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We handle the administrative drag so you can Breatheasy.

The complete administrative operating system and intuitive EHR for modern healthcare practices. Change a form without breaking a report. Build your own logic, workflows, and reports. Give patients a portal they can actually finish.

Run the business. Treat the patients. Breathe easy.

Capabilities planned
99+Capabilities planned
Product areas
13Product areas
Tickets to change a form
0Tickets to change a form
Of your fields reportable
100%Of your fields reportable

Why we started

Five things that make clinicians hate their EHR

These are not hypotheticals. They are the specific complaints we heard over and over from practices running legacy EHRs and systems like them. Each one shaped a design decision, not a feature bullet.

  1. Frustration 01

    Changing a form breaks your data

    You tweak one question and suddenly there are four versions of the same form floating around, and last quarter's reports stop matching this quarter's.

    How Breatheasy™ handles it

    Templates are versioned, answers are not. Every field carries a permanent ID, so you can rename a label, reorder a section, or add a question and every past and future answer still lines up in the same report column.

    Version history, side-by-side diffs, and a one-click publish that tells you exactly which forms and reports are affected before you commit.

  2. Frustration 02

    The patient portal fights your workflow

    Patients cannot finish a release of information without calling the front desk, and whatever they do submit lands somewhere staff never look.

    How Breatheasy™ handles it

    Patients and staff run on the same workflow engine. A packet assigned to a patient is the same task your intake coordinator sees, with the same status, the same due date, and the same audit trail.

    Guided, mobile-first packets. Save and resume. Legally binding e-signature. Nothing gets marked complete until the workflow says it is complete.

  3. Frustration 03

    Releasing records is a manual nightmare

    Faxing or emailing records to an outside provider means printing, redacting by hand, and hoping someone logged it.

    How Breatheasy™ handles it

    A real disclosure module. Pick the patient, pick the date range, pick the record types, and the system builds the packet from the signed release on file.

    Automatic redaction of restricted categories, secure links or direct fax, and a HIPAA accounting-of-disclosures log written for you.

  4. Frustration 04

    Reports are never accurate or complete

    Only a handful of blessed fields are reportable. Everything else is trapped in a note nobody can query.

    How Breatheasy™ handles it

    Every answer to every field is written to a typed, indexed reporting layer as it is captured. Numbers stay numbers, dates stay dates, choices stay choices.

    Drag-and-drop report builder, saved and scheduled reports, CSV and Excel export, and a read-only query view for your analyst.

  5. Frustration 05

    There is no logic anywhere

    Height and weight sit in two boxes and nobody calculates BMI. Nothing warns you when a score crosses a threshold.

    How Breatheasy™ handles it

    A visual rules builder. Calculate, show, hide, require, score, flag, alert, or launch a task, all without writing code.

    If PHQ-9 total is 15 or more, require the safety plan section and notify the supervising clinician. Built in about a minute.

What makes it different

Six commitments the incumbents will not make

Configuration is the product

Most systems make you file a ticket to add a checkbox. Here, the people who run the practice change the practice, and the change is live the same day.

Data integrity survives change

Field identity is permanent and answers are typed. Edit forms as often as you like; last year's report still reconciles with this year's.

One workflow, staff and patients

The portal is not a bolt-on. Patient steps and staff steps live in the same workflow, so nothing lands in a queue nobody watches.

Auditable by design

Read logging, break-the-glass justification, immutable signed notes, and an automatic accounting of disclosures. Not features added after a finding.

Standards, not lock-in

FHIR R4, C-CDA, LOINC, SNOMED, ICD-10, RxNorm. Your data is exportable in a form somebody else can actually read.

Priced without the hostage fee

No charge to add a form. No charge to run a report. No charge to get your own data back.

The complete list

Everything Breatheasy™ is being built to do

99 capabilities across 13 product areas. Nothing here is hidden behind a sales call, and nothing here costs extra to configure.

Dynamic Form & Template Engine

Build any form your practice needs, change it whenever you want, and never break a report.

  • Drag-and-drop form builder

    Sections, columns, repeating groups, tables, and page breaks with live preview on desktop and phone.

