Notes & charting
Notes that flow straight into billing
Ready-made templates
Thoughtful starting points for every kind of session, so you’re never staring at a blank page.
A built-in editor
Finish your notes right inside Rootwork. Clinical templates are built in, and your work saves as you go.
No double entry
When you finish a note, the billing details come along automatically.
Private notes
Keep personal reflections in a space only you can see.
Scheduling & booking
A calendar your clients can use too
A friendly calendar
Set your hours and your time off, and see your day at a glance.
Online booking page
Share a link and let clients request appointments that fit your availability.
Telehealth video
Meet in person or by video. Sessions launch in a click.
Timely reminders
Timely reminders help everyone show up at the right time.
Client care
Everything for your clients, in one place
Inclusive profiles
Chosen name, pronouns, and the details that help clients feel seen and welcome.
Self-serve portal
Clients book, fill out forms, and sign, all in one place.
Easy-access telehealth
Clients join video sessions right from their browser. Nothing to download, no extra apps to install.
Client communications
A private, secure way for clients to message you between sessions.
Forms & signatures
Send intake forms and collect signatures before the first session.
Secure sharing
Send and receive documents safely, without email or paper.
Pay online
Clients clear balances and view statements without an awkward conversation.
One-tap quick exit
A discreet escape button keeps a client’s screen private in a moment.
Getting paid
The money side, handled with care
Revenue management on your terms
Opt in or out of insurance billing based on what your practice needs.
Instant coverage checks
Confirm a client’s benefits in seconds, before they sit down.
Card payments
Clients pay securely online, and the money lands in your account.
Invoices & receipts
Clear statements and reimbursement-ready receipts, generated for you.
Supervision & licensure
Support through every stage of licensure
Supervision built in
Supervisors can guide and sign off on a supervisee’s work with ease.
Licensure hour tracking
Rootwork tracks clinical and supervision hours against your state’s requirements and tells you the moment you’ve met them.