Lead with Data, Not Guesswork.
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The Future of Practice Management Is Intelligent
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Redefining Mental Health Operations with Business Intelligence
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From Fragmented Data to Strategic Clarity
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From Fragmented Data to
AI-Driven Growth with Practice Matrix

Practice Matrix is a proprietary AI business intelligence platform that unifies clinical, financial, and operational data into one secure system to help group practices prioritize care, ensure compliance, and grow with clarity.

Lead with Data, Not Guesswork

Practice Smarter. Lead Sharper. Grow Faster.

The Future of Practice Management Is Intelligent

Redefining Mental Health Operations with Business Intelligence

From Fragmented Data to Strategic Clarity

Software Display

The Practice Matrix Difference

The New Standard for
Group Practice Intelligence

Today’s mental health group practices are expected to grow, stay compliant, and lead, yet most still lack the tools to see what’s really happening. Disconnected EHRs, spreadsheets, and administrative systems keep critical data scattered and make oversight reactive at best.

Practice Matrix brings everything into one place. It turns fragmented information into real-time, role-specific intelligence so that owners can lead, clinicians can focus on care, and administrators can support the entire practice with confidence.

And behind the scenes, the intelligence engine is always working. It learns from your data, surfaces patterns, and offers insights that help you stay ahead. Whether it is flagging compliance gaps, highlighting performance issues, or identifying ways to grow, it acts like a second set of eyes on the business so you can lead without guesswork.

Real-time Profitability & Performance Visibility

Automated, Compliant Payroll

HIPAA-First, Secure Infrastructure

Intelligent Prompts & Guidance

Unified System Across Teams

For Teams

Practice Intelligence That Manages What Matters

Built to support every role in your practice, from owners to clinicians to administrators

Practice Matrix doesn’t just show you data. It helps every part of your team make sense of it. Whether you're running the business, seeing clients, or managing the day-to-day, the platform gives each role exactly what they need to stay focused, informed, and effective.

For Practice Owners

  • Real-time visibility into revenue, expenses, performance, and risk

  • Automated, audit-ready payroll with time and pay logic built in

  • Built-in compliance oversight across labor laws and clinical rules

  • Unified data from EHR, accounting, CRM, and payroll — all in one place

  • AI insights to improve operations, outcomes, and profitability

For Clinicians

  • Transparent session data and real-time pay statements

  • Smart alerts for documentation gaps and compliance issues

  • AI-informed prompts that support better care with less admin burden

  • Real-time visibility into workload, progress, and performance metrics

  • A clear view of how care delivery connects to performance and pay

For Administrators

  • Centralized tools for staff, billing, credentialing, and documentation

  • Streamlined workflows for scheduling, audits, and tracking

  • Real-time monitoring of clinician status, notes, and billing readiness

  • AI-assisted tools to reduce redundancy and surface issues

  • A unified command center to manage daily operations

Platform

What Powers Your Practice, Now and Next

Practice Matrix delivers clarity and profitability where complexity used to live. This is not just a concept; it is a fully operational platform built to integrate the disconnected systems that most practices rely on. From EHRs and payroll systems to billing platforms and CRMs, Practice Matrix brings them together into a secure, compliant, and intelligent foundation.

Integrated Data Ingestion

Structured data ingestion from multiple platforms, including EHR, payroll, billing, and accounting systems

Role-Based Access & Auditing

Role-based access controls with audit-ready tracking

Custom Billing Engine

Custom billing logic tied to session data, clinician contracts, and payer requirements

Dynamic Reporting

Dynamic reporting across pay periods, contract types, service codes, and clinician performance

HIPAA-Ready & Secure

Built-in security and HIPAA-compliant infrastructure designed specifically for behavioral health

AI-Powered Intelligence

A constantly learning intelligence layer that strengthens recommendations and identifies risk patterns over time

Features

Built for Action, Not Reaction

Smart leadership begins with intelligent insight

Practice Matrix turns raw data from EHRs, CRMs, billing systems, and payroll platforms into actionable, real-time tools that help every role across your organization see more, catch issues early, and make smarter decisions with less effort. These features highlight how the platform simplifies complexity and powers high-performance practices:

Role-Based Dashboards

Live, filtered views built for owners, clinicians, and admins. No clutter, just the metrics, signals, and prompts that matter most for each role.

