Clinics & professional practices
AI Business OS for clinics and professional practices
Careful, auditable operations without adding headcount. Approvals, audit trails and permissions come first — the AI never acts outside what you authorised.
What this usually looks like
- Admin staff repeat the same intake and follow-up work all day.
- Policy and consent wording drifts between team members.
- No clean record of who changed what, when a question comes up later.
What the platform handles
Nothing happens without sign-off
Every AI action that touches a client or money can require human approval, with a full decision record.
Approvals + Activity
One source of truth for policy
Policies, SOPs and consent wording versioned, owned and reviewable, with conflict detection.
Knowledge → Policies, SOPs, Versions
Retention, not just acquisition
Client health, risk signals and follow-up prompts across the relationship lifecycle.
Customer Intelligence
Role-based access
Teams, roles and per-module permissions so staff only see what they should.
Settings → Teams & Permissions
Your first week
- 1Create teams and set per-role permissions before inviting staff.
- 2Load your policies and standard client communications into Knowledge.
- 3Set approval to required on anything client-facing.
- 4Review the Activity log at the end of week one to confirm the trail is what you expect.