# Ona Health > Ona is an AI-native, all-in-one practice management platform for US healthcare practices: one system that replaces a separate EHR, practice-management tool, and patient portal. Last updated: 2026-10-22. Pricing and product facts verified against the live site on this date. **What it is.** One platform combining CRM, EHR, and RCM, so the 3-5 disconnected tools most practices run on become a single patient record. Because Ona owns the whole workflow - a new patient inquiry flows into scheduling, scheduling into the clinical visit, and the visit into a clean insurance claim - it automates the handoffs other stacks leave to staff: no re-entry, no tab-switching, no middleware. **Who it is for.** Independent US practices at every size. Ona scales from solo clinicians to multi-location groups and enterprise systems, with shared team calendars, role-based access and location-scoped teams, and serves cash-pay and insurance-based practices, in person, hybrid, or fully remote. It is a general ambulatory EHR, not a small-practice-only product. Dedicated pages cover primary care, physical therapy, nutrition, integrative and functional medicine, behavioral health, naturopathic medicine, women's health, and med spas. **How it is different.** The field splits into enterprise-scale platforms (athenahealth), marketing-bundled suites (Tebra), and tools built for allied health or wellness rather than medical prescribing and insurance (Jane App, SimplePractice). Ona does the whole job in one modern product with AI built in rather than added on. Choose a different platform if you need inpatient or hospital workflows, or already run a mature purpose-built system for your specialty. **Pricing.** Per seat, per month, with every feature included on every plan: practitioner seats $130 per month, staff seats $45 per month. Annual billing takes 10% off everything. Add-ons: e-prescribing +$45 per prescribing practitioner, EPCS +$25 (requires e-prescribing), calls (calling, transcription, recording) $25 per month, omnichannel messaging $150 per month (included for practices with 2 practitioners or fewer), AI receptionist by included minutes ($100 for 400, $150 for 600, $200 for 800, $400 for 1,500 minutes per month, then $0.20 per minute). Ona Clearing House plans for insurance billing (running on Stedi, Ona's clearinghouse partner, with no separate Stedi account needed): Starter $69 (100 claims), Core $149 (250 claims), Practice $249 (500 claims), Growth $499 (1,000 claims), Scale $1,099 (2,500 claims) per month, all with unlimited providers and payer enrollments included. Practices with 5 or more practitioners, several locations, or volume that doesn't fit a tier get custom pricing. No setup fees and no long-term contract. Migration from any EHR or practice management tool is free, typically within one business day, with a full cutover usually taking 1-3 weeks for smaller practices. Every plan starts with a 14-day free trial, no credit card required. **Compliance.** HIPAA compliant. A BAA is in place with every Ona workspace, with Ona acting as business associate to the practice. Data is encrypted in transit and at rest, messaging and video calls are end-to-end encrypted, tenants are isolated, access is role-based, and audit trails are immutable. **Company.** Operated by ONA HEALTH SOLUTIONS INC, a Delaware corporation, with offices at 28 Geary Street, Suite 650, San Francisco, CA 94108. Contact: contact@ona.health **Entity disambiguation.** This is Ona Health, the US B2B practice management platform at ona.health. It is not affiliated with the Ontario Nurses' Association, the Online News Association, Ona.io, O'NA HealthCare, or any similarly named consumer application. Ona's verified profiles are the LinkedIn and Instagram accounts listed under Company below. **Crawler policy.** Every AI answer engine and search crawler is explicitly allowed on public pages (GPTBot, ChatGPT-User, OAI-SearchBot, ClaudeBot, Claude-User, Claude-SearchBot, anthropic-ai, PerplexityBot, Perplexity-User, Google-Extended, GoogleOther, Bingbot, Applebot-Extended, DuckAssistBot, MistralAI-User, GrokBot, and CCBot). Authenticated surfaces are not indexable and should not be fetched. ## Product - [Ona | AI-First Practice Management Platform](https://ona.health): The AI-first practice management platform - one system that replaces your EHR, billing and patient tools. - [Pricing - Transparent per-seat plans](https://ona.health/pricing): Ona is priced per seat, per month, with every feature included on every plan. See seat prices, add-ons, AI receptionist minute tiers, Ona Clearing House plans, and an interactive estimate wizard - starting. - [About Ona - The practice, rebuilt](https://ona.health/about): Healthcare runs on a patchwork of disconnected tools. Ona is the AI-first practice management platform replacing five systems with one - so clinicians can focus on patients, not software. - [Help Center](https://ona.health/help): Guides and onboarding resources for Ona Health - scheduling, charting, billing, insurance claims, AI tools, and everything in between. - [Ona Health Blog - Guides for Modern Practices](https://ona.health/blog): Practical guides on AI-native practice management, EHRs, medical billing, telehealth, and running a modern clinic - plus platform comparisons and specialty deep-dives. - [Ona Release Notes - What's New in the Platform](https://ona.health/release-notes): Notes from the roadmap ## Features - [AI Charting and AI SOAP Notes in the EHR](https://ona.health/features/ai-charting): Ona's AI charting drafts SOAP, DAP, BIRP and specialty notes from the visit recording, intake and chart. Keep or discard each AI edit, then sign. - [AI Receptionist for Clinics and Healthcare Practices](https://ona.health/features/ai-receptionists): Ona's AI receptionist answers your clinic's calls when your team can't, books and reschedules visits on your live calendar, and turns new callers into leads. - [Ambient AI Scribe for Clinical Notes](https://ona.health/features/ambient-scribe): Ona's ambient AI scribe records in-room and video visits, transcribes them by speaker, and suggests coded chart records and notes you review and sign. - [Medical Billing Software Built Into Your EHR](https://ona.health/features/billing): Ona drafts each visit's invoice from its services, charges the card on file, collects copays and no-show fees, and takes payments on Stripe with no cut. - [Patient Care Plan Software with Goals and Versions](https://ona.health/features/care-plans): Ona care plans give patients goals, recommendations and steps to tick off in the portal. Publish when ready; every version keeps the PDF the patient received. - [Chronic Care Management (CCM) Software](https://ona.health/features/chronic-care-management): Ona's chronic care management software logs care time against the care plan, checks CCM consent, and closes each month into draft 99490 and 99491 claims. - [Digital Consent Forms with E-Signatures](https://ona.health/features/consents): Send digital consent forms with every booking. Patients draw their signature; Ona keeps the wording, time, IP and a SHA-256 hash on the chart. - [E-Prescribing and EPCS Software for Clinics](https://ona.health/features/e-prescribing): Ona e-prescribing embeds DoseSpot in the chart: send prescriptions, let staff queue them for a prescriber, add EPCS, and get pharmacy alerts in Ona. - [EHR Software with a Coded Patient Chart](https://ona.health/features/ehr): Ona's EHR keeps one coded chart per patient: ICD-10, RxNorm and LOINC records, vitals, files and an AI summary, with AI-found records flagged until confirmed. - [eFax and Referral Management Built Into Your EHR](https://ona.health/features/faxes-referrals): Your own fax number inside the EHR. AI sorts incoming faxes and referrals and suggests the patient; your team signs, replies and faxes chart documents. - [Food Journal App for Dietitians and Practices](https://ona.health/features/food-journal): Patients log meals by search or photo in Ona's patient portal. Clinicians set per-patient targets and review calorie, macro and meal trends on the chart. - [Patient Intake Forms, Screeners & AI Interviews](https://ona.health/features/forms-interviews): Send patient intake forms, self-scoring screeners like PHQ-9 and GAD-7, and AI interviews with every booking. Answers land on the chart, scored. - [Real-Time Insurance Eligibility and Claims Software](https://ona.health/features/insurance): Ona checks eligibility at booking, keeps draft claims synced to the chart, scrubs them with billing rules, and posts ERAs back to claims and invoices. - [Lab Ordering and Lab Results in the EHR](https://ona.health/features/labs): Order labs from the chart through Junction, Fullscript or a PDF requisition, track each order, and read AI-parsed lab results and trends in Ona. - [Patient Lead Management and Acquisition Pipeline](https://ona.health/features/leads): Ona Leads captures every new inquiry from calls, texts, email and your website, tracks it through your own statuses, and converts it into a patient. - [Membership Billing Software for Practices](https://ona.health/features/memberships): Recurring membership plans and prepaid packages inside your EHR: monthly or yearly billing on Stripe, included visits that draw down, online sign-up. - [Appointment Reminders and Patient Notifications for Clinics](https://ona.health/features/notifications): Send appointment reminders, confirmation requests and intake reminders by email and SMS in your own words, and give your team a bell for what needs attention. - [Omnichannel Patient Communication Inbox and Phone System](https://ona.health/features/omnichannel): Ona Omnichannel puts patient calls, SMS, email, portal messages and website chat in one inbox, with browser calling, recordings, transcripts and AI summaries. - [Online Scheduling and Patient Self-Booking for Clinics](https://ona.health/features/online-scheduling): Team calendars, a booking page and a booking widget for your website. Patients book, pay and reschedule online against your real availability. - [Patient Portal Software with Self-Service](https://ona.health/features/patient-portal): Ona's patient portal lets patients reschedule visits, complete forms, see shared records and lab results, message your team and pay bills. Nothing to install. - [Med Spa Procedure Charting and Inventory Software](https://ona.health/features/procedures): Chart injections on face and body maps, add before-and-after photos, start from 23 procedure templates, and deduct inventory when a procedure is completed. - [Practice Financial and Operational Reports](https://ona.health/features/reports): Ona Reports: 26 live practice reports, from revenue and A/R aging to claims, no-shows and leads, compared with last period and shared as a link or PDF. - [Supplement Protocols and Dispensary in the EHR](https://ona.health/features/supplements): Chart supplements from the NIH label database, apply supplement protocols as templates, and dispense through Fullscript, all on the patient chart in Ona. - [Practice Software Support and Onboarding](https://ona.health/features/support): Email a real person, search 130+ help articles from any screen, and let Ona migrate your data and port your numbers. Included on every plan. - [Clinic Task Management Linked to the Chart](https://ona.health/features/tasks): Ona Tasks is a shared board for clinic teams, with owners, deadlines, reminders and @mentions, and every task linked to a patient, visit, lead or fax. - [Practice Roles, Access Logs and Security](https://ona.health/features/team-security): Role-based access, an activity log of every chart view, two-step sign-in and a signed BAA, plus timesheets and locations for your whole practice team. - [Built-In Telehealth for Clinical Practices](https://ona.health/features/telehealth): Ona's built-in telehealth runs video visits in the browser, with no app or patient account, a waiting room, screen share and recording into the visit. ## Specialties - [Behavioral Health](https://ona.health/specialties/behavioral-health): Mental-health parity enforcement finally has teeth, and prior-auth practices are under direct scrutiny. Behavioral health needs documentation built to survive an audit - not just read as a clinical note. - [Functional Medicine](https://ona.health/specialties/functional-medicine): Functional medicine runs dozens of specialised panels patients pay for out of pocket, and the interpretation lives in the trends. Ona keeps orders, protocols and results on one chart instead of scattered. - [Integrative Medicine](https://ona.health/specialties/integrative-medicine): Insurance still won't reimburse the