Platform

Built around the whole patient loop,
not just the visit note

A small wellness clinic runs on many moving parts: intake, booking, notes, labs, care plans, payments, portal messages, and follow-up. CareOS keeps that loop in one place, then adds protocols and Ops as the clinic grows.

Clinic loop Protocols Labs & biomarkers Memberships AI charting Patient portal Provider Ops
01 · Daily clinic loop

The operating rhythm for a 1–2 person clinic

CareOS starts with the work a small clinic must get right every week. The system shows what needs attention, who owns it, and what happens next:

  • Start the visit ready — booking, deposits, intake, consent, and AI visit briefs in one flow
  • Close the chart — templates, AI-assisted drafts, signatures, addenda, and quality reminders
  • Review the clinical work — labs, forms, messages, tasks, care-plan items, and follow-up gaps
  • Collect revenue — cash-pay invoices, packages, memberships, superbills, and unpaid balance flags
  • Keep patients engaged — portal tasks, results, documents, programs, and messaging after the visit

Today queue

4 visits today Ready
3 intakes complete · 1 missing consent · 2 visit briefs drafted
Clinical review
2 abnormal labs · 3 unsigned notes · 5 patients missing next checkpoint
Revenue & follow-up
$420 unpaid · 2 packages low on credits · 4 outreach tasks queued
02 · Protocol engine

When your clinic adds protocols, they become structured work

GLP-1, hormone, peptide, IV, supplement, and lifestyle protocols can carry dose schedules, consent requirements, monitoring labs, contraindications, side-effect check-ins, and follow-up tasks.

Biomarker trend: Total Testosterone

In range was never the goal. Optimal is the goal — and your patients can see the difference.

03 · Labs & biomarkers

The currency of longevity medicine, trended properly

  • Optimal vs reference ranges — every marker judged against your practice's optimal targets, not just "normal"
  • Longitudinal trends — hormone panels, metabolic markers, lipids, inflammatory markers across every draw
  • Panel management — order sets by protocol, results routed to the right protocol checkpoint automatically
  • Wearables & CGM — Oura, Whoop, and CGM streams beside labs, so behavior and biology read as one story
  • Patient-facing context — results published to the portal with plain-language explanations you approve
04 · Memberships, programs & billing

Built for the subscription clinic, not the claim cycle

Recurring revenue is what makes wellness practices durable. CareOS treats it as a first-class citizen:

  • Memberships — recurring billing with tier management, pause/resume, and churn visibility
  • Packages — visit bundles and series (IV, injections, coaching) with automatic redemption tracking
  • Programs — structured multi-week journeys (metabolic reset, hormone optimization) with enrollment, milestones, and progress
  • Cash-pay checkout — online booking with deposits, cards on file, no-show protection
  • Superbills — one click for out-of-network patients who want to chase reimbursement themselves

Revenue mix — this month

Memberships (recurring)$48,200
Programs$14,800
Visits & packages$11,350

65% of revenue recurring — the number your practice valuation is built on.

AI draft — hormone follow-up

Subjective: 12-wk TRT follow-up. Energy improved (6→8/10), sleep quality up, no acne/mood sx…

Data: Total T 748 (↑136), E2 28, HCT 47.2% — all within protocol targets…

Plan: Continue 120mg/wk. Recheck panel in 12 wks per protocol. ⚠ HCT trending up — flag at next draw.

Drafted from the protocol, labs, and intake — reviewed, edited, and signed by the clinician. Always.

05 · AI-native charting

Notes that start 80% done

  • Context-aware drafts — the AI sees the active protocol, latest labs, and intake answers, so drafts are clinically grounded
  • Your templates, your voice — specialty note templates that mirror how you actually document
  • Clinician-in-the-loop — nothing enters the record unsigned; AI accelerates, never authors
  • Structured where it counts — doses, labs, and plans land as data, not prose, so they feed protocols and trends
06 · Patient portal

An experience worth $350 a month

Your patients pay premium prices. Their software experience should say so:

  • Online booking with deposits and smart availability
  • Results with plain-language context and trend charts patients understand
  • Program progress, protocol check-ins, and weekly metrics in one place
  • Secure messaging routed to the right team member
  • Forms, consents, and e-sign before they walk in
07 · Provider Ops

The backbone when the clinic grows

Quiet guardrails for solo clinics; full provider operations for growing teams:

  • 50-state eligibility engine — licenses, DEA, PDMP, and supervision rules per provider per state
  • Real-time gating — scheduling and controlled-substance eRx blocked where a provider isn't eligible
  • Expiry automation — renewals become tasks 90 days out; bookings past expiry auto-block
  • Onboard once — hire → contract → credentialing → EHR access → bookable, one pipeline with a time-to-first-patient metric
  • One audit trail — clinical and operational events in a single, exportable log

See it with your own clinic workflow

Explore the interactive demo instantly, or create your workspace and run your first clinic loop today.

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