Version 2.0.4 // Medical AI

Discover aDigital_FutureDigital_Future

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Specialty practices drowning in vendor chaos and administrative burden.

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One strategic partner optimizing your entire operation — marketing, documentation, and workflow automation.

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Stop juggling tools. Start growing your practice.

8
Proprietary Tools
1
Trusted Partner
50%
Admin Reduction
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/// PRACTICE GROWTH /// CLINICAL EFFICIENCY /// ADMIN AUTOMATION /// TECHNOLOGY INTEGRATION /// ONE TRUSTED PARTNER /// PRACTICE GROWTH /// CLINICAL EFFICIENCY /// ADMIN AUTOMATION /// TECHNOLOGY INTEGRATION /// ONE TRUSTED PARTNER
MARKETING & VISIBILITY

Patient Acquisition
That Actually Converts

Independent specialty practices can't compete on Google with generic website builders. We build, manage, and optimize your complete digital presence so you attract the right patients.

DIGITAL PRESENCE

Website Development

Patient-converting websites built for healthcare

DIGITAL PRESENCE

Website Development

We build custom healthcare websites from the ground up using our proprietary platform. Every site is HIPAA-compliant, mobile-optimized, and designed specifically for patient conversion. Includes specialty-specific content, secure contact forms, and seamless integration with your practice management systems. Unlike generic website builders, our sites are purpose-built for medical practices with features like patient portals, appointment scheduling integration, and compliant testimonial systems.

CONTENT AUTOMATION

Social Media Manager

AI-powered content creation and scheduling

CONTENT AUTOMATION

Social Media Manager

Our social media management platform uses AI to generate engaging, HIPAA-compliant posts tailored to your specialty. Automatically schedules and publishes content across Facebook, Instagram, and LinkedIn. Tracks engagement metrics, analyzes post performance, and adjusts strategy based on what resonates with your audience. Includes content calendar management, hashtag optimization, and automated response templates for common patient inquiries.

PAID CAMPAIGNS

Advertising Platform

Multi-platform ad management with ROI tracking

PAID CAMPAIGNS

Advertising Platform

Comprehensive advertising campaign management across Google Ads, Facebook, Instagram, and Reddit. Our platform creates specialty-targeted campaigns, automatically optimizes ad spend based on performance, and provides detailed ROI tracking. Includes A/B testing, audience segmentation, conversion tracking, and monthly performance reports. We handle everything from ad creative to budget optimization, ensuring maximum patient acquisition for your investment.

REPUTATION

Review Management

Automated review collection and monitoring

REPUTATION

Review Management

Automated SMS and email outreach using Twilio to collect patient reviews post-visit. Monitors reviews across Google, Healthgrades, Vitals, and Yelp from a unified dashboard. Provides sentiment analysis, automated response templates, and alerts for negative reviews requiring immediate attention. Includes review generation campaigns, performance analytics, and integration with your practice management system for seamless patient follow-up.

Strategic Consulting Included

Every tool comes with strategic consulting: brand positioning, conversion optimization, and marketing roadmap development tailored to your specialty.

DOCUMENTATION & AI

Eliminate Documentation Burnout.
Reclaim Patient Time.

Physicians spend up to 50% of their day on documentation. Our AI-powered tools integrate with your existing EHR to automate charting, reduce clicks, and get you home on time.

DOCUMENTATION

AI Medical Scribe

70%+ reduction in charting time

DOCUMENTATION

AI Medical Scribe

Our AI medical scribe listens to patient encounters in real-time and automatically generates comprehensive SOAP notes. The system learns your documentation style, preferred terminology, and specialty-specific formats. Integrates seamlessly with all major EHRs including Epic, Cerner, and Athena. Voice recognition is optimized for medical terminology and can handle complex clinical discussions, generating structured notes that include HPI, ROS, physical exam findings, assessment, and plan. Reduces charting time by over 70%, eliminating 'pajama time' and allowing you to maintain eye contact with patients.

