Social content studio
Prepare and refine social content drafts in your practice voice. The studio does not automatically post to your social accounts.
Product directory
Explore the features.
Explore the practice tools planned for launch. Availability varies by plan.
Try “book appointments,” “write notes,” or “track payments.”
Matching features
01 / Set up
Set up your practice.
Work through the decisions behind your practice, then review the setup drafted from your answers.
Practice Builder
Work through your license, clients, services, fees, paperwork, schedule, website, and payment setup. Save your progress and review the result.
Brand Studio & niche exploration
Explore your niche, ideal client, and brand voice from your background and preferences. Refine the suggestions to suit your practice.
Services & fee planning
Organize your services, session lengths, fees, and client-specific arrangements in your practice setup.
Payment-model calculator
Compare private-pay, hybrid, and in-network scenarios using your own income goal and working hours. Estimates are planning aids, not income guarantees.
Business setup checklist
Keep track of formation, EIN, NPI, and banking steps with links to official resources. SyncedUp does not file or submit applications for you.
Launch checklist
Review the remaining setup items before you begin using your practice workspace, paperwork, booking page, and website.
02 / Daily work
Manage schedules and daily work.
Bring appointments, availability, client context, and next steps into a connected daily workspace.
Scheduling & calendar
View your schedule, book sessions, reschedule appointments, and record attendance, cancellations, or no-shows.
Recurring & group appointments
Create a repeating appointment series and organize group attendees. Review each attendee’s fee and attendance within the group workflow.
Online consultation booking
Give prospective clients a way to request an available consultation from your practice site, within your booking rules.
Availability & booking rules
Set working hours, session buffers, advance notice, booking windows, caseload limits, and days away.
Email appointment reminders
Use appointment reminder emails with neutral scheduling information. Delivery depends on the practice’s enabled reminder and email configuration.
Today screen & session tickets
See who is next, appointment context, and work needing attention in the Today workspace. Open tasks sit alongside your sessions.
Tasks & follow-ups
Keep outstanding notes, intake items, client follow-ups, and recurring practice work visible in your daily task list.
Assistant morning brief
Review a summary of your practice day and ask for help preparing. The assistant supports the clinician with drafts and summaries.
Google Calendar busy-time connectionSetup required
Where configured, connect Google Calendar to account for busy time when finding availability. This is not a promise of full two-way event synchronization.
03 / Client care
Manage client records and care.
Keep client information, documentation, conversations, and progress together. Clinical decisions remain yours.
Client directory & charts
Search and filter your client roster, then review contact details, appointments, notes, documents, measures, and billing context from the client’s chart.
Client list import
Upload CSV or Excel client lists, review suggested column matches, and import validated client details. Match original PDFs and images to charts individually or in bulk, including supported files inside ZIPs. Review exclusions and duplicates before saving. File limits apply; appointments and financial transactions are not imported.
Digital intake & consent forms
Prepare client intake packets, collect answers and signatures, and see what is still incomplete before a session.
Client portal
Give clients access to the relevant intake, consent, document, message, and payment workflows through their portal.
Secure client messaging
Keep practice conversations connected to client records. Notification emails do not include the message’s clinical content.
Clinical notes & documentation
Write session notes using DAP, SOAP, or BIRP formats, and organize intake, consultation, and discharge documentation.
AI-assisted note drafts
Prepare a draft from typed shorthand when the required consent and AI-provider setup are in place, then review and edit it. A draft is not a signed note or a substitute for clinical judgment.
Signed notes & addenda
Sign and lock notes after review. Record later corrections or additions as addenda while preserving the signed original.
Treatment plans & goals
Document the plan of care, organize goals, and review plan versions alongside the client record.
Separate psychotherapy notes
Keep private psychotherapy notes in their separate workflow, distinct from the general clinical record.
Screening measures & progress charts
Track supported PHQ-9, GAD-7, EPDS, PCL-5, and PC-PTSD-5 scores over time, with labeled cutoffs for review. Screening scores are not diagnoses.
Worksheets & clinical content packs
Use specialty content and worksheet templates, customize practice copies, and assign supported worksheets for client completion. Pack access depends on the plan.
Client documents & records
Organize client documents and their related records in the chart so paperwork stays connected to the care workflow.
04 / Money
Manage payments and balances.
Connect payments and balances to the clients, services, and paperwork behind them.
Card & partial payments
Keep payment methods on file and manage payments, including partial payments, through the configured payment workflow.
