Built around where you are in your practice.
PrivatePracticeIQ doesn't ask you to figure out which features you need. Every tool is organized by your stage — starting, seeing patients, getting paid, and growing.
A step-by-step roadmap that sequences every setup task so you know what to do first.
Guided payer enrollment — track CAQH, PECOS, and panel applications in one place.
A walkthrough that takes you from intake through your first session, claim-ready.
Your daily direction score — shows your next best action every time you open the app.
Plain-English education on payer enrollment, credentialing steps, and documentation.
A pre-visit checklist that confirms the client, consent, eligibility, and billing readiness before each session.
Turns completed sessions into clean, ready-to-review claims with no manual re-entry.
Surfaces documentation gaps that could expose you to audits or clawbacks — before they become problems.
Monitors telehealth consent, documentation gaps, license status, and payer policy alerts.
Session notes connected to each appointment, claim, and client record.
Reviews every claim for common errors before it reaches the payer — reducing denials at the source.
Tracks every claim from preparation through payment so nothing gets lost.
Automatically flags denied and stuck claims and shows you what to do next to get them paid.
Tracks what's been paid, what's pending, and where revenue is stuck across every payer.
Verifies insurance coverage before each session so billing surprises don't hit after the fact.
A centralized billing operations view — claims by status, what needs attention, what's ready.
Plain-English billing education for claims, payer requirements, denials, and ERAs.
Growing a Practice
Understand your numbers, know your next move, and grow with confidence.
A financial command center that shows revenue, cash flow, payer performance, and where money is stuck.
Compare insurance companies by reimbursement, days to payment, denial rate, and credentialing opportunity.
Tracks whether your practice is ready to replace W2 income — based on revenue, clients, and payer health.
Track your referral pipeline and understand where new clients come from.
Key performance indicators across sessions, billing, compliance, and revenue — in one view.
Core features available from day one.
All data encrypted at rest and in transit. HIPAA-compliant infrastructure.
Your 'what to do next' direction score — present at every tier, guiding every stage.
Appointment management for individual and multi-provider practices.
Organized client profiles connected to notes, billing, and care history.
Plain-English billing education available at every plan level.
Records what happened — notes, schedule, claims. Passive.
- Notes & documentation
- Scheduling
- Basic billing
- Client portal
Tells you what to do next — and recovers the revenue you'd otherwise lose. Active.
- Everything in a traditional EHR
- Guided launch & credentialing
- Patient Ready pre-visit checklist
- Claim Recovery for denials
- Revenue intelligence & CFO
- Practice GPS™
The features your practice actually needs — guided.
Start with LaunchIQ and upgrade as your practice grows.