CareOS is practice-management and EHR software for wellness clinics: scheduling, charting, telehealth, labs, care plans, and payments in one workspace. Ambient scribe to signed note in one click — and the signature itself places the orders, opens the follow-ups, and updates the patient's plan. Simple enough for a solo practice; deep enough to run multi-state provider Ops.
Solo and duo clinics: your workspace in 2 minutes — no credit card, no sales call, no demo gatekeeping
What is CareOS? CareOS is the AI-native clinic operating system for whole-person wellness practices. Every visit, lab result, patient check-in, and body scan feeds one living care plan: the ambient scribe drafts the note, one review-and-sign approves the note, orders, and follow-up tasks together, and every order books its own follow-up — so nothing depends on someone remembering. Clinics sign up self-serve and see their first patient the same day.
Generic EHRs organize visits. Small wellness clinics need the whole relationship: intake, consent, visit, care plan, lab review, payment, messaging, and follow-up. CareOS keeps every next step visible.
Online booking, deposits, intake packets, consent, visit briefs, and missing-form flags before the patient arrives. The day starts organized instead of reactive.
See booking →Bloodwork, GI-MAP, DUTCH, food sensitivity, genetics — results arrive triaged, the patient is notified automatically, and the care plan's next milestone completes itself. Trends chart against optimal ranges with your interventions marked on the line.
See labs →Cash-pay invoices, deposits, packages, memberships, credits, and superbills. Built for small clinics where revenue ops cannot require another full-time hire.
See programs →The ambient scribe drafts the note during the visit — in person or telehealth, scheduled or walk-in. One review-and-sign approves the note, the coding, the orders, and the follow-up tasks together. Uncheck anything that shouldn't happen.
See charting →Patients check in from the portal — mood, energy, pain, adherence — and AI summarizes what changed; red flags open a triage task the same minute. They upload InBody scans, add goals in their own words, and see the same plan you do.
See portal →When one clinician becomes a team, Provider Ops adds roles, onboarding, credentialing, supervision, licensing, and eligibility guardrails under the same patient system.
See ops →A 1–2 person clinic should not stare at enterprise admin screens. CareOS starts with lightweight guardrails, then expands into the provider Ops backbone when you add clinicians, specialties, or states:
Growth path
Tell us whether you are longevity, functional medicine, hormone/TRT, GLP-1, med spa, coaching, behavioral health, or hybrid. We start with the right forms, templates, and patient journey.
Schedule, intake, notes, care plans, lab review, billing, and follow-up queues go live first. The goal is a calmer clinic week, not a giant implementation project.
Add protocols, programs, memberships, additional providers, discipline-specific notes, and Ops when the clinic is ready for them.
"The first value is not fancy AI. It is knowing exactly who needs a lab review, a form, a payment, or a follow-up before the day gets away from us."Owner clinician, whole-person wellness practice (CareOS design partner)
Most clinics begin with the daily clinic loop, then choose Aligned outcome pricing or predictable flat plans as revenue and complexity grow.
Predictable Launch, Growth, and Scale plans for clinics that want a fixed software line item.
No seat rent. The first $10k/month collected is fee-free; fees cap at $299/provider/month.
Provider Ops priced like a result: pay when a provider actually becomes bookable in a new state.
Bring your clinic type, current tools, and first workflows. We will map the simple starting setup and the growth path after that.