Feature Graphic
Feature Graphic

Smart Payroll Statements

Auto-calculated pay breakdowns with full transparency. Handles hourly tracking, contract rules, and real-time visibility for every clinician.

Feature Graphic

Compliance Alerts and Audit Warnings

Proactive prompts that surface incomplete notes, expired credentials, outdated contracts, missing documentation, out-of-scope billing, and other risks before they escalate.

Growth and Performance Insights

Predictive metrics that identify clinical, financial, and operational trends while suggesting strategic actions to address risks, increase revenue, improve profitability, and stay ahead of what’s coming next.

Feature Graphic

Features

Built for Action, Not Reaction

Practice Matrix turns raw data from EHRs, CRMs, billing systems, and payroll platforms into actionable, real-time tools that help every role across your organization see more, catch issues early, and make smarter decisions with less effort. These features highlight how the platform simplifies complexity and powers high-performance practices:

Feature Graphic

Role-Based Dashboards

Live, filtered views built for owners, clinicians, and admins. No clutter, just the metrics, signals, and prompts that matter most for each role.

Feature Graphic

Smart Payroll Statements

Auto-calculated pay breakdowns with full transparency. Handles hourly tracking, contract rules, and real-time visibility for every clinician.

Feature Graphic

Compliance Alerts and Audit Warnings

Proactive prompts that surface incomplete notes, expired credentials, outdated contracts, missing documentation, out-of-scope billing, and other risks before they escalate.

Growth and Performance Insights

Predictive metrics that identify clinical, financial, and operational trends while suggesting strategic actions to address risks, increase revenue, improve profitability, and stay ahead of what’s coming next.

Feature Graphic

Why Bearest?

Achieve more.
Simplify your life.

Keep your important files and project with you, whenever and wherever you need them. Use our built-in note-taking feature so you can capture your ideas and thoughts on the go.

Files and Assets

Add anything.
We mean anything.

Easily upload all your hi-res assets, documents, bookmarks, audio, video, files and more directly to your tasks and projects.

What's More?

Focus on what trully matter

Move beyond the limitations of traditional productivity tools. Our application leverages intelligent automation to elevate your task management experience.

Smart Reminders

Forget complex project management tools. Never miss a deadline again with reminders that can be set for tasks and appointments.

Feature Graphic

Offline Access

Don't let a lack of internet connection slow you down. Access your tasks, notes, and calendar even when you're not connected to the internet.

Time Tracking

Track your time and see how long you're spending on different tasks. We help you identify areas where you can improve your efficiency.

Calendar Integration

Create the simplest project boards, assign tasks to team members, and easy track the progress of each project.

Smart Reminders

Forget complex project management tools. Never miss a deadline again with reminders that can be set for tasks and appointments.

Feature Graphic

Offline Access

Don't let a lack of internet connection slow you down. Access your tasks, notes, and calendar even when you're not connected to the internet.

Time Tracking

Track your time and see how long you're spending on different tasks. We help you identify areas where you can improve your efficiency.

Calendar Integration

Create the simplest project boards, assign tasks to team members, and easy track the progress of each project.

Trusted by Forward-Thinking Practices

Built by Practices. Proven by Results

Practice Matrix has already helped early adopters streamline operations, improve compliance, and unlock new revenue. Practices using the platform report:

  • $100K+ saved annually through optimized billing and admin costs

  • Recovery of underpaid claims via reimbursement intelligence

  • Reduced staff turnover and higher clinician satisfaction

  • Accelerated claim reimbursement cycles and fewer denied claims

  • Increased profitability through clearer session-level financials

  • More consistent clinician documentation through smart alerts

  • Administrative hours reduced by 30% on average through workflow automation

“Practice Matrix gave us insights we didn’t even know we were missing. It paid for itself in the first three months.”

