For Teams & Organizations

Coordinate care, communicate across your team,
and bill the way you actually work.

BirthSync gives doula agencies, birth worker collectives, community health organizations, and midwifery training programs the tools to run their entire operation — without paying per provider or stitching together five different apps.

Schedule a Demo → View Pricing
11–49
Providers per account
$0
Per-provider fees
70+
Automated workflows
12+
Custom reports
Who this is for

Built for every kind of perinatal organization.

Whether you're running a five-person doula collective or a statewide community health program, BirthSync scales to how your organization actually works.

🤝

Doula Agencies & Collectives

Coordinate client assignments, manage provider caseloads, track visit notes, communicate across your team, and bill organizations or Medicaid — from one place.

🏥

Community Health Organizations

Serve clients across birth, postpartum, lactation, and newborn care with shared records, outcome tracking, and billing tools built for how funders and insurers actually pay.

🎓

Midwifery & Doula Training Programs

Track student caseloads, supervised visits, and clinical hours using dedicated Mentor and Trainee roles — with full documentation for accreditation and program reporting.

🌐

Perinatal Resource Networks

Manage referral networks across partner organizations, activate external providers with one click, track referral outcomes, and report impact to funders.

Communications Center

Your team's coordination hub — messages, referrals, and screenings in one place.

Most teams are coordinating care across group texts, emails, and spreadsheets. The Communications Center replaces all of that with a single place your whole team can see, act on, and track.

In-App Messaging Referral Tracking Screenings
  • ✉

    In-app team messaging

    Secure internal emails between providers and staff — not group texts, not personal email. Everything stays inside the platform and on the client record.

  • ↗

    Referral tracking & external activation

    Send a referral to an external provider — hospital, specialist, community partner — and activate it with a single click. They receive a secure response link. No login required. You see their response tracked inside BirthSync.

  • 📋

    Screening management across your team

    Send EPDS, PASS, LATCH, and other screening links to clients directly from the Communications Center. Results flow back to the client record with automatic risk alerts to the assigned provider.

Multi-Client Invoicing

Bill the way community health organizations actually get paid.

Most invoicing tools are built for one client, one invoice. BirthSync lets you bill a single organization, insurer, or funding source across multiple clients on one invoice — the way Medicaid programs, grant-funded contracts, and doula reimbursement programs actually work.

  • One invoice, multiple clients — bill an organization for all clients served in a period
  • Bill organizations, insurers, funding sources, and individual clients from the same platform
  • Line items per client with service type, dates, and visit counts
  • Payment plans and installment tracking
  • Automated payment reminders fire without manual follow-up
  • Stripe payment integration with full billing history
  • Revenue reporting by provider, service type, and payer
BirthSync multi-client invoice showing multiple clients billed to one organization
Team coordination

Every provider, every client, every handoff — in one platform.

Assign clients to providers, track caseloads, manage availability, log visit hours, and keep care transitions clean — without a meeting to do any of it.

👥

Multi-Provider Assignment

Assign up to 5 providers per client on agency plans. Set primary and secondary roles by service type — birth doula, postpartum, lactation, newborn care.

  • Bulk assign or remove providers across clients
  • Filter client list by provider
  • All assigned providers share the client chart
📋

Handoff Notes

Create care transition notes directly from visit notes or the AI Notepad. Admins review and acknowledge handoffs from a dedicated inbox — nothing falls through.

  • Active → Acknowledged workflow
  • Filterable agency-wide handoff inbox
  • Ideal for PTO, provider switches, coverage
⏱

Time Tracker & Availability

Providers submit visit hours and availability. Admins review, approve, flag, and export to CSV — payroll-ready without a separate system.

  • Pending → Flagged → Approved workflow
  • CSV export for payroll
  • Calendar view of team availability
📦

Bundle Management

Approve or reject visit- and hour-based bundle submissions from providers. Track bundle usage across your caseload and export billing data.

  • Approve/reject submissions
  • CSV billing export
  • Automated bundle threshold alerts
🗂

Advanced Visit Tracking

Log labor support, NICU visits, newborn care, and postpartum encounters with structured clinical detail — not just a date and a note.

  • Labor & delivery tracking
  • Live birth and NICU documentation
  • Labor snapshots with clinical detail
🌐

Team Directory

Internal provider cards with credentials, bio, ratings, and reviews. Toggle a public shareable link for hospital packets and marketing — revoke anytime.

  • Aggregate star ratings and client reviews
  • Admin-moderated public/private reviews
  • Filter by location and status
🎓

Mentor & Trainee Roles

Dedicated roles for training programs. Mentors supervise and can bulk-assign trainees to clients. Trainees document encounters as secondary providers.

  • Trainee cannot be primary provider
  • Mentor bulk-assigns trainees
  • Full documentation for accreditation
📚

Provider Resources Library

An internal knowledge library only your team can see — not visible to clients. Upload protocols, SOPs, training materials, and team policies in up to 15 custom categories.

  • Admin-managed, provider view-only
  • Custom color-coded categories
  • Separate from client-facing resources
📊

Care Coordination Reports

See provider workload distribution, task completion rates, visits per provider, referral activity, and education topics — all exportable to CSV.

