Choose Your Level
of Partnership.

Every plan includes done-for-you setup, EHR-triggered automations, and ongoing support. Pricing is scoped to your clinic on the strategy call — the calculator below will show you what to expect in return.

🚫
No Long-Term Contracts

Monthly plans. Cancel with 30 days notice. The only lock-in is results.

Live in 14 Days or We Credit Setup

We've built this system for over a dozen clinics. If we miss the 2-week target, your setup fee is credited toward Month 2.

📋
BAA Before Any Data Access

Business Associate Agreement signed before we touch a single patient record. HIPAA compliance is in writing, not just a claim.

ClinicFlow is a strong fit if...
  • Your clinic runs Optimantra EHR
  • You see 50+ patients per month
  • You know revenue is leaking but don't have bandwidth to fix it manually
  • You want a done-for-you system, not another tool to manage
  • Your clinical outcomes are strong — it's the operations that need work
It's probably not a fit if...
  • You're not on Optimantra (yet)
  • You're looking for a DIY marketing platform
  • Your practice sees fewer than 30 patients per month
Do It Yourself
Foundation
Pricing discussed on your strategy call

A fully configured GHL sub-account with your core EHR-triggered automations live and a loaded snapshot of tools ready for your team to use independently.

  • Appointment reminders — multi-step sequences
  • Review management — Visit 2 gate logic
  • Win-back automation — 60-day lapse trigger
  • Cancellation recovery — 3-step escalation
  • Full GHL sub-account setup & branding
  • Email marketing tools
  • Social media poster
  • Reputation management dashboard
  • Monthly competitive analysis report
  • Team training & documentation
  • 30-day launch support
  • Referral management workflow
  • Custom clinic workflows
  • AI chatbot & conversation agent
  • Clinic Insight Manager (CIM)
Get Started with Foundation
Done With You
Growth
Pricing discussed on your strategy call

The full platform. Everything in Intelligence plus the Clinic Insight Manager — the AI analytics agent that turns your patient data into daily staff direction and revenue recovery.

  • All Intelligence features — fully managed
  • Conversational AI analytics agent
  • No-show recovery staff briefing lists
  • Churn risk identification
  • Revenue by practitioner & location
  • Google BigQuery data warehouse
  • Weekly data refreshes
  • Monthly auto-generated static reports
  • HIPAA-compliant GCP architecture
  • Quarterly strategy & optimization calls
  • Dedicated support channel
Get Started with Growth

All plans include a GoHighLevel sub-account under our agency. Twilio SMS usage billed at cost (typically $10–40/mo depending on volume). No hidden fees, no long-term contracts. Full cost transparency is part of every strategy call.

See What Your Clinic
Could Recover.

Plug in your clinic's numbers. This estimates your monthly return from ClinicFlow's core automations — before you ever get on a call.

Your Clinic's Numbers

200
501,000
$250
$100$800
12%
3%30%
25
5150
$2,400
$500$10,000

Estimated Monthly ROI

📅
Cancellation Recovery
~35% of cancellations recovered
$0
Review-Driven New Patients
~2 new patients from improved reputation
$0
👥
Referral Program Revenue
~3% of active patients refer someone
$0
🔄
Win-Back Revenue
~8% lapsed patient re-engagement rate
$0
Total Estimated Monthly Gain $0
ClinicFlow Investment
Net Monthly ROI $0
Return Multiple

Estimates based on industry benchmarks and pilot clinic data. Results vary. For illustrative purposes only.

Book Your Free Strategy Call →

Common Questions

No. We set up a GHL sub-account for you under our agency which is fully HIPAA compliant. We handle all the setup, configuration, and branding for your sub-account.

At the moment, ClinicFlow is purpose-built for clinics running Optimantra EHR. Our webhook integrations and data logic are specifically designed around Optimantra's appointment and billing structure. We are always looking for new EHR's to integrate with. If you run a different EHR, contact us to assess compatibility.

Yes. Our architecture keeps PHI within your Google Cloud Platform environment. GHL, Twilio, and Postmark each operate under their own BAAs with DSIT as the Business Associate. The CIM AI agent operates on de-identified data — patient PHI never leaves your GCP boundary. Full compliance documentation is provided at onboarding.

Foundation is a do-it-yourself offer. We build and configure your core automations and GHL snapshot — you run them with your team. Intelligence is done for you — we manage deployment, add referral automation and custom workflows, and layer in AI chatbot and conversation agent capabilities 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.

No long-term contracts. Monthly plans cancel with 30 days notice. Setup fees are non-refundable as they cover the done-for-you build work. Most clinics recover the setup fee within the first month of automation running.

CIM is an AI-powered analytics agent — built on Claude AI and Google BigQuery (Googles Premiere Data Warehouse) — 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 static weekly briefing list your front desk can use for human recovery outreach. It's exclusively available in the Growth tier.

Let's Talk About Your Clinic's Numbers

Book a 30-minute strategy call. We'll walk through your specific visit volume, cancellation rate, and operational gaps — and give you a clear picture of what ClinicFlow would return and what it would cost, before you commit to anything.

No obligation. No sales pressure. Just clarity on what's possible.