  • 30+ field types

    Text, long text, number, currency, date, time, dropdown, multi-select, checkbox, radio, slider, signature, drawing, file upload, address, phone, vitals, and more.

  • Stable field identity

    Every field gets a permanent ID at creation. Rename it, move it, restyle it: your data and reports never lose the thread.

  • Safe versioning

    Draft, publish, and roll back templates. In-flight forms finish on the version they started on.

  • Change impact preview

    Before you publish, see exactly which forms, workflows, and reports the change touches.

  • Shared field library

    Define a field once (PHQ-9 total, blood pressure, insurance ID) and reuse it across every form in the organization.

  • Standard code mapping

    Attach LOINC, SNOMED CT, ICD-10, CPT, and RxNorm codes to a field when you create it so exports and quality measures are effortless later.

  • Template marketplace

    Start from a library of intake, assessment, treatment plan, and discharge templates, then make them yours.

  • Import from PDF or Word

    Upload an existing paper form and get a starting digital version to refine.

  • Conditional sections

    Show, hide, or require entire sections based on any answer, role, program, or patient attribute.

Visual Logic & Rules Engine

Calculations, thresholds, alerts, and automation without a developer or a support ticket.

  • Point-and-click rule builder

    Plain-language conditions: when, and, or, otherwise. No formulas to memorize.

  • Calculated fields

    BMI, BSA, GAD-7 and PHQ-9 totals, MME, dosage by weight, age at service, length of stay, custom scoring.

  • Threshold alerts

    Flag a value in range, out of range, or trending the wrong way, then decide who hears about it.

  • Auto-tasking

    A rule can create a task, assign a form, start a workflow, add a care-plan goal, or page a supervisor.

  • Clinical decision support

    Screening reminders, overdue labs, drug-allergy prompts, and preventive-care nudges tied to your own criteria.

  • Rule testing sandbox

    Run a rule against sample or historical data before it goes live so surprises happen in the sandbox, not the exam room.

  • Reusable rule packs

    Save a set of rules as a pack and apply it to a program, location, or payer contract.

Clinical Charting

Fast notes that stay legally sound after they are signed.

  • Encounter notes

    SOAP, DAP, BIRP, H&P, progress, group, and fully custom note types.

  • Smart phrases and macros

    Dot-phrases, auto-text, and templates that pull real chart data instead of stale copy-paste.

  • Draft and signature states

    Sign and lock a note and the record becomes immutable with a cryptographic hash. Corrections happen as addenda, exactly as an auditor expects.

  • Co-signature routing

    Supervisor queues for interns, residents, and associate-level clinicians with due-date tracking.

  • Problem, allergy, and medication lists

    Coded, deduplicated, reconciled at every encounter, and carried forward accurately.

  • Vitals and growth charts

    Trending over time with pediatric percentiles and flags for out-of-range values.

  • Orders and results

    Labs, imaging, and referrals with result matching, acknowledgment, and patient notification.

  • Immunizations

    CVX-coded records with forecasting and registry-ready export.

  • Document capture

    Scan, fax-in, or upload documents, then tag, index, and attach them to the right chart and encounter.

Treatment Plans & the Golden Thread

Assessment to diagnosis to goal to intervention to note, connected and provable.

  • Structured plans

    Problems, goals, objectives, and interventions with target dates, measures, and responsible parties.

  • Golden-thread validation

    The system warns when a note does not tie back to an active goal, before the claim goes out the door.

  • Progress tracking

    Score objectives over time and see the trend line right on the plan.

  • Review cycles

    Automatic reminders for 30, 60, and 90-day reviews with patient and guardian signature capture.

  • Group and family plans

    Shared plans for group therapy, family sessions, and multi-member cases.

Patient Portal & Digital Front Door

The portal patients will actually finish, on the phone in their hand.

  • Guided intake packets

    One question set at a time, progress saved automatically, resume on any device.

  • Workflow parity

    What the patient sees is the same task your staff sees, with the same status and the same audit trail.

  • Self-service ROI

    Patients request and sign a release of information in the portal and it flows straight into the disclosure queue.

  • Online scheduling

    Real availability, provider preference, waitlist, and self-service reschedule and cancel.

  • Secure messaging

    Threaded conversations with your care team, routing rules, and response-time tracking.

