A CRM That FillsThe Schedule.
Your EHR runs the clinical record and stops there. We build the practice growth layer on top: intake, referrals, scheduling, and recall in one system, with AI reading forms and insurance cards, and every workflow built HIPAA-aware.
Sound Familiar?
- 01
New Patients Slip Away.
Inquiries and referrals arrive by phone, fax, and web form with no shared queue. A prospective patient books elsewhere while yours waits for a callback.
- 02
Intake Is A Clipboard.
Patients fill the same forms on paper, and staff key demographics and insurance into the EHR by hand. Errors become denied claims weeks later.
- 03
No-Shows Burn The Schedule.
Reminders go out generically, if at all. Empty chairs from no-shows and last-minute cancellations are revenue that never comes back.
- 04
Recall Never Happens.
Patients due for follow-ups, cleanings, or annual visits sit in the EHR unworked. The lifetime value of your existing patients quietly leaks away.
Your Workflow. Your System.
- Patient intake and referrals
- Phone, fax, web, and provider referrals into one queue with insurance and eligibility captured before the first visit.
- AI form and card reading
- Intake forms and insurance cards parsed on upload: demographics, carrier, member ID, and group extracted so staff verify instead of retype.
- Scheduling and reminders
- Appointment booking with confirmations and reminders by text and email that actually reduce the empty chairs.
- AI no-show recovery
- No-shows and cancellations detected and rebooked automatically, filling the gap from your waitlist before the slot goes cold.
- Recall and reactivation
- Patients due for follow-ups and preventive visits surfaced and contacted on schedule so recurring revenue does not slip.
- Patient portal
- A branded portal for forms, messages, and documents that cuts front-desk phone volume and keeps communication on the record.
- Reputation and reviews
- Post-visit review requests to happy patients that build the online presence new patients check first.
- EHR and PMS integration
- Sync with your EHR and practice management system so demographics and scheduling stay in step without double entry.
Three Moves, And The System Is Yours.
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We Come In
We map how your business actually runs: who touches what, where the hours go, and which problems are the expensive ones.
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We Build It
We scope it, then ship a working system built around your stages, your fields and your rules, with the AI integrations doing the paperwork.
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You Own It
The code, database and accounts belong to your business. You keep control, and we stay on for iteration if you want us.
This One Is Already In Production.
We built PatientPartner, a healthcare platform matching patients with mentors who have been through the same procedure. We know how to build software around patients and sensitive health data.
Before You Send A Brief.
Is this HIPAA compliant?
We build HIPAA-aware from the start: the system runs on infrastructure you own, PHI is scoped and access-controlled, a BAA is standard where required, and every AI output is reviewed by staff. Protected health information stays inside your environment.
How is this different from our EHR or something like Weave?
Your EHR is the clinical record and is not built for growth. Point tools like Weave focus on practice communication. We build the intake, recall, and communication layer around how your practice runs, connect it to your EHR, and you own the code and the data.
Does it connect to our EHR and practice management system?
Yes. We integrate with your EHR and PMS instead of replacing them, so demographics, scheduling, and eligibility stay in sync without double entry. The CRM handles growth and communication, your EHR keeps the chart.
How do you choose the first practice workflow?
We map one non-clinical workflow, such as referral intake or recall, with your front-office team. Staff review the working flow and its EHR handoffs before we add other communication and coordination tools.
How long does it take to implement?
We scope a first working version, then extend it while your front desk already uses it. You see fuller schedules early, not after a long rollout.
The Schedule Is The Business.Keep It Full.
Let’s Build What’s Next.
Bring the business problem. We’ll talk through what would make a difference and where to start.