Every plan gets you set up with follow-ups that run on their own, plus support along the way. Pricing is scoped to your clinic on the call — and we'll talk through what to expect in return.
Your follow-up system set up with the core pieces ready to go — then the keys are yours. A self-serve plan with help when you need it.
Everything in Foundation, but we run it with you — plus a referral program, custom automations, and a website AI assistant trained on your clinic.
The full partnership. Everything in Intelligence plus the Clinic Insight Manager — ask your patient data questions in plain English and turn the answers into a daily to-do list for your staff.
All plans include your own private follow-up system, fully set up for your clinic. Text usage billed at cost (typically $10–40/mo depending on volume). No hidden fees — cancel any time with 30 days' notice. Full cost transparency on the call.
Most front desks want to recover patients. They just don't know who to call. CIM tells them.
Ask who no-showed yesterday. Hand the list to your team. That's a human recovery pathway SMS and email alone can't replicate.
No. Your own patient follow-up system is set up for you as part of onboarding — fully HIPAA compliant, with everything configured and branded before you get the keys.
ClinicFlow currently works with Optimantra, and we're actively expanding to other EHRs through reduced-cost early partnerships. If you run a different system, mention it when you reach out — we'll let you know whether your clinic is a fit to help bring it onboard.
Yes. The architecture keeps PHI within your Google Cloud Platform environment. Every third-party service in the stack (CRM, SMS, email) operates under its own BAA with DSIT as the Business Associate. The CIM AI agent operates on de-identified data — patient PHI never leaves your boundary. Full compliance documentation is provided at onboarding.
Foundation is self-serve. The core follow-ups and your follow-up system are set up for you — then you and your team run them day-to-day. Intelligence is done with you — we run it alongside you, plus a referral program, custom automations, and a website AI assistant trained on your clinic.
Yes — the Foundation setup fee is waivable with a 6 or 12 month commitment. Intelligence setup fees can be discounted for commitments. Growth setup fees are negotiated on the strategy call. This is always discussed before you sign anything.
We ask for an initial 6-month commitment — enough time to fully set up your clinic, let the automations run, and measure a real return on investment. If it isn't working for you, cancel any time with 30 days' notice. The goal is a partnership that fits your clinic's goals — not locking you into something that doesn't.
CIM is an AI-powered analytics agent that connects to your clinic's patient data and answers questions in plain English. Ask who no-showed yesterday, what your new patient count is month-over-month, or which practitioner has the highest revenue per visit. CIM also generates a weekly briefing list your front desk can use for human recovery outreach. It's exclusively available in the Growth tier.
Book a 30-minute call. We'll work through your visit volume, cancellation rate, and operational gaps — and you'll leave with a clear picture of what this would return and what it would cost, before you commit to anything.
No obligation. No sales pressure. Just clarity on what's possible.