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The EMR that keeps your whole practice moving.

Braver Software is our in-house EMR and practice management platform. It connects scheduling, clinical documentation, e-prescribing, patient communication, billing, and operations around a single patient record — from first referral to the next refill, with the full story in front of your team.

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E-prescribing

From the patient chart to their pharmacy.

Write a new prescription or renew an existing one without leaving Braver. Medications, allergies, and the patient's preferred pharmacy come together in one clear prescribing workflow.

  • Prescribe in a few clear steps

    Find the medication, enter directions and quantity, review interaction checks, then sign and send.

  • Patients choose their own pharmacy

    Patients select a preferred pharmacy in their portal. That choice is saved to the chart and ready for the next prescription or refill.

  • The right location, every time

    Search pharmacies by name and ZIP code, confirm the branch address, and choose a different destination when a patient needs it.

  • Keep the care team in the loop

    Prescription status and history stay connected to the patient record, alongside notes, diagnoses, and the rest of their care.

Prescribing in the Braver mobile app

A quick refill. Wherever your day takes you.

Clinicians can review and refill prescriptions right from the Braver mobile app. Open the patient record, review the medication, confirm the pharmacy, and sign—without getting back to a computer.

  • The same patient context as the web EMR
  • Existing prescription details ready to review
  • The patient's chosen pharmacy carried through
  • Prescriber review and authorization before sending

Built and maintained by Braver, our mobile app connects clinicians to the same record their team uses throughout the day.

The practice journey

Six moments where practices usually lose the thread. Braver doesn't.

Every handoff below happens inside one system, on one patient record — no re-keying, no swivel-chair, no “which tab was that in?”

  1. Referral & intake

    Referrals arrive by fax, phone, or self-signup — and land in a shared waitlist with stages, assignments, and wait-time visibility, not a spreadsheet.

    • Inbound fax inbox that turns referrals into patient records
    • Team waitlists with stages, assignments, and notes
    • Intake form packets, e-signature consents, and reminders
    • Insurance card capture by phone link, read automatically
    Intake waitlist
    New · 4Contacted · 7Scheduled · 3
    J. AlvarezFax referral
    Assigned to intake team
    T. NguyenSelf-signup
    Forms sent · card on file
    R. PatelPhone
    Eligibility check running

  2. Scheduling

    Availability, appointment types, and reminders live in one calendar — including group sessions, repeating series, and side-by-side practitioner views.

    • Day, week, and month views across practitioners and locations
    • Reminder schedules per appointment type, by SMS and email
    • Group appointments, repeating series, and waitlist backfill
    • Attendance tracked in one click, feeding notes and billing
    Appointment reminders
    Intake evaluation · 90 min
    Reminder schedule for this appointment type
    7 days beforeEmail · confirmation + forms link
    48 hours beforeSMS · reply C to confirm
    2 hours beforeSMS · telehealth join link
    AttendanceArrived · on time

  3. The session

    Virtual sessions run beside the chart, not in another app. Record with consent and let the draft note meet you at the end of the visit.

    • Built-in telehealth with magic-link invites for patients
    • A live session workspace with in-session ratings
    • Ambient recording and transcription, drafted into your template
    • The full patient record one glance away the whole time
    Virtual session
    MR
    Dr
    Recording with consent · 32:14Transcribing
    Draft note will be ready in your template when the session ends — review before anything is saved to the chart.

  4. Documentation

    Structured note templates, measures, and treatment plans — with supervision and approval workflows that keep quality high without slowing anyone down.

    • Note templates your practice controls, with version history
    • Outcome measures and score trends in the chart
    • Treatment plans and episodes of care on the record
    • Supervisor review and approval before notes are final
    Treatment note
    Presenting concerns
    Interventions
    GAD-7 trend
    SupervisionApproved by Dr. Okafor

  5. Between visits

    Care continues after the appointment ends. Patients get a portal for forms, files, and billing — plus structured homework and exposure practice.

    • Patient portal with forms, files, billing, and availability
    • Homework assignments visible to the whole care team
    • Challenger: structured exposure practice with live ratings
    • Secure two-way SMS with the practice's own numbers
    Patient portal · homework
    Practice: ordering at the counter
    Exposure challenge · 3 attempts this week
    Thought record worksheet
    Assigned Tue · due before next session
    Worry temperatureduring attempt

  6. Billing & revenue

    Eligibility, claims, invoices, and patient balances stay attached to the same record as the care — so revenue work is a worklist, not archaeology.