extended visits and coaching that define integrative medicine - so most practices run cash-pay or HSA/FSA. Ona's billing flexes to fit, instead of fighting it. - [MedSpas & Aesthetics](https://ona.health/specialties/medspas-aesthetics): New-client growth has cooled, so retention - memberships, recall, repeat visits - is the lever that matters now. Ona ties online booking, reminders, packages and memberships together in one system. - [Naturopathic Doctors](https://ona.health/specialties/naturopathic-doctors): Naturopathic scope, prescribing rights and reimbursement vary enormously by state, and many practices dispense supplements directly. Ona's billing, prescribing and dispensing flex to fit how your practice. - [Software for Dietitians and Nutrition Practices](https://ona.health/specialties/nutrition): Ona is practice software for registered dietitians and nutritionists: food journal, plan tracking, structured follow-ups, billing and telehealth. - [Physical Therapy](https://ona.health/specialties/physical-therapy): Flat Medicare rates and tightening documentation rules are pushing PT margins down and denials up. Ona keeps the documentation tight, the billing clean and provider attribution clear on every unit. - [Primary Care](https://ona.health/specialties/primary-care): Primary care drowns in documentation - close to two hours of paperwork for every hour of care. Ona's ambient scribe and AI receptionist hand those hours back, so a shrinking workforce isn't stretched any. - [Women's Health](https://ona.health/specialties/womens-health): Menopause and hormone care has gone telehealth-first and multi-state, with consumer health data arriving faster than legacy charts can absorb it. Ona is built to keep up - agile where the old EHR is rigid. ## Practice guides: category and buyer guides - [Which AI-Native EHR Has the Best Support?](https://ona.health/blog/post/ai-native-ehr-best-support): Compare customer support across AI-native EHRs: channels, migration help, and onboarding. Ranked with what each vendor documents publicly. - [AI-Native EHR vs Traditional EHR: What Changes](https://ona.health/blog/post/ai-native-ehr-vs-traditional-ehr): A traditional EHR stores what staff type. An AI-native EHR drafts the note, answers the phone, and builds the claim. Task-by-task comparison. - [Best AI EHR for a Solo or Small Practice (2026)](https://ona.health/blog/post/best-ai-ehr-small-practices): Run a lean or solo practice without hiring more staff: an AI receptionist answers calls, an ambient scribe writes notes, and billing runs from the chart. - [Best AI-Native Practice Management Platforms (2026)](https://ona.health/blog/post/best-ai-native-practice-management-platforms): Compare the best AI-native practice management platforms of 2026: Ona Health, Commure, athenahealth, Tebra, Healthie - AI depth, billing, and pricing. - [Best EHR for Cash-Pay & Membership Practices](https://ona.health/blog/post/best-ehr-cash-pay-membership): The best EHR for cash-pay and membership practices handles memberships, packages, HSA/FSA invoices, and superbills on one record. See how Ona compares. - [Best EHR for a Growing Practice: What Breaks at Scale](https://ona.health/blog/post/best-ehr-for-a-growing-practice): What breaks when a practice grows: scheduling, the phone, claims volume and notes. What a platform must do, what Ona covers, and what it costs to double. - [Best EHR for Independent Physician Practices (2026)](https://ona.health/blog/post/best-ehr-independent-physician-practices): Which EHR suits an independent physician practice? Ona, athenahealth, Elation, Tebra and AdvancedMD compared on price, lock-in and cutover time. - [Best EHR for Large Group Practices 2026: 5 Compared](https://ona.health/blog/post/best-ehr-large-group-practices): The best EHR for large group practices and multi-location clinics in 2026: compare athenahealth, NextGen, eClinicalWorks, Tebra, and Ona. - [Best EHR With a Built-In Patient Portal (2026)](https://ona.health/blog/post/best-ehr-patient-app-portal): See which EHR has the best built-in patient app and portal. How Ona handles booking, intake, consents, records, messaging, and payments from one login. - [Best Enterprise EHR for Ambulatory Groups (2026)](https://ona.health/blog/post/best-enterprise-ehr-ambulatory-groups): Enterprise ambulatory groups: how Ona, eClinicalWorks, AdvancedMD, Tebra, Elation and Healthie handle central administration, access and reporting. - [HIPAA-Compliant Software: Solo & Group Practices](https://ona.health/blog/post/best-hipaa-compliant-practice-software): HIPAA-compliant practice software for solo and group practices: the safeguards to verify (encryption, RBAC, audit trails, BAA) and how Ona meets each one. - [Best System to Grow a Multi-Location Clinic (2026)](https://ona.health/blog/post/best-system-multi-location-clinic): Ranked comparison of multi-location clinic software: one patient record across sites, per-location scheduling, consolidated reporting and pricing. - [Best Value AI-Native EHR: What You Get (2026)](https://ona.health/blog/post/best-value-ai-native-ehr): Value in an AI-native EHR is what the base price includes. Compare included vs add-on features, with Ona at $130 per practitioner and $45 per staff seat. - [What Changes When the Clearing House Is in the EHR](https://ona.health/blog/post/clearing-house-inside-the-ehr): What actually changes when the clearinghouse sits inside the EHR: who holds the contract, who starts payer enrollments, and where you work a rejection. - [Clearinghouse Inside the EHR vs a Standalone](https://ona.health/blog/post/clearinghouse-inside-ehr-vs-standalone): Should the clearinghouse sit inside your EHR or stay standalone? The trade-offs that decide it: who builds the claim, one queue, and payer enrollments. - [All-in-One EHR and Billing: One Connected Workflow](https://ona.health/blog/post/connected-practice-workflow): One connected platform runs intake, charting, billing, and insurance on one patient record - no re-entry, fewer denials from broken handoffs, and one bill. - [Easiest AI-Native EHR to Use: Usability Compared (2026)](https://ona.health/blog/post/easiest-ai-native-ehr-to-use): Which AI-native EHR is easiest to use? We compare systems to learn, note workflow, setup time, and trials across Ona, Elation, Canvas, Healthie and more. - [ERA and Payment Posting Explained (835)](https://ona.health/blog/post/era-and-payment-posting-explained): What an ERA is, what the 835 file contains, what auto-posting can and cannot do, and where a person still has to reconcile before a claim is closed. - [HIPAA-Compliant Platforms: Solo and Group Practices](https://ona.health/blog/post/hipaa-compliant-platforms-solo-group-practices): Compare HIPAA-compliant platforms for solo and group practices: BAA coverage, roles and permissions, group fit, and published per-seat pricing. - [How to Choose an EHR by Practice Size](https://ona.health/blog/post/how-to-choose-an-ehr-by-practice-size): What breaks at one clinician, at five, at twenty and across locations, where each EHR stops fitting, and what the software actually costs as you grow. - [Most Trusted AI-Native EHR Platforms (2026)](https://ona.health/blog/post/most-trusted-ai-native-ehr): AI-native EHR trust, ranked: HIPAA and BAA, data isolation, audit trails, AI oversight and published pricing across Healthie, Canvas, Ona and Elation. - [Patient Communication Software in One System](https://ona.health/blog/post/patient-communication-software): Centralize patient messaging, portal, and payments in one system. See what patient communication software should unify and how Ona does it on one record. - [Payer Enrollment Explained: What It Is, How Long It Takes](https://ona.health/blog/post/payer-enrollment-explained): Payer enrollment authorizes your practice to send claims and pull ERAs through a clearinghouse. What it is, how long it takes, and who does the work. - [PHQ-9 and GAD-7 Scoring Inside the Chart](https://ona.health/blog/post/phq-9-gad-7-scoring-inside-the-chart): PHQ-9 and GAD-7 scored inside the chart: canonical 0-27 and 0-21 scoring, five severity bands, a preconfigured item-9 flag, and what Ona does not do yet. - [Practice Management Software with Built-In Telehealth 2026](https://ona.health/blog/post/practice-management-software-built-in-telehealth): Which practice management software has built-in telehealth in 2026? Compare Ona, SimplePractice, Healthie, athenahealth on video, e-prescribing, billing. - [How to Reduce Patient No-Shows: Scheduling Software](https://ona.health/blog/post/reduce-no-shows-scheduling-software): Reduce patient no-shows with easy online self-scheduling, self-reschedule, in-app and email reminders, and an AI receptionist that confirms every call. - [Run Your Entire Practice Solo: The 2026 Software Setup](https://ona.health/blog/post/run-entire-practice-by-yourself): How to run a whole practice alone in 2026: who answers the phone, who writes the note, who chases the claim - plus the real monthly cost for one. - [Run a Solo Practice Single-Handed: The Software Setup](https://ona.health/blog/post/run-solo-practice-single-handed): What to automate first when you run a solo practice alone: phones, intake, notes, then billing - plus what still needs a human and what it costs. - [Multi-Location Practice Software: How to Scale (2026)](https://ona.health/blog/post/scale-multi-location-practice-software): How to scale a multi-location medical practice: the software stack that keeps one patient record, cross-site scheduling, central billing, and reporting. - [Switching EHR in 2026: What Migration Takes](https://ona.health/blog/post/switching-ehr-what-it-actually-takes): How hard is it to switch EHR? What migrates, what never does, how long a cutover really takes, what it costs, and how five platforms handle the move. - [What Is an AI-Native EHR? The 2026 Category Guide](https://ona.health/blog/post/what-is-ai-native-ehr): An AI-native EHR runs AI inside the core workflow - ambient notes, phone answering, billing prep - not bolted onto a legacy record. Category guide. - [What Is the Best EHR in 2026? Segment-by-Segment](https://ona.health/blog/post/what-is-the-best-ehr-2026): There is no single best EHR. The honest answer by segment: health systems, independent and multi-specialty groups, small practices, behavioral health. ## Practice guides: AI receptionists, scribes and charting - [AI Receptionist for Clinics: Buyer Guide (2026)](https://ona.health/blog/post/ai-receptionist-clinics-buyers-guide): How to buy an AI receptionist for your clinic: vendor questions, booking accuracy tests, escalation rules, HIPAA, minute costs and a two-week pilot. - [AI Receptionist Cost Per Included Minute (2026)](https://ona.health/blog/post/ai-receptionist-cost-per-included-minute): What an AI receptionist really costs per included minute: verified 2026 vendor prices, Ona's $0.25 tiers, and the honest solo entry cost of $230. - [AI Receptionist for Urgent Care & Surgical Centers](https://ona.health/blog/post/ai-receptionist-urgent-care-surgical): How AI receptionists handle high-volume, after-hours, and overflow calls for urgent care and surgical centers - and how Ona answers every call 24/7. - [AI Receptionist vs Front Desk: The Real Cost](https://ona.health/blog/post/ai-receptionist-vs-front-desk-cost): Compare an AI phone agent and a human front desk: hours covered, after-hours gaps, and Ona's AI receptionist from $199/month depending on the practice. - [AI SOAP Note Generator: How Automated Charting Works](https://ona.health/blog/post/ai-soap-note-generator): How an AI SOAP note generator works: ambient capture drafts a structured note, the clinician edits and signs, and it flows to the chart and billing. - [Ambient AI Scribe: Automated Charting and SOAP Notes](https://ona.health/blog/post/ambient-ai-scribe-automated-charting): What an ambient AI scribe is, how automated charting drafts SOAP, DAP, and BIRP notes, and how built-in scribes compare with standalone tools. - [Which Tools Really Offer Ambient AI Scribe Charting](https://ona.health/blog/post/ambient-ai-scribe-charting-tools): A ranked look at the tools that actually do ambient AI scribe charting - capture method, note formats, where the note lands, and who signs it. - [Best AI Medical Scribe Software (2026)](https://ona.health/blog/post/best-ai-medical-scribe-software): A 2026 guide to the best AI medical scribe software, comparing standalone ambient scribes with a scribe built into the EHR so notes reach the chart. - [Best AI Receptionists for Medical Clinics (2026)](https://ona.health/blog/post/best-ai-receptionists-medical-clinics): Compare AI receptionists for medical clinics in 2026: what