Visual Private Office logo

Visual Private Office

by Practice Management Technologies · Since 1985
No reviews yet
Active1+ countriesCloud
Quick facts
VendorPractice Management Technologies
Year launched1985
StatusActive
LocationP.O Box 1787 Frankfort, MI 49635
Countries served1+
Languages1
Integrations3+
Free tierN/A
Free trialN/A
Contact salesYES

About Visual Private Office

Visual Private Office is a practice management software from Practice Management Technologies that provides comprehensive information management for CMH and private practices. It combines client tracking, billing software, and clinical records with an appointment scheduler to help improve operational efficiency for healthcare professionals. The software includes features that support HIPAA compliance, ensuring that sensitive patient information is securely managed. With functionalities that cater to the unique needs of mental health and private practice settings, Visual Private Office simplifies administrative tasks and assists in maintaining accurate records. Key capabilities: client tracking billing software clinical records appointment scheduler HIPAA compliance Best for: mental health practitioners and private practice administrators that need effective management of practice operations.

Visual Private Office, developed by Practice Management Technologies (PMTech), is a robust and versatile practice management and clinical records system designed specifically for small to mid-sized private practices, clinics, and human service agencies that require comprehensive functionality without the cost or complexity of large enterprise behavioral health platforms. This software brings together a wide range of integrated modules—including Client Tracking & Billing (CTB), Clinical Records, Scheduling, Medications Management, Claims Management, Utilization Review & Outcomes, and Accounting Integration—into a unified system that facilitates efficient workflows and minimizes redundant data entry. Built on the reliable Microsoft SQL Server platform, Visual Private Office is scalable, stable, and well-suited for environments that demand data integrity, regulatory compliance, and performance tracking. Notably, it is compatible with accreditation standards from JCAHO, CARF, and COA, which makes it a smart choice for organizations seeking or maintaining national certification.

Pros & Cons

Pros
  • Specifically built for small to mid-sized behavioral health or human services providers.
  • Modular design allows flexible deployment without requiring full-system adoption.
  • Strong integration between clinical and billing systems reduces administrative overhead.
  • Built to support accreditation and compliance with major regulatory organizations.
Cons
  • Lacks behavioral health board-level tools found in larger systems like “CMH Office.”
  • Primarily designed for U.S.-based workflows; international deployment may need localization.
  • May require internal IT resources for hosting, updates, and backups (Microsoft SQL Server-based).
  • Learning curve may be steep for small teams adopting multiple modules at once.

Features

Key features

Client Tracking & Billing Integration

Combines client management with billing tools for private pay and third-party claims.

Comprehensive Clinical Records Module

Maintains clinical notes, services provided, diagnoses, medications, and progress tracking.

Integrated Scheduling System

Handles appointment booking, provider calendars, and schedule coordination.

Medication Management

Records and tracks prescribed medications within client charts.

Claims Management & Outcomes Reporting

Includes tools for insurance claims submission, utilization tracking, and outcome measurement.

Additional features

Accounting System Integration

Eliminates duplicate entry by connecting billing and clinical systems to general accounting tools.

Insurance & Coding Support

Built-in reference tools to support accurate coding and efficient claims processing.

Utilization and Outcomes Reporting

Generates service utilization and outcome metrics to support care quality and administrative planning.

Regulatory Compliance Support

Designed to meet standards of accreditation bodies like JCAHO, COA, and CARF.

Modular and Scalable Architecture

Individual modules can be used independently or together—ideal for private practices and growing agencies.

Pricing

Free trial
Free version
Request a quote
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Countries & Languages

1
Countries served
1
Interface languages
1
Billing currencies

Available in

USA

Interface languages

English

Billing currencies

🇺🇸USD

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