Growth systems built for healthcare that can't compromise.
Secure patient marketing tracking and follow-up in a HIPAA-configured environment. Clinical records and patient portals are outside this offer’s scope.
HIPAA capabilities
How privacy is handled in our builds.
We don't bolt privacy on at the end. Every tool, integration, and workflow we install for a healthcare practice is selected and configured for PHI from day one, and the final scope is confirmed in writing with your compliance owner.
Business Associate Agreements
We execute BAAs with the vendors in your stack that touch PHI, messaging, AI, storage, scheduling, analytics, before those channels go live.
PHI-Aware Messaging
Practice-approved text and email follow-up routed through HIPAA-configured infrastructure with encryption in transit and at rest. Messages carry secure links, not intake answers or clinical details.
Role-Based Access
Least-privilege access, MFA enforcement, and access trails so only the right staff see the right patient information.
Audit-Ready Logging
Access logs, message history, and consent records kept exportable for your risk assessments and compliance reviews.
Consent & Opt-In Management
Consent capture for SMS, email, and call recording with one-tap opt-out and defined retention policies.
Secure Digital Intake
Booking triggers a secure intake-form link by text and email, with completion tracked for your staff. Clinical form data stays in approved healthcare storage outside the marketing tracker.
What we do for healthcare
Acquisition, intake, and retention, designed around privacy.
Patient Acquisition, Reviewed
Ad creative, landing pages, and intake forms reviewed for HIPAA and TCPA exposure before launch, no PHI in pixels, no PHI in CRM webhooks.
Intake Links & Booking Follow-Up
Booking confirmations, reminders and a secure intake-form link, with completion tracked for your staff. Replies and anything clinical go to your team; there is no automated clinical triage.
Recall & Follow-Up Engine
Automated recall, post-visit follow-up, and lapsed-patient sequences using only PHI-cleared channels and approved templates.
Reputation & Referral Loop
HIPAA-aware review requests, referral capture, and reputation monitoring designed for healthcare settings.
Attribution & Reporting
Reporting from ad click to booked visit without exposing PHI to ad platforms or analytics tools.
Staff-First Workflows
Built around how your front desk actually works, automation handles the noise so your team sees patients ready to book.
Scale · HIPAA Practice Operations
Everything in Growth, plus…
Adds secure digital intake, healthcare-configured follow-up, BAA/vendor privacy setup, role-based access, logs and written reports. Practice approval covers patient audiences, messages, channels and privacy configuration.
From $1,500 / month + $3,000 setup. Compare Starter, Growth and Scale
Secure digital intake
Booking triggers a secure intake-form link by text and email, with completion tracked for your staff. Approve forms, fields and consent. Clinical form data stays in approved healthcare storage outside the marketing tracker. Messages carry the secure link, not intake answers or clinical details.
How follow-up is handled
- Follow-up is practice-approved: patient audiences, messages and channels.
- Your staff handle replies.
- Role-based access and activity records.
- Applicable BAAs, with written findings and next actions.
- Required agreements and safeguards are established before affected patient-data handling.
Outside this offer’s scope
- Clinical records and clinical-record management
- Patient portals
- Clinical triage
EHR integrations, extra workflows or systems, additional locations and optional voice need separate verified scope and pricing.
Your practice’s responsibilities
The practice retains responsibility for its staff training, policies, risk assessment, device inventory and access authorization. Configuration and BAAs alone do not guarantee compliance. The PHI/privacy review applies whenever relevant, regardless of the purchased tier.
Optional AI voice agents
Optional AI voice agents can handle inbound calls 24/7, make outbound calls, and book appointments. Quoted separately; platform availability, approved outbound calling scope, usage limits and calendar integrations are confirmed in your proposal.
For healthcare use, the optional voice service requires a HIPAA-configured platform, applicable business associate agreements and safeguards before handling protected health information.
Healthcare verticals we serve
Purpose-built playbooks per specialty.
Growth Assessment
Find the leak. Map the ascent.
A 30-minute conversation with a senior strategist. You'll leave with a clear, prioritized plan, on us.