Custom pricing
Understand the scope before the price.
Tell us about your practice and required connections. We’ll discuss the subscription, setup, and support scope before you commit.
Request pricingBuild the proposal around your review workflow.
01
Product scope
Discuss financial views, source connections, date coverage, and who needs access. Confirm the capabilities included in your proposal.
02
Setup and onboarding
Ask how connection authorization, historical data, category mapping, and first-window validation will be handled. Confirm any separate onboarding charges.
03
Support and ongoing operation
Agree on support channels, source-connection responsibilities, and commercial terms. Ask whether vendor access introduces separate costs.
No public rate card is published. Practice size, locations, and required systems help define the conversation; the written proposal establishes the actual price and terms.
Questions to settle before purchase.
- What is included?
- Your proposal should list included views, connections, access, onboarding, and support. Request the scope alongside the price.
- Are there setup or vendor fees?
- Ask for any one-time fees and provider charges separately. They should be clear before authorization or purchase.
- Can I see the product first?
- Request a walkthrough to discuss the product and your systems. A request begins a conversation; it does not create an account or start billing.
- What are the renewal and cancellation terms?
- Confirm them in your written agreement. This website does not replace the applicable commercial terms.