Every tier is a complete product — clinical charting, MD co-sign, memberships, HIPAA, and multi-state compliance are on every plan. You upgrade as you hire, add locations, and grow.
Implementation is tiered to your plan — Starter $499, Growth $999, Practice from $2,500, Group from $10,000 — and covers data migration, configuration, staff training, and go-live support. Your subscription begins at go-live.
One-time payments through Montego Payments. The same rates apply on every tier.
Pick your specialty, plan, and usage — we’ll total the recurring subscription plus one-time setup. No sales call required.
Add-ons extend your plan — they don’t rebuild a higher tier. Starter covers limited clinical expansion, Growth is the primary à-la-carte tier, Practice adds scale and usage, and Group is negotiated by contract.
Applies after the included allowance on Growth and Practice. Transactional appointment reminders stay included under fair-use limits.
Only clinicians who document or deliver treatment count toward your limit. Reception, billing, and admin accounts are always included.
An add-on extends your plan but never unlocks the next tier’s core architecture. Provider and location caps keep a clean upgrade path.
Every plan includes a monthly messaging allowance. Need more? Buy a larger pooled package or run pay-as-you-go — usage scales on its own and never forces you onto a higher plan.
Pooled domestic segments on top of your included allowance — buy more without changing your plan.
Transactional email draws from your allowance; marketing sends require Growth or above.
Pooled account-level minutes covering routing, voicemail and the call queue.
Two independent controls keep usage predictable: your included monthly allowance, and an overage budget you authorize. The budget defaults on at about half your package price and is yours to change anytime.
A protected operational reserve is always walled off from marketing, and inbound calls are never disabled by a marketing-spend limit. At the ceiling you can raise your budget, buy a larger package, or authorize a one-time extension.
A solo provider or small practice running scheduling, charting, POS, and memberships on one site.
A growing practice with staff, a membership base, and active patient marketing across one busy site.
An established clinic running full workforce management and multi-location operations.
A multi-location organization or group scaling without limits, with a dedicated success manager.
Plans are billed monthly or annually. Annual billing is about two months free and is invoiced upfront for the term; month-to-month carries no long-term commitment.
Implementation is a separate one-time fee tiered to your plan (from $499) covering data migration, configuration, training, and go-live support. Standard onboarding covers standard import fields; large historical record sets, media libraries, or claims histories are scoped separately. Your subscription begins at go-live.
Nothing breaks. You can buy a larger pooled package or run pay-as-you-go overage against a monthly budget you set. Essential messages — reminders, receipts, and direct replies — keep flowing even at your ceiling. Buying more messaging never changes your plan.
You can cancel at the end of your billing period and export your data at any time.
Card is a 4.0% standard blended rate, with volume pricing available; ACH is 1.5% capped at $10 per transaction. The same rates apply on every tier — no plan-based markup.
Yes. The HIPAA BAA, multi-state compliance controls, and the 6-year audit log are on every tier and are never tier-gated — they are core to the product, not an upsell.
Additional locations and provider seats are transparent add-ons billed alongside your subscription, at the per-unit rates listed above.
Talk to us about your specialty, your locations, and where you're headed.