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, fully managed — plus a referral program, custom automations, a website AI assistant, and CIM Retention: patient retention intelligence that tells your staff who needs attention today.
The full partnership. Everything in Intelligence plus the complete Clinic Insight Manager — conversational analytics, revenue intelligence, and a dedicated support channel.
Already have a CRM or email system? CIM runs independently — connect your patient data and get the analytics layer without switching platforms.
Bundling CIM with ClinicFlow (Intelligence or Growth) saves $100–200/mo and adds the full automation layer.
Get Started with CIMAll plans include your own private follow-up system, fully set up for your clinic. SMS, email, and AI usage are billed separately at cost — no markup, no surprise invoices. Most clinics run $15–50/month in usage depending on patient volume. Your usage wallet auto-recharges only when depleted. No hidden fees — cancel any time with 30 days' notice. Full cost transparency on the call. CIM à la carte does not include ClinicFlow sub-account access — usage fees above apply only to Foundation, Intelligence, and Growth plans.
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 datasets, 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 are set up for you — then your team runs them day-to-day. Intelligence is done with you — we run it alongside you, and adds a referral program, custom automations, a website AI assistant, and CIM Retention: a weekly patient priority list that tells your front desk exactly who needs attention.
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 Retention (included in Intelligence) gives your staff a weekly priority list — who to call, who's at risk of leaving, and who just cancelled. The full CIM (Growth or à la carte) adds conversational queries, revenue reporting, and monthly generated reports. CIM runs on Google Cloud and is available as a standalone add-on for clinics that already have their own CRM.
Yes. CIM runs on Google Cloud independently of any CRM or email platform — it's GHL-agnostic. If you already have your own patient communication system and just want the analytics layer, the CIM à la carte plan at $797/mo gives you the full platform without ClinicFlow. Bundling with Intelligence or Growth saves $100–200/mo and adds the full automation layer on top.
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.