CoCharts Mental Health
The complete modern solution for mental health practitioners.
Effortless automations
Ask about your records or how the app works. Copilot drafts the busywork — nothing is saved until you confirm.
A complete practice for a solo provider
Every specialty is also sold on its own — booking, telehealth, billing, and a client portal from day one, without the clinic around it.
Everything included
The clinical work end to end, and the practice essentials that come with it — every portal kept in step by the same records.
Charts
The full chart in one place
Open a client and see intake, history, notes, and balance without jumping between screens — and dictate a note instead of typing it.
- Intake answers land on the chart — no retyping.
- Notes attach to the appointment they belong to.
- Hold the mic and speak; the transcript lands in the field you were editing.
- Audio is not stored on our servers, and transcription runs in Canada.
- Balance and care team on the same page.
- Only the care team can open the chart.
Telehealth
Video appointments with a waiting room
Start video from the appointment. Clients wait until you admit them — no Zoom or Meet links to send. Calls are not recorded.
- Start from the appointment. No third-party video links.
- Clients wait in a waiting room until you admit them.
- Calls are not recorded or transcribed.
- In-call chat is not saved.
Copilot
Admin help, without giving up control
Ask about the schedule, a chart, a bill — or how the app works. If something needs to change, Copilot drafts it first — nothing is written until you confirm.
- Copilot can only see records you already have access to.
- Every change starts as a draft you review.
- Clinical records are not used to train models.
Client portal
A portal for appointments, messages, billing, and video
Clients log in to see upcoming appointments, complete intake, message their care team, pay invoices, and join video when it's time.
- Directions for in-person appointments, or a join button for video.
- Message the care team on a secure thread that lives with the chart.
- Complete intake before the first appointment.
- Pay a balance by card.
- Only people in the thread can read it. No client email required.
- Clients can still open their portal if the practice subscription lapses.
Booking
Booking from real availability
Share a booking page from your website. Clients choose from times that are actually free, you accept or decline, and it lands on the calendar you already run.
- A booking page at your own link.
- Only times that are actually available are offered.
- Accept, suggest another time, or decline.
- New clients get a portal account when they book.
- Preview every date before you create a recurring series.
- Set availability per location.
- Reschedule one appointment or the whole series.
- Cancellations and no-shows stay on the record.
Billing
Invoicing and payments in the portal
Send an invoice after an appointment. Clients pay by card in the portal, funds go to your account, and the balance updates itself.
- Invoice an appointment in a few clicks.
- Funds go to your own Stripe account. CoCharts doesn't take a percentage of appointment fees.
- Card details never reach our servers.
- Overdue balances can pause new booking requests.
Running a clinic?
One clinic calendar, staff with their own logins, and caseloads that stay separate — CoCharts Clinic runs the whole practice, with a Mental Health portal for every therapist in it.
Private and secure
Built from the ground up to meet HIPAA, PIPEDA, and GDPR standards.
Start your practice on CoCharts Mental Health
Clients pay no fees, and you only pay for providers who see clients.