch awareness. Multi-staff and multi-patient appointments support group sessions and care team workflows.
Place-of-Service validation catches misconfigured appointments before they become claims errors. Treatment-plan expiration guardrails prevent scheduling sessions on lapsed plans.
- Provider availability config
- Multi-staff appointments
- Multi-patient appointments for group sessions
- Place of Service validation
- Color-coded service types
- Treatment-plan expiration guardrails
Replaces: Alleva scheduling, Google Calendar workarounds.

PHQ-9, GAD-7, C-SSRS, and 76 more.
Auto-scored. Compliance-flagged. Patient or clinician-completed.
79+ assessment templates ship with the system, plus 24 CDA sub-forms. Auto-scoring with severity flags surfaces high-risk patients immediately.
Compliance flagging catches 30-day CDAs and 14-day treatment plans coming due. Patients complete assessments in the portal; clinicians complete them in session.
- 79+ assessment templates
- 24 CDA sub-forms
- Auto-scoring with severity flags
- Compliance flagging for 30-day CDAs and 14-day treatment plans
- Patient-completed in portal or clinician-completed in session
Replaces: PDF assessments, paper scoring, manual flagging.

Fifteen templates. Four formats. PIN-signed.
SOAP, DAP, BIRP, PIE — all auto-prefilled and audited.
15 medical note templates across the four major formats. Vitals and active problem list auto-prefill from the patient chart. Multi-CPT billing per note routes the right codes to claims.
PIN-gated signing with a three-attempt lockout enforces clinician identity at the moment of signature. Plan-signature triggers cascade — signing a Discharge updates patient status; signing a CDA updates primary diagnosis.
- 15 medical note templates
- SOAP, DAP, BIRP, PIE formats
- Auto-prefilled vitals and active problem list
- Multi-CPT billing per note
- PIN-gated signing with 3-attempt lockout
- Group note format
- Plan-signature triggers
Replaces: Alleva notes, Kipu progress notes, paper.

Signed note to Office Ally in 30 minutes.
837P out. 277 and 835 back. Every 15 minutes.
837P claims generate from signed notes and submit to Office Ally over SFTP. Status (277) and remittance (835) responses poll every 15 minutes.
The inline scrubber catches errors before submission with fix actions you can take from the same screen. A manual fallback workflow handles edge cases. Alleva note PDFs can be uploaded during the transition period.
- 837P generation from signed notes
- SFTP submission to Office Ally
- 277 (status) and 835 (ERA) polling every 15 minutes
- Manual fallback workflow
- Inline claims scrubber with fix actions
- Alleva note PDF upload for transition period
Replaces: Manual claims, batched submissions, claim rejection backlogs.

HIPAA-compliant internal messaging.
Slack-style flow. BAA-covered stack. PHI allowed.
Seven-slot care team per patient defines who can see and message about a chart. Staff-to-staff messaging runs entirely inside the BAA-covered infrastructure.
Channel membership-based RLS enforces minimum-necessary access. Attachments use short-lived signed URLs so PHI doesn't leak via stale links.
- Seven-slot care team per patient
- Staff-to-staff messaging inside the BAA stack
- Channel membership-based RLS
- Attachments via short-lived signed URLs
- PHI allowed under minimum-necessary
Replaces: Slack (not HIPAA-compliant), Microsoft Teams workarounds.

Twelve roles. Twenty-seven permissions.
Fine-grained access without spreadsheets.
12 RBAC roles map to common behavioral health staff types. 27 fine-grained permissions can be overridden per-user when an individual needs an exception.
The form and note template editor lets clinical leads adapt the system without engineering. MFA enrollment and recovery are administered from the same console.
- 12 RBAC roles
- 27 fine-grained permissions
- Per-user permission overrides
- Form and note template editor
- User invitation and management
- MFA enrollment and recovery
- Display name overrides for roles
Replaces: Alleva admin, manual permission spreadsheets.
eRx workflow with formulary check
Surescripts Direct and Millennium.
Electronic prescribing and lab orders. No paper, no fax.
Surescripts Direct integration for e-prescribing handles controlled and non-controlled medications. Millennium interface returns structured lab results into the chart.
Account-level lab access keeps results scoped correctly. Drug-interaction checking (First Databank / Medi-Span) is on the roadmap for prescribing providers.
- Surescripts Direct for e-prescribing
- Millennium interface for lab orders and results
- Account-level lab access
- Drug-interaction checking on the roadmap (First Databank / Medi-Span)
Replaces: Paper prescriptions, fax-based lab orders.
Want a walkthrough by a clinician who uses it daily?
A 30-minute screen-share of the ABHOS production deployment at One Love Agency.