Everything in one workspace
What BeeYou does for a behavioral health practice today — and what is still on the way.
Workspace
- Client tabs — several client records open at once without losing your place
- Ask Bee — an AI assistant that answers from your live schedule, ledger and worklists, and asks before it changes anything
- Light and dark themes with adjustable text size
- Role-based navigation — front desk, clinician, prescriber, billing, admin
- Keyboard shortcuts, global search, and a built-in Help Center with your own procedure notes
- Works on Windows PCs, laptops and tablets — touch-first with large targets
Clients
- Client 360 — history, balances, forms and follow-ups on one screen
- Family account linking and responsible-party billing
- Usual therapist and usual prescriber on every record
- Document upload and storage
- Treatment plans with CPT codes, modifiers and units
- Two-way SMS with consent tracked on every message
Scheduling
- Drag, drop and resize sessions
- Rooms, telehealth and group rooms — telehealth sessions need no room
- One client per clinician at a time, enforced by the database
- Session flow: scheduled → confirmed → arrived → in session → completed
- Online booking widget with real availability
- Waiting rail — online requests, ASAP list and held appointments in one place
Notes
- Templates for intake, progress, psychotherapy, family, group, med management, crisis and discharge
- Dictation into the note editor
- Polish with Bee — a cleaned-up draft you accept, change or discard
- Finalized notes lock; corrections are added as addenda
- Prescriptions routed to a prescriber for signature
Follow-ups
- Therapy, med check, assessment and plan-review follow-ups, with intervals in days you can tune
- Due and overdue worklists with one-tap text, booking or snooze
- Outreach in the client’s preferred language
- Reports on follow-ups booked and missed
Billing
- Fee guides priced per CPT/HCPCS code and modifier
- Real-time client and household balances
- Payment plans, text-to-pay links and online payment pages (card processing rollout in progress)
- Statements with aging
- Claim drafts with validation and printable forms — electronic 837P submission is coming soon
- Insurance payment posting and adjustment workflows
Office supplies
- Supply tracking with reorder alerts
- Vendor management and purchase orders
- Multi-location visibility
Phones
- After-hours and overflow call intake captured and summarized
- Caller-to-client matching on the call log
- Voicemail capture with suggested action items
- Call queue with follow-up tracking
- Fully automated voice answering — on the roadmap
Client portal
- Intake questionnaire and consent forms, in English and Spanish
- Online appointment requests
- Treatment plan viewing
- Balance viewing and payment
- Appointment history
Security
- Passwordless sign-in — one-time codes by email or SMS
- PIN lock that re-engages after idle, on wake and on reopen
- Trusted devices (skip the code, never the PIN)
- Role-based access control and row-level data isolation per practice
- Audit trail on sensitive actions