How your Compasslysubscription works
Simple, transparent, month-to-month pricing for behavioral health teams. Pay for the team members who use Compassly, add the tools you need, and see everything on one clear monthly invoice.
- 7-day free trial
- Month-to-month
- One invoice on the 1st
- Fair, by-the-day proration
- No long-term contract
Overview
Compassly is the EMR and practice-management platform built for behavioral health teams. Your subscription gives your practice access to the Compassly software: scheduling, session documentation, forms, and the tools your team uses every day.
Seats for your team
Every practice starts on Standard. You pay for one seat per active team member, with no cap on team size.
Power tools, when you want them
Turn on advanced scheduling, unlimited form templates or AI features. Only pay for what you use.
Pay as you go
Optional services like insurance claims, SMS reminders and AI are billed by usage on the same invoice.
Good to know: Insurance billing for your clients' care (claims, payer remittances and patient balances) is separate from your Compassly software subscription. Those funds go to your practice; your subscription covers only what you pay Compassly for the software.
How billing works
Compassly bills on the calendar month, the 1st through the last day of each month. That keeps your invoices predictable and lines up with your own month-end bookkeeping.
- Start any day of the month
If you start mid-month, your first charge covers only the days left in that month, prorated by the day.
- Change anytime
Add or remove seats or add-ons whenever you need. New seats and add-ons are ready right away, and every change is prorated by the day so you only pay for the time you have it.
- One invoice on the 1st
On the 1st of each month you receive one invoice. It includes the coming month's subscription and add-ons, the previous month's usage, any prorated adjustments, and tax.
- Paid automatically
Your invoice is charged to the payment method on file. Admins can view invoices and billing history any time under Settings → Billing.
Example: how proration works
You start your subscription on January 16. January has 31 days, so your first charge covers 16 of 31 days. If you add a team member on January 20, you're charged for 12 of 31 days for that seat on your February 1 invoice. From February 1 on, you pay the regular monthly price for your current team.
Proration always uses the actual length of the month (28, 29, 30 or 31 days).
What your invoice looks like
Each invoice is organized in the same simple order, and sections you don't use are left off:
| Section | What it covers |
|---|---|
| Subscription | Standard seats for the month ahead, plus any prorated seat changes |
| Add-ons | Add-ons you've turned on for the month ahead, plus any prorated changes |
| Usage | Metered services you used last month, such as claims, SMS or AI |
| Tax | Applicable taxes, calculated by our payment provider |
| Total | The amount charged to your payment method |
Your Compassly invoice never includes client or patient information.
What's included in Standard
Standard is your base plan, and it's built so your team can run the day without buying anything else. Schedule a session, write the progress note, sign it and export it, all included.
- One paid seat for each active team member
- No limit on how many team members you can add
- Deactivated team members don't use a seat
- Adding someone beyond your current seats? Just add a seat. It's prorated for the rest of the month.
- Day, week and month calendar views
- Create, edit and delete shifts
- Drag-and-drop rescheduling
- Publish shifts one at a time
- Simple weekly recurring shifts
- Double-booking protection
- Mark shifts as billable
- Sign and unlock shifts
- Progress notes, with PDF export for each note
- Notify attendees
- Default progress note form
- Default appointment form
- A starter set of your own custom forms
- Signature and date/time fields
- Form preview
- Map forms to your services
Add-ons
Add-ons unlock extra features inside the tools you already use. Turn them on or off at any time; changes are prorated by the day. For current prices, see pricing.
Turning an add-on off? Your work is safe. Templates, schedules and anything else you created stay in your account and become available again as soon as you turn the add-on back on.
Shifts & schedules
- Reusable shift templates: build, apply, import and export
- Bulk calendar actions: edit, delete, publish, unpublish and export PDFs in bulk
- Advanced recurring schedules
- Google Calendar sync
- Resource allocation dashboard
Form templates
- Unlimited custom form templates
- Clone any template
- Advanced field types, including data grids and rich HTML
- Advanced template editor
AI
- AI-assisted note writing
- AI for form templates
- Claim denial-risk insights
- AI chat assistant
Every Compassly AI feature lives in this one add-on, so you never pay for AI twice.
