Scheduling, e-prescribe, billing, messaging, subscriptions, questionnaires, onboarding, and HIPAA compliance — all in one platform with real-time updates and audit trails on every action.
A drag-and-drop calendar built for medical practices — with conflict detection, recurring appointments, templates, and multi-tier automated reminders that reach patients via SMS, email, and in-app.
Visual scheduling with drag-and-drop rescheduling, day/week/month views, and automatic conflict detection across providers and locations.
Configurable reminder sequences — 72h, 24h, and 2h before — delivered via SMS, email, and in-app to reduce no-shows.
Appointment templates for common visit types and batch operations for rescheduling or cancelling multiple appointments at once.
Schedule across multiple providers and locations with provider-specific availability, buffer times, and appointment type restrictions.
Write, send, and track prescriptions electronically — with an integrated pharmacy directory, patient pharmacy preferences, Rx queue, and renewal workflows.
Electronic prescribing with drug catalog search, dosage selection, and direct routing to the patient's preferred pharmacy.
Searchable pharmacy network with patient-specific pharmacy preferences saved to their profile for one-click routing.
Centralized queue for providers to review, approve, modify, or deny prescription requests and renewal workflows.
Searchable medication catalog with categorization, dosage forms, and compound options for subscription-based prescribing.
Secure in-app messaging, two-way SMS, and 21 branded email templates — all with HIPAA audit trails and 3-layer notification preferences.
Real-time messaging between patients and care teams with read receipts, unread counts, and thread management.
Professional MJML email templates across 6 domains — appointments, prescriptions, billing, shipments, onboarding, and security.
Patients control how they're reached per category: SMS, email, and in-app toggles that are respected across all automated communications.
Instant notifications and live UI updates across all connected devices — no page refresh needed.
Subscription plan wizard, patient shipment review, staff fulfillment queue, product add-ons, and delivery tracking — modern DTC healthcare commerce.
Multi-step wizard for creating subscription plans with products, pricing tiers, and automated billing cycles.
Patients review and approve upcoming shipment contents before each cycle — reducing disputes and chargebacks.
Centralized queue for staff to process, pack, and ship orders with batch operations and real-time status tracking.
Patients request supplementary products — a built-in upsell channel for supplements, vitamins, and wellness products.
Clover payment integration with tokenized card storage, recurring billing, automated billing records, and payment retry logic.
In-person and online payment processing with tokenized card-on-file storage for seamless recurring charges.
Billing records generated automatically from subscriptions, appointments, and one-time charges — with full audit trail.
Analytics for subscription revenue, payment success rates, failed charge trends, and per-patient billing history.
Role-based access control, immutable audit logs, 2FA, 7 HIPAA training modules, entitlement-based feature gating, and data encryption at every layer.
Enterprise-grade encryption (AES-256 at rest, TLS 1.2+ in transit), immutable audit logs, and automated compliance reporting.
Patient, Provider, Admin, and Super Admin tiers with policy-based authorization on every API endpoint — no data leaks between roles.
7 built-in training modules for staff with progress tracking, pass/fail scoring, and completion certificates.
Per-clinic feature toggles (telehealth, insurance, shipments, etc.) — only pay for and expose what's enabled for your practice.
Secure invitation links with role-adaptive registration wizard, consent capture, and automatic clinic assignment.
Passwordless login via signed, time-limited email links — eliminates password fatigue and reduces support tickets.
Build custom questionnaires assigned at any clinical touchpoint. Patients complete them via secure, time-limited links — no login required — with automated scoring and response tracking.
Create questionnaires with custom questions, scoring rules, and automation triggers. Assign them to appointments, onboarding flows, or recurring check-in schedules.
Patients receive a signed, time-limited link via SMS or email. They complete the questionnaire without logging in — reducing friction while maintaining security.
Responses are scored automatically and surfaced to the care team. Concerning scores trigger alerts so providers can follow up proactively.
Schedule a personalized demo and we'll walk you through the features that matter most to your practice.