The Platform
Six domains. One database.
Zero gaps.
Every capability your practice needs — clinical workflow, prescription commerce, lead management, AI engagement, geotargeted patient acquisition, and compliance infrastructure — integrated at the database level. Not bolted together with APIs. Built as one.
Architecture
Microservice-ready.
Not microservice-burdened.
A single deployable FastAPI service with domain boundaries drawn clearly — but not prematurely decomposed. Clinical, Commerce, CRM, AI Engagement, Targeting, and Platform domains have separate service modules with explicit interfaces. Events instead of direct calls. Can be extracted later without a rewrite.
Clinical
Patient onboarding, appointments, prescriptions, lab panels, treatment plans, and provider messaging.
Commerce
Rx-verified checkout, order state machine, Stripe integration, subscription fulfillment.
CRM
Lead scoring, pipeline stages, bulk import, transactional conversion, analytics dashboard.
AI Engagement
Chat widget, voice agent, WhatsApp — capturing leads 24/7 and feeding them directly into the CRM pipeline. Smart patient memory recognizes returning patients.
Targeting
AI-powered geotargeting that reaches patients near competitor clinics with mobile and streaming TV ads, then tracks every visit.
Platform & Compliance
Auth, roles, audit trail, encryption at rest, BAA enforcement, rate limiting. Automated breach detection across four patterns — bulk PHI access, after-hours activity, failed auth spikes, and unauthorized access. Multi-state provider licensing and feature flags per tenant.
Clinical
From intake to treatment.
One continuous record.
Every clinical touchpoint writes to the same patient record. No exports, no imports, no reconciliation. The intake form, the prescription, the lab panel, the treatment plan — one unified graph.
Patient Portal & Onboarding
Email verification, encrypted intake questionnaires, PDF generation, and token-based form access. Patients complete onboarding once. The data follows them everywhere.
Appointment Scheduling
Provider availability windows, block-out periods, automated reminders. Scheduling is scoped to the provider-patient relationship — not a shared calendar bolted on after the fact.
Prescription Management
Verification logic, refill tracking, provider scoping. A prescription is not a note in a text field — it is a structured record with status, history, and downstream effects on the commerce domain.
Lab Panels & Results
FHIR-connected lab ordering through Health Gorilla — LabCorp, Quest, BioReference. Getlabs at-home phlebotomy by ZIP code. 500+ LOINC-coded tests with panel groupings. Full order lifecycle from creation through collection, processing, and results. Insurance billing integration ensures labs are covered before they are drawn.
Treatment Plans
Structured care plans tied to patient records. Plans reference prescriptions, labs, and appointments — not as links to other systems, but as rows in the same database.
Provider-Patient Messaging
Threaded, participant-scoped, HIPAA-compliant communication. Messages are part of the clinical record. Audit-trailed. Encrypted at rest. Not a chat widget — a medical communication channel.
Biomarker Trend Tracking
Longitudinal biomarker visualization across lab results. Track patient metrics over time with automated trend detection and clinical alerts when values cross reference ranges.
Order blood work. Schedule the draw. It all flows back.
FHIR-connected lab ordering through Health Gorilla — LabCorp, Quest, BioReference — with Getlabs at-home phlebotomy by ZIP code. From order to results, every step lives in one system.
Health Gorilla Integration
FHIR R4 connection to LabCorp, Quest Diagnostics, and BioReference. Order labs, receive results, and track status — all through standardized healthcare APIs.
Getlabs At-Home Collection
At-home phlebotomy scheduling by ZIP code. Patients book specimen collection from home — no clinic visit required. Coverage lookup and appointment management built in.
LOINC Compendium
500+ standardized test codes with panel groupings. Providers search by name or LOINC code, with specimen requirements and expected turnaround times for each test.
Full Order Lifecycle
Track every lab order from creation through collection, processing, and results. Status updates flow automatically — no manual follow-up required.
Biomarker Trend Tracking
Longitudinal visualization of patient biomarkers across lab results. Automated trend detection alerts clinicians when values cross reference ranges.
Patient Notifications
SMS and email notifications when lab results are ready. Patients receive secure links to view results in the patient portal — no phone calls needed.
Commerce
Prescription-gated checkout.
No manual verification.
The gate between clinical and commerce is automatic. If a patient has a verified prescription, they can purchase. If they don't, they can't. No staff member in the middle checking a spreadsheet.
Rx-Verified Checkout
Patients cannot purchase prescription-required products without an active, verified prescription. The gate is automatic — enforced at the database level, not by a manual review step.
Order State Machine
Deterministic state transitions with staff notes, invoices, and email notifications at each stage. Not a status dropdown — a state machine with enforced transitions.
Stripe Integration
Full payment processing with webhook idempotency to prevent duplicate charges. Payments are recorded against the order, the patient, and the audit trail simultaneously.
Subscription Products
Recurring fulfillment for ongoing treatments. Subscriptions respect the prescription gate — if the Rx expires, the subscription pauses automatically.
Notification Engine
Email notifications at every order transition — confirmation, processing, shipment tracking, delivery. Patients never have to wonder where their order is.
Dose-Variant Pricing
Different doses, different prices — handled automatically. Dose-variant SKUs with independent pricing, inventory tracking, and Stripe product mapping.
Payment Recovery
Automated dunning sequences for failed payments. Configurable retry schedules, patient notifications, and escalation paths — recovering revenue without manual follow-up.
