Shared care, assigned coverage
Assign primary and backup providers, keep caseloads visible, and monitor team activity per client so coverage does not depend on whoever happens to be online.
Collaborative Pro is the team entry point for doula collectives and small agencies coordinating care across a handful of providers. HIPAA-ready is $109/mo. Checkout lives on the BirthSync pricing page.
Up to 10 providers, 2 admins, 1 staff seat, and 65 active clients. Everyone works from the same family record instead of forwarding screenshots.
Assign primary and backup providers, keep caseloads visible, and monitor team activity per client so coverage does not depend on whoever happens to be online.
Invoice families, leads, and third-party payers. Bill one organization across multiple clients in a single invoice, and track visit packages the whole team redeems against.
EPDS, PASS, LATCH, self-care, and nutrition — scored in the chart, available to whoever is assigned, not locked in one person's notebook.
Keep a medical-provider and referral directory the agency actually uses, plus a branded portal so families see plans, documents, and appointments in one place.
| Capability | Included | Add-on | Agency Pro |
|---|---|---|---|
| Team care coordination | ✓ | More seats | |
| Shared booking + team calendar | ✓ | ✓ | |
| Payer & multi-client invoicing | ✓ | ✓ | |
| Visit packages & bundles | ✓ | ✓ | |
| Referral Directory | ✓ | ✓ | |
| Operations Dashboard | ✓ | ✓ | |
| Communications Center | — | Advanced Communications $7/mo | Plan feature; Adv Comms still optional |
| Custom reports & CSV | — | — | ✓ |
| Multi-location | — | — | Up to 3 |
| Team Directory | — | — | ✓ |
| Time Tracker | — | — | ✓ |
| HIPAA-ready | — | $109/mo bundled | $277/mo bundled |
| Add-on | Price | What it unlocks |
|---|---|---|
| Advanced Communications | $7/mo or $67/yr | Communications Center: team-wide messaging, referral tracking, and screening management in one place. |
| Automations (agency) | $49/mo | Unlimited automations, appointment–document sync, full clinical filter library, and the custom automation builder. |
| HIPAA-ready | $109/mo bundled | Encrypted PHI, BAA, and audit-ready workflows as Collaborative Pro + HIPAA. Checkout on the pricing page. |
| Extra seats or client capacity | Custom | Add providers, staff, or client slots without jumping plans — talk to us. |
If you need custom reports, Time Tracker, a Team Directory, or a third location, Agency Pro is the next plan. For the audience story, calculator, and Stripe checkout, see BirthSync for Organizations.
Current prices and HIPAA checkout live on the BirthSync pricing page.