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A clinic-operations platform that centralizes scheduling, a HIPAA-aligned unified inbox (calls/SMS/email), digital intake, reviews, simple CRM, payments, and automations—so your team (and VA) work in one place.

Independent clinics (DPC, telehealth, med spa, dental, optometry, allied health) that want fewer tools and less manual admin.

No—unlimited users on every plan.

We design workflows to support HIPAA-aligned use (encryption in transit/at rest, access controls, audit trails). Appointment reminders and similar treatment communications are generally not “marketing,” but keep PHI minimal in channels like SMS.

Yes—contacts and reports via CSV on request; messaging exports where supported.

Month-to-month billing; access continues through the period, with data export support during offboarding.