    • Insurance eligibility checks with copay and plan detail
    • Integrated claims submission with a clear error worklist
    • Invoices, saved payment methods, and patient self-pay
    • Outstanding balance outreach and revenue metrics
    Revenue worklists
    12 checked
    Eligibility
    2 open
    Claim errors
    $1,240
    Balances
    Aetna PPO · Maya R.Active · copay $25
    Claim · 90837Resubmitted · fixed dx code
    Invoice #2481Paid · card on file
Chat · (415) 555-0132
Linked to Maya R.
Hi — can we move Thursday to later in the afternoon?
Of course. 3:30 PM works with Dr. Okafor — want that slot?
Perfect, thank you!
Appointment moved · reminder schedule updated automatically

Communications

Every conversation, beside the chart.

Texts, calls, voicemails, faxes, and email all run on your practice's own numbers — inside Braver, linked to the patient record, and visible to the people covering the desk.

  • Two-way SMS

    Shared conversations you can assign, claim, and resolve as a team.

  • Calls in the browser

    A built-in softphone with call history and voicemail — no desk phone required.

  • Fax that goes somewhere

    An inbound fax inbox that turns referrals into patients in two clicks.

  • Templated email

    Reusable templates for the messages your practice sends every day.

Operations & insight

Run the day. See the whole practice.

Braver turns the invisible work of a practice into worklists with owners: attendance to mark, notes to approve, files to review, insurance to check. Automations handle the handoffs, and metrics show where the week actually went.

  • Task queues with owners

    Attendance, notes, approvals, file reviews, insurance reviews, and follow-ups — assignable, snoozable, and visible.

  • Event-driven automations

    When an appointment is attended, create the follow-up task, update the patient status, or add to a waitlist — automatically.

  • Metrics that match the work

    Appointment volume, intake flow, assessments, productivity, and revenue — by provider, location, and trend.

Metrics · this quarterBy provider · Trends
Appointments
1,284
+6% vs last quarter
Intake → scheduled
9.2 days
median wait
Collected
$412k
revenue to date
Attended appointmentsweekly
Automation · appointment.attendedFollow-up task created

Soren · AI in Braver

AI that does the busywork. You approve the changes.

Soren works from the same chart your team does. It briefs you before sessions, finds openings and moves appointments, drafts letters and notes, and prepares lab orders — and every change it proposes waits for a human yes before it touches the record.

  • Catch me up: a chart briefing before every session
  • Scheduling help that respects real availability
  • Letters drafted from your templates, ready to review
  • Lab orders prepared with the right codes and destinations
  • Session recordings turned into draft notes in your format

Soren assists with context and drafts. It doesn't make clinical decisions, and it can't change the record without explicit approval from your team.

SorenChart: Maya R.
Catch me up before Maya's 2:00.
Since last session (12 days):
  • 4 exposure attempts logged — worry ratings trending down
  • Thought record completed Tuesday
  • Mom texted: wants to discuss school accommodations
  • GAD-7 due today — form already queued
Draft a school accommodation letter from our template.
Letter draft · School accommodations

Drafted from your template with Maya's details filled in. Nothing is sent or saved until you approve.

Review & approveDiscard

Security & trust

The right people see the right things.

Braver is built around scoped access, reviewable changes, and data portability — the unglamorous guarantees that matter when you run a practice.

Access that fits your org chart

Role- and team-based access, admin-gated settings, and supervision relationships that mirror how your practice actually reviews work.

Single sign-on

SAML SSO support, so staff sign in through your identity provider and offboarding is one switch, not a checklist.

Isolated by organization

Organization-scoped access keeps each practice’s patient records and workflows within its own tenant.

Your data is portable

Built-in exports for treatment note PDFs, program data, and your complete patient roster — no ransom on the way out.

Evaluating security for your practice? We'll walk through our current architecture and practices with your team — ask us anything.

For your integrations

A documented API when you need to build around Braver.

Organization API keys, bearer-token auth, and an OpenAPI contract — so your analysts and engineering partners can integrate without scraping screens.

API referenceOpenAPI spec

Ready to get your practice moving?

See your own workflows — intake to notes to claims — running in Braver, live, with your questions answered as we go.

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