  • Agency Pro and above
  • Operations dashboard with projections
  • Revenue by provider
Clinical infrastructure

The clinical depth your team needs to document, screen, and report.

BirthSync isn't a CRM that birth workers have adapted. It's a clinical platform built specifically for the full perinatal journey — and it shows in every feature your team will actually use.

  • Edinburgh Postnatal Depression Scale (EPDS) — full validated instrument
  • PASS anxiety screening
  • LATCH breastfeeding assessment
  • Nutrition and self-care assessments
  • Social Determinants of Health (SDOH) screening — Agency Pro Plus
  • Automatic risk alerts with tiered notification routing
  • PDF export for all assessments
  • Clinical outcomes reporting for funder and Medicaid reporting
  • English and Spanish — client portal, intake forms, screenings, and emails
Learn more about BirthSync's bilingual platform →
BirthSync clinical screening dashboard showing EPDS and PASS assessment tracking
The math

Other platforms charge per provider. We don't.

Most practice management software bills $20–$40 per provider per month. BirthSync charges a flat rate — no matter how many birth workers are on your team.

Competitor (low)
$200
at $20/provider/mo
Competitor (high)
$400
at $40/provider/mo
BirthSync
$79
flat rate, all providers
You save up to $321/month
🩺

Are you a licensed clinical provider or midwifery practice?

This calculator is designed for birth worker teams — doulas, lactation consultants, and postpartum and newborn care specialists. BirthSync's midwifery and clinical platform — with HIPAA-only accounts, lab integrations, and clinical billing APIs — is built separately for licensed providers. Join the waitlist →

Pricing for organizations

Flat-rate plans that grow with your team.

Every plan includes all providers at no extra cost. HIPAA compliance available as an add-on for organizations accepting Medicaid or managing protected health information.

Collaborative Pro

Up to 10 providers · 2 admins · 1 staff seat · 65 clients
$79/mo
HIPAA available · $109/mo
⚡ 4 automations included · Unlimited +$49/mo
  • Birth, Postpartum, Newborn & Lactation clients
  • Multi-provider assignment per client
  • Perinatal screenings — EPDS, PASS, LATCH, nutrition, self-care
  • Secure client & team messaging
  • Invoicing for clients, organizations & payers
  • Referral tracking & external activations
  • Operations Dashboard
  • English & Spanish portal, forms & emails
  • Priority Support
Get Started
Get HIPAA Plan $109/mo
Most Popular

Agency Pro

11–25 providers · 4 admins · 3 staff seats · 100 clients
$197/mo
HIPAA available · $277/mo
⚡ 7 automations included · Unlimited +$49/mo
  • Everything in Collaborative Pro, plus:
  • Communications Center — full messaging, referral & screening hub
  • Multi-client invoicing for organizations & insurers
  • Custom reports and CSV export
  • Up to 3 locations from one account
  • Time Tracker — log and approve provider hours
  • Team Directory with public shareable link
  • Up to 20 contract templates with automated reminders
Get Started
Get HIPAA Plan $277/mo

Agency Pro Plus

26–49 providers · 6 admins · 4 staff seats · Unlimited clients
$247/mo
HIPAA available · $376/mo
⚡ 10 automations included · Unlimited +$49/mo
  • Everything in Agency Pro, plus:
  • Unlimited clients
  • Up to 5 locations
  • Social Determinants of Health (SDOH) screening
  • Unlimited contract templates
  • Advanced reporting and outcome analytics
Get Started
Get HIPAA Plan $376/mo

Need more than 49 providers?

Enterprise plans support up to 200 providers and 15 admins, include unlimited automations, Advanced Clinical Triggers, dedicated onboarding, training, and outcome reporting built for large organizations and grant-funded programs.

Inquiry Submitted — Thank you! We'll be in touch shortly to discuss your enterprise needs.
How we compare

The only platform designed for the full perinatal journey at the organizational level.

Generic CRMs support business workflows. BirthSync supports clinical care delivery — from first intake to funder outcome report.

BirthSync HoneyBook Doulado Generic EHR
Flat-rate team pricing ✓ Per user Per user Per user
In-app referral tracking & external activation ✓ ✗ ✗ ✗
Multi-client invoicing for organizations ✓ ✗ ✗ Varies
Clinical screening instruments ✓ ✗ ✗ Varies
Clinical automations ✓ Generic only ✗ ✗
Handoff notes & care transitions ✓ ✗ ✗ Varies
Mentor & Trainee roles ✓ ✗ ✗ ✗
Bilingual (English/Spanish) ✓ ✗ ✗ Varies
HIPAA compliance available ✓ ✗ Premium only ✓
Insurance / Medicaid billing ✓ add-on ✗ Premium only ✓
Built for birth workers ✓ ✗ ✓ ✗

Your organization is doing work that matters.
Your platform should be built for it.

Schedule a demo and we'll walk through exactly how BirthSync fits your team size, care model, and reporting needs.

Schedule a Demo View Pricing