How it works
How the note, the diary and the invoice fit together
Reach Within is one system for a one-person practice. The client file, the schedule and the invoice are parts of the same plan.
Step 1
An enquiry becomes a client record
New enquiries sit in a Reach pipeline. Intake opens the Within record with the details already filled in, so you do not type the same person twice.
Step 2
The session is recorded, and the note is drafted
With the client's consent, Within Assist records the session and produces a transcript. It drafts the clinical note from this client's history and earlier transcripts. You review it and apply suggestions into the note fields.
Step 3
The invoice follows the same client
The calendar, the note and the bill stay together. Reach handles invoicing and billing. You do not keep a second set of books by hand.
We tailor which of these steps you use. A solo practice can leave team tools off.