Pre-session snapshots

Access concise patient status summaries before each visit to streamline clinical focus and reduce navigation time.

Actionable between-visit visibility—with less clicking

Monthly rollups

Review comprehensive monthly summaries that highlight behavioral trends and risk factors for informed care planning.

Provider input loop & billing-friendly documentation

Integrate provider feedback seamlessly while ensuring documentation meets billing requirements and compliance.

What you get:

Pre-session snapshots

Last 7 days at a glance (risk tier, mood/stress trends, top triggers, helpful strategies).

Real-time alerts

Configurable thresholds for drift/elevated/high.

Monthly rollups

Patient-level and panel views for supervision/quality.

You Lead. Kay Adapts.

Encode your care approach and let Kay reflect it between visits.

Export artifacts for documentation

Mark actions taken on alerts (audit trail)

Adjust emphasis (e.g., prefer breathing over journaling)

Claim-Ready, Compliance-Friendly

Female doctor in white coat using tablet by a window.

Kay organizes interactions and timestamps to support common remote care management and communication codes such as 99421-99423, 98980-98981, 96127, and 98975. You remain responsible for clinical judgment, documentation completeness, and payer rules.

Our hybrid model supports both subscription and payer billing methods, streamlining your documentation process. Implementation support ensures smooth integration with your existing workflows.

Female doctor in lab coat typing on a laptop; near window.
Doctor typing on a keyboard with medical paperwork nearby.

Kay is HIPAA-compliant. You remain responsible for documentation completeness and payer-specific rules; Kay’s structured records are designed to support common pathways without prescribing billing decisions.

Fast to launch. Easy to run.

Implementation support includes lightweight onboarding with provider code linking, patient materials and scripts, plus data governance and BAAs for enterprise contracts.

What implementation feels like


  • Templated CSV onboarding: Download our template, add patient fields (e.g., name, DOB, MRN/ID, clinician, consent status), and upload via the provider portal. That’s it.
  • Instant panel population: Patients appear in your panel with safe defaults—no practice codes, no routing trees.
  • Auto reports, zero config: Monthly reports are generated for each patient automatically; pre-session snapshots are available anytime.
  • Claim-ready artifacts: Time-stamped interactions and clear summaries export to PDF/CSV for your EHR and audit trail.
  • Security first: HIPAA-compliant operations, encryption in transit/at rest, access logging, and least-privilege roles.


What we set up with you

  1. Access & roles: Admin/clinician/viewer permissions aligned to your workflows.
  2. Data controls: Choose which fields your CSV includes; you can update or revoke access at any time.
  3. Reporting defaults: Sensible, evidence-informed defaults power snapshots and monthly rollups without manual tuning.
  4. Enterprise options (when needed): BAAs, SSO (SAML/OIDC), and webhook/PDF delivery.


Your part, distilled

  • Download the CSV template
  • Populate patient data
  • Upload via the provider portal
  • Review snapshots and monthly reports

Our promise

  • No complex setup, no alert routing decisions, no cadence settings
  • You keep clinical judgment and documentation choices
  • We keep the record clean, compliant, and claim-ready

Access actionable between-visit visibility tools including pre-session snapshots, real-time alerts, and monthly rollups. Benefit from provider input loops, billing-friendly documentation, and dedicated implementation support.