CLINICAL SUPPORT

Knowledge Assistant

Medical AI trained on clinical guidelines

CLINICAL SUPPORT

Knowledge Assistant

An AI-powered chatbot trained on peer-reviewed medical literature, clinical guidelines, and protocols. Provides instant access to differential diagnosis support, drug interaction checking, dosing calculations, and specialty-specific treatment algorithms. Available 24/7 through secure mobile and desktop interfaces. Can answer complex clinical questions, provide CPT coding suggestions, and reference the latest evidence-based medicine. HIPAA-compliant with no patient data ever used for training. Continuously updated with the latest medical research and guidelines.

INTAKE AUTOMATION

Patient Intake Portal

Eliminate front desk paperwork bottlenecks

INTAKE AUTOMATION

Patient Intake Portal

Digital patient intake system that allows patients to complete pre-visit questionnaires, medical history, and consent forms from their phone or computer. Customizable forms for any specialty with smart logic that shows/hides questions based on responses. Data automatically imports to your EHR, eliminating manual data entry and improving accuracy. Supports multi-language forms, electronic signatures, insurance card capture, and ID verification. Reduces front desk workload by 60% and improves patient flow by having information ready before the appointment.

SYSTEM OPTIMIZATION

EHR Optimization

Maximize your existing technology investment

SYSTEM OPTIMIZATION

EHR Optimization

Comprehensive audit and optimization of your current EHR system. We conduct deep-dive analysis to identify underutilized features, workflow inefficiencies, and customization opportunities. Includes template optimization, order set creation, smart phrase development, and workflow redesign. Staff training on advanced features most practices don't know exist. We've optimized Epic, Cerner, Athena, eClinicalWorks, and 50+ other EHR systems. Most practices use only 30% of their EHR's capabilities—we unlock the other 70% to maximize your ROI without adding new software costs.

Consulting & Integration Support

Includes workflow analysis, EHR integration setup, and ongoing staff training to ensure adoption and maximize time savings.

LEGAL & PI WORKFLOWS

Complexity-Free Management
of Legal and PI Workflows

Personal injury cases and legal records requests consume massive staff hours. We replace fax machines and spreadsheets with intelligent automation so you get paid faster and stay compliant.

LEGAL WORKFLOWS

PI Case Manager

End-to-end personal injury case automation

LEGAL WORKFLOWS

PI Case Manager

Comprehensive personal injury case management platform that tracks every encounter, procedure, and cost associated with each PI patient. Automatically generates itemized bills, narrative reports, and medical chronologies for attorneys. Manages medical liens, letters of protection, and settlement tracking. Includes attorney communication portal for secure document exchange and status updates. Automated billing statements show outstanding balances, payments received, and anticipated settlements. Replaces spreadsheets and manual tracking with intelligent automation that ensures you get paid for every service rendered.

RECORDS MANAGEMENT

Request Handling

HIPAA-compliant document exchange platform

RECORDS MANAGEMENT

Request Handling

Digital intake system for all third-party medical records requests from attorneys, insurance companies, and other healthcare providers. Automated fulfillment tracking with deadline management and automatic follow-ups. HIPAA-compliant secure document portal eliminates fax machines and reduces staff time by 80%. Tracks authorization status, payment collection, and completion dates. Supports bulk requests, partial fulfillment, and priority rush requests. Includes audit trail for compliance and integration with your EHR for one-click records extraction.

FINANCIAL TRACKING

Financial Reconciliation

Automated ledger and payment tracking

FINANCIAL TRACKING

Financial Reconciliation

Automated financial tracking for all PI cases with real-time ledger updates. Tracks outstanding balances, payments received, insurance settlements, and attorney disbursements. Automated payment posting and reconciliation with your practice management system. Generates monthly financial reports showing case-level profitability, aging analysis, and projected revenue. Alerts for overdue balances and settlement delays. Includes dashboard views for financial health monitoring and forecasting.

