Momentum
Most popularUnlimited sessions and practitioners, plus the team, insurance and referral operations a lean group needs.
Momentum is the base operating system for a growing therapy group. It keeps every Pulse capability, removes the session and practitioner limits, and adds SMS reminders, staff controls, time tracking, insurance billing, prior authorization tracking and referral operations. Pair it with AI Front Desk to give routine calls and booking a dedicated AI lane.
per practice per month
with AI Front Desk: $218/mo
Everything Momentum includes
Everything in Pulse, plus everything below.
See what Pulse coversRun the team
Remove the Pulse usage limits, add the people behind a group practice, send SMS reminders, control what each role can access, supervise clinical work and turn recorded shifts into reviewable timesheets.
- Unlimited sessions and practitioner profiles
- Unlimited administrative and support staff profiles
- Unlimited SMS appointment reminders
- Role-based permissions and scoped practitioner access
- Supervisor caseloads, note co-sign and supervision hours
- Timesheets, shifts and break management
Manage insurance
Verify coverage, review and submit professional claims through the clearinghouse, track claim status and apply remittance data from the billing workspace.
- Real-time eligibility checks
- Review and submit professional claims via Claim.MD
- Review and apply ERA data with claim tracking
- Primary and secondary insurance workflows
Track authorizations
Keep authorization dates, approved units and usage visible to the team, with alerts for cases that need attention before the next session.
- Prior authorization worklist and status tracking
- Requested, approved and used unit tracking
- Expiration and low-unit alerts
- Appointment-based unit reconciliation
Build referral relationships
Manage relationships with physicians, EAPs, schools and community partners using a dedicated pipeline, outreach workspace and follow-up history.
- Referral-source contact and pipeline management
- Follow-up call lists and activity history
- Referral outreach email workflows
- Partner meeting scheduling and calendar export
AI Front Desk
An AI receptionist for routine calls, booking and routing—governed by your rules.
AI Front Desk adds an administrative teammate to your practice phone line. It answers approved FAQs, checks availability and supports configured booking. Callback options provide a staff follow-up path. It does not provide clinical advice or emergency response.
- Everything in AI Assist
- AI phone agent — routine inquiries, configured booking and callback requests
- Web voice agent (speech-to-speech) on your site
- Unlimited AI Scribe notes
- Call and chat transcripts with human handoff rules
- Configurable escalation contact and crisis-aware routing
added to Momentum
Switch it on at checkout or any time after.
Not sure Momentum is the fit?
See all plans side by sideReady to run your practice on Momentum?
$69/mo per practice — role permissions, tenant-scoped storage and data-import tools included. Cancel any time.