  • Statements and payments

    See a balance, understand a charge, pay a card, and set up a payment plan.

  • Records and results

    Download visit summaries, lab results, and a full record export in a portable format.

  • Family and guardian access

    Proxy accounts with granular, age-aware, revocable permissions.

  • Multi-language and accessibility

    Translated interfaces, screen-reader support, and WCAG 2.1 AA conformance throughout.

Scheduling & Practice Management

The front desk view that keeps a busy day from falling apart.

  • Multi-provider, multi-location calendars

    Day, week, provider, room, and resource views with drag-to-reschedule.

  • Appointment types and rules

    Duration, prep time, room, equipment, and eligibility requirements per visit type.

  • Recurring and group appointments

    Series scheduling, group rosters, and single-click attendance capture.

  • Automated reminders

    Text, email, and voice reminders with confirmation, cancellation, and no-show tracking.

  • Waitlist and fill

    Automatically offer canceled slots to waiting patients in priority order.

  • Telehealth

    Integrated video visits with a virtual waiting room, consent capture, and note launch.

  • Check-in and kiosk

    Self check-in, insurance card capture, and copay collection at arrival.

  • Referral tracking

    Inbound and outbound referrals with status, expiration, and authorization counts.

Reporting & Analytics

If it was captured, it is reportable. No exceptions.

  • Self-service report builder

    Pick fields, filters, groupings, and sorts in a visual builder. No SQL required.

  • Every field is queryable

    Answers are written to a typed, indexed layer as they are captured, so custom fields report as well as built-in ones.

  • Saved and scheduled reports

    Run on a schedule and deliver by secure email or drop to a folder.

  • Dashboards

    Live tiles for census, productivity, no-show rate, days in A/R, outcome measures, and anything else you build.

  • Outcome measure tracking

    Longitudinal scoring across instruments with cohort comparison.

  • Compliance and grant reporting

    Templates for state, county, SAMHSA, HRSA, and payer reporting with mapping you control.

  • Ad-hoc export

    CSV, Excel, JSON, and FHIR bundles, with export permissions and full logging.

  • Read-only analyst access

    A safe, permissioned view for the person who lives in spreadsheets.

Billing & Revenue Cycle

Charges that come from the chart, and claims that go out clean.

  • Charge capture from the note

    Codes flow from documentation instead of being retyped later.

  • Coding assistance

    ICD-10, CPT, HCPCS, and modifier suggestions with medical-necessity checking.

  • Claim scrubbing

    Pre-submission edits catch the errors that cause denials before they cost you 30 days.

  • Eligibility and benefits

    Real-time verification with copay, deductible, and authorization detail.

  • Clearinghouse claims

    837 professional and institutional submission with 835 remittance posting.

  • Denial management

    Worklists, reason-code analytics, appeal templates, and resubmission tracking.

  • Patient billing

    Statements, online payment, card on file, payment plans, and sliding-fee scales.

  • Contract and fee schedules

    Payer-specific rates with underpayment detection.

  • Superbills and self-pay

    Clean documents for cash-pay practices and out-of-network reimbursement.

Workflow Automation

Your process, encoded once, followed every time.

  • Visual workflow designer

    Steps, branches, approvals, timers, and escalations on a drag-and-drop canvas.

  • Task queues

    Work assigned by role, program, location, or individual, with SLA timers and aging views.

  • Triggers

    Start work on an event: new referral, missed appointment, abnormal result, expiring authorization.

  • Cross-team handoffs

    Intake to clinician to biller with nothing dropped in a hallway conversation.

  • Bulk actions

    Assign a packet to a whole caseload or program in a single step.

Security, Privacy & Compliance

Built for the audit you hope never happens.

  • Multi-tenant isolation

    Every record is scoped to an organization and enforced at the database layer, not just in the interface.

  • Granular role-based access

    Roles, programs, locations, and record-level rules. Build the role your org actually has.

  • Read auditing

    Chart views are logged, not just edits, satisfying the who-saw-what requirement most systems quietly skip.

  • Break-the-glass

    Emergency access requires typed clinical justification and immediately raises a flagged audit alert.