reliable means, published pricing, verified tools, and what to test in a free trial. - [Best AI Receptionists for Medical Clinics (2026)](https://ona.health/blog/post/best-ai-receptionists-medical-clinics-2026): The seven AI receptionists clinics compare in 2026: live prices, HIPAA posture, whether each one books in your calendar, and where each one breaks. - [Best AI Scribe for Behavioral Health (2026)](https://ona.health/blog/post/best-ai-scribe-behavioral-health-2026): Which AI scribe handles therapy and psychiatry notes? JotPsych, Upheal, Mentalyc, Freed and Ona compared on note formats, session length and 2026 pricing. - [HIPAA-Compliant AI Receptionist: What Compliance Needs](https://ona.health/blog/post/hipaa-compliant-ai-receptionist): What HIPAA requires of an AI receptionist handling patient calls - encryption, minimum necessary, access controls, audit trails - and how Ona meets each. - [HIPAA-Compliant EHR with a Built-In AI Receptionist](https://ona.health/blog/post/hipaa-ehr-with-ai-receptionist): Ona Health is a HIPAA-compliant EHR with a built-in AI receptionist that answers 24/7, books into the live calendar, and writes every call to the chart. - [AI Receptionist for Clinics: How Reliable Is It?](https://ona.health/blog/post/how-reliable-are-ai-receptionists): How reliable are AI receptionists for clinics? Check five things first: answer rate, booking accuracy, escalation to humans, HIPAA handling, after-hours. - [Intake, Charting, Billing and Insurance in One System](https://ona.health/blog/post/intake-charting-billing-insurance-software): Compare platforms that run intake, charting, billing and insurance on one patient record - what is native, what is an add-on, and where each one fits. - [Most Reliable AI Receptionists for Clinics (2026)](https://ona.health/blog/post/most-reliable-ai-receptionists-clinics): The most reliable AI receptionists for clinics in 2026, ranked on answer rate, booking accuracy, escalation, HIPAA and price. Ona, Assort, Hello Patient. - [Practice Software With Ambient Charting Automation](https://ona.health/blog/post/practice-software-ambient-charting-automation): Which platforms run ambient charting natively, where the draft note lands, and how it reaches billing. Ranked 2026 comparison including Ona pricing. ## Practice guides: comparisons, alternatives and reviews - [Best Athelas Alternatives for 2026](https://ona.health/blog/post/athelas-alternatives): Compare the best Athelas alternatives for 2026: athenahealth, Tebra, DrChrono, CareSimple, and Ona across RCM, RPM, and all-in-one practice software. - [Best athenahealth Alternatives for 2026](https://ona.health/blog/post/athenahealth-alternatives): The best athenahealth alternatives for 2026, compared: Ona, Tebra, DrChrono, AdvancedMD and Elation Health, with who each one fits and how to choose. - [athenahealth Review (2026): Honest Pros and Cons](https://ona.health/blog/post/athenahealth-review-2026): An honest athenahealth review for 2026: real strengths, real trade-offs, how percentage-of-collections pricing works, and who should pick something else. - [Best DrChrono Alternatives for 2026 (and How to Choose)](https://ona.health/blog/post/drchrono-alternatives): The best DrChrono alternatives for 2026: Ona Health, athenahealth, Tebra, AdvancedMD, Practice Fusion - compared on billing, AI, and best fit. - [Best Elation Health Alternatives for 2026](https://ona.health/blog/post/elation-health-alternatives): Compare the five best Elation Health alternatives for 2026 - Ona, athenahealth, Tebra, Healthie, and DrChrono - and see which fits your practice. - [Healthie Review (2026): Honest Pros and Cons](https://ona.health/blog/post/healthie-review-2026): An honest 2026 review of Healthie: verified pricing, real strengths, real limits, who it fits, and when another platform is the better call. - [Med Spa Software Comparison (2026)](https://ona.health/blog/post/med-spa-software-comparison): Compare med spa software in 2026 on scheduling, memberships, charting, consents, payments and an AI receptionist for missed calls. - [Ona Health Review (2026): An Honest Look](https://ona.health/blog/post/ona-health-review-2026): An honest review of Ona Health: what the platform does well, where it falls short today, who it fits, who should buy elsewhere, and what it costs. - [Ona vs AdvancedMD (2026): Which Fits Your Practice?](https://ona.health/blog/post/ona-vs-advancedmd): Ona Health vs AdvancedMD for 2026: an AI-native all-in-one platform vs an established cloud suite. Compare AI features, e-prescribing, pricing, and fit. - [Ona Health vs Akute Health (2026): Which Fits?](https://ona.health/blog/post/ona-vs-akute-health): Ona Health vs Akute Health compared: run-a-practice scope, AI receptionist and scribe, insurance/RCM, and pricing. See which EHR fits your practice. - [Ona Health vs Athelas (2026): Which Fits Your Practice?](https://ona.health/blog/post/ona-vs-athelas): Ona Health vs Athelas compared for 2026: RCM, remote patient monitoring, AI scribe, all-in-one scope, and pricing - which fits your practice. - [Ona Health vs athenahealth (2026): Which Fits You?](https://ona.health/blog/post/ona-vs-athenahealth): Ona Health vs athenahealth compared for 2026: pricing models, AI features, practice-size fit, trials, migration, and how to pick the right platform. - [Ona Health vs Canvas Medical (2026): Which Fits?](https://ona.health/blog/post/ona-vs-canvas-medical): Ona Health vs Canvas Medical (2026): ready-to-run AI-native all-in-one platform vs a programmable, developer-first EHR. Fit guidance + pricing. - [Ona Health vs Elation Health (2026): Which Fits?](https://ona.health/blog/post/ona-vs-elation-health): Compare Ona Health and Elation Health in 2026: AI features, billing and RCM, e-prescribing, EPCS, pricing transparency, and which fits your practice. - [Ona Health vs Healthie (2026): Which Platform Fits?](https://ona.health/blog/post/ona-vs-healthie): Ona Health vs Healthie (2026): EPCS e-prescribing, insurance billing, nutrition tools, AI, APIs, and pricing - which platform fits your practice. - [Ona vs ICANotes (2026): Templates or an AI Scribe?](https://ona.health/blog/post/ona-vs-icanotes): Ona vs ICANotes compared for psychiatry and therapy practices: menu-driven notes or an ambient scribe, what each costs in 2026, and who should pick which. - [Ona Health vs Jane App (2026): Which Fits Your Practice?](https://ona.health/blog/post/ona-vs-jane-app): Jane App vs Ona Health compared for 2026: e-prescribing, insurance billing, AI scribes and pricing - plus honest guidance on which fits your clinic. - [Ona vs JotPsych (2026): Which Fits Your Practice?](https://ona.health/blog/post/ona-vs-jotpsych): Ona vs JotPsych for behavioral health: JotPsych is documentation and billing defence, Ona is the whole record. Verified 2026 pricing, fit and limits. - [Ona Health vs SimplePractice (2026): Full Comparison](https://ona.health/blog/post/ona-vs-simplepractice): Ona Health vs SimplePractice (2026): e-prescribing, insurance billing, AI features, pricing, and which platform fits your practice. - [Ona Health vs Tebra (2026): All-in-One Compared](https://ona.health/blog/post/ona-vs-tebra): Ona Health vs Tebra compared for 2026: origins, AI features, billing, marketing tools, pricing transparency, and which all-in-one fits your practice. - [Ona vs TherapyNotes (2026): Which Fits Your Practice?](https://ona.health/blog/post/ona-vs-therapynotes): Ona vs TherapyNotes in 2026: live prices, what each covers in one subscription, where TherapyNotes wins, and which one fits your therapy practice. - [Ona vs Valant (2026): Which Fits Psychiatry?](https://ona.health/blog/post/ona-vs-valant): Ona vs Valant for psychiatry in 2026: EPCS, PDMP, the ambient scribe, the phone, and what each one costs. Verified against both vendors' live pages. - [Physical Therapy Software Comparison (2026)](https://ona.health/blog/post/physical-therapy-software-comparison): Physical therapy clinic software comparison for 2026: how to weigh documentation, Medicare rules, billing and HEP across Ona, WebPT, Prompt and Jane. - [Best SimplePractice Alternatives for 2026](https://ona.health/blog/post/simplepractice-alternatives): Comparing SimplePractice alternatives for 2026: Ona, TherapyNotes, Jane App, Healthie and Tebra. See which fits insurance billing, e-prescribing and AI. - [SimplePractice Review 2026: Honest Pros and Cons](https://ona.health/blog/post/simplepractice-review-2026): An honest 2026 SimplePractice review: verified pricing, where it is strongest, where it falls short, and which practices should pick something else. - [Best Tebra Alternatives for 2026](https://ona.health/blog/post/tebra-alternatives): Looking for a good alternative to Tebra? Compare Ona, athenahealth, AdvancedMD, DrChrono and Healthie on all-in-one scope, AI, and best fit. - [Tebra Review 2026: Honest Pros and Cons](https://ona.health/blog/post/tebra-review-2026): An honest 2026 Tebra review: what the Kareo and PatientPop merger delivers, where the marketing suite wins, real trade-offs, and how pricing works. ## Practice guides: guides by practice type - [Best EHR for Dietitians and Nutritionists (2026)](https://ona.health/blog/post/best-ehr-dietitians-nutritionists): Best EHR for dietitians and nutritionists in 2026: food journaling, plan tracking, superbills and insurance, telehealth. Compare Ona, Healthie, Kalix. - [Best EHR for Functional Medicine in 2026: Lab-First Guide](https://ona.health/blog/post/best-ehr-functional-medicine): Compare the best EHRs for functional medicine. How Ona, Healthie, and Akute Health handle specialty labs, supplement protocols, and cash-pay billing. - [Best EHR for Functional Medicine Practices (2026)](https://ona.health/blog/post/best-ehr-functional-medicine-2026): Ranked comparison of functional medicine EHRs for 2026: labs, dispensary, note format, billing and telehealth across Ona, Cerbo, OptiMantra and more. - [Best EHR for Integrative & Alternative Medicine 2026](https://ona.health/blog/post/best-ehr-integrative-alternative-medicine): Ranked 2026 comparison of EHRs for integrative and alternative medicine: membership billing, dispensary, note flexibility, optional insurance, telehealth. - [Best EHR for Multi-Specialty Practices (2026)](https://ona.health/blog/post/best-ehr-multi-specialty-practices): Which EHR handles several specialties in one practice? Compare note templates, per-service scheduling and payer rules across Ona and five other platforms. - [Best EHR for Primary Care 2026: Cut Documentation Time](https://ona.health/blog/post/best-ehr-primary-care): What is the best EHR for a primary care practice in 2026? Compare Ona, Elation Health, and athenahealth on ambient AI scribes, billing, and cost. - [Best EMR for Functional Medicine (2026)](https://ona.health/blog/post/best-emr-functional-medicine): Ranked functional medicine EMRs for 2026: Ona, OptiMantra, Power2Practice, Practice Better, Healthie and CharmHealth on notes, labs, protocols and billing. - [Best Med Spa Software (2026): Ranked Comparison](https://ona.health/blog/post/best-med-spa-software-2026): Ranked med spa software for 2026: Ona, Boulevard, Zenoti, Aesthetic Record, PatientNow, Mangomint, Nextech, with pricing from official pages. - [Best Software for Dietitians and Nutrition (2026)](https://ona.health/blog/post/best-nutrition-dietitian-software): Best software for dietitians in 2026: food logging, plan tracking, cash-pay + insurance billing, telehealth. Compare Ona, Healthie, Practice Better. - [CRM Software for Naturopathic Doctors (2026)](https://ona.health/blog/post/crm-software-naturopathic-doctors): Ranked CRM comparison for naturopathic doctors: lead capture, pipeline, convert-to-patient, messaging and cost across Ona, Practice Better, Cerbo and more. - [Dietitian Practice Management Software Compared (2026)](https://ona.health/blog/post/dietitian-practice-management-software): We compare Ona, Practice Better, Healthie, Nutrium, Kalix, SimplePractice and NutriAdmin on food journaling, plans, superbills, telehealth and price. - [Does Insurance Cover Functional Medicine? Billing Options](https://ona.health/blog/post/does-insurance-cover-functional-medicine): What insurance usually pays for in functional medicine, what is self-pay, and how practices bill: in-network, superbills, cash, HSA/FSA and hybrid. - [EPCS for Weight Loss Clinics: Requirements and Setup](https://ona.health/blog/post/epcs-weight-loss-clinics): What EPCS requires under DEA rules, which weight-management drugs are controlled, CMS and state mandates, and how EPCS setup and pricing work in Ona. - [Functional Medicine Intake Forms and Questionnaires](https://ona.health/blog/post/functional-medicine-intake-forms): What