Pricing

Priced per location. Scales with your group.

Every plan includes scheduling, documentation, and the missed-care dashboard. AI voice follow-up scales with the plan.

Practice
$399/location · mo
For single or small multi-location clinics getting organized.
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  • Multi-discipline scheduling (PT/OT/ST)
  • Documentation & dictation
  • Missed-care dashboard & manual callbacks
  • Real-time eligibility checks
  • Claim generation & ERA
  • Email support
Enterprise
Custom
For large networks with affiliates and external integrations.
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  • Everything in Group
  • External portal sync
  • Per-affiliate policy configuration
  • SharePoint document management
  • Dedicated success manager
  • SSO, custom BAAs & SLAs

All plans billed annually. AI voice usage metered above plan allowance. No setup fees.

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What’s included

Capability Practice Group Enterprise
Scheduling & documentation
Missed-care dashboard
Eligibility, claims & ERA
AI voice follow-up
Visual workflow builder
Fax OCR & referral capture
External portal sync
Per-affiliate policy config
SSO & custom SLAs
FAQ

Questions, answered

How is AI voice usage billed?

Each Group location includes a monthly call allowance. Usage above that is metered at a transparent per-call rate, and the system’s throttle discipline keeps volume sane.

Is there a setup fee?

No setup fees on any plan. Enterprise onboarding with portal integrations is scoped with your success manager.

Can we migrate existing records?

Yes. We import appointments, evals, notes, insurance, and authorizations, and can ingest referral history via fax OCR and portal sync.

Is Record Synergy HIPAA compliant?

Yes, HIPAA-aligned data handling, BAAs, encryption in transit and at rest, role-based access, and full audit trails on every automated action.

Get started

See it on your own workflows.

Book a 30-minute demo and we’ll show the missed-care loop close in real time.

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