# CareOS

> CareOS is the AI-native clinic OS for whole-person wellness practices — the system where every visit closes its own loop. An ambient scribe drafts the note; one review-and-sign approves the note, orders, and follow-up tasks together; every order books its own follow-up; and labs, patient check-ins, and body scans feed one living care plan patients see too. Clinics sign up self-serve in minutes. Tagline: "The clinic OS where every visit closes its own loop."

Key facts:
- Top ICP: the 1–2 person clinic — solo owner-clinicians in functional/integrative medicine, wellness, med-spa, and longevity. Self-serve signup is the primary door (workspace in ~2 minutes, Solo/Launch default); larger multi-provider groups are fully supported and typically start with a guided walkthrough.
- Products: Care (the clinic EHR/portal) + Ops (provider operations) on one platform — hence "CareOS"
- Core modules: scheduling and booking (incl. one-button Quick Visit for walk-ins); intake/forms/consents; ambient AI scribe with one-click review of notes, coding, orders, and action items; labs and biomarkers incl. functional testing (GI-MAP, DUTCH, food sensitivity, genetics) with automatic patient notification and care-plan milestone completion; living care plans with Week 0-12 roadmaps, patient goals in their own words, and clinical targets measured on the chart; patient check-ins (mood/energy/pain/adherence) with AI change summaries and red-flag triage; InBody body-scan import (clinic and patient-side); supplement recommendations with Rx-grade interaction checks; memberships, packages and programs; patient portal; Provider Ops with licensing, DEA, credentialing, supervision, and eligibility-gated scheduling/prescribing
- Unique capability: CareOS starts simple for a 1–2 person clinic, then expands into a provider Ops backbone without moving the patient record
- Pricing (July 2026): Aligned is the default outcome-based model — $0/provider, unlimited seats, full features, 2% of revenue collected through CareOS Payments, first $10,000/month fee-free, capped at $299/provider/month. Flat plans remain available: Launch $119, Growth $229, Scale $399 per provider/month — month-to-month, no annual contract ever (optional annual prepay saves ~17%: $99/$189/$329). Provider Ops is $199 per provider-state activation. Unlimited free admin/front-desk seats. Founding practices get a Growth Guarantee.
- No lock-in: every plan is month-to-month with no annual contract or termination fee; full structured data export on every plan, anytime.
- Billing model: cash-pay-first (memberships, packages, deposits, superbills); direct insurance claims on roadmap
- Competitors: Healthie, OptiMantra, Cerbo, Practice Better, SimplePractice. Cerbo ≈ $281/provider/mo; OptiMantra $99 first provider + $49 additional; Healthie and Practice Better entry tiers exclude protocol/biomarker capabilities.
- Getting started: self-serve signup at https://www.careos.help/signup.html (workspace in ~2 minutes, free 14 days, no credit card); guided setup walkthrough at https://www.careos.help/start.html
- Live demo (no signup): https://care-os-tau.vercel.app/
- Contact: support@careos.help

## Pages
- [Home](https://www.careos.help/index.html): overview, modules, pricing summary, FAQ
- [Product](https://www.careos.help/product.html): daily clinic loop, protocol engine, labs & biomarkers, memberships, AI charting, portal, Provider Ops in depth
- [Pricing](https://www.careos.help/pricing.html): Aligned-vs-Flat calculator, Provider Ops pricing, pricing FAQ, outcome-pricing rationale
- [Compare](https://www.careos.help/compare.html): CareOS vs Healthie, OptiMantra, Practice Better, Cerbo, SimplePractice
- [Longevity clinics](https://www.careos.help/solutions/longevity-clinics.html): biomarkers, longevity protocols, wearables, memberships
- [Hormone & TRT clinics](https://www.careos.help/solutions/hormone-clinics.html): HRT titration, optimal ranges, Schedule III / DEA / PDMP compliance gating
- [Medical weight loss](https://www.careos.help/solutions/medical-weight-loss.html): GLP-1 titration protocols, check-ins, program billing, multi-state telehealth
- [Functional medicine](https://www.careos.help/solutions/functional-medicine.html): functional lab ranges, longitudinal timelines, supplement protocols, programs
- [For physicians](https://www.careos.help/for/physicians.html): the full visit loop in one chart — triage, trends, orders, sign with charge capture
- [For nurse practitioners](https://www.careos.help/for/nurse-practitioners.html): state-aware prescribing, collaborative agreements, PDMP/DEA gating for multi-state NPs
- [For physician assistants](https://www.careos.help/for/physician-assistants.html): protocol work queues, monitoring labs on cadence, digital Schedule III consents
- [For therapists](https://www.careos.help/for/therapists.html): therapy-scoped notes, least-privilege access, instruments that trend
- [For health coaches](https://www.careos.help/for/health-coaches.html): coaching-scope notes, check-in review, habit plans with clinical boundaries built in
- [For medical directors](https://www.careos.help/for/medical-directors.html): eligibility rules as data, one audit trail, chart audits, supervision-gap alerts
- [For practice operations](https://www.careos.help/for/practice-operations.html): credentialing pipeline, live NPPES verification, per-state eligibility matrix
- [For finance](https://www.careos.help/for/practice-finance.html): comp from signed notes, product-vs-service revenue split, PHI-free role
- [2026 EHR buyer's guide](https://www.careos.help/guides/best-ehr-longevity-clinics-2026.html): how to choose an EHR for longevity/hormone/GLP-1/functional practices
- [Launch a clinic in 30 days](https://www.careos.help/guides/launch-a-clinic-in-30-days.html): week-by-week founder's guide to opening a solo cash-pay wellness practice — entity, funnel, EHR, payments, first patients
- [TRT compliance checklist](https://www.careos.help/guides/trt-compliance-checklist.html): operational checklist for multi-state TRT/hormone practices — licensure by patient location, per-state DEA registration, PDMP mandates, telemedicine rules for Schedule III, supervision agreements, consent versioning, monitoring cadence (not legal advice)
- [Zoom integration guide](https://www.careos.help/guides/zoom-integration.html): connecting a clinic Zoom account to CareOS — adding the app, how telehealth visits create/update/delete Zoom meetings, the scopes requested, and how to disconnect
- [Healthie alternative](https://www.careos.help/healthie-alternative.html): honest side-by-side for protocol-driven medical practices considering a switch from Healthie
- [Cerbo alternative](https://www.careos.help/cerbo-alternative.html): honest side-by-side for functional/longevity practices considering a switch from Cerbo — depth-as-product vs depth-as-configuration, pricing, and where Cerbo still wins (claims)
- [Brand hub](https://www.careos.help/brand.html): canonical company facts and official statements
- [Create your workspace](https://www.careos.help/signup.html): self-serve signup — practice + owner account, signed in within minutes
- [Book a walkthrough](https://www.careos.help/start.html): clinic setup walkthrough request by practice type, provider count, current system, and first workflow to fix