Scheduling
A full day, every day.
Recurring visits, waitlists and online booking keep the calendar full. When someone cancels, Balm offers the slot to your waitlist by text.
Intake and portal
Paperwork done
before they arrive.
Patients fill in intake, sign consent and add their insurance card from one link. Their home exercises and messages live in the same portal.
Documentation
Notes signed before
the next visit.
PT, OT and speech templates for evaluations, daily notes, progress and discharge. The scribe drafts from the visit; you review and sign.
Insurance billing
Claims that come
back paid.
Check eligibility, track authorizations and send claims through Claim.MD or Availity. Payments post from the ERA, and denials arrive with the fix.
All 14 notes signed · claims sent
Patient payments
Patients pay
in one tap.
Cards on file, text-to-pay links, superbills and clear statements. Copays collect at check-in.
Reminders
Reminders patients
answer.
Text and email reminders go out on their own. Patients confirm or ask for a new time in one reply.
The case agent
Every case,
followed through.
Balm's case agent follows each referral from authorization to paid claim. It spots what stalled, cites the record and lines up the next step.
Moving in
Bring your clinic
with you.
Import patients, appointments, notes and balances from WebPT, SimplePractice, Jane or Cliniko, and check every total before you switch.
Ownership
Your clinic,
your records.
Run Balm on your own computer and
keep every chart. Export everything, any time.
- Your own computer
- Your charts, your database
- Export any time
Also included
The quiet details.
Telehealth
Video visits from the same calendar.
Home exercise programs
Videos and sets patients follow at home.
Secure messaging
Patients write in the portal, not your inbox.
Therapy cap tracking
KX threshold flagged before a visit crosses it.
Plan of care signatures
Physicians sign online; Balm tracks the date.
Audit log
Every chart view and change, recorded.
Leave on time, every note signed.
Open source practice management for US therapy clinics.
Free and open source, MIT licensed.