Industries · Clinics

HIPAA-ready scheduling, intake and patient portals for clinics.

Your front desk retypes paper forms while the phone rings, and staff call patients to confirm visits a text would handle. We build one clinic system for multi-location booking, digital intake, reminders and a patient portal, on hosting and vendors that sign a Business Associate Agreement.

Built to your workflow · you own it · starts as a 30-day pilot · the pilot fee credits toward the build

The challenge

Paid hours spent retyping forms.

McKinsey sizes avoidable US healthcare administrative spending at roughly $265 billion, and a large share starts at the front desk: intake, scheduling, confirmations and chasing payments after the visit instead of before it.

Generic booking tools make it worse for clinics. A calendar app with no Business Associate Agreement puts protected health information at risk, most skip the audit logs, and none of them route a patient across several offices by provider, room and equipment. Growing practices end up juggling three apps for one visit.

Clinic booking, digital intake, reminders and patient portal connected in one HIPAA-ready system
From the first click to checkout in one system.
What it solves

Where clinic operations break down.

The gaps we see most in growing practices, and what the system does about each:

“We retype every intake packet”

→ Digital intake patients finish on their phone, with required fields, consent signatures and insurance card uploads.

“Three offices, one calendar”

→ Multi-location booking that checks provider, room and equipment before showing a slot, including telehealth.

“No-shows eat the morning”

→ Reminder texts, self-service rescheduling and a waitlist that refills cancelled slots.

“We chase co-pays after the visit”

→ Card on file and co-pay collection at check-in.

“Who opened this record?”

→ Role-based access and an audit log on every patient record.

“The chart never gets the data”

→ Intake data pushed into your EMR where it exposes an integration, instead of retyped.

HIPAA approach

Privacy built into the architecture.

How we handle protected health information. Your practice still owns its HIPAA compliance program; these are the technical safeguards we build in:

BAA-covered hosting and vendors

→ Hosting, messaging and form vendors that sign a Business Associate Agreement.

Minimum necessary data

→ Reminders and texts carry only what they need, no clinical detail.

Access control and audit logs

→ Role-based permissions and a log of who viewed or changed each record.

Encryption

→ Data encrypted in transit and at rest.

Consent records

→ Timestamped consent and opt-out records, including separate consents where 42 CFR Part 2 applies to substance use disorder records.

Watching the rules

→ The proposed HIPAA Security Rule update is not final yet; we build to the current rule and track the proposal.

What we build

The deliverables.

  • Multi-location booking by provider, room and equipment
  • Digital intake with consent signatures and insurance uploads
  • Reminder texts, rescheduling and waitlist automation
  • Patient portal under your brand
  • Clinic CRM for referrals, follow-ups and recalls
  • Co-pay and card-on-file collection at check-in
  • Role-based access and audit logging
  • EMR integration where your system allows it
  • Dashboards for no-shows, utilization and collections
Who it’s for

Made for.

  • Multi-location medical and dental practices
  • Physical therapy and chiropractic clinics
  • Med spas and wellness clinics
  • Behavioral health practices
  • Practices outgrowing generic booking tools
How it gets built

Live in 30 days.

We start with a Blueprint: your locations, appointment types, intake packets and privacy requirements mapped into the system before anything is built. It is priced from $1,500 and the fee credits toward the build.

A 30-day pilot then puts booking and intake in front of your front desk. One core system is a Foundation Build from $2,500; the connected system with reminders, portal and CRM is a Core Build from $5,000.

Clinic operations dashboard showing appointments, no-shows and utilization across locations
For example only: appointments and utilization across locations.
Further reading

From the blog.

Questions

Good to know.

Is the system HIPAA compliant?
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We build the technical safeguards in: hosting and vendors that sign a Business Associate Agreement, encryption, role-based access and audit logs. HIPAA compliance also depends on your policies, training and risk analysis, which your practice owns. We never claim a certification that does not exist.

Can patients book across several locations?
▾

Yes. The booking engine checks provider, room, equipment and appointment type across every location before it shows a slot, and telehealth visits run through the same engine.

Will it connect to our EMR?
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Where your EMR exposes an integration, intake and appointment data flow into it. Where it does not, we design the handoff during the Blueprint so staff are not retyping.

What about substance use disorder records?
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Where 42 CFR Part 2 applies, consent is recorded separately and disclosures are logged. Compliance with the updated Part 2 rule has been required since 16 February 2026.

What does it cost?
▾

It is quoted to spec. A Blueprint is from $1,500 and credits toward the build, a Foundation Build is from $2,500 and a Core Build is from $5,000. An optional Care Plan is from $150 a month.

This page is general information, not legal advice.

Start with a 30-day pilot

Run the front desk from one system.

Tell us how patients book, fill in forms and get reminded today. We will map the gaps, stand up a working system as a 30-day pilot, and credit the pilot fee toward the build if you go on.