a functional medicine intake should collect, when to use a form or an interview, how to keep completion high, and how answers reach the chart. - [Functional Medicine Lab Testing: Order and Track Labs](https://ona.health/blog/post/functional-medicine-lab-testing-workflow): How functional medicine practices order labs through integrations, catalogs and requisitions, track every order, trend results across labs, and bill. - [Functional Medicine Marketing: Getting New Patients](https://ona.health/blog/post/functional-medicine-marketing): How functional medicine practices get new patients: local SEO, content, referral partners, discovery calls, fast follow-up, online booking and reviews. - [Functional Medicine Membership Pricing: Models That Work](https://ona.health/blog/post/functional-medicine-membership-pricing): Four ways functional medicine practices price memberships and programs, what goes inside the fee, where labs and supplements sit, and how billing works. - [Building Functional Medicine Protocols at Scale](https://ona.health/blog/post/functional-medicine-protocols-at-scale): Build functional medicine protocols at scale: supplement, care plan and note templates that stay personal per patient and consistent across providers. - [Functional Medicine Telehealth: Running a Virtual Practice](https://ona.health/blog/post/functional-medicine-telehealth): Running functional medicine by telehealth: which visits work by video, remote labs, licensure across states, supplement fulfillment and the software. - [GLP-1 Membership Programs: How Clinics Price Them](https://ona.health/blog/post/glp-1-membership-program-pricing): Membership, fixed-term program or package: how GLP-1 and weight loss clinics structure program fees, keep medication separate, and bill on schedule. - [GLP-1 Prior Authorizations: A Workflow for Clinics](https://ona.health/blog/post/glp-1-prior-authorization-workflow): The clinic side of Wegovy and Zepbound prior authorizations: what payers ask for, documentation, tracking status and expiry, reauthorization and appeals. - [GLP-1 and Weight Loss Clinic Software: What to Look For](https://ona.health/blog/post/glp-1-weight-loss-clinic-software): A buyer checklist for GLP-1 and medical weight loss clinic software: intake, prior auth, e-prescribing, labs, memberships, insurance billing and follow-up. - [How to Start a Functional Medicine Practice: Checklist](https://ona.health/blog/post/how-to-start-functional-medicine-practice): An operator's checklist for starting a functional medicine practice: payment model, scope, services, labs and supplements, software, hires and budget. - [How to Start a Medical Weight Loss Clinic: The Checklist](https://ona.health/blog/post/how-to-start-medical-weight-loss-clinic): An operator checklist for opening a medical weight loss clinic: ownership, licensing, clinical model, cash pay vs insurance, memberships, software, staff. - [Best Integrative Medicine Software 2026](https://ona.health/blog/post/integrative-medicine-software): The best software for integrative medicine cash-pay practices handles memberships, packages, HSA/FSA receipts, and labs. Compare Ona, Healthie, Akute. - [Med Spa Membership, Recall & Rebooking Software](https://ona.health/blog/post/med-spa-membership-recall-software): How med spa software handles memberships, recall and rebooking, and how Ona ties recurring billing, a re-engagement pipeline and scheduling in one system. - [Best Med Spa Software for Retention (2026)](https://ona.health/blog/post/medspa-software): The best med spa software in 2026 ties scheduling, packages, memberships, recall and clinical charting in one system. Compare Ona and purpose-built tools. - [Naturopathic Clinic Software: What to Look For (2026)](https://ona.health/blog/post/naturopathic-clinic-software-guide): Eight things to test before you sign: intake depth, consents, dispensary, prescribing and cash-pay billing, across Ona, Cerbo, OptiMantra and Jane. - [Best Software for Naturopathic Doctors (2026)](https://ona.health/blog/post/naturopathic-doctor-software): The best software for naturopathic doctors flexes to state scope, bills cash-pay, and dispenses supplements in the chart. Compare Ona and top tools. - [Naturopathic Practice Management Software (2026)](https://ona.health/blog/post/naturopathic-practice-management-software): Ranked comparison of naturopathic practice management software in 2026: scope and licensure, dispensary, cash-pay billing and intake. Ona ranked first. - [Supplement Dispensary Platform: In-Chart Ordering](https://ona.health/blog/post/supplement-dispensary-platform): A supplement dispensary platform lets clinicians order labs and supplements in the chart. See how in-chart ordering works with Ona's embedded Fullscript. - [Supplement Dispensing Platforms Compared (2026)](https://ona.health/blog/post/supplement-dispensing-platforms-compared): Ranked comparison of supplement dispensing platforms in 2026: Fullscript, Rupa Health, Doctor's Supplement Store and Ona's dispensary inside the chart. - [Telehealth Weight Loss Clinic: The Tech Stack You Need](https://ona.health/blog/post/telehealth-weight-loss-clinic-tech-stack): What a virtual GLP-1 or weight loss clinic needs end to end, from lead capture and intake to video visits, e-prescribing, labs and payments. - [Tracking Weight Loss Patients Between Visits](https://ona.health/blog/post/tracking-weight-loss-patients-between-visits): What weight loss clinics track between visits, how to set up a body measurement chart and food journal, and how to keep patients logging without burnout. - [Weight Loss Clinic Intake Forms: What to Ask](https://ona.health/blog/post/weight-loss-clinic-intake-forms): What a weight loss or GLP-1 clinic intake should collect, how to structure it so prior auths and claims go smoothly, and how to run it digitally. - [Weight Management Care Plan Template for Clinics](https://ona.health/blog/post/weight-management-care-plan-template): What a weight management care plan contains, a template structure clinics can reuse, and how to version and share the plan with patients. - [Best Telehealth Platform for Menopause Practices](https://ona.health/blog/post/womens-health-telehealth-software): Compare Ona, Healthie and SimplePractice for menopause and hormone telehealth in 2026: built-in video, e-prescribing with EPCS, labs and charting. ## Practice guides: behavioral and mental health - [Behavioral Health Documentation Software (2026 Guide)](https://ona.health/blog/post/behavioral-health-documentation-software): Compare behavioral health documentation software: DAP/BIRP notes, audit-ready consents, and billing depth in Ona, SimplePractice, and TherapyNotes. - [Best Behavioral Health EHR Software (2026)](https://ona.health/blog/post/best-behavioral-health-ehr-software-2026): Which EHR is built for behavioral health? Ranked for 2026: Kipu for addiction treatment, TherapyNotes and SimplePractice for therapy, Ona for outpatient. - [Best EHR for Psychiatry and Prescribing (2026)](https://ona.health/blog/post/best-ehr-psychiatry-prescribing-practices): What a prescribing practice needs from an EHR: EPCS, identity proofing, refill queues, licensure checks, and published 2026 prices for one prescriber. - [Best Physical Therapy Software for 2026](https://ona.health/blog/post/best-physical-therapy-software): After the 2026 Medicare changes, here is how to pick the best physical therapy software - a practical comparison of Ona, Prompt, Jane App, and WebPT. - [Best Software for Mental Health Group Practices (2026)](https://ona.health/blog/post/best-software-mental-health-group-practices): How to choose software for a mental health group practice: audit-ready DAP/BIRP notes, supervision, group billing, telehealth, and secure messaging. - [DAP, BIRP and SOAP Notes for Therapists: Examples](https://ona.health/blog/post/dap-birp-soap-notes-therapy): DAP, BIRP and SOAP progress notes side by side, with a fictional example of each, the HIPAA line between progress and psychotherapy notes, and audits. - [HIPAA-Compliant Software for Therapy Practices](https://ona.health/blog/post/hipaa-compliant-software-therapy-practices): What HIPAA actually requires of practice software, what it does not, and how solo and group therapy practices should check a vendor before they sign. - [Run a Solo Therapy Practice Single-Handed (2026)](https://ona.health/blog/post/running-solo-therapy-practice-single-handed): Can one therapist run a practice alone? The software stack for a solo therapy practice in 2026, the real monthly cost, and what still needs a human. - [Therapy Practice Software With Built-In Telehealth](https://ona.health/blog/post/therapy-practice-software-built-in-telehealth): Which therapy platforms run video visits without a second tool, what telehealth costs on each, and whether the session note is written in the same seat. ## Practice guides: billing, claims and cost - [AI-Native EHR Pricing Compared (2026)](https://ona.health/blog/post/ai-native-ehr-pricing-compared): What AI-native EHRs cost in 2026: published per-seat rates, per-patient models, quote-only deals, and what AI adds. Ona is $130 per practitioner seat. - [All-in-One Behavioral Health EHR, CRM and Billing (2026)](https://ona.health/blog/post/all-in-one-behavioral-health-ehr-crm-billing): Which system does everything for a therapy practice? Ona, TherapyNotes, SimplePractice, Healthie and Valant compared on what is truly in one platform. - [All-in-One Practice Software: EHR + CRM + Billing](https://ona.health/blog/post/all-in-one-ehr-crm-billing): Compare all-in-one practice software that combines EHR, CRM, and billing in one system: Ona, Tebra, athenahealth, and Healthie, plus what to check first. - [Behavioral Health EHR Pricing Compared (2026)](https://ona.health/blog/post/behavioral-health-ehr-pricing-compared): Published 2026 prices for behavioral health EHR software: Ona, TherapyNotes, SimplePractice, Ensora, ICANotes, and who publishes no figures at all. - [Best EHR with Integrated Medical Billing (2026)](https://ona.health/blog/post/best-ehr-with-integrated-billing): Compare the best EHRs with integrated billing in 2026: Ona, athenahealth, Tebra, DrChrono, AdvancedMD. What integrated really means, plus a checklist. - [The Real Cost of Disconnected Practice Software](https://ona.health/blog/post/cost-of-disconnected-practice-software): What 3-5 disconnected systems really cost a practice: license stacking, IT time, staff re-entry, denial rework - and what consolidation changes. - [How Real-Time Eligibility Checks Actually Work](https://ona.health/blog/post/how-real-time-eligibility-checks-work): How a real-time eligibility check works: the 270 request, the 271 response, what payers return, and why a passed check still gets denied. - [Real-Time Eligibility & Claims Tools Compared (2026)](https://ona.health/blog/post/real-time-eligibility-claims-tools): Compare real-time eligibility and claims tools for 2026: Ona, athenahealth, Tebra, Waystar, Availity and Office Ally, ranked by where the work lives. - [Real-Time Insurance Eligibility and Claims Software Guide](https://ona.health/blog/post/real-time-insurance-eligibility-claims-software): What real-time insurance eligibility and claims software should do: eligibility at booking, claims from chart data, denial queues, honest prior auth. - [Reduce Claim Denials and Get Paid Faster: Software Guide](https://ona.health/blog/post/reduce-claim-denials-get-paid-faster): Why claims get denied and how connected practice software - eligibility checks, AI charting, denial analytics - helps your practice get paid faster. ## Practice guides: ICD-10 and CPT coding - [CPT 90791 and 90792: Psychiatric Evaluation Codes](https://ona.health/blog/post/cpt-90791-90792-psychiatric-diagnostic-evaluation): 90791 is the diagnostic evaluation without medical services; 90792 adds them. Who bills which, how often, same-day rules, and documentation. - [CPT 90833, 90836, 90838: Psychotherapy Add-Ons With E/M](https://ona.health/blog/post/cpt-90833-psychotherapy-add-on-em): 90833, 90836 and 90838 add psychotherapy to an E/M visit: 16-37, 38-52 and 53+ minutes, separate from E/M time. Documentation, 90785 and denials. - [CPT 90837 vs 90834 vs 90832: Psychotherapy Codes](https://ona.health/blog/post/cpt-90837-90834-90832-psychotherapy-codes): 90832, 90834 and 90837 are billed by time: 16-37, 38-52 and 53 or more minutes. Start and stop times, telehealth POS 10, 90785, and the claim. - [CPT 90846 and 90847: Family Therapy Billing Codes](https://ona.health/blog/post/cpt-90846-90847-family-therapy-codes): 90846 is family psychotherapy without the patient present, 90847 with the