AUDIT & COMPLIANCE

Documentation & Security

Complete audit trail and compliance management

AUDIT & COMPLIANCE

Documentation & Security

Comprehensive audit trail tracking every action, document, and transaction in your PI workflow. Automated regulatory compliance checks ensure HIPAA adherence and proper documentation. Secure encrypted document storage with role-based access controls. Case-level profitability analysis shows which attorneys, insurance companies, and case types are most profitable. Automated compliance reporting for internal audits and regulatory review. Includes disaster recovery and data backup systems to protect critical case information.

Process Redesign & Training

Includes process redesign, compliance review, and staff training on new workflows. Most practices reduce admin hours by 50%.

EHR EXPERTISE

We Know Your EHR
Better Than You Do

Most practices use only 30% of their existing software's capabilities. We audit your entire tech stack, identify optimization opportunities, and integrate third-party solutions when needed.

EHR MASTERY

System Expertise

Deep knowledge of 50+ EHR platforms

EHR MASTERY

System Expertise

Our team has deep implementation and optimization experience with every major EHR: Epic, Cerner, Athena, eClinicalWorks, DrChrono, Practice Fusion, NextGen, AllScripts, and 40+ others. We understand the nuances, hidden features, and workflow optimization opportunities specific to each platform. Includes custom template building, order set creation, smart phrase development, and advanced reporting configuration. We integrate our proprietary tools alongside your EHR to create a seamless workflow without disrupting your existing systems. Most practices use only 30% of their EHR's capabilities—we unlock the full potential.

TECHNOLOGY AUDIT

Stack Analysis

Identify redundancies and optimization opportunities

TECHNOLOGY AUDIT

Stack Analysis

Comprehensive audit of your entire technology stack including EHR, practice management, billing, telehealth, patient communication, and ancillary systems. We identify redundancies where multiple tools serve the same purpose, gaps in functionality, and underutilized software you're paying for. Includes performance analysis, user adoption metrics, and ROI assessment for each tool. We provide detailed recommendations on which tools to keep, which to replace, and which features you're missing. Our audit typically identifies $2,000-$5,000 per month in unnecessary software costs.

INTEGRATION

Vendor Management

Seamless third-party tool integration

INTEGRATION

Vendor Management

When gaps exist in your technology stack, we evaluate and select best-in-class third-party solutions that integrate with your existing systems. We manage the vendor relationship, handle technical implementation, and ensure unified data flow across all platforms. Includes API integration, data mapping, workflow automation, and ongoing vendor support coordination. We work with telehealth platforms, billing companies, clearinghouses, lab interfaces, and specialty-specific tools. Our goal is seamless integration where all your systems communicate effectively without manual data entry.

SECURITY REVIEW

Compliance Assessment

HIPAA and infrastructure security evaluation

SECURITY REVIEW

Compliance Assessment

Comprehensive evaluation of your HIPAA compliance posture, infrastructure security, and vendor risk profile. We review access controls, encryption standards, backup procedures, disaster recovery plans, and business associate agreements. While we don't perform penetration testing or SOC2 audits ourselves, we assess your overall security readiness and identify vulnerabilities. If gaps exist, we recommend trusted partners for specialized security services. Includes policy review, staff training assessment, and incident response planning. We ensure all our tools and integrations meet the highest security standards to protect your practice and patient data.

Strategic Technology Guidance

We don't sell you new software you don't need — we optimize what you have and fill real gaps strategically.

HOW WE WORK

Simple. Transparent.
Turnkey.

One monthly retainer. All our tools. Strategic consulting hours. No surprises, no vendor juggling, no nickel-and-diming.

1

Free Assessment

30-minute consultation analyzing your workflows, tech stack, and pain points.

  • >Comprehensive workflow analysis
  • >Technology stack audit
  • >ROI projections
  • >Custom transformation roadmap
2

Onboarding

2-4 weeks to deploy tools and integrate with your existing systems.

  • >Deploy relevant proprietary tools
  • >EHR integration setup
  • >Staff training sessions
  • >Initial workflow optimization
3

Partnership

$1,500/month for complete access and ongoing consulting support.

