Provider onboarding, credentialing follow-ups, equipment rollouts, office moves, EHR and system migrations, marketing launches. Mochii tracks the projects that keep a practice running, scoped to each location, with the leadership meeting and every staff member's day on the same system.
Good to know. Do not store protected health information in Mochii until the HIPAA add-on ships. Mochii is for the operations, projects and leadership work around the practice.
Start from the included practice templates (provider onboarding and credentialing, new location opening, practice system migration) or build your own. Launch one for a new provider, a new site or a new quarter with dates set from the start date.
New provider and new staff onboarding as templates: paperwork, system access, training and follow-ups as tasks with owners and due dates.
Set up each location or department as a client or team. Every project and task belongs to one, so a multi-site group sees one plan and each site sees only its own.
Facilities, IT and supply requests come in through forms and land as tasks on the right project, routed by automation to the right owner.
Staff sign in with Google Workspace or Microsoft 365. Assigned tasks show up on their Mochii timeline with notifications on the web and their phone.
Office and operations staff log time on the work they do, with timesheets and time-off requests and balances in one place.
Invite an outside vendor, consultant or your IT provider as a guest. They see only the projects you share with them.
Practices and groups that run on EOS get Rocks, a Scorecard, Issues and Level 10 meetings linked to the projects that carry the work.
Record the meeting. Mochii writes the notes, detects action items and promotes them to tasks on the right project.
If an MSP runs your IT in Mochii, their tickets become tracked projects on their side. They can add your staff to those projects, and your people see them from their own Mochii account. No second login, and no access to anything you were not added to.
Each staff member sees their meetings, their own to-dos and their assigned tasks on one timeline, with notifications on the web and their phone.
A dedicated Teams Edition with an isolated workspace and a HIPAA add-on with the required vendor agreements are on the roadmap and not available yet. Google Calendar and Google Tasks sync for assigned tasks opens to every Google Workspace domain once our Google verification completes. Until then, keep protected health information in your EHR and use Mochii for operations, projects and leadership work.
Not today. A HIPAA add-on for Teams with the required vendor agreements is on the roadmap and not available yet. Until it ships, do not store protected health information in Mochii. Use it for the operations, projects and leadership work around the practice.
No. Mochii tracks the projects, tasks, meetings and goals that run the practice. Patient records, scheduling and billing stay in the systems built for them.
Yes. Projects and tasks are scoped to each location or department, and leadership sees the whole group from the same data.
Yes. Both Google Workspace and Microsoft 365 sign-in are supported.
Yes. Rocks, Level 10 meetings, Scorecard, Issues, Accountability Chart, V/TO and People Analyzer are built in and linked to the projects that deliver them.
One all-inclusive plan. New customers pay $19.99 per user per month and existing Chibitek clients $14.99, guaranteed through December 31, 2026.
The demo opens a full workspace with projects, team goals and captures. No signup needed.