



Integrated CRM • EMR Abstraction • AI Documentation • HIPAA-Compliant
We built a custom platform for a telemedicine clinic that brought all their tools together in one place. Before, the team was juggling separate systems for booking appointments, managing patient records, handling communications, and more. Now, everything works together seamlessly, making it easier for staff to do their jobs and for patients to get the care they need. We also built it in a way that gives the clinic full flexibility to switch or upgrade their medical record system anytime, without disrupting operations. The result is a simpler, faster, and more reliable system that helps the clinic grow and serve patients better.

Lack of Integrated CRM Functionality
Disconnected Booking and EMR Systems
Inefficient Documentation Processes




Core Functional