Call a client, straight from your dashboard.
Dial any client's number and hold a secure, HIPAA compliant phone session, with no app, link, or smartphone required on their end.
Place a call in three steps
Open the dialpad
From your dashboard, open the Phone Call dialpad.
Dial the number
Enter the client's phone number and press call. Outbound, one to one.
Talk, note, document
Take notes on the Notepad and launch AI Notes to turn the call into a progress note.
Notes and AI documentation, built in
A phone session works like any other visit. Keep a private Notepad open while you talk, then launch AI Notes to transcribe the call into a finished progress note, minutes after you hang up.
- Private Notepad open throughout the call
- AI Notes transcribes the call into a SOAP or other note
- Saved to Call History to review or export later
Reach clients wherever they are
No app on their end
Perfect for clients without a smartphone, data, or a quiet place to be on video.
Notepad while you talk
Jot notes during the call without leaving the session.
AI progress notes
Turn the conversation into a structured note automatically.
HIPAA compliant
Secure, outbound one-to-one calls with a BAA on every plan.
Outbound only, one to one. Inbound calls are not supported.
Related features
Add phone sessions to your practice
Use the whole platform free for 14 days. No credit card required, and keep a free account after.