Compare Our Best-in-Class Features

Choose the Right Practice Management, Clinical or Billing Solution for Your Practice

Our certified software solutions for behavioral health, recovery, and mental health agencies are trusted by thousands of providers and backed by our exceptional customer service.  When you compare our features and pricing, you’ll see why Procentive offers outstanding value to your business.



Offer convenient, secure web access to your clients

With Procentive’s client portal, your clients and their designated representatives can login to a secure portal to schedule appointments and view pertinent information. Customize your agency’s portal with your logo and matching colors.

  • Grants greater versatility for how your staff and clients communicate.
  • Provides your clients with more autonomy in confirming and making decisions regarding their care.
  • Allows representatives to be more involved in a client’s care (if client permits).
  • Moves your practice one more step toward being a paperless HIPAA-compliant organization.
  • View the care team info
  • View past and future appointments
  • Either request or schedule a new appointment
  • Cancel an appointment
  • View their clinical documents (can be limited)
  • Securely send messages between staff and client
  • View/download their monthly statements
  • View their current medications, allergies, diagnosis, lab results, and billed procedure codes
Client Portal Features Included

Customizable Client Portal

Certified Electronic Health Records


Automatically connect case notes, treatment plans, & progress notes to billing with clinical data flows

With Procentive’s EHR solutions, access to your client records is quick and easy. Your electronic chart is as easy to use as paper records, with some big differences: they’re always available and always complete. Client data flows from assessment to treatment plan to progress notes automatically. While you are completing your notes, Procentive is creating a clean bill in the background.

  • Clinical EHR Features
  • Complete demographic information
  • Recent sessions
  • Authorizations
  • Notifications and warnings
  • Automatic reminders for items requiring completion, renewal or other intervention
  • Advance search capability
  • Electronic prescriptions, with digital signatures
  • Fax into and out of the system
  • Document management
  • Anytime, anywhere access to patient history
  • Quickly document and track assessments
  • Electronically plan, document and track treatments
  • Easily manage medication
  • Electronically sign and authorize documents
  • Automatically track and manage client authorizations
Client Portal Features Included


Eliminate errors with point-and-click scheduling and demographics

Procentive’s EHR solutions make scheduling simple. Customizable views, color coding, and alerts help eliminate errors in central scheduling. Procentive can also decentralize scheduling by enabling staff to manage their own calendars and appointments.

  • Group staff by program, specialty, payer certified, credential, gender or any other criteria
  • View by day, week, month or team
  • Set time increments from 5 to 60 minutes Define “availability blocks” and appointment type
  • Track appointment status
  • Verify billing status Schedule for “first available” by a number of variables
  • Set automatic notifications for authorizations, client’s 18th birthday, privacy practice expirations, and many others
  • Scan, save and associate documents
  • Store patient information and demographics
  • Field incoming calls smoothly
  • Track tasks and create automatic reminders
  • Schedule conflict-free appointments for staff and patients
  • Simplify system administration
  • Easily manage documents
Client Portal Features Included

Powerful Scheduling

Automatic Bill Compilation


Improve your cashflow and submit clean claims every time

Procentive’s practice management solutions give you better control over cash flow with real-time tracing of AR. Your bills are compiled automatically as your clinic documents encounters. You’ll never bill for a service that was not performed and you’ll never omit legitimate charges. It even checks for payers, eligibility, authorizations and errors, so you don’t have to.

  • Create and report against budget forecasts
  • Enter, track, and report payments from all types of funding sources
  • Track billable and non-billable services
  • Create HIPAA compliant transactions
  • Receive electronic remittances
  • 2-click billing
  • Improve cash flow
  • Medicaid and Medicare
  • Third party payers
  • Fee for service
  • CMS 1500 and UB04
  • Automatic scrubbing
  • Posting payments, credits, refunds
  • Takebacks
  • Aging receivables and collections
  • Robust search
  • One click reporting
Client Portal Features Included


Ensure compliance and improve process efficiency

Procentive’s practice management solutions easy to use workflow engine makes every task that depends on exchanging information simpler, and ensures it gets done, which is often the difference between being in and out of compliance. It eliminates miscommunications and sends alerts to remind your people when work items are outstanding.

  • Create custom alerts and automated reminders
  • Tie tasks to other records in the system
  • Track work progress and history across multiple staff
  • Dozens of triggering events that create tasks and deliver notifications
  • Organize processes by status, priority, and phase
  • Automatic transition between staff and phase
Client Portal Features Included

Ensure Compliance

Standard and Custom Reporting


Easily track clinical, financial and management metrics with robust reporting

Procentive’s practice management solutions offer more than 120 standard reports, and producing custom clinical, fiscal and management reports is a matter of just a few clicks. You will be able to view, filter, sort and track data far more effectively, and your report documentation will be uniform and professional.

Procentive reports include caseload reports, timesheet reports, state/county regulatory or compliance reports.

  • Clients reports
  • Staff reports
  • Utilization/productivity reports
  • Diagnosis reports
  • Claims reports
  • Accounts receivable reports
  • Allocation of payments reports
  • Forecasted and actual results reports
Client Portal Features Included

Estimate Pricing & Discounts

Compare features and pricing to find the best EHR solution for your practice.


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