Everything a cash-pay practice runs on

Scheduling & online booking

A booking page patients actually finish, and a calendar your front desk can run with one hand.

• In-person, telehealth, phone and home-visit visit types
• Provider hours, buffers, lead time and time off
• Self-serve reschedule & cancel within your policy
• Waitlist that offers freed slots automatically
• Deposits and card capture at booking

Charting + AI scribe

SOAP templates for primary care, wound care, dermatology, weight loss and functional medicine — with an AI first draft.

• AI scribe: transcript → SOAP draft + patient summary (included)
• ICD-10 / CPT pickers, copy-forward, sign & lock with addenda
• Problems, meds & supplements, allergies, vitals trends
• Lab orders and flagged results released to the portal
• Printable, fax-ready prescriptions and a refill queue

Memberships & billing

The wedge: recurring plans with real entitlements, household and employer billing, and dunning that recovers revenue.

• Per-period entitlements (e.g. 2 home visits / month)
• Household & employer plans with roster invoices
• Automatic renewals, retries on day 3/7/14, past-due tasks
• Text-to-pay links, receipts and superbills (CPT + ICD-10)
• Session packages with credits and expiry

Patient portal

Mobile-first, no app to install: patients book, pay, message, sign forms and see results from their phone.

• Next visit with one-tap “Join video visit”
• To-do list: forms, bills and unread replies
• Visit summaries, lab results, meds & documents
• Refill requests and secure messaging
• Membership card with entitlement usage

Automations

A rules engine with 25 triggers and a library of ready-made recipes, plus a meter showing the hours it saves.

• Reminders at 72h / 24h / 2h with confirm links
• Intake chasing, no-show rebooking and recalls
• Rating-gated review requests after visits
• Tasks for lab results, refills, unsigned notes and messages
• Birthday, renewal and overdue-invoice messages

Telehealth

Video visits from the browser, with the patient's state location confirmed before every visit.

• Join links in reminders and the portal
• “I am physically in [state]” attestation
• Telehealth consent collected automatically
• Works on any phone — no download

Dispensary & inventory

Supplements, medications and injectables with lots, expiry dates and point-of-sale.

• Stock movements for every sale and dispense
• Low-stock and expiry alerts
• Member discounts applied at checkout
• Sell selected products in the portal

Reports

The numbers a membership practice runs on, without exporting to a spreadsheet.

• MRR and active members by plan
• Daily deposits and failed payments
• Visits by type and provider, no-show rate
• Membership utilization and employer reports
• Automation runs and estimated staff hours saved