Agency Pro and Pro Plus are for mid-size agencies, community programs, and organizations that need seats, locations, and impact data — not another spreadsheet for funders. For checkout and the team-size calculator, use the organizations page.
11–25 providers, 4 admins, 3 staff, 100 clients, up to 3 locations. Communications Center, custom report builder with CSV export, searchable Team Directory, Time Tracker for hours, and up to 20 contract templates with payment reminders. HIPAA-ready is $277/mo.
26–49 providers, 6 admins, 3 staff, unlimited clients, up to 5 locations. SDOH screening with ICD-10 mapping and population-level tracking. Unlimited contract templates. Advanced Communications included. Ten automations included. HIPAA-ready is $376/mo.
Build the report, export CSV, and turn visit notes, screenings, and care plans into PDFs for grants, audits, and stakeholders — without reconciling five tools.
SDOH on Pro Plus maps social needs to Z-codes. Track CHW visits and referrals so program reporting is a byproduct of the work, not a Friday scramble.
| Feature | Agency Pro | Agency Pro Plus |
|---|---|---|
| Monthly price | $197 | $247 |
| With HIPAA | $277/mo | $376/mo |
| Providers | 11–25 | 26–49 |
| Admins | 4 | 6 |
| Staff | 3 | 3 |
| Active clients | 100 | Unlimited |
| Locations | 3 | 5 |
| All Collaborative Pro features | ✓ | ✓ |
| Communications Center | ✓ | ✓ |
| Custom reports & CSV | ✓ | ✓ |
| Team Directory | ✓ | ✓ |
| Time Tracker | ✓ | ✓ |
| Care Plan templates | ✓ | ✓ |
| Contract templates | 20 | Unlimited |
| SDOH screening & reporting | — | ✓ |
| Advanced Communications | $15/mo add-on | Included |
| Automations | $49/mo add-on | 10 included; unlimited via add-on |
| Add-on | Agency Pro | Agency Pro Plus | What it unlocks |
|---|---|---|---|
| Advanced Communications | $15/mo or $150/yr | Included | Team-wide messages, referrals, and screenings in one Communications Center. |
| Automations (agency) | $49/mo | $49/mo (unlocks unlimited + custom builder; 10 already included) | Unlimited automations, appointment–document sync, full clinical filters, custom builder. |
| HIPAA Compliance | $277/mo bundled (+$80) | $376/mo bundled (+$129) | HIPAA-ready storage, BAA, audit logging, encrypted messaging and documents. |
| Extra seats, locations, or clients | Custom | Custom | Raise caps without a full enterprise contract. |
Need 50+ providers, API access, or an SLA? That's Enterprise — use the inquiry form on For Organizations. Coming from a smaller team? Start with Collaborative Pro.
Current prices and HIPAA checkout live on the BirthSync pricing page.