  • >All 8 proprietary tools included
  • >Monthly dedicated consulting hours
  • >Continuous optimization
  • >Quarterly performance reviews

Who We Serve

We work exclusively with specialty practices (solo to small groups of 2-10 physicians). Our sweet spot is procedure-heavy specialties where administrative complexity meets high patient volume.

If you're drowning in vendors and administrative chaos, we're your solution.

Our Commitment

We require a 1-year partnership commitment. Real transformation takes time, and we're invested in your long-term success — not just a quick software sale. Most consulting is conducted virtually (serving practices nationwide), with on-site visits available for complex implementations.

OUR TOOLS

Proprietary
Technology Stack

Eight integrated tools. One seamless platform. All HIPAA-compliant.

DOCUMENTATION

AI Medical Scribe

DOCUMENTATION

AI Medical Scribe

Real-time AI-powered SOAP note generation from patient conversations. Listens during encounters and creates comprehensive, structured notes including HPI, ROS, physical exam, assessment, and plan. Learns your documentation style and preferred terminology. Integrates seamlessly with all major EHRs. Reduces charting time by 70%+, eliminating after-hours documentation. Voice recognition optimized for medical terminology and complex clinical discussions.

MEDICAL KNOWLEDGE

Clinical Assistant

MEDICAL KNOWLEDGE

Clinical Assistant

AI chatbot trained on peer-reviewed medical literature and clinical guidelines. Provides instant access to differential diagnoses, drug interaction checking, dosing calculations, and treatment protocols. Available 24/7 through mobile and desktop. Specialty-specific knowledge base with continuous updates. HIPAA-compliant with no patient data used for training. Can reference CPT codes, ICD-10 guidelines, and latest evidence-based medicine.

DIGITAL FORMS

Patient Intake

DIGITAL FORMS

Patient Intake

Comprehensive digital patient intake system with customizable forms for any specialty. Patients complete medical history, consent forms, and questionnaires from their phone or computer before appointments. Smart logic shows/hides questions based on responses. Data automatically imports to your EHR, eliminating manual entry. Supports multi-language forms, e-signatures, insurance card capture, and ID verification. Reduces front desk bottlenecks by 60%.

LEGAL WORKFLOWS

PI Case Manager

LEGAL WORKFLOWS

PI Case Manager

End-to-end personal injury case management platform. Tracks all encounters, procedures, and costs per PI patient. Automatically generates itemized bills, narrative reports, and medical chronologies for attorneys. Manages medical liens, letters of protection, and settlement tracking. Includes secure attorney communication portal. Replaces faxes and spreadsheets with intelligent automation that ensures you get paid for every service.

DIGITAL PRESENCE

Website Builder

DIGITAL PRESENCE

Website Builder

Healthcare-specific website creation platform built from the ground up for medical practices. Every site is HIPAA-compliant, mobile-optimized, and designed for patient conversion. Includes specialty-specific content, secure contact forms, appointment scheduling integration, and patient portals. Our proprietary platform uses AI to generate optimized content. SEO-optimized with fast loading times. No coding required—full visual editor with healthcare-focused templates.

CONTENT AUTOMATION

Social Media

CONTENT AUTOMATION

Social Media

AI-powered social media management platform that creates engaging, HIPAA-compliant posts tailored to your specialty. Automatically schedules and publishes content across Facebook, Instagram, and LinkedIn. Tracks engagement metrics and adjusts strategy based on performance. Includes content calendar, hashtag optimization, and automated response templates. Generates educational content, practice updates, and patient engagement posts while maintaining compliance.

PAID CAMPAIGNS

Advertising

PAID CAMPAIGNS

Advertising

Multi-platform advertising campaign management across Google Ads, Facebook, Instagram, and Reddit. Creates specialty-targeted campaigns with automated ad creation and copywriting. Real-time budget optimization based on performance. Comprehensive ROI tracking with cost per acquisition analysis. Includes A/B testing, audience segmentation, conversion tracking, and monthly performance reports. Handles everything from ad creative to bid management.

