Every Syncwell engagement starts with how your team actually works — not a feature matrix. These are the capabilities we build, deploy, and support in live production today.
Progress notes, treatment plans, assessments, and supervision artifacts — modeled to your program's actual workflow, not a stock template. Sign-off chains, revision tracking, and supervisor review baked in.
Live in productionSOAP, DAP, BIRP, or your program's own format — exactly as clinicians already write them, not a generic form.
Routing rules for who reviews, who countersigns, and when — with a full audit trail on every action.
Export-ready formats for referral partners, EHR handoffs, and payer documentation requests.
Notes lock on signature and require a formal amendment trail after — no silent edits, no compliance gaps.
CPT-coded encounters tied to documentation, staff credentialing, and service authorization. Everything that has to be true for a claim to go out clean — captured at the point of service, not reconstructed in billing.
Live in productionCPT codes, modifiers, and units attached to the encounter while the clinician is still in the note.
Units remaining, auth expiration, and per-service caps surfaced before the session — not after denial.
The system refuses to bill a service under a provider who isn't credentialed for that code. No after-the-fact clawbacks.
Data formatted for your clearinghouse or billing partner — no duplicate entry, no reconciliation spreadsheets.
End-to-end visibility from intake through adjudication. Every referral source, every denial reason, every resubmission — with the paper trail an audit needs and the dashboards your ops lead actually reads.
Stedi clearinghouse integratedEvery denial categorized, trended, and tied back to the upstream workflow step that caused it.
Corrected claims with complete change history — what was submitted, what was denied, what was fixed, what was paid.
Per payer, per program, per service — the slicing your finance team needs to work the list, not stare at it.
Which intake channels produce reimbursed units — not just warm bodies.
When standard EHRs don't accommodate how your program actually runs, we build the documentation and data layer from scratch — HIPAA-compliant, structured for your workflow, and built to stay that way as your program evolves.
Purpose-built for your programClinical documentation built to your program's actual requirements — not a vendor's assumptions about what notes look like.
Every field designed for its downstream use — reporting, audits, billing partner submissions — not just data capture.
Role-specific views for clinicians, case managers, supervisors, and admins — each seeing only what they need to act.
We don't bill, but we structure data so your billing partner or clearinghouse can process claims clean — no duplicate entry, no reformatting.
Staff records, credential expirations, trainings, time tracking, and disciplinary artifacts — synced with your HR system so the clinical side and the HR side agree on who is licensed, current, and on the clock.
BambooHR integratedLicenses, background checks, CPR, and program-specific certs — alerting weeks out, not after expiration.
Completion records link directly to the staff profile — and to billing gates, so expired training blocks service capture.
Clock in/out, shift notes, and payroll-ready exports — reconciled to the encounters the staff person actually documented.
One source of truth for staff records — HR owns the master, clinical consumes the feed.
Client-facing portals, referral-partner portals, executive dashboards, and board-ready reports — built on the same data layer as the operational side, so the numbers match across every view.
Role-based accessAppointment visibility, document sharing, consent capture, and secure messaging — scoped to what each role should see.
External case managers submit referrals, track status, and receive clinical updates without needing a license in your EHR.
Utilization, AR, denial rate, no-show rate, staff productivity — the KPIs leadership reviews weekly, pre-built.
Outcomes, demographics, and program performance — formatted the way the reader expects, not dumped from a query.
Syncwell plays with the systems you already run — the clearinghouse, the PDMP, the HRIS, the EHR you can't rip out. Every integration listed below is in production use, not a slide in a pitch deck.
Eligibility checks, claim submission, ERA posting, and denial routing. Eligibility at scheduling, not at billing. ERAs posted automatically and reconciled against expected AR.
State prescription monitoring program lookups at point of care. Required in most states for controlled substance prescribing — captured, logged, and tied to the encounter.
Staff records, credential dates, employment status, and compensation class — pushed from the HR source of truth into the clinical and billing systems so they stop disagreeing.
When a client already has an EHR they can't replace, Syncwell complements it — consuming clinical summaries, pushing external data back, and owning the workflows the EHR doesn't model.
SAML, OIDC, or Google / Microsoft workspace single sign-on — so staff identities are provisioned and deprovisioned in one place, with MFA enforced at the provider.
Consents, admission packets, HR onboarding paperwork — captured, signed, and stored with the legal artifacts an auditor needs, not a PDF in a shared drive.
Four phases. Plain language. No phantom timelines — and no pre-built product you squeeze your org into.
We sit with the people who actually do the work — clinicians, intake, billing, HR. What you do, what blocks you, what the system has to not break.
Forms, workflows, integrations, dashboards — built against your real requirements. Reviewed in sprints, not after months of silence.
Your staff tests with real data patterns in a staging environment. Issues fixed before production. No "we'll fix it in the next release."
Go-live with dedicated support. Defined SLAs. Change requests through a tracked intake, not a Slack thread that disappears.
Walk us through the workflow your team fights with most. If Syncwell solves it cleanly, we'll show you exactly how — on a live system, not a demo reel.
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