  • Immutable audit trail

    Append-only logging of access, changes, exports, disclosures, and administrative actions.

  • 42 CFR Part 2 handling

    Substance-use records segmented, consent-gated, and redacted on disclosure.

  • Encryption everywhere

    Encrypted in transit and at rest, with key management and hosting designed for a signed BAA.

  • MFA and SSO

    Multi-factor authentication, single sign-on, session controls, and IP restrictions.

  • Data retention policies

    Configurable retention, legal hold, and defensible destruction.

Interoperability

Standards first, so your data is never held hostage.

  • FHIR R4 API

    Read and write core resources with scoped tokens for your other systems.

  • C-CDA exchange

    Import and export continuity-of-care documents for transitions of care.

  • E-prescribing

    Prescription routing including controlled substances through a certified partner network.

  • Lab integration

    Electronic orders and structured results with national and regional labs.

  • HIE and registry connections

    Health information exchanges, immunization registries, and public-health reporting.

  • Webhooks and open API

    Push events to your own tools, or pull data on your own schedule.

  • Migration tooling

    Structured import from your current EHR with mapping, validation, and a reconciliation report.

AI Assistance

Helpful where it earns its keep, absent where it does not belong.

  • Ambient note drafting

    Turn a recorded visit into a structured draft the clinician reviews, edits, and signs.

  • Chart summarization

    A readable catch-up on a complex patient before you walk into the room.

  • Coding suggestions

    Proposed codes with the documentation that supports each one.

  • Plain-language report requests

    Ask for the cohort you want and get a real, editable report definition back.

  • Documentation quality checks

    Catch missing elements, unsupported codes, and golden-thread gaps before signature.

  • Human in the loop

    AI never signs, never bills, and never files. A person always approves.

Administration & Support

Run the system yourself instead of waiting on a vendor ticket.

  • Self-service configuration

    Forms, rules, workflows, roles, reports, letters, and templates are all admin-editable.

  • Sandbox environment

    Test a change against copied, de-identified data before it reaches real patients.

  • Built-in ticketing

    Report an issue from the exact screen where it happened, with context attached automatically.

  • Change log

    See who changed which configuration, when, and why.

  • User provisioning

    Onboard and offboard staff, manage credentials and license expirations, and audit access reviews.

  • Multi-site management

    Locations, programs, departments, and tax IDs under one roof with clean separation.

  • In-app guidance

    Contextual help, guided tours, and role-specific onboarding checklists.

Who it's for

Configurable enough to fit how you actually work

Behavioral health & substance use

Golden-thread validation, group notes, 42 CFR Part 2 segmentation, treatment-plan review cycles, and outcome-measure tracking built in rather than bolted on.

Primary care & specialty clinics

Vitals and growth charts, orders and results, immunization forecasting, preventive-care prompts, and coding support tuned to real visit volume.

Multi-site groups & networks

Shared configuration with per-site overrides, cross-location scheduling, roll-up reporting, and access control that follows the org chart.

Community & nonprofit programs

Grant and county reporting, sliding-fee scales, program enrollment, and the custom data collection funders keep asking for.

Where we are

An honest timeline

  1. Now

    Design partner interviews

    We are talking to practices about the workflows that hurt most and building around those answers.

  2. Next

    Private beta

    Clinical core, form engine, logic builder, scheduling, and reporting with a small group of design partners.

  3. Then

    General availability

    Billing and revenue cycle, patient portal at full strength, and certified partner integrations for e-prescribing, labs, and claims.

Early access

Help shape it before the first line of the roadmap is locked

We are choosing a small group of design partners: practices willing to tell us the truth about what breaks their day. Partners get free access during the private beta, preferred pricing at launch, and a direct line into what gets built first.

  • Free access throughout the private beta
  • Preferred pricing when we go live
  • Direct input on the build order
  • Migration help from your current system
  • No obligation, and no sales pressure
How involved do you want to be?

We email you about Breatheasy™ only, and every message has a one-click unsubscribe. No selling, sharing, or renting your address, ever. Never send protected health information through this form.

Questions

Straight answers

Still curious?

Put your name on the list and tell us what your current system gets wrong. That sentence is worth more to us than any market research report.

Join the early-access list