Engagement & communications
EHR-triggered reminders, recall, reviews, an email builder, a shared inbox, and an after-hours AI receptionist.
The pieces fit.
Your practice grows.
A connected suite for patient relationships, with your EHR at the center. Start with one useful module and build from there.
Built to work together.
YOUR EHR
Patient and appointment events in · confirmed bookings back
Patient engagementDesign-partner scopeCommunicationsDesign-partner scopeSchedulingDesign-partner scopeMarketingComing nextResultsDesign-partner scope
SHARED FOUNDATION
Patient permissions · AI and staff handoffs · review and audit records
DESIGN-PARTNER BUILD We’re building the first release with practices. Demos show the intended experience; scope, integrations, and safeguards are confirmed before live onboarding.
A growth team.
Working as one.
Start with the part your practice needs most. Patient engagement, communications, scheduling, and results share the same context, with marketing tools coming next.
PATIENT ENGAGEMENT
Bring patients back.
Reminders, recalls, reviews, and follow-up, shaped around your patients.
COMMUNICATIONSBe there when they call.
An AI-first inbox and after-hours receptionist, with clear handoffs to your team.
SCHEDULINGMake every slot count.
Match appointments to the staff, rooms, and rules that make your practice work.
MARKETING · COMING NEXTGrow beyond word of mouth.
Ads, local presence, and useful content, connected to the care you deliver.
RESULTSKnow what leads to care.
Follow an inquiry through to the appointment that actually happened.
Built with our design partners.
We’re focusing on the everyday workflows that turn inquiries into care and keep patients connected.
Scheduling & results
Clinic rules, slot recommendations, bookings in your EHR, and inquiry-to-kept-appointment reporting.
The foundation
BAAs, consent records, staff permissions, audit trails, and the licensed insurance relationship.
A stronger financial back office.
Growth is the first focus. Reconciliation and financial tools remain part of the broader Common Standard suite.
Reconciliation
Explore the remittance-to-deposit workflow. Read-only workflows are planned for design partners with an available data path.
Try the demo ↗Banking & working capital
Operating accounts and financing through financial partners, when the right partnerships and products are in place.
Banking roadmap ↗Working capital roadmap ↗Payroll & reporting
Payroll through a partner, connected to the financial picture of your practice.
Payroll roadmap ↗THE SOFTWARE COMES WITH THE RELATIONSHIPFree with your
Free with your
practice insurance.
No software subscription while your qualifying broker-of-record relationship with the designated licensed agency is active. Start with one module; add more as they’re released and your practice is ready.
How the offer works ↗State, carrier, and program eligibility and a written agreement apply. Insurance premiums, ad spend, third-party charges, and separately agreed services are extra.Help shape what comes next.
Bring your workflows, your EHR, and the things your team wishes worked better. Get direct founder access and help build the modules your practice needs.
Become a design partner