patient. Time minimums, the identified patient, couples caveats, telehealth. - [CPT Codes for Lab Panels: CMP, BMP, CBC, Lipid, Thyroid](https://ona.health/blog/post/cpt-codes-common-lab-panels): CPT codes for common lab panels: CMP 80053, BMP 80048, CBC 85025 and 85027, lipid 80061, TSH 84443, venipuncture 36415: what each includes, who bills. - [Obesity Counseling Codes: G0447, G0473, 99401 and E/M](https://ona.health/blog/post/cpt-hcpcs-codes-obesity-counseling): How to bill obesity and weight loss counseling: Medicare G0447 and G0473 rules under NCD 210.12, 99401-99404, E/M visits and telehealth, with CMS sources. - [ICD-10 Codes for ADHD: F90.0, F90.1, F90.2, F90.9](https://ona.health/blog/post/icd-10-codes-adhd): ADHD ICD-10 codes for FY2027: F90.0 inattentive, F90.1 hyperactive, F90.2 combined, F90.9 unspecified. The ADD code question, adult coding and EPCS. - [ICD-10 Codes for Anxiety: F41.1, F41.9 and More](https://ona.health/blog/post/icd-10-codes-anxiety): Anxiety ICD-10 codes for FY2027: F41.1 generalized anxiety, F41.9 unspecified, F41.0 panic, F40 phobias. Why there is no F41.2 and how to avoid denials. - [ICD-10 Codes for Bipolar Disorder: F31 Code Guide](https://ona.health/blog/post/icd-10-codes-bipolar-disorder): Bipolar ICD-10 codes for FY2027: how F31 codes record episode, severity, psychotic features and remission, plus F31.81 bipolar II, F31.9 and F34.0. - [ICD-10 Codes for Depression: F32 and F33 Explained](https://ona.health/blog/post/icd-10-codes-depression): Depression ICD-10 codes for FY2027: F32 single episode vs F33 recurrent, severity and remission digits, F32.9 vs F32.A, F34.1, and how to avoid denials. - [ICD-10 Codes for Obesity and Weight Management (FY2027)](https://ona.health/blog/post/icd-10-codes-obesity-weight-loss): E66 obesity codes, class 1-3 codes, overweight, Z68 BMI codes and counseling Z codes for weight-management visits, checked against the FY2027 CMS code set. - [ICD-10 Codes for PTSD and Adjustment Disorders (F43)](https://ona.health/blog/post/icd-10-codes-ptsd-adjustment-disorder): PTSD and adjustment disorder ICD-10 codes for FY2027: F43.10, F43.11, F43.12, F43.0 and F43.20 to F43.29, plus F43.81 prolonged grief. Specificity tips. ## Practice guides: industry statistics - [AI in Medical Practices: 2026 Adoption Statistics](https://ona.health/blog/post/ai-medical-practice-statistics): AI adoption in US medical practices in 2026: physician AI use hit 81%, ambient scribes lead, and admin automation ranks first. Named-source stats. - [Behavioral Health Practice Statistics (2026)](https://ona.health/blog/post/behavioral-health-practice-statistics-2026): Behavioral health by the numbers in 2026: demand, workforce size, shortage areas, insurance participation and what practices actually look like. - [Medical Billing & Claim-Denial Statistics 2026](https://ona.health/blog/post/medical-billing-claim-denial-statistics): Medical billing and claim-denial statistics for 2026: average denial rate, cost to rework a claim, days in A/R, clean-claim rate - from named sources. - [Medical Front Desk and Patient Phone Statistics (2026)](https://ona.health/blog/post/medical-front-desk-phone-statistics-2026): How many patient calls go unanswered? The named, dated US data on front desk phone access, what practice leaders report in 2026, and what answering costs. - [Practice Management Software Statistics 2026](https://ona.health/blog/post/practice-management-software-statistics): Practice management software statistics for 2026: EHR adoption, market size, administrative burden, claim denials, and AI use - all from named sources. - [Telehealth Adoption Statistics (2026): The Real Numbers](https://ona.health/blog/post/telehealth-adoption-statistics-2026): Telehealth in 2026 by the numbers: share of claim lines and patients, Medicare use, behavioral health, and the urban-rural gap, with dated sources. ## Product documentation - [Activity log - Help Center](https://ona.health/help/activity-log): View organization-wide patient activity, who opened or changed patient records, filter entries by team member or recent date range, load older entries, and open a patient from the timeline. - [Adding a patient - Help Center](https://ona.health/help/add-a-patient): Create a patient from the Patients list, decide whether to send a portal invitation, and complete the patient record from Details & Settings. - [Setting up the AI Receptionist - Help Center](https://ona.health/help/ai-receptionist): Enable the AI Receptionist, choose how new callers are handled, add call instructions, manage knowledge files, and tag visits the receptionist books. - [Reviewing AI revisions and proposals in a note - Help Center](https://ona.health/help/ai-revisions-in-notes): Review Ona's proposed note changes before you save or sign. Retry empty AI fields, regenerate or polish text, ask Ona about selected text, and keep or discard each proposal in a draft note. - [AI tools - Help Center](https://ona.health/help/ai-tools): Ambient Scribe, Ona Assistant, the command menu, and how Ona's AI uses your data. - [Recording visits with Ambient Scribe - Help Center](https://ona.health/help/ambient-scribe): Record the visit conversation - onsite, on a video call, or by upload - and get a speaker-labelled transcript that drives the AI note. - [Archived patients in charts and visits - Help Center](https://ona.health/help/archived-patients-in-charts-and-visits): Understand why a patient chart or visit becomes read-only when a patient or visit is archived. Learn what still works and what to check before assuming something is broken. - [Archiving, restoring and exporting patient data - Help Center](https://ona.health/help/archiving-and-exporting-patients): Archive a patient record when it should no longer be active, restore an archived patient when you have the right role, and export patient data from the patient chart. - [Auto-charge after insurance - Help Center](https://ona.health/help/auto-charge-after-insurance): Turn on organization-wide auto-charge after insurance, set the notice period and cap, and understand how patients, guardians, and staff record consent on a saved card. - [Billing & payments - Help Center](https://ona.health/help/billing): Stripe, invoices, estimates, payments, refunds and memberships. - [Scrubbing claims with billing rules - Help Center](https://ona.health/help/billing-rules-and-claim-scrubbing): Set claim-scrubbing checks, limits, reminders and custom billing rules before claims are submitted. Use payer-type and payer scopes when one group of claims needs different rules. - [Billing secondary insurance - Help Center](https://ona.health/help/billing-secondary-insurance): Create a secondary insurance claim from an adjudicated primary claim and handle missing or already filed secondary coverage from the claims queue. - [Blocking time and recurring events - Help Center](https://ona.health/help/blocking-time-and-recurring-events): Block unavailable time on your calendar, make blocks repeat, and update or delete blocked time when your schedule changes. - [Body map - Help Center](https://ona.health/help/body-map): Use the Body map in a patient's chart or visit to pin findings to the front or back of the body, review earlier findings, and read each kind, field, and region label. - [Booking an appointment for a patient - Help Center](https://ona.health/help/booking-an-appointment): Book a patient appointment from My Calendar or the team Calendars page. Booking creates a visit that appears on the calendar. - [Branding your patient-facing pages - Help Center](https://ona.health/help/branding-your-patient-facing-pages): Upload your practice logo and icon, choose brand colors for patient-facing pages, and manage the public welcome page from Organization settings. Learn where those changes appear and what is set separately for. - [Building consent forms - Help Center](https://ona.health/help/building-consent-forms): Create consent templates with formatted text and checkboxes, browse ready-made templates from the library, use AI to draft from a blank page or PDF, and send consents for patient signature. - [Building forms - Help Center](https://ona.health/help/building-forms): Create form templates, import starting points, add questions and conditional sections, and send forms for patients to complete and sign. - [Building interviews - Help Center](https://ona.health/help/building-interviews): Build conversational interviews from steps and subjects, import from the template library, and attach them to services so a structured history arrives before the visit. - [Calendars and availability - Help Center](https://ona.health/help/calendar-and-availability): View personal and team schedules, edit availability, add date overrides, set booking rules and block time from Calendar or Calendars. - [Building care plans - Help Center](https://ona.health/help/care-plans): Build a reusable protocol once, apply it to any patient, and publish a plan they follow between visits - goals, recommendations, patient steps and shared photos, with every published version kept. - [Care programs - Help Center](https://ona.health/help/care-programs): Care plans, Care Time and chronic care management. - [Care Time and chronic care management - Help Center](https://ona.health/help/care-time-and-ccm): Turn on Care Time, log care-management work for a patient, enroll them in chronic care management, and close a month into draft CCM claims. This article also explains thresholds, role-based CCM codes, and the. - [Carrying records forward between visits - Help Center](https://ona.health/help/carrying-records-forward): Bring active chart diagnoses, medications and allergies into a visit from the visit Records page instead of re-entering them. - [Cases - Help Center](https://ona.health/help/cases): Use cases to group a patient's visits into an episode of care with problems, goals, linked visits, billing details, status history and discharge outcomes. Owners and admins can turn Cases on from Settings. - [Charting & notes - Help Center](https://ona.health/help/charting): Note templates, AI-drafted notes, signing, amending, sharing and procedures. - [Checking claim status - Help Center](https://ona.health/help/checking-claim-status): Find a claim, open its details, and review claim status, payer messages, alerts, payment information, attachments and history from the claims queue or a patient's claims page. - [Charting Sections - Help Center](https://ona.health/help/choosing-charting-sections): Choose which charting sections appear in the patient record and visit canvas, and configure Vitals units and measurements for your organization. - [Choosing the logo on invoices and superbills - Help Center](https://ona.health/help/choosing-the-logo-on-invoices-and-superbills): Upload, replace, or remove your practice logo for invoices, superbills, and other patient-facing pages. Changes are staged until you save the organization's settings page. - [Claim statuses and buckets - Help Center](https://ona.health/help/claim-statuses): Use claim statuses, buckets, and alerts to read the claims queue and prioritize follow-up work. - [Working the claims queue - Help Center](https://ona.health/help/claims-queue): Use the claims queue to find, filter, submit, review and follow up on insurance claims. Learn how payer statuses, workflow buckets, claim details, alerts, history and versions fit together. - [Setting up your clearinghouse - Help Center](https://ona.health/help/clearinghouse-setup): Choose the clearinghouse your organization uses for insurance transactions, connect Claim.MD when needed, and understand what changes when you switch clearinghouses. - [Clinic configuration - Help Center](https://ona.health/help/clinic-configuration): Setting up the clinical tools your clinicians use. - [Co-signing a note - Help Center](https://ona.health/help/co-signing-notes): Add your signature to an already signed note and review the signature list from the note panel. - [Collecting copays - Help Center](https://ona.health/help/collecting-copays): Review the expected copay for a visit, issue or update a copay invoice from a claim, and open the visit invoice after billing the copay. - [Using the command menu and snippets - Help Center](https://ona.health/help/command-menu): Open the command menu from any dashboard screen to search records, open pages and settings, create tasks, and insert saved snippets. You can also create, edit, share, and delete snippets from the same menu. - [Communication - Help Center](https://ona.health/help/communication): The omnichannel inbox, texting, email, calls, your channels and notifications. - [Completing forms and consents in the clinic - Help Center](https://ona.health/help/completing-forms-in-the-clinic): Add forms to a patient, choose whether the patient completes a form in person or by secure link, and manage pending, scheduled and submitted forms from the patient chart. Secure links for forms and consents do. - [Configuring cases, care plans, and discharge letters - Help Center](https://ona.health/help/configuring-cases-care-plans-and-letters): Turn on Cases and Care Plans, configure chronic care management for care plans, and customize the discharge and termination letter settings your clinic controls. - [Connecting Junction and Fullscript - Help Center](https://ona.health/help/connecting-junction-and-fullscript): Connect Fullscript for supplement and lab workflows, and manage Junction setup for lab ordering. Owners and admins can connect or disconnect Fullscript, provision Junction, check readiness, and choose whether. - [Connecting Stripe for patient payments - Help Center](https://ona.health/help/connecting-stripe): Connect the practice's existing Stripe account or create a new one from Settings, check whether charges and payouts are ready, and control card-saving settings for patient intake and online payments. - [Correcting a signed note - Help Center](https://ona.health/help/correcting-a-signed-note): Learn what signing locks on a clinical note, how to correct a signed note with an amendment, and what history and sharing actions remain available on the patient chart or visit. - [Correcting, resubmitting, and reverting claims - Help Center](https://ona.health/help/correcting-and-resubmitting-claims): Correct denied claims, resubmit claims when the action is available, and use claim history to review or revert saved claim versions from the claims queue. - [Diagnoses, medications, and allergies - Help Center](https://ona.health/help/diagnoses-medications-and-allergies): Record diagnoses, medications, allergies, supplements, and No known allergies from the patient Summary or while charting a visit. Review details, edit clinical fields, and archive records that should no longer. - [Discharge and termination letters - Help Center](https://ona.health/help/discharge-letters): Set clinic-wide wording for discharge and termination letters, then compose, preview, sign, download or fax a final letter from a patient's chart. - [Editing notification templates - Help Center](https://ona.health/help/editing-notification-templates): Customize the email and SMS wording used by automated notifications in Settings. You can preview each template with sample data, insert supported variables, save custom copy, or restore the built-in default. - [Enrolling a patient in a membership - Help Center](https://ona.health/help/enrolling-patients-in-memberships): Turn memberships on, create a plan with services, packages, and custom items, enroll a patient from their chart, and review status, payment progress, and included coverage details. - [Estimates (billing quotes) - Help Center](https://ona.health/help/estimates): Review the quote attached to a visit, send it to the patient, track whether it was accepted or declined, and turn an accepted quote into a draft invoice. - [Exporting and sharing notes - Help Center](https://ona.health/help/exporting-and-sharing-notes): Export signed notes as PDFs, fax them when faxing is enabled, share notes with the patient portal, and create an After Visit Summary PDF from a visit. - [Fax contacts - Help Center](https://ona.health/help/fax-contacts): Manage the shared fax directory your practice uses for labs, clinics, pharmacies, referrers and other fax recipients. Add contacts, name unidentified senders, organize contacts with tags, and keep contact. - [Faxes & referral inbox - Help Center](https://ona.health/help/faxes): Sending and receiving faxes, fax contacts and the incoming referral inbox. - [Sending and receiving faxes - Help Center](https://ona.health/help/faxes-and-referrals): Set up faxing, work incoming faxed documents, send outgoing faxes, link faxes to patients, and manage the fax archive from Faxes. - [Fee schedules - Help Center](https://ona.health/help/fee-schedules): Set global CPT fees, add payer-specific rates, manage self-pay cash rates, and import a fee schedule spreadsheet from Insurance settings. - [Food journal and nutrition targets - Help Center](https://ona.health/help/food-journal): Review a patient's food journal from the patient chart, set daily nutrition targets, and edit or delete meal entries. Owners and admins can also turn the food journal on or off for the organization. - [Food journal defaults - Help Center](https://ona.health/help/food-journal-defaults): Turn the Food Journal on or off for your practice, then set patient-specific nutrition targets from the patient chart. You can also choose presets and decide whether a patient sees calories in their own. - [Forms & consents - Help Center](https://ona.health/help/forms-and-consents): Building, sending and completing forms and consents. - [Choosing between forms and interviews - Help Center](https://ona.health/help/forms-vs-interviews): Understand when to use a form, a screening form, an interview, or a consent to collect patient input in Ona. - [Generating lab requisitions - Help Center](https://ona.health/help/generating-lab-requisitions): Create a PDF lab requisition, filled in from the patient record, then fax it, print it, or share it with the patient in the portal. - [Getting started - Help Center](https://ona.health/help/getting-started): Open your practice and set up your workspace, services and plan. - [Getting your phone number approved - Help Center](https://ona.health/help/getting-your-number-approved): Provision your practice phone number from Omnichannel settings and track carrier approval for local 10DLC registration or toll-free verification. You can also finish setup, enable calling, choose who answers. - [Glossary - Help Center](https://ona.health/help/glossary): Definitions for common Ona terms, including product names, navigation labels, roles, settings areas, and integration names. - [Group chats and team conversations - Help Center](https://ona.health/help/group-chats): Create and work with group conversations in the omnichannel inbox. Find group chats, rename them, manage access, follow mentions, and use message actions that are available for in-app messages. - [Guardian and dependent profiles in the patient portal - Help Center](https://ona.health/help/guardian-and-dependent-profiles): Accept a guardian invitation, switch between your own patient portal profile and a dependent's profile, and manage the dependent's profile, memberships, payment method and insurance when access allows. - [How claims move through Ona - Help Center](https://ona.health/help/how-claims-move-through-ona): Understand the claim lifecycle in Ona, from draft claim data through submission, payer responses, payments, secondary claims and patient billing. - [How Ona's AI works with your data - Help Center](https://ona.health/help/how-onas-ai-uses-your-data): Understand where Ona uses AI in chat, notes, and visit recordings, what it can draft or suggest, and where clinicians review it before keeping it. - [Importing form templates - Help Center](https://ona.health/help/importing-templates): Import form and screening form templates from the library, and preview a template before copying it into your organization. - [Insurance & claims - Help Center](https://ona.health/help/insurance): Insurance setup, enrollment, fee schedules, claims, ERAs and eligibility. - [Setting up insurance - Help Center](https://ona.health/help/insurance-setup): Turn on insurance features, choose whether patients must add insurance during intake and card photos, and enter the billing provider and rendering NPI details used on claims. - [Internal notes and mentions - Help Center](https://ona.health/help/internal-notes-and-mentions): Use internal messages, mentions and notes in the omnichannel inbox to coordinate with your team without sending those details to the patient. - [Interviews - Help Center](https://ona.health/help/interviews): Building and sending interviews, and reading assessment results. - [Inviting patients with setup links and QR codes - Help Center](https://ona.health/help/inviting-patients-to-the-portal): Share patient-specific setup access and understand what patients see when they accept an invitation, open an expired link, or use the Welcome page. - [Inviting your team - Help Center](https://ona.health/help/inviting-your-team-and-roles): Invite colleagues to your organization, choose their roles, manage expired invitations, and update team member profiles from Team Members. - [Invoice statuses - Help Center](https://ona.health/help/invoice-statuses): Use this reference to understand invoice status groups, amount labels, refund banners, and insurance-related line labels on the Invoices page and a patient's Invoices section, including the Board view, row. - [Invoicing patients and collecting payments - Help Center](https://ona.health/help/invoices-and-payments): Review patient invoices in list or board view, create and edit draft invoices, issue them to patients, and collect or record payments. Use the organization-wide Invoices page, a patient's billing page, or a. - [Reviewing lab reports - Help Center](https://ona.health/help/lab-reports): Read parsed lab values next to the original report, acknowledge critical results, mark reports reviewed, and follow markers over time. - [Managing billing profiles - Help Center](https://ona.health/help/managing-billing-profiles): Use billing profiles when your clinic bills through more than one Stripe payment account. Choose a billing profile when Ona asks, change an invoice's billing profile, and understand what happens to new. - [Managing external contacts in Omnichannel - Help Center](https://ona.health/help/managing-external-contacts): Use the Omnichannel address book to save practices, payers, pharmacies, vendors, and other outside contacts. You can search and filter the list, update contact details, delete contacts, and open text, call, or. - [Managing inventory - Help Center](https://ona.health/help/managing-inventory): Track catalog items, stock levels, movements, alerts and consumption protocols across practice locations. Receive, transfer, adjust and write off stock from Inventory. - [Managing leads and converting them to patients - Help Center](https://ona.health/help/managing-leads): Track prospective patients in Leads, assign follow-ups, log activity, export matching leads as CSV, and convert qualified leads into patient records. - [Managing incoming referrals - Help Center](https://ona.health/help/managing-referrals): Work the incoming referral inbox, review parsed referral details, link referrals to patients, archive referrals, and monitor processing status from Referrals. - [Viewing a patient's medication history - Help Center](https://ona.health/help/medication-history): See what a patient has actually been dispensed - including prescriptions written outside your practice - from the Medication History view inside DoseSpot. - [Setting up memberships and recurring billing - Help Center](https://ona.health/help/memberships): Enable memberships, create monthly or yearly recurring plans with included items and optional fixed terms, review enrolled patients by plan, and understand what happens when you edit or archive a plan. - [Mentioning teammates - Help Center](https://ona.health/help/mentioning-teammates): Type @ to tag a colleague in a note, task, or lead - they get an in-app notification that takes them straight to what you wrote. - [Finding and merging duplicate patients - Help Center](https://ona.health/help/merging-duplicate-patients): Review possible duplicate patient records from Patients, choose the record to keep, merge duplicate groups, or mark matches as not duplicates. - [Working across multiple locations - Help Center](https://ona.health/help/multiple-locations): Set up organization contact details, physical sites, rooms and your provider profile for a multi-location practice. Learn what belongs in Organization, Locations and My Profile. - [Building note templates - Help Center](https://ona.health/help/note-templates): Build reusable note skeletons with placeholder syntax, or import from the 18-template library - SOAP, DAP, intake, and referral letters. - [From visit billing to superbill and claim - Help Center](https://ona.health/help/note-to-superbill-and-claim): Create and review a superbill from a completed visit, then finalize, download, or void it. Start a draft claim from the visit’s Insurance page when the claim workflow is available. - [Notifications and reminders - Help Center](https://ona.health/help/notification-settings): Set practice-wide email and SMS notification defaults, choose when visit intake is sent and when patients are reminded to finish it, schedule visit reminders, and edit notification message templates. Manage. - [Using the notifications center - Help Center](https://ona.health/help/notifications-center): Use the sidebar bell to review unread notifications, open the related work, and mark items read. Owners and admins can also manage practice-wide notification settings from Settings. - [Observations and vitals - Help Center](https://ona.health/help/observations-and-vitals): Review and update patient observations from the chart or a visit record. Edit an observation's value and note when the record is not read-only. - [The omnichannel inbox - Help Center](https://ona.health/help/omnichannel-messaging): Understand how Ona brings patient, lead, external contact, and team conversations into one inbox across secure messages, SMS, email, groups, and internal notes. - [Setting up your channels - Help Center](https://ona.health/help/omnichannel-settings): Provision your practice phone number, inbox email address, phone calling, call answering, voicemail settings, and spam number list from Omnichannel settings. - [Using Ona Assistant - Help Center](https://ona.health/help/ona-assistant): Open Ona Assistant from anywhere in the dashboard, ask practice-wide or record-specific questions, and check the context behind each answer before you rely on it. - [Ordering labs through Fullscript - Help Center](https://ona.health/help/ordering-labs-through-fullscript): Order labs from the Fullscript catalog inside the patient chart, and open the results PDF when it comes back. - [Ordering labs through Junction - Help Center](https://ona.health/help/ordering-labs-through-junction): Place electronic lab orders from the patient chart, follow each order from requisition to result, share matched orders with patients, and unstick orders that stop updating. - [Orders & prescriptions - Help Center](https://ona.health/help/orders-and-prescriptions): Prescriptions, lab orders, requisitions, lab reports and supplements. - [Using the patient notebook - Help Center](https://ona.health/help/patient-and-visit-notebook): Create, search, edit and delete free-text notebook notes from a patient's chart or from a visit. The visit notebook shows the same patient-scoped notes as the patient's chart. - [Patient chart - Help Center](https://ona.health/help/patient-chart): Cases, diagnoses, medications, vitals, media and everything else in the chart. - [Patient credits and overpayments - Help Center](https://ona.health/help/patient-credits-and-overpayments): Review a patient's held credit, refund due, credit history, and money activity on the patient's Billing page. Apply held credit to eligible invoices and see how overpayments appear when they are moved onto the. - [What patients see in the portal - Help Center](https://ona.health/help/patient-experience): Understand the patient-facing portal and public Welcome page so your team can answer questions about visits, forms, records, shared files, care plans, messaging and payments. - [Patient insurance and card scanning - Help Center](https://ona.health/help/patient-insurance): Add, edit, scan and remove insurance from a patient record. Owners and admins can also require insurance during patient intake from Insurance settings. - [Patient media and documents - Help Center](https://ona.health/help/patient-media-and-documents): Upload, preview, organize, rename, move, share, download, archive and restore files in a patient's Media section or a visit's Media section. Share files and folders with the patient portal when the patient. - [Memberships in the patient portal - Help Center](https://ona.health/help/patient-portal-memberships): Turn memberships on for your organization, understand what patients can do with them in the portal, and know how plan changes affect current members. - [Patient statuses and tags - Help Center](https://ona.health/help/patient-statuses-and-tags): Use this reference to understand patient status badges, patient tags, visit tags, and the filters that use them. - [Patients - Help Center](https://ona.health/help/patients): Adding patients, inviting them to the portal, statuses, tags and insurance. - [Payer enrollment - Help Center](https://ona.health/help/payer-enrollment): Send payer enrollment requests from Insurance settings, choose whether the payer credentials the practice or one clinician, and complete clearinghouse tasks when action is required. - [Payment links and charging a card on file - Help Center](https://ona.health/help/payment-links-and-cards-on-file): Copy a pay link from an invoice, charge a patient's saved card when the invoice is eligible, and understand why these payment actions may be unavailable. - [Phone calls - Help Center](https://ona.health/help/phone-calls): Place calls from Ona, answer inbound calls in the browser, and review call cards with AI summaries, recordings, transcripts, and outcomes in the conversation. - [Reviewing ERAs and remittances on claims - Help Center](https://ona.health/help/posting-eras-and-remittances): Review posted payer remittances from a claim, understand how the payer split the balance, export ERAs as CSV when needed, and create a secondary draft when another policy should be billed. - [Practice operations - Help Center](https://ona.health/help/practice-operations): Leads, reports, inventory and your integrations. - [Understanding the visit Summary - Help Center](https://ona.health/help/pre-visit-briefing): Understand what the visit Summary is, where it appears in a visit, and how summary edits and templates work. - [Managing prior authorizations - Help Center](https://ona.health/help/prior-authorizations): Record scripts and prior authorizations from a visit’s eligibility details, track remaining visits, and see when an authorization issue affects eligibility. - [Procedures - Help Center](https://ona.health/help/procedures): Record procedures for a patient or visit, add CPT codes, images and injection site maps, and complete, stop or archive procedure records. - [Promo codes - Help Center](https://ona.health/help/promo-codes): Switch promo codes on for your organization, manage the codes your practice offers, and understand where patients can apply them during booking and payment. - [Reading assessment results - Help Center](https://ona.health/help/reading-assessment-results): Open a patient interview from the chart, review its Summary, read the Conversation, and check Records linked to that interview. - [Reading eligibility results - Help Center](https://ona.health/help/reading-eligibility-results): Open a visit's eligibility details, read the coverage verdict, review insurance and authorization information, and understand benefit rows and failed checks. - [Reading reports - Help Center](https://ona.health/help/reading-reports): Use Reports to review visit activity, revenue, patient A/R, and claims performance. Choose a date range where it applies and export report data to Excel or CSV. - [Recommending supplements - Help Center](https://ona.health/help/recommending-supplements): Recommend supplements through Fullscript from the patient chart, and keep every recommendation on the record. - [Recurring visits - Help Center](https://ona.health/help/recurring-visits): See when a visit belongs to a recurring series, review the other visits in that series, and change or end future visits without affecting earlier records. - [Reference - Help Center](https://ona.health/help/reference): Glossary, statuses and permissions at a glance. - [Referrals & letters - Help Center](https://ona.health/help/referrals-and-letters): Outgoing referrals, signing documents for fax, and discharge letters. - [Refunds, voids, and recording offline payments - Help Center](https://ona.health/help/refunds-voids-and-offline-payments): Record payments taken outside Ona, refund overpayments or specific payments, and void invoices that should no longer bill the patient. You can do this from the practice-wide Invoices page or from a patient's. - [Rescheduling, canceling, and no-shows - Help Center](https://ona.health/help/rescheduling-cancelling-and-no-shows): Change a visit's scheduled time, cancel a visit, or mark a visit as a no-show from Visits or the visit workspace. - [Reviewing AI-suggested records - Help Center](https://ona.health/help/reviewing-ai-suggested-records): Review AI-suggested diagnoses, medications, allergies, supplements, patient history and reasons for visit. Confirm suggestions you want to keep, or dismiss suggestions that do not belong in the chart. - [Reviewing and signing an AI-drafted note - Help Center](https://ona.health/help/reviewing-and-signing-a-note): Create a note from a template or a past note, review and edit Ona's draft, then sign it. You can also share a signed note with the patient or export it as a PDF. - [Roles, licenses, and permissions - Help Center](https://ona.health/help/roles-licences-and-permissions): Understand how team member roles, invitation status, and your organization’s subscription status affect what a person can do in Ona. - [Scheduling & online booking - Help Center](https://ona.health/help/scheduling): Team calendars, booking appointments and your online booking page. - [Building self-scoring screening forms - Help Center](https://ona.health/help/screening-forms): Turn a form into a screener by assigning point values, severity bands and risk flags. Send the form to a patient or complete it in person, then review the score after submission. - [Sending a prescription - Help Center](https://ona.health/help/sending-a-prescription): Open DoseSpot from any patient chart to write a prescription - or, on a proxy account, prepare one and queue it for a prescriber to review and send. - [Sending forms and consents to patients - Help Center](https://ona.health/help/sending-forms-and-consents): Send forms and consents to patients, schedule form sends, fill a form in the clinic, resend links, cancel scheduled forms, and share one-time completion links when a patient cannot be notified. - [Sending interviews to patients - Help Center](https://ona.health/help/sending-interviews): Send interviews from a patient chart, start an interview in the clinic, manage scheduled and in-progress interviews, and review results when they are ready. - [Sending outgoing referrals - Help Center](https://ona.health/help/sending-outgoing-referrals): Generate referral letters from a visit, attach chart documents, save drafts, and sign and send referrals by fax. - [Setting up DoseSpot - Help Center](https://ona.health/help/setting-up-dosespot): Connect your clinic to DoseSpot, link prescribers and proxy staff, set a clinician fax number, and manage DEA registrations for controlled substances. - [Setting up labs and supplements - Help Center](https://ona.health/help/setting-up-labs-and-supplements): Turn lab and supplement workflows on for your organization, finish optional Junction and Fullscript setup, and manage supplement templates your team can use from patient and visit supplements. - [Setting up services and packages - Help Center](https://ona.health/help/setting-up-services): Create the services, packages and memberships your practice offers. Set prices, visit defaults, booking rules, reminders, billing defaults and patient screening. - [Setting up your workspace - Help Center](https://ona.health/help/setting-up-your-workspace): Set up your own profile, your organization contact details, branding and privacy setting, and the locations and rooms your team works from. - [Sharing your member ID card - Help Center](https://ona.health/help/sharing-your-member-id-card): Publish your member ID card as a public link, copy the link, save a card photo, or rotate the link when you need a new address. - [Signing documents for fax - Help Center](https://ona.health/help/signing-documents-for-fax): Sign an incoming fax and send it back or forward it from the Faxes inbox. Learn who can open the inbox, who can sign, and when the signed copy can be saved to a patient's chart. - [Signing in and resetting your password - Help Center](https://ona.health/help/signing-in-and-password-resets): Sign in to Ona, create an account when you are invited, verify your email, accept a team invitation, and reset a forgotten password. - [Creating and running a visit - Help Center](https://ona.health/help/starting-a-visit): Create a visit, attach services, interviews, and consents, work the visit workspace, and manage visit billing items such as services, copays, and superbills. - [Stock movements: receive, transfer, adjust, and write off - Help Center](https://ona.health/help/stock-movements): Record stock changes that keep inventory accurate: receiving shipments, moving stock between locations, reconciling counts, writing off unusable stock, and reviewing movement history. - [Adding supplements and using supplement templates - Help Center](https://ona.health/help/supplements-and-supplement-templates): Add supplements to a patient chart, apply reusable supplement templates, and manage supplement template catalog rows and starter library imports. - [Syncing with Google Calendar - Help Center](https://ona.health/help/syncing-with-google-calendar): Connect your personal Google Calendar so Ona can read busy times and write scheduled visits to Google. Owners and admins can also manage clinic-wide privacy settings for Google Calendar sync. - [Team & access - Help Center](https://ona.health/help/team-and-access): Invite your team, assign roles, and manage sign-in and timesheets. - [Running telehealth visits - Help Center](https://ona.health/help/telehealth-visits): Run video-call visits with separate clinician and patient links, chart and bill the visit as usual, and use the correct place-of-service code for telehealth. - [Texting and emailing patients - Help Center](https://ona.health/help/texting-and-emailing-patients): Send SMS, email and portal messages from Chats or a patient's chart. Schedule messages, manage scheduled items, unsend eligible messages, and keep internal notes separate from patient communication. - [Finding your way around the patient chart - Help Center](https://ona.health/help/the-patient-chart): Learn how the Patients page and patient chart fit together, including the chart sidebar, Summary, timeline, Details & Settings, guardians and the authorized person area. Understand why some chart sections. - [Finding your way around a visit - Help Center](https://ona.health/help/the-visit-page): "Understand the visit page in Ona: where clinical charting, intake, billing, insurance and visit-specific tools appear, including the mobile top bar, chip strip, drawer and Records flow. Archived patients’. - [Using timesheets - Help Center](https://ona.health/help/timesheets): Clock in and out, add or correct time entries, and review worked, break and payable time. Owners and admins can turn on Timesheets, manage the unpaid break rule, review team time, set hourly rates and export. - [Troubleshooting - Help Center](https://ona.health/help/troubleshooting): A symptom-first index of the most common why-is-this-not-working moments, each traced to the upstream setting that fixes it. - [Turning features on and off - Help Center](https://ona.health/help/turning-features-on-and-off): Use this reference to find which setting controls each optional feature, which menu items it shows, and why a feature may not appear for a team member. - [Two-step verification - Help Center](https://ona.health/help/two-step-verification): Set up a 6-digit authenticator code for your Ona sign-in, keep a backup, and learn how owners and admins can reset it for locked-out team members. - [Using Ona on your phone - Help Center](https://ona.health/help/using-ona-on-your-phone): Understand what the mobile Dashboard is for, what you can check from a phone, and why some Ona areas still ask for a desktop or laptop. - [Using tasks - Help Center](https://ona.health/help/using-tasks): The shared to-do board for everything that is not a visit - follow-ups, chasing forms, onboarding steps - assigned and tracked. - [Visit statuses - Help Center](https://ona.health/help/visit-statuses): Understand the visit status labels that appear in Visits and visit records, including the statuses that close a visit for schedule changes. - [Visits - Help Center](https://ona.health/help/visits): Finding your way around a visit, statuses, the pre-visit briefing, telehealth and recording. - [Your website and online booking page - Help Center](https://ona.health/help/website-and-online-scheduling): Set your practice logo, publish your welcome page, turn on online booking, and copy the public links from Settings. - [Chatting with website visitors - Help Center](https://ona.health/help/website-chat-widget): Set up the website chat widget, add it to your practice website, and answer visitor messages from the omnichannel inbox. - [What each role can do - Help Center](https://ona.health/help/what-each-role-can-do): Compare Owner, Admin, Staff and Clinician access across the dashboard, patient chart, settings, team management and role-specific actions. - [Seeing what's new in Ona - Help Center](https://ona.health/help/whats-new-in-ona): Use Dashboard to review new release announcements, change the dashboard time range, and customize your desktop widget layout. - [Opening panels side by side - Help Center](https://ona.health/help/working-in-split-view): Use split view on desktop to keep supported panels open beside your main workspace. Learn how to close and resize the panel while you work. - [Working with your team - Help Center](https://ona.health/help/working-with-your-team): Tasks, mentions, internal notes and messaging. - [Your account - Help Center](https://ona.health/help/your-account): Your profile, signature, NPI, calendar sync, sign-in and time clock. - [Your dashboard - Help Center](https://ona.health/help/your-dashboard): Use Dashboard to see your day, change the reporting range for dashboard widgets, and customize the widgets shown on your desktop home page. - [Your day - Help Center](https://ona.health/help/your-day): Your dashboard, notifications and using Ona on your phone. - [Your NPI and individual insurance details - Help Center](https://ona.health/help/your-npi-and-insurance-details): Add or update the rendering provider NPI used for your insurance claims. Clinicians manage their own NPI, while owners and admins manage organization insurance setup from Insurance settings. - [Your Ona plan and subscription - Help Center](https://ona.health/help/your-ona-subscription): Review your organization's subscription, update billing details, view invoices, choose a billing cycle when pricing is ready, and open checkout or subscription management from Settings. - [Your profile and signature - Help Center](https://ona.health/help/your-profile-and-signature): Update your own profile, provider identifiers, signature and member card from My Profile. Owners and admins can also update organization logo, icon, branding, contact settings, opening hours, locations and. ## Release notes - [An AI receptionist you set up around your day | Ona Release Notes](https://ona.health/release-notes/ai-receptionist-configuration): Choose when the AI receptionist answers without ringing your team, let callers who ask for a person be put through to you, and write the first thing every caller hears. - [Auto-charge after insurance, spam numbers and a bigger consent and form library | Ona Release Notes](https://ona.health/release-notes/auto-charge-and-spam-numbers): Charge the patient's share automatically once insurance pays, collect copays by payment link, send spam numbers to their own folder, and start from hundreds of new consents and forms. Plus: connect the Stripe. - [Cancellation fees, promo codes and your practice's colors | Ona Release Notes](https://ona.health/release-notes/cancellation-fees-and-practice-colors): Charge for late cancellations and no-shows, offer promo codes, and show your practice's colors on every page patients see. Plus: copy forward a past note, ask Ona about any passage, loop and matrix blocks in. - [Calls to contacts, intake reminders and fax markup | Ona Release Notes](https://ona.health/release-notes/contacts-and-intake-reminders): Call, text and email practices, payers and other non-patients from Omnichannel. Plus: reminders for unfinished intake, per-service visit notifications, tags on self-booked visits, visit previews in the month. - [A dashboard you arrange, and intake that goes out when you choose | Ona Release Notes](https://ona.health/release-notes/dashboard-and-intake-schedule): The dashboard home is now a grid of widgets each member can add, move and resize, and the forms, consents and interviews attached to a visit can be held and sent a set time before it. - [Diagnoses by the level, and a booking page that takes payment | Ona Release Notes](https://ona.health/release-notes/diagnoses-and-booking-page): Adding a diagnosis is now a search-then-narrow flow through the ICD-10 hierarchy, and the public booking page has been rebuilt around three steps with pay-before-you-book for the services you choose. - [Guardian accounts, tabbed notes, clearer settings and more... | Ona Release Notes](https://ona.health/release-notes/guardian-accounts-and-note-tabs): Parents and caregivers can now act for a child or dependant from their own patient portal, and receive the emails meant for them. Plus: notes open in tabs next to the chart, clearer Settings, memberships. - [Introducing release notes | Ona Release Notes](https://ona.health/release-notes/introducing-release-notes): Ona now has a public changelog. Every meaningful change to the platform gets an entry here, written for the people who use it. - [A better way to order labs: from requisition to reviewed result without leaving the patient chart | Ona Release Notes](https://ona.health/release-notes/junction): Order lab panels through Junction without leaving the patient chart, follow every order from requisition to result, and review parsed values next to the original lab report. - [A new Leads page, and phone calls that explain themselves | Ona Release Notes](https://ona.health/release-notes/leads-rebuilt-and-phone-calls-improved): Leads is rebuilt around the way your team works a new enquiry: your own statuses, owners, follow-ups and tasks, every call and note in one panel, and a one-step convert to patient. Plus: an AI summary on every. - [Note templates with blocks, and a draft Ona rewrites with you | Ona Release Notes](https://ona.health/release-notes/note-templates-and-ai-editing): A note template is now the note itself, written on a canvas out of text and blocks - and in the draft, everything Ona writes arrives as a suggestion you keep or discard. - [New optional charting sections, and Ona Assistant beside your work | Ona Release Notes](https://ona.health/release-notes/patient-history-and-ona-assistant): New optional charting sections for hospital stays, surgeries, family and social history, OB/GYN history and vaccines, with Ona suggesting what it hears. Ask Ona Assistant to dig up any record, and keep it. - [Recurring visits, and a body map for the chart | Ona Release Notes](https://ona.health/release-notes/recurring-visits-and-body-map): Book a run of visits in one go and change or end them together, and pin pain, wounds and other findings to a body map. Plus: a second Stripe account for a second business, payer payments to reconcile, billing. - [Referrals, rebuilt around the patient - and discharge letters | Ona Release Notes](https://ona.health/release-notes/referrals-and-discharge-letters): Incoming referrals get a new inbox and a side-by-side reading view, their diagnoses and medications land in the chart once you link the patient, and every referring NPI is checked against the national. - [Supplements on the chart, and templates for procedures | Ona Release Notes](https://ona.health/release-notes/supplements-and-procedure-templates): Chart any supplement from the NIH label database, with or without Fullscript, and chart a whole protocol in one step from a template. Plus: procedure templates with codes, injection maps and charting notes. - [Tasks on a fax, and referrals that carry the chart with them | Ona Release Notes](https://ona.health/release-notes/tasks-in-faxes-and-attachments-in-referrals): The follow-up a fax creates is now written down on the fax itself, and an outgoing referral can enclose notes, labs, consents and forms from the patient's chart in one fax. - [Ona drafts your templates, and you choose what patients fill in | Ona Release Notes](https://ona.health/release-notes/template-drafts-and-patient-intake): Describe a form, consent or note template, or drop in a PDF, and Ona drafts it for you to refine. Choose what patients must give before they finish setup, photo ID included. Plus: attachments sent with your. - [Vitals with height and BMI, and insurance intake on your terms | Ona Release Notes](https://ona.health/release-notes/vitals-and-insurance-intake): A redesigned Vitals section with height, BMI and trends, and a switch for every vital. Plus: automatic texts and emails in Omnichannel, keyterms for the AI receptionist, required insurance card photos, a payer.