Plans are priced by staff logins
This distinction matters. An agency with 300 attendants may need only four office logins, and Basic will cover it.Basic — $299/mo
Small office teams. For a small office getting its back office in order.
Professional — $599/mo
Growing back-office teams. For a growing back office coordinating several sites.
Enterprise — custom
Large administrative teams. For large administrative teams across many sites.
Seat and location limits
What counts as a seat
A seat is held by any account that can sign in, plus any invitation you have sent that nobody has accepted yet.Adding seats
If you need more logins than your plan includes, buy additional seats at $65 per seat per month. Purchased seats stack on top of your plan’s included seats — Professional’s 15 plus 5 purchased seats gives you 20. Manage this on the Subscription page.What each plan includes
- Basic
- Professional
- Enterprise
- EVV-to-payroll aggregation
- Claim scrubbing & 837P export
- 38 reports across six categories, CSV & PDF export
- Survey preparation & deficiency tracking
- Playbooks — searchable SOPs with signed acknowledgment
- License & credential expiry tracking
- Automated federal & Texas OIG exclusion checks
- HIPAA compliance tools & immutable audit log
- Document & vendor management
- Member & employee records
- Automated alerts and email support
Features gated by plan
Reading stays open; writing closes
This is the rule to understand about plan limits. If your agency downgrades, or you are on a plan that does not include a feature, you keep read access to records you already created — you lose the ability to create or change them.You can still list, view, print, and export records made under a higher plan. Survey and audit
response depend on that access, so it is never withdrawn.
Modules
Separately from your plan, your organization has a set of enabled modules. Each sidebar item belongs to one.
Some items belong to no module and are always available: Dashboard,
Resources, Task Manager, Playbooks,
Account, Security, and
Switch Organization.
Playbooks is deliberately ungated by module. Playbooks are cross-functional
procedures, so module gating would hide the billing playbook from a billing specialist who lacks
operational permission. Everyone can read them; only certain roles can write them.
How the three checks combine
1
Your organization has the module enabled
A disabled module hides every item belonging to it.
2
Your role is permitted
3
Your plan covers the action
The module may be visible while a specific action inside it is closed.
Organization Admins bypass the role check but not the plan check. If you are an admin and cannot
build a form, your agency is on Basic.

