A modular platform of patient-facing tools, provider workflows, and AI-powered automations — built for medical practices with or without an EHR. Reduce admin burden 30–50%, recover $50K+ per year, and run on systems your staff actually loves to use.
These aren't your fault — they're the result of systems that were never designed to work together. Here's what we fix.
Staff spend hours each day on hold with insurers, manually confirming appointments, and answering the same 10 questions. No one has time for real patient service.
Without multi-touch reminders and confirmation loops, no-show rates creep to 15–25%. Every empty slot is lost revenue that doesn't come back.
Paper forms, duplicate data entry, and awkward insurance conversations at the window create friction for patients and bottlenecks for staff — every single morning.
No unified view of today's panel, prep notes, labs pending, or patients queued. Providers waste minutes per patient context-switching between tabs.
Eligibility errors, missing auth, and coding mismatches trigger denials that no one has time to appeal. They age out and get written off.
Smaller practices operate on spreadsheets or legacy tools. Or they have an EHR so clunky staff bypass it, leaving data scattered across five systems.
Most "practice tech" is a collection of disconnected tools. We build something different: a modular operating system where every part — patient portal, kiosk, scheduler, automation — shares the same data, design, and security model.
Start with one module. Add the rest as you grow. Have no EHR yet? PracticeOS Lite can be your EHR. Have a legacy system? We integrate with athenahealth, eClinicalWorks, NextGen, and Epic.
Every module is standalone. Every module is better together. Filter by layer, expand any card for details, and add to your proposal as you go.
Secure, mobile-first portal where patients view their appointments, lab results, messages, forms, and balances — and book new visits themselves.
Lobby tablet or front-desk kiosk that lets patients self-check in, verify demographics, update insurance, sign forms, and pay copays in under 3 minutes.
Voice and chat AI that answers calls 24/7 — schedules appointments, handles common questions, routes urgent calls, and texts after-hours patients.
Multi-touch SMS and email reminder sequences with two-way patient confirmation. Configurable by provider, appointment type, and payer.
Unified scheduling view for providers, staff, and front desk. Drag-drop rescheduling, smart block templates, and capacity visibility across locations.
Daily dashboard for providers: today's panel, patient prep notes, labs pending, patient messages, and task queue — all in one clean view.
Real-time staff view of everyone in the lobby, their check-in status, what they need, and which room is ready. Eliminates the clipboard and walkie-talkie.
The full ecosystem bundled: portal, kiosk, queue, scheduler, provider portal, and automation — all sharing one data model, one login, and one support line.
A complete, EHR-alternative operating system for practices ready to skip the bloated legacy EHR. Everything you need to run a real practice on day one.
Automated pre-visit eligibility checks across every payer — NC Medicaid, Medicare, BCBS NC, commercial. Issues flagged to staff before the patient arrives.
We map your highest-friction manual process and automate it end-to-end: intake routing, referrals, prior auth, lab follow-up, patient re-engagement.
Connect your practice to the NC Community Health Worker Association to reach Medicaid patients with SDOH barriers or Tailored Plan engagement benchmarks.
Every policy, payer rule, procedure, and SOP searchable in plain English. Staff get instant answers with source citations — no more binder hunting.
No vaporware demos. No 6-month discovery. We assess, design, build, launch, and optimize — with your staff involved at every step.
20-minute assessment call. We map your current workflows, pain points, and ROI potential.
Written ROI analysis, recommended modules, and implementation path delivered within 5 business days.
Module configuration, integration mapping, branding, and staff workflow walkthroughs signed off by your team.
Configure modules, wire in EHR and payer APIs, stand up automations, and prep training materials.
Staff trained. Systems tested. Go-live day with a real human on-call for the first 72 hours.
Quarterly reviews, KPI tracking, new automations, and ongoing support. The platform gets better with time.
A real workflow running for NC medical practices today. No manual steps. No staff intervention.
Six things we do that the big vendors won't.
Our core differentiator. We know Tailored Plans, CHW benchmarks, SDOH requirements, and the specific quirks of every NC payer — because that's where we built our practice.
Not an all-or-nothing suite. Start with one module. Add as you grow. Remove anything that isn't working. You're in control of your stack, not locked into a contract.
Have athenahealth, eClinicalWorks, NextGen, or Epic? We integrate. No EHR and don't want to buy a giant one? PracticeOS Lite is your operational core. Same platform. Same team.
Every engagement has a named implementation lead. You'll text us. We'll text back. No queues, no chatbots between you and the person who built your workflow.
BAAs for every engagement. End-to-end encryption. Role-based access. SOC 2 hosting. We assume PHI is in every byte until proven otherwise — and design accordingly.
We're local. We know the market, the payers, the referral networks, and the specific operational challenges NC practices face. We've walked into these lobbies.
Every engagement begins with a signed BAA. Patient data protection is how we start, not what we layer on later.
Business Associate Agreements signed for every engagement before work begins.
All sensitive data encrypted in transit and at rest across every system we touch.
Infrastructure on SOC 2 certified platforms with regular security audits.
Granular controls ensure staff see only what they need — principal, consultant, viewer roles.
A complete platform built for NC Medicaid-focused practices. Start with the basics, grow into clinical AI. Every tier is full implementation, training, and support — no hidden fees.
A complete small-practice platform. No AI overhead, no usage-based pricing.
Everything in Lite, plus operational AI that pays for itself in front-office hours saved.
The full clinical and revenue intelligence suite. For practices serious about Medicaid VBC growth.
Standalone flat-fee engagements. Start with one service, scale when ready.
Voice + chat AI configured for your practice — HIPAA-compliant, handles scheduling, FAQs, after-hours routing, and appointment reminders 24/7.
We map, design, and automate one specific practice workflow — intake, referral routing, lab results, prior auth, patient re-engagement, and more.
Custom dashboards, portals, and tools built to your specifications. HIPAA-conscious, mobile-responsive. Source code owned by you.
Connect with the NC Community Health Worker Association to reach Medicaid patients with high no-contact rates, SDOH barriers, or Tailored Plan engagement benchmarks.
Readiness assessment, opportunity mapping, and 12-month AI roadmap — a one-time engagement tailored to your payer mix and workflows.
Practice-branded intake forms, Excel workbooks, SOPs, and HIPAA-focused AI staff workshops — standalone or bundled.
Five quick steps. Select the modules you want, toggle on automation, and we'll send back a tailored proposal within 24 business hours. No pressure, no credit card, no commitment.
The basics help us size the right solution. Takes about 40 seconds.
Select any combination. The scope meter on the right updates live and recommends the right engagement tier.
Automation layers on AI-driven workflows — reminders, verifications, intake, HIPAA-compliant messaging. Toggle on anywhere you want it included.
Tell us when you want to go live and what's getting in the way. We'll use it to scope the right path.
One more look before we deliver your proposal. You'll receive a tailored engagement summary within one business day.
Thanks there — we got it. Expect a tailored engagement summary for your practice in your inbox within one business day. We'll also send a calendar link so you can grab a 20-min operations assessment whenever it's convenient.
Every workflow handles the coverage types NC practices actually see — from Medicaid Tailored Plans to commercial to self-pay.
We'll walk your front-desk, scheduling, intake, and billing workflows and show you exactly where AI and automation would pay back in the first 90 days. Zero commitment. Actionable notes either way.