CoCharts Clinic

The management app

One clinic calendar, separate caseloads. Front desk and admin work across the practice; each provider keeps their own clients.

• One schedule for the practice, filtered per provider.
• Invite staff with their own login — no shared passwords.
• Staff only see this clinic’s clients, and clinical notes stay with the care team.
• Invoicing and card payments, with the balance on the chart.
• You only pay for providers who see clients.

Public-facing portals

The pieces a practice points its own website at, so the public side of the clinic runs on the same records as the private one.

• A booking page at your own link, offering only times that are actually free.
• Booking requests you accept, decline, or counter with another time.
• New clients get a portal account when they book.
• Public intake forms that land on the chart.