The Clinic OS Platform
Everything your clinic runs on, in one operating system.
24 core capabilities baked into Clinic OS — from scheduling to AI calls to reviews. Modular Products snap on top when you need more. Same login, same data, same calm.
The foundation
24 core capabilities every Clinic OS account gets. One login, one inbox, one patient record. The OS itself.
Snap-on modules
Hub · Hub+ · Call IQ AI · AI Workforce · Clinic Pulse · Growth · Academy · Sales Autopilot. Turn them on as you grow.
Plug into your stack
What clinics actually see
Numbers from real Clinic OS rollouts.
Averaged across active accounts · last 90 days
94%
of inbound calls answered
vs ~60% industry average
37 hrs
saved per clinic, per week
front desk + admin combined
3.2×
more 5-star reviews
post-visit reviews on autopilot
14 days
to fully go live
EMR sync + onboarding included
All capabilities · included by default
Everything your front desk and front line need.
Grouped into five core areas of clinic life. Tap a category to focus, or keep All to see everything.
Front Desk Ops
— Every call, every booking, every reminder — handled before your front desk has to think about it.
6 capabilitiesScheduling
2-way calendar sync with your EMR. Book, move, cancel from anywhere.
AI Receptionist
24/7 inbound call answering. 3 rings, AI picks up, books straight in.
Unified Inbox
Calls · SMS · Email · DMs all in one thread, tied to the patient record.
Phone System (Yealink)
Plug in any SIP desk phone — Yealink, Polycom, Cisco — ringing into the CRM with full caller context.
Smart Reminders
Auto SMS/email confirmations + day-before checks that confirm or reschedule.
Front-Desk Tasks
Tasks routed by AI — priority, owner and due-date auto-assigned.
Patient Experience
— Every touchpoint patients see — branded, friction-free and tied to one record.
5 capabilitiesPatient Profile
A 360° record — appointments, tasks, notes, balances, activity timeline.
Digital Forms
Drag-and-drop intake forms. Mobile-friendly · auto-attach to the chart.
Reviews
Review requests fire 2h post-visit — timed to your happiest moment.
Mobile App
Run your clinic from your phone — inbox, calendar, tasks, calls.
Communities
Patient community space — comments, posts, peer support, branded under your clinic.
Marketing & Growth
— Fill the funnel, then re-engage every dormant patient — on autopilot.
5 capabilitiesCampaign Management
Orchestrate multi-channel campaigns — ads, funnels, broadcasts and journeys, all in one console.
Ads Management
Plan, launch and track Meta + Google ad spend — with patient-level attribution back to bookings.
Email & SMS Marketing
Campaign builder for recall, reactivation and announcements.
Referral Program
Trackable patient referrals with rewards — share links, monitor conversions, payout automatically.
Reactivation List
Dormant patients auto-surfaced and queued for win-back outreach.
Intelligence
— Calls, charts and KPIs read for you — so you only see what matters.
4 capabilitiesLive Chat & Wiki
Chatbot, human live chat, knowledge base, public docs and a central library — every answer your patients and team need, in one searchable layer.
Call Intelligence
Every call transcribed, classified and audited — booked vs general.
Analytics & Reporting
Live KPIs · clinician utilisation · channel performance · revenue.
Manuals · Ask Mathew
An AI knowledge agent that answers your team from your own SOPs.
Team & Workflow
— How your team actually gets work done — pipelines, automations, knowledge, training.
4 capabilitiesWorkflow Automation
Visual no-code builder. Trigger workflows on call · form · tag · time.
Sales & Pipeline
CRM pipelines for new patients, programs and memberships — stages, owners, conversion tracking.
Team Chat
Internal staff messaging tied to patient threads and tasks.
University & Classroom
Build branded courses, training programs and certification paths — for patients and staff alike.
Built for your clinic
See Clinic OS for your specialty.
Same platform, tuned to the language and workflows of your discipline.
Run your clinic. Not your tools.
Replace the messy stack with one calm OS. Fill the schedule, engage every patient, keep them coming back — without the tab-switching tax.