Smart Storage

AI-Organized Patient Documents

Spend less time searching and more time treating — our AI categorizes, tags, and files documents intelligently, so you don't have to.

Auto-Categorization

AI scans and tags files (e.g. consent forms, treatment notes, lab results) for fast retrieval and smart grouping.

Smart Tagging & Metadata

Automatically assigns labels and metadata like patient name, session date, provider, and document type.

Instant Search

Find what you need using natural language — no folder digging, no confusion.

Drag, Drop & Auto-Sort

Upload documents with ease — they’re instantly sorted into the right patient record and category.

Why It Matters to Your Practice

Managing mental health documentation can be overwhelming — treatment plans, therapy notes, assessments, referrals. Smart Storage takes the clutter out of your workflow. It saves time locating documents, reduces filing errors, and ensures compliance through organized, audit-ready records. Whether you’re solo or running a group practice, this means less frustration, smoother audits, and more time for clinical work.

Smart Storage

Special Offer!

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20% Off on Annual Plan

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