As our clinic grows and adds therapists, how do we know when to move up a pricing tier?

For Physical Therapy Clinics

The clearest signal is consistent overage rather than occasional spikes. If your clinic is on Starter and regularly exceeds the 15 included calls every month rather than just during an unusually busy week, that's a sign your baseline call volume has outgrown the plan and Premium's 150 included calls will be more cost-effective than paying $1/call overage every month. Similarly, if a Premium plan clinic is consistently running 200-250+ calls a month rather than occasionally spiking there, comparing the ongoing overage cost against Enterprise's custom volume pricing is worth doing, since at high sustained volume a negotiated Enterprise rate often beats paying per-call overage indefinitely. For a growing PT clinic specifically, the practical triggers tend to be: adding a second or third therapist (more appointment slots means more scheduling call volume), opening a second location (which typically pushes a clinic to Enterprise regardless of per-location volume, since multi-site HIPAA and GDPR compliance features become relevant), or a successful marketing push or new physician referral relationship meaningfully increasing new patient inquiry volume. Because billing is month-to-month with no contract, there's no penalty for upgrading as soon as the data supports it, and no risk in staying on a lower tier a bit longer if volume growth is gradual, since overage billing absorbs the difference without forcing an immediate decision. Reviewing your monthly call volume and overage charges every quarter is a reasonable cadence for a growing clinic to catch the right upgrade timing without overpaying for capacity you don't yet need.