Run Your Clinic From One Dashboard

Scheduling, messages, forms, reviews, and follow-ups—organized in a single platform your team (and VA) can use from day one.

Grow Your Practice

Common clinic pains we solve

  • Too many disconnected tools causing double-entry and missed handoffs

  • Patient messages scattered across phone, text, email, and socials.

  • No-shows and slow rebooking hurting utilization

What you get

All-in-One Platform

  • Scheduling & Reminders: Self-booking, confirmations, no-show flows

  • Unified Inbox: Calls, SMS, email in one HIPAA-compliant workspace

  • Digital Intake & Consents: Paperless forms with auto-reminders

  • Reputation: Automated Google review requests

  • Lightweight CRM: Keep outreach and follow-ups in one place

  • Payments & Invoices: Send, remind, and track without another app

Packages

Running a clinic shouldn’t mean juggling six different tools, retyping the same details, or chasing forms and follow-ups across emails, texts, and sticky notes.

Cool Blue Hub centralizes scheduling, a HIPAA-aligned unified inbox (calls/SMS/email), digital intake and consents, reviews, light CRM, payments, and automations so your day-to-day runs from one dashboard.

Our packages are designed around how you actually operate: keep it software-only if you’ve got in-house capacity, or add hands-on execution with a dedicated Medical VA when you want campaigns and patient communications done for you.

One platform, one workflow, fewer misses—built for private practices and lean teams.

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Foundation — SaaS Only: $497/mo + 14-day free trial.

Includes platform, 5-page website builder/hosting, CRM, scheduling/reminders, email/SMS automations, template library, unlimited onboarding.

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Momentum — SaaS + Medical VA (20 hrs/mo): $960/mo

Adds dedicated Medical VA, one custom campaign/month, monthly performance report, and hands-on campaign execution.

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Acceleration — SaaS + Medical VA (40 hrs/mo): $1,592/mo

Adds two custom campaigns/month, multi-channel builds (email/SMS/voicemail drops), monthly patient newsletter, and review/reputation management.

How It Works

At Cool Blue Hub, we follow a simple yet effective process to ensure that we deliver results-driven solutions tailored to your needs

Demo and Fit Check

In a 30 minute walkthrough, we map your current scheduling, forms, messaging, and follow-up flows and show the same paths inside the platform. You leave with a tailored workflow map, recommended plan, and a short checklist of assets to prepare for onboarding.

Setup & Onboarding

We connect calendars, import contacts, configure the unified inbox, rebuild your intake/consent forms, and apply branded templates with prebuilt reminder/no-show automations. Your users get role-based access plus a quick start guide.

Go Live

Launch connects scheduling, messaging, forms, reviews, and payments in one dashboard; we watch early signals (bookings, no-show rate, response times) and complete a 48–72-hour tune-up for smooth ops.

FAQ's

What is Cool Blue Hub?

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.

Who is it for?

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

Do you charge per user?

No—unlimited users on every plan.

Is this HIPAA-aligned?

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.

Can we export our data?

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

What if we cancel?

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

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