SMS Notifications
Twilio-powered transactional SMS for appointment reminders, lab results, payment confirmations, and custom patient communications with delivery tracking.
CRM
Lead to patient.
One atomic transaction.
When a lead converts, it is not a flag change in one system and a manual entry in another. It is a single database transaction that creates the patient record, attaches the intake form, and enables scheduling — or rolls back entirely.
Lead Scoring (0-100)
Algorithmic scoring based on engagement signals, form completeness, and behavioral data. Batch rescoring when the model changes — no stale scores.
Pipeline Management
Stage tracking with full history, ownership scoping, and time-in-stage metrics. Every pipeline movement is logged and attributable.
Bulk Import
CSV import for existing lead databases. Deduplication, validation, and error reporting — not a black box that silently drops records.
Conversion: Lead to Patient
Transactional lead-to-patient conversion that fully creates the patient record — or rolls back entirely. No half-states. No orphaned records. The lead either becomes a patient with a complete clinical record, or nothing changes.
Analytics Dashboard
Six-section dashboard with Redis-cached metrics: pipeline health, conversion rates, lead velocity, source attribution, time-to-conversion, and revenue forecasting. Real numbers from your database, not vanity metrics from a third-party integration.
AI Engagement
Your front desk never sleeps.
AI-powered chat, voice, and WhatsApp channels capture leads around the clock and feed them directly into the CRM pipeline. Smart memory recognizes returning patients. Every conversation is HIPAA-compliant and encrypted.
Chat Widget
Embeds on your website. Answers clinical questions from your knowledge base, captures lead information, and books consultations — all without staff involvement.
Voice Agent
AI-powered phone agent that handles inbound calls. Answers FAQs, takes messages, and routes urgent calls to staff. Sounds natural, not robotic.
WhatsApp Integration
Meet patients where they are. Same AI, same knowledge base, same HIPAA protections — delivered through the messaging app they already use.
Smart Patient Memory
Recognizes returning patients and picks up where the last conversation left off. New patients get a guided intake flow. No one has to repeat themselves.
Automatic Lead Capture
Every conversation automatically creates or updates a CRM lead. Staff get real-time alerts. No leads fall through the cracks.
Bilingual Support
English and Spanish out of the box. Additional languages configurable per tenant. The AI detects language automatically and responds in kind.
Targeting
Stop advertising to everyone.
Target ready buyers near you.
AI-powered geotargeting reaches patients already visiting competitor clinics — then tracks every store visit with GPS-precise attribution. No wasted impressions. No guessing.
Competitor Location Targeting
Target patients visiting competitor clinics, pharmacies, and wellness centers. GPS-accurate geofencing identifies active healthcare shoppers in your area — people already looking for the services you offer.
GPS-Verified Attribution
Track every store visit driven by your ads. Not modeled estimates — actual GPS-verified foot traffic data. Know exactly which campaigns, creatives, and locations are driving real patients through your door.
Multi-Channel Delivery
Reach patients across mobile phones, streaming TV (Netflix, Hulu, Amazon), Spotify, and connected TV devices. One campaign, every screen. Ads follow your ideal patient wherever they consume content.
AI Campaign Optimization
Campaigns learn and improve automatically. AI adjusts targeting, bidding, and creative rotation based on real conversion data — not vanity metrics. Every dollar works harder over time.
Real-Time Reporting Dashboard
24/7 access to campaign performance — impressions, clicks, store visits, and cost-per-visit. No waiting for monthly reports. Every metric updates in real time so you can make decisions, not guesses.
Creative Services
In-house design team builds display, video, and audio ads tailored to your practice. No need for an agency or creative resources. Professional ad creative included with every campaign.
The Full Picture
When a lead converts,
everything happens at once.
AI agent captures lead
A prospective patient chats on the website, calls the voice line, or messages on WhatsApp. The AI captures their information and creates a CRM lead automatically.
Geotargeted ads drive patient to clinic
Location-based ads across mobile and streaming TV reach patients near competitor clinics. GPS attribution tracks the visit back to the campaign.
Lead converts
The CRM marks the lead as converted and emits a domain event. The transaction begins.
Patient record created
A full patient record is inserted — demographics, contact info, medical history from the intake form. Not a stub. A complete record.
Intake form attached
The encrypted questionnaire responses from the lead phase are linked to the new patient record. No re-entry required.
Eligible for scheduling
The patient can now book appointments. Provider availability is scoped and visible.
Prescriptions can be written
Providers can now write prescriptions against the patient record. Each Rx becomes a structured, verifiable object.
Lab order placed
Provider orders labs via FHIR — the request is sent to Health Gorilla, routed to LabCorp, Quest, or BioReference. Getlabs schedules at-home collection if needed.
Results flow back
Lab results return through FHIR, attach to the patient record, and trigger biomarker trend analysis. Patient is notified via SMS and email with a secure portal link.
Rx-verified products become purchasable
With a verified prescription, the commerce gate opens. The patient can browse and purchase Rx-required products.
Every action logged in the audit chain
The conversion event, the patient creation, the intake attachment, every downstream effect — all recorded with timestamps, actor IDs, and immutable hashes.
All in one transaction. No manual duct tape. No gaps between systems where patients fall through.
Ready?
One platform. One vendor.
One BAA.
No integration contracts. No middleware. No finger-pointing between vendors when something breaks. One platform that does everything your telehealth practice needs.
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