Plans built around clinic operations,
not seat counts alone.
Every plan includes the BAA, audit logging, and human-in-the-loop review controls clinics expect. Pricing scales with location, team size, and AI workflow volume — not with how many patients you see.
For small practices getting admin work under control.
- Up to 3 team members
- 1 clinic location
- Limited monthly AI workflow actions
- Daily Clinic Brief
- Intake Desk
- Inbox Triage
- Basic follow-ups
- Secure document upload
- Email support
- BAA included
For growing clinics with heavier admin volume.
- Up to 10 team members
- 1 clinic location
- Higher monthly AI workflow volume
- Everything in Starter
- Prior Auth Copilot
- Visit Notes
- Follow-Up Desk
- Reports module
- Role-based permissions
- Approval rules
- Standard support
For prior-auth-heavy and multi-provider practices.
- Up to 25 team members
- Up to 3 locations
- High-volume AI workflow allowance
- Everything in Practice
- Advanced prior auth packet prep
- Coding Support
- Custom approval rules
- Multi-location support
- Advanced reports & exports
- Priority support with named contact
For multi-location groups, MSOs, and specialty networks.
- Unlimited team
- Multi-location & multi-entity
- Custom AI volume
- Everything in Specialty Ops
- Custom integrations (EHR, billing, payer)
- SSO / SCIM & advanced permissions
- Dedicated onboarding & implementation
- Custom data retention & residency
- Security review support & DPA
What's included where.
| Starter Clinic | Practice | Specialty Ops | Clinic Group / Enterprise | |
|---|---|---|---|---|
| Workflows | ||||
| Daily Clinic Brief | ||||
| Intake Desk | ||||
| Inbox Triage | ||||
| Follow-Ups | Basic | Full desk | Full desk | Full desk |
| Prior Auth Copilot | Advanced | Advanced | ||
| Visit Notes | ||||
| Coding Support | ||||
| Operations | ||||
| Team members | 3 | 10 | 25 | Unlimited |
| Locations | 1 | 1 | 3 | Unlimited |
| Role-based permissions | ||||
| Custom approval rules | ||||
| Reports & exports | Standard | Advanced | Advanced | |
| Multi-location reporting | ||||
| Security & Support | ||||
| BAA | ||||
| Audit log | Custom retention | |||
| SSO / SCIM | ||||
| Support | Standard | Priority | Dedicated CSM | |
| Security review support | ||||
One AI workflow action = one drafted item that goes into the review queue (an extracted intake packet, triaged message, drafted note, etc.). Internal regenerations don't count.
Yes. 30-day paid pilots are available on Practice and Specialty Ops, with implementation help included. We don't ask for an annual commitment up front.
Additional locations and team members are available as add-ons on every paid plan. Enterprise pricing scales with entities, retention, and integration scope.
We'll size it with you.
Tell us about your clinic's volume, locations, and admin pain points. We'll recommend the right plan and a 30-day pilot scope.