Scheduling, messages, forms, reviews, and follow-ups—organized in a single platform your team (and VA) can use from day one.
Grow Your Practice
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
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
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.
Includes platform, 5-page website builder/hosting, CRM, scheduling/reminders, email/SMS automations, template library, unlimited onboarding.
Adds dedicated Medical VA, one custom campaign/month, monthly performance report, and hands-on campaign execution.
Adds two custom campaigns/month, multi-channel builds (email/SMS/voicemail drops), monthly patient newsletter, and review/reputation management.
At Cool Blue Hub, we follow a simple yet effective process to ensure that we deliver results-driven solutions tailored to your needs
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.
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.
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.
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.
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