Usage-based items
Some services are billed by how much you use them. They're optional, and you'll only see a charge if you use them. Usage is totaled at the end of each month and appears on the next month's invoice (for example, January usage shows on your February 1 invoice). There's no separate bill and no second billing cycle.
| Service | How it's counted |
|---|---|
| AI usage | Per completed AI request (requires the AI add-on). Requests that fail aren't charged. |
| Insurance claims | Per claim sent to the clearinghouse. A corrected or resubmitted claim counts as a new claim; claims rejected before sending aren't charged. |
| Eligibility checks | Per insurance eligibility check |
| SMS reminders | Per text message sent. Email reminders aren't metered. |
| Patient card payments | A processing fee per card payment your practice collects through Compassly |
| Extra storage | Per GB above your included storage |
For current rates, see pricing.
Your 7-day free trial
Every new practice can try Compassly free for 7 days. You won't be charged during your trial, and you'll see how many days you have left right in the app.
When you're ready, choose your plan and add a payment method. Your first charge is prorated from the day you subscribe through the end of that month, so trial days are never billed. If the trial ends without a subscription, your account is closed. Contact Support if you'd like to pick up where you left off.
Cancelling & reactivation
Compassly is month-to-month with no long-term commitment. You can reduce seats or remove add-ons whenever you like.
Keeping your account open
Your account stays open as long as it has at least one paid seat. Removing your last seat cancels your subscription. We'll ask you to confirm first, and then your account is archived.
Coming back
Archived accounts are reactivated through Compassly Support. Your data is retained according to our data retention policy, not deleted when you cancel. A reactivation fee and any outstanding balance may apply.
If a payment doesn't go through
Cards expire and banks decline things. It happens. Here's how we help you get back on track, with plenty of notice at every step:
Back to normal instantly: As soon as a payment succeeds, your account returns to full access. Need a little more time? Contact Support and we'll work with you.
- We retry automatically
If your payment on the 1st doesn't go through, we email your billing contact and admins and try again once a day for up to 3 days. Your team keeps full access the whole time.
- Temporary restriction
If the retries don't succeed, your account is placed on a temporary restriction. Everyone sees a banner, and new work (like new shifts, notes, claims, AI and SMS) is paused until payment is updated. Admins can still sign in and update payment details under Settings → Billing.
- Reminders
We'll send reminders during the restriction period, including a final notice before anything changes.
- Cancellation if still unpaid
If the balance is still unpaid 14 days after the restriction began, the subscription is cancelled and the account is archived. Your data is retained, and Support can help you reactivate.
Taxes
Applicable sales tax is calculated and collected by our secure payment provider based on your billing location. Tax is shown as its own section on every invoice, so you can always see your subtotal, tax and total.
Frequently asked questions
Do I need to sign a long-term contract?
No. Compassly is month-to-month. Add or remove seats and add-ons whenever your team changes.
What counts as a seat?
Each active team member uses one seat. Deactivated team members don't, and there's no limit on how many team members you can have.
When will I be charged?
When you subscribe, you're charged for the rest of the current month. After that, you receive one invoice on the 1st of every month, charged automatically to your payment method on file.
What happens if I add a team member in the middle of the month?
Add a seat and they're ready to go right away. You're charged only for the remaining days in the month, and that prorated amount appears on your next invoice.
Can my team schedule and document without any add-ons?
Yes. Standard includes everything needed to schedule sessions, write progress notes, sign them and export them. Add-ons are for teams that want advanced scheduling, unlimited templates or AI.
Will I lose anything if I turn off an add-on?
No. Anything you created with an add-on stays in your account and is available again when you turn it back on.
Why is last month's usage on this month's invoice?
Usage like claims, SMS and AI is totaled once the month is over, then added to the next invoice. That way everything lands on one bill instead of two.
Do you offer discounts or promo codes?
We keep pricing simple and transparent for everyone. Instead of promo codes, every new practice gets a 7-day free trial.
Can I pause my subscription?
Pausing isn't available. To keep costs down during a slow period, reduce to as few as one seat. Your account and data stay just as they are.
Is my client information on my Compassly invoice?
No. Your invoice only shows software charges and usage counts. It never includes client names, claim details or other health information.
Plan details and pricing may change; see compassly.io/pricing for current rates.
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