Group Practice Owner

California

“Within six months of using Practice Matrix, we identified and corrected more than $100,000 in lost revenue while reducing payroll and operational overhead across the board.”

Group Practice Owner

Texas

“Our admin team used to chase clinicians for missing notes and expired credentials. Now Practice Matrix flags it automatically — and we’re finally ahead of audits instead of behind them.”

Practice Administrator

New York

“Before Practice Matrix, we were guessing at what drove our margins. Now we know. The platform showed us exactly where we were leaking money and where to reinvest for real growth.”

Executive Director, Group Practice

Illinois

“I finally understand how I get paid. Practice Matrix shows my sessions, notes, and earnings in real time. The alerts help me stay on top of documentation without it taking over my day.”

Licensed Therapist

Washington

“Practice Matrix gave us insights we didn’t even know we were missing. It paid for itself in the first three months.”

Group Practice Owner

California

“Within six months of using Practice Matrix, we identified and corrected more than $100,000 in lost revenue while reducing payroll and operational overhead across the board.”

Group Practice Owner

Texas

“Our admin team used to chase clinicians for missing notes and expired credentials. Now Practice Matrix flags it automatically — and we’re finally ahead of audits instead of behind them.”

Practice Administrator

New York

“Before Practice Matrix, we were guessing at what drove our margins. Now we know. The platform showed us exactly where we were leaking money and where to reinvest for real growth.”

Executive Director, Group Practice

Illinois

“I finally understand how I get paid. Practice Matrix shows my sessions, notes, and earnings in real time. The alerts help me stay on top of documentation without it taking over my day.”

Licensed Therapist

Washington

Pricing

Choose your plan

Find the perfect plan to boost your productivity. Choose from our flexible options and start achieving more today.

Starter

For Personal

$0/mo

Per teammate

One free guest

2GB of storage

Basic Plan includes:

Free forever

Up to 2 editors

Basic dashboard

7 days version history

$35/mo

Per teammate

Up to 5 free guest

100GB  of storage

Everything in Starter includes:

50 alerts

Unlimited editors

Unlimited dashboard

3 days version history

Pro

For Team

$48/mo

Per teammate

Unlimited free guest

500GB of storage

Everything in Basic includes:

Advance permission

Advance assets

Collaborative projects

Template library access

Enterprise

For Business

Custom

Contact sales

Unlimited free guest

Unlimited of storage

Everything in Pro includes:

Advance security

Priority team support

Unlimited template library

Early access to the features

Starter

For Personal

$0/mo

Per teammate

One free guest

2GB of storage

Basic Plan includes:

Free forever

Up to 2 editors

Basic dashboard

7 days version history

$20/mo

Per teammate

Up to 5 free guest

100GB of storage

Everything in Starter includes:

50 alerts

Unlimited editors

Unlimited dashboard

3 days version history

Pro

For Team

$35/mo

Per teammate

Unlimited free guest

500GB of storage

Everything in Basic includes:

Advance permission

Advance assets

Collaborative projects

Template library access

Enterprise

For Business

Custom

Contact sales

Unlimited free guest

Unlimited of storage

Everything in Pro includes:

Advance security

Priority team support

Unlimited template library

Early access to the features

Platform Essentials

Frequently Asked Questions

Is this HIPAA-compliant?

Can we integrate multiple systems at once?

Does this replace my EHR?

How long does onboarding take?

Does Practice Matrix support complex pay structures?

How does Practice Matrix help with compliance?

Is this useful for clinicians, or just owners and admins?

What size of practice is this built for?

Can Practice Matrix help us grow?

What makes Practice Matrix different from other practice tools?

Take the First Step Toward Strategic Growth

Experience the difference, from essential features to advanced capabilities. Begin your free trial today and move beyond the limitation.

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