REPUTATION

Review Manager

REPUTATION

Review Manager

Automated patient review collection using SMS and email outreach via Twilio. Monitors reviews across Google, Healthgrades, Vitals, Yelp, and specialty-specific sites from one unified dashboard. Provides sentiment analysis, automated response templates, and real-time alerts for negative reviews. Includes review generation campaigns, performance analytics, and integration with your practice management system for seamless post-visit follow-up.

Start With A Free Assessment. Then Transform Your Practice.

Start with a free practice assessment and discover how AI can revolutionize your workflow. Our experts will analyze your current systems and provide a custom roadmap. Get started today—no commitment required.

Free Assessment

Discover Your Optimization Opportunities

Schedule a 30-minute consultation where we analyze your practice workflows, evaluate your technology stack, and identify specific areas for improvement. Walk away with a custom roadmap—even if you never work with us.

FREE
30-minute consultation

What's included:

Workflow analysis
ROI projections
Tech stack review
Custom roadmap
*No credit card required. No pressure. No sales pitch.
Recommended
Complete Partnership

All Tools. Strategic Consulting. One Partner.

Everything your specialty practice needs to thrive in the digital age. Complete access to our 8 proprietary tools plus monthly strategic consulting hours.

$1,500/month
1-year commitment • Cancel after Y1

What's included:

All 8 proprietary software tools
Monthly dedicated consulting hours
Unlimited tool usage (no per-user fees)
Staff training & onboarding
Ongoing optimization & refinement
Priority support
Quarterly performance reviews
*Setup and implementation included. Most practices see ROI within 90 days.

Common Questions From Specialty Practices

We're not a software vendor—we're a consulting partner with proprietary tools. Most companies sell you software and leave you to figure it out. We become an extension of your practice, providing strategic consulting, ongoing optimization, and technology enablement. You get one trusted partner instead of a dozen vendors.
Everything. Complete access to all 8 proprietary tools (no per-user fees), monthly dedicated consulting hours for strategy and optimization, staff training, EHR integration support, and priority technical support. There are no hidden costs or usage limits.
We focus exclusively on specialty practices, particularly those with complex administrative needs (like high PI case volume) or procedure-heavy workflows. We don't work with primary care or large hospital systems—we're built for independent specialty groups of 1-10 physicians who need sophisticated solutions without enterprise complexity.
Initial tool deployment typically takes 2-4 weeks. Full practice transformation (workflow redesign, staff adoption, optimization) takes 3-6 months. We move as fast or slow as your practice can absorb change—there's no pressure to do everything at once.
Our model is comprehensive partnership. You get access to everything because our tools are designed to work together seamlessly. That said, we prioritize implementation based on your biggest pain points first. Many practices start with 2-3 tools and expand over time.
Perfect! We work WITH your existing systems, not against them. Our tools integrate alongside your current EHR, practice management system, and other software. In many cases, we'll help you optimize what you already have before recommending new tools.
We require a 1-year partnership. Real practice transformation takes time, and we're invested in your long-term success—not just selling you software. After year one, you can continue month-to-month or commit to another year.
Each month you receive dedicated time with our team for strategic planning, workflow optimization, performance reviews, or problem-solving. We typically schedule 2-4 sessions per month based on your needs. Unused hours don't roll over, but we're flexible about scheduling.
Yes. While we don't perform penetration testing or SOC2 audits ourselves, we evaluate your current HIPAA compliance, infrastructure security, and vendor risk. If gaps exist, we recommend trusted partners and help you make improvements. We ensure our tools meet the highest security standards.
Most of our consulting is conducted virtually (video calls, screen sharing, etc.) which allows us to serve practices nationwide. However, we can arrange on-site visits for complex implementations or strategic planning sessions if needed. The beauty of our approach is that proximity doesn't limit the quality of service.
Get In Touch

Start Your Transformation

Ready to stop juggling vendors and start growing your practice? Schedule your free assessment below and we'll reach out within 24 hours.

Your information is secure and will only be used to contact you about our services. We respect your privacy and comply with all HIPAA regulations.

We'll respond within 24 hours

Fast Response

We reply within 24 hours

HIPAA Secure

Your data is protected

Healthcare Focused

We specialize in medical practices