Full platform walkthrough. No audio required -- all features labeled on screen.

Demo Transcript

Online Scheduling & Patient Booking

Patients visit the clinic's booking page, see available appointment types and open time slots, and book directly -- no portal account required. They receive an automated confirmation with intake forms attached. Forms auto-populate into the patient chart before the visit.

Patient Portal

Patients log in via magic link (no password). They can view appointments, complete intake forms, see their medication list, review lab results, and message the clinic directly. Mobile-optimized dark theme.

Clinical Charting

Providers open a patient chart and see a full timeline: vitals, medications, allergies, lab results, past encounters, and documents. Chart notes use structured templates with auto-populated fields. Notes can be signed, locked, and exported as PDFs.

E-Prescribing (EPCS Certified)

Prescriptions are sent electronically from inside the patient chart via ScriptSure integration. Supports controlled substances (Schedule II-V) with full EPCS certification. Prescription history is documented in the chart automatically.

Inventory & Rx Tracking

Every vial is tracked by lot number with mg-level dosing accuracy. When a provider charts a dose, inventory automatically deducts from the selected lot using FEFO (first-expiry, first-out) logic. The Rx Tracker shows which patients need refills, when their last fill was, and when they'll run out.

Membership Billing

Recurring memberships, one-time charges, and point-of-sale payments are handled through Stripe. Cards on file. Dose escalation billing automatically adjusts pricing as GLP-1 patients move through their protocol. The billing dashboard shows recurring revenue, upcoming charges, and payment history per patient.

CRM & Patient Lifecycle

Every patient has a lifecycle view: lead source, first inquiry, appointment history, clinical status, payment history, and churn risk. Lead drip sequences automate follow-up via SMS and email. Referral source tracking shows which marketing channels drive real revenue.

AI Assistant

Natural language queries against the clinic's data. Ask questions like "Which patients are due for labs this month?" or "What's our average time from first inquiry to first appointment?" and get answers immediately -- no clicking through 10 screens.

Task Management

Staff assign tasks to each other with due dates and priority levels. All tasks are visible to the team. Nothing falls through the cracks -- no more sticky notes and lost papers.

Automations

Trigger-based workflows fire on appointment events, form submissions, and patient actions. Automatically send intake forms, birthday messages, payment reminders, and follow-up sequences without manual intervention.

What you just watched

Four workflows that replace entire categories of software.

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Booking to Charting

The full patient journey in one system -- no duct tape, no data re-entry.

  • Patient books online (no account required)
  • Intake forms sent automatically via SMS
  • Forms populate into chart before the visit
  • Provider charts, prescribes, and bills from one screen
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Inventory Tracking

Lot-level, mg-level accuracy with automatic deduction on chart signing.

  • Track every vial by lot number and expiry
  • Doses deduct automatically when notes are signed
  • FEFO logic prevents expired stock from being used
  • Refill dashboard shows who needs what and when
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Membership Billing

Recurring and one-time payments in one place. Cards on file. Auto-escalation.

  • Recurring memberships via Stripe
  • Dose escalation billing for GLP-1 protocols
  • One-time + subscription in a single transaction
  • Revenue dashboard with pipeline visibility
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AI Data Queries

Ask questions in plain English. Get answers from your clinic's data instantly.

  • "Which patients are due for labs this month?"
  • "What's our recurring revenue by plan type?"
  • "Show patients on semaglutide with no recent visit"
  • No SQL, no report builder, no exports

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