Invoices & outstanding balances
Review a client’s charges, recorded payments, invoices, and remaining balance together.
Superbills
Prepare a superbill for a client and date range, with service and charge information. Reimbursement depends on the client’s insurer and coverage.
Out-of-network claim packets
Prepare supported claim paperwork for a client to file with their insurer. This is separate from automated electronic claim submission and does not guarantee reimbursement.
Good Faith Estimates
Prepare and track estimates for self-pay clients as part of your practice paperwork. Your practice remains responsible for applicable requirements.
Expense & receipt tracking
Record practice expenses and keep related receipt information with your money workflow.
Profit & money summaries
Review collected revenue alongside recorded expenses and practice summaries. These views do not replace accounting or tax advice.
Fee changes & client notices
Prepare fee-change notices, review recipients and effective dates, and keep your client communication aligned with the change.
Insurance-transition letters
Prepare and review communications about changes to the insurance plans your practice accepts. This is separate from automated eligibility or claims processing.
05 / Growth
Build your website and practice content.
Bring your website, content ideas, and publishing decisions into one place, with your voice in the final result.
Practice website builder
Draft a practice website from your services, fees, and brand details. Review the pages and decide when to publish.
SEO checklist
Find practical improvements to your site’s search basics. A checklist does not guarantee search rankings or new client inquiries.
Blog ideas & drafts
Develop topics and editable draft posts for your practice. Review the content for accuracy, fit, and professional responsibilities.
Content planning calendar
Organize draft, approved, and scheduled content in a calendar so you can see what is planned.
B-roll media library
Upload your own photos and footage, add searchable tags, and attach clips to content items. Never upload client footage.
Content image toolsSetup required
Use configured image tools to help prepare visual assets for practice content. Review generated material before using it and avoid sharing identifiable client information.
Content planning insights
Explore search-interest guidance and manually entered Instagram comparisons when planning content. These are planning aids, not automatically verified performance or growth guarantees.
Newsletters & subscribersSetup required
Manage subscribers with recorded opt-in and prepare newsletter drafts. Sending depends on the configured email service and enabled workflow; delivery is not guaranteed.
06 / Practice tools
Manage your team and practice records.
Keep the team, recurring work, professional records, and time away organized alongside day-to-day care.
Team roles & chart access
Manage practice members and invitations, switch between your practices, and set owner, clinician, and administrative roles with chart-access assignments.
Front-desk workspace & activity reports
Give administrative staff a workspace for daily operations. Owners can review clinician session and payment activity within their permissions.
Referral tracking
Record referral sources and relationships so you can see how people find your practice.
Continuing education tracker
Keep a record of continuing education entries and supporting details alongside your professional practice tools.
Recurring practice reminders
Track recurring practice work and due dates, with relevant reminders surfaced in the daily workspace.
Time away & client notices
Plan time away, block affected booking dates, and prepare relevant notices for your review.
Licenses & professional credentials
Organize license records, professional credentials, and insurance-policy details, with renewal dates and related documents.
07 / Privacy & records
Protect access and records.
Use clear access controls, traceable records, and practice-specific policies. Your professional responsibilities stay with your practice.
Business associate agreement
Review and sign the SyncedUp business associate agreement as part of the practice setup before keeping client records.
Two-step sign-in & session controls
Use an authenticator app and practice security settings, including a two-step sign-in requirement and idle-session limits.
Audit trail
Review recorded chart-access and important record actions, including note signatures and payment activity.
Record exports
Export supported practice and client records through the authorized export tools. Review the contents and applicable retention requirements before leaving a system.
Retention & legal-hold settings
Record your practice’s retention policy and legal-hold settings. Choose requirements appropriate to your records and jurisdiction.
Policies & risk-assessment tools
Organize practice policy versions, vendor agreements, training records, and a risk-assessment checklist. These tools do not certify compliance.
Professional will & continuity planning
Prepare a professional-will document and organize continuity information for the person responsible if you cannot continue your work.
A clear view of availability
Know what’s included.
Know what’s next.
These are the tools being brought together in SyncedUp Therapy. New registrations are paused while we prepare for launch.
Insurance eligibility and automated claims are in development. Clinical video availability will be confirmed separately. Calendar connections and newsletter sending depend on the relevant service being configured.
Review planned pricing & plan detailsBuilt around your practice.
Bring it all together.
Follow what’s next for SyncedUp Therapy.
Join the waitlistNo account or payment required. Joining does not reserve a plan, price, or place.