Your Clinic
Runs on Systems.
Your Team Focuses on Care.

Yes. Every tool and platform we use in your automation stack must be capable of signing a Business Associate Agreement (BAA). We document data flows, ensure PHI is encrypted in transit and at rest, and build audit trail logging into every workflow. We also review your specific state regulations, as some states have stricter requirements than federal HIPAA minimums. You'll receive a full compliance documentation packet for your records.

In most cases, yes. We've built integrations with major EHR platforms including Epic, Athenahealth, Kareo, Jane App, and SimplePractice, among others. During the Discovery Audit, we assess your current tech stack and confirm compatibility before any commitment. If a direct integration isn't available, we use secure middleware to bridge the connection — and we're transparent about any limitations upfront.

Most clinics are fully live within 4–6 weeks. Simpler single-system automations (like a no-show reminder sequence) can launch in as little as 2 weeks. Larger multi-location or multi-system projects typically run 6–8 weeks. We set realistic timelines during the blueprint phase so there are no surprises. We also stage rollouts where appropriate so your team can adapt without disruption.

No technical background is required. We design every system so your front desk and clinical staff can use it without any extra burden. We provide live onboarding sessions, written SOPs, and short video walkthroughs for each workflow we build. Our goal is systems your team actually wants to use — not ones they tolerate. We also offer ongoing support if questions come up after launch.

Every engagement is scoped to your specific clinic size and needs, so we don't publish one-size-fits-all pricing. What we can say: the ROI is typically measurable within 60–90 days, and most clients see their investment paid back within the first quarter. The free 30-minute audit exists specifically so we can give you an honest estimate before any commitment. We'd rather tell you it's not the right fit than oversell you.

We include a 30-day post-launch monitoring and optimization period with every engagement. After that, clients can continue with a maintenance retainer that covers monitoring, updates, and support — or we can transition your team to manage the systems independently with our full documentation. Clinics evolve, and we build systems that can evolve with them.

We work with clinics of all sizes — from solo practitioners and 2-person practices to multi-location group practices with 20+ staff. In fact, solo practitioners often see some of the most dramatic results because automation gives them the operational leverage of a much larger team. The Discovery Audit is the right starting point regardless of size — it tells us exactly what will move the needle for your specific situation.