Three plans. One product.
Billed monthly per office, and an Owner can cancel anytime in Settings → Billing. The same HIPAA controls on every plan. These are the plans you will see in Settings once your practice is activated.
Starter
For solo practitioners and small offices. Up to 2 users. Unlimited referrals, the provider directory, encrypted attachments, secure office-to-office messaging, and closed-loop specialist reports.
- Unlimited referrals
- 100 messages / month
- 50 attachments / month
- 20 outbound faxes / month
- 20 eSign requests / month
Team
For growing practices with multiple providers. Up to 10 users. Everything in Starter with room for the whole practice: five times the messaging and four times the attachment allowance, plus more fax and eSign headroom.
- Unlimited referrals
- 500 messages / month
- 200 attachments / month
- 100 outbound faxes / month
- 100 eSign requests / month
Office
For large multi-provider offices and specialty groups. Unlimited users. Unlimited users and no monthly allowance ceilings, for specialty offices and groups running several locations side by side.
- Unlimited referrals
- Unlimited messages / month
- Unlimited attachments / month
- Unlimited outbound faxes / month
- Unlimited eSign requests / month
There is no free trial. Choosing a plan takes you to registration; we review each practice before activating it and email you when you are in, and you subscribe from Settings once you have an account. Billing starts when you subscribe, not when you register.
What's included on every tier
- 153,000+ provider directory
- 20-stage referral workflow + closed-loop reporting
- Encrypted X-ray + CBCT + clinical-photo uploads
- Secure office-to-office messaging
- HIPAA controls: AES-256 at rest, TLS 1.2+ in transit, immutable audit log
- See Security + HIPAA posture for full controls, plus our Terms + Privacy Policy
How to pick a plan
The distinction that matters is not how many referrals you send — it is who needs to see them. A single general practice sending cases out to a handful of specialists is a different shape from a specialty office receiving from dozens of referrers, and both are different from a group that needs one view across several locations.
- Sending cases out. The thing you want back is the report. Starter covers a single practice sending to a handful of specialists; judge it on whether the loop actually closed.
- Receiving cases. Your bottleneck is intake — a public referral page and a directory listing that referrers can find. Volume arrives before you need seats.
- Multiple locations. Each location is its own organization with its own members and its own records. Cross-location reporting is what moves a group to the top tier, not throughput.
What every plan includes
The compliance posture is not a tier. Encryption of protected health information at rest, an append-only audit log, role-based access control and per-organization isolation apply on every plan, because they are what makes the product usable by a covered entity at all — not an upsell. The engineering detail is on the security and HIPAA pages.
Every practice e-signs our business associate agreement in Settings → Compliance, on every plan, and patient information cannot be sent until it is signed. Under HIPAA a vendor handling PHI for a practice is a business associate, and that has to be executed before PHI moves — a requirement set out by the HHS Office for Civil Rights. Questions about it go to the privacy contact.
Getting your records out
Any single referral can be exported as a printable record from the referral itself, and referral activity can be exported as CSV from analytics. There is no self-service export of an entire account yet: a full export of your practice's records — including at the end of an agreement, where it is an obligation rather than a courtesy — is produced by us on written request from an Owner or Administrator to our privacy contact (Terms of Service §18.7). We would rather say that plainly than call it “no lock-in” and leave you to discover the difference.
Before you commit
Test it with real cases rather than demo data. Send a referral to a specialist you already work with, and watch whether the report comes back attached to the original case instead of arriving as a separate fax nobody matches up. That is the whole proposition, and it is the one thing worth verifying. Common questions are answered in the FAQ, and the specialty directory shows who is already listed.