Most EHRs Were Built for the Insurance Billing Department, Not for You

Concierge medicine has different math. Fewer patients. Deeper relationships. Subscription revenue. The patient panel is a tenth the size of a traditional primary-care practice, and the touchpoint volume per patient is roughly ten times higher. The EHR should reflect that — and almost none of them do.

You don't bill insurance. So why are you paying for an EHR architected entirely around 837 claim files, CPT coding modules, ERA reconciliation, denial management, and clearinghouse fees? Half the menu structure of a typical EHR is dedicated to a revenue cycle you don't have. The other half is buried under primary-care templates designed for 15-minute insurance-driven visits, not 90-minute executive physicals.

The patient relationship is the product. A member pays you a retainer because they want a doctor who knows them — who can pull up their full history in two seconds, remember the trip they took last month, and recall that their cholesterol trend has been improving since the dose adjustment in February. Your EHR should accelerate that recall, not bury it under tabs.

Subscription billing isn't an afterthought for a concierge practice. It's the entire revenue model. If your EHR treats memberships as a clunky bolt-on built on top of an insurance-billing core, every renewal, pause, tier change, and failed-payment retry becomes a manual process. At 500 members that's a full-time admin role you shouldn't need.

And messaging — the volume per patient in a concierge panel is an order of magnitude higher than traditional primary care. "Quick question about the labs you sent over." "Can you call in this refill?" "My wife wants to start the same protocol." If every message costs you per-send, or if portal traffic is rate-limited, or if attachments require a separate fax workflow — the high-touch promise breaks down at scale.

What You Get Out of the Box

Native subscription billing. AI summaries. Unlimited messaging. Telehealth. No add-ons, no per-feature SKUs.

Stripe Subscription Billing

Memberships are native, not bolted on. Monthly, quarterly, or annual. Auto-retry on failure. Member self-service portal. No clearinghouse, no claims, no insurance billing tax.

AI Summary on Chart Open

The moment you open a member's chart, the AI surfaces everything new since the last visit — new labs, messages, prescription changes, portal activity. No more 30 seconds of scrolling to remember where you left off.

Unlimited Secure Messaging

Portal and SMS, no per-message fees. A member with 30 messages a month costs you the same as a member with 3. SMS metered through your own Spruce or AWS End User Messaging at carrier rates.

Telehealth Built In

Native video powered by AWS Chime SDK. No Doxy.me, no Zoom-medical license, no third-party app. Patient clicks the link, lands in a browser session. State-specific consent workflows included.

File-Upload Patient Portal

Members attach photos, outside lab PDFs, ID scans, and documents directly in messages. AI can summarize attached PDFs so you see the key findings before opening the file.

Chart History Navigation

Visual timeline of every visit, message, lab, prescription, and document. Click any event to jump to it. No paginated note lists, no "Load more" buttons, no hunting for last quarter's results.

Custom Intake per Cohort

Build dynamic forms with conditional fields and branching logic. Executive physical members get a 40-field deep-dive. Urgent-visit members get 6 fields. Same engine, different surface area.

AI Panel Queries

"Which members haven't engaged in 90 days?" "Who's overdue for their quarterly labs?" "Show me members whose plans renew in the next 30 days." Plain English in, actionable patient list out.

moonshotclinic.com/member-chart

What you'll see in the demo

The concierge member chart

  • AI summary on chart-open: “Everything new since last visit”
  • Unlimited messaging thread (portal + SMS unified)
  • Subscription billing status + payment method management
  • File attachments with AI summarization (lab PDFs, referrals)
Book a Demo to See This Live →

“Concierge medicine is a relationship business. Your EHR should disappear into the relationship, not stand between you and the patient. Most EHRs are built for billing departments. Moonshot is built for the clinician + patient.”

— Tom Kashul, founder of Moonshot Medical & Moonshot Clinic

Frequently Asked Questions

How does subscription billing work?
Stripe-native subscriptions. Recurring monthly, quarterly, or annual billing with automatic retry on failed payments and a member portal where patients update their own card. No clearinghouse, no claims, no per-transaction billing fees beyond Stripe's standard rate. Membership status syncs to the chart in real time, so staff sees instantly whether a patient's plan is active, lapsed, or paused.
Can I attach photos and documents in messages?
Yes. Portal messaging supports file attachments — photos, lab PDFs, scanned documents, voice memos. The AI can summarize attached PDFs so the clinician sees the key findings before opening the file. Attachments are encrypted at rest and in transit under a signed BAA, and they live in the patient's chart, not in a separate inbox.
Is there a per-message cost?
No. Unlimited portal messaging is included on every plan. SMS is metered through your tenant's own Spruce or AWS End User Messaging configuration, so you pay carrier-rate, not a marked-up per-message platform fee. A concierge clinic with 200 members exchanging 30 messages each per month pays zero additional platform cost for portal traffic.
Does it handle multiple membership tiers?
Yes. Define distinct plans — Bronze, Silver, Gold, or whatever naming you use — with different feature gates and price points. Patients see the feature set their tier includes. Staff sees the tier badge on the chart, so providers know at a glance whether a member's plan includes telehealth, in-home draws, or 24/7 access. Upgrades and downgrades are self-service in the member portal with proration handled by Stripe.
Can I customize intake forms per cohort?
Yes. The form builder supports conditional logic per question — show a follow-up only if a prior answer triggered it — and branching forms by membership tier or service line. Your executive-physical cohort can get a 40-field deep-dive, while a same-day urgent-care visit member gets a 6-field triage form. Same engine, different surface area.
How is telehealth handled?
Native video powered by AWS Chime SDK. No third-party app like Doxy.me, no Zoom-medical add-on, no separate license. The provider sends the visit link via the patient portal or email, the patient clicks and lands in a browser-based video session. State-specific informed-consent workflows are built in for telehealth-regulated jurisdictions, and the entire session is logged in the patient chart.

Dive Deeper

Billing & Memberships

Stripe-native subscription billing, one-time charges, and member portal payment management.

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Messaging

Unlimited portal messaging with file attachments, SMS, automated drips, and team inbox routing.

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AI Assistant

Natural-language queries on your panel — find members due for labs, lapsing renewals, or anyone not engaged in 90 days.

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See It Running a Concierge Practice

Book a 20-minute demo. We'll show subscription billing + AI patient summaries live.

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