| Where to confirm live pricing | Official pricing and plans | Official pricing and plans |
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| What to investigate first | Combined scheduling, client documentation and practice workflows | Wellness-oriented programs, client engagement and practice workflows |
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| Appointment scheduling | Check booking and reminders on your selected plan | Check booking and reminders on your selected plan |
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| Documentation | Demo notes, templates, export formats and permissions | Demo notes, forms, templates and export formats |
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| Payments | Confirm processor, fees, payouts and refunds | Confirm processor, fees, payouts and refunds |
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| Client/provider limits | Confirm plan-specific user and storage limits | Confirm active-client limits and practitioner seats by plan |
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| Switching costs | Ask about imports, exports, setup and support | Ask about imports, exports, setup and support |
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| Medical clinic suitability | Do not assume either product meets medical EHR, prescribing, lab, or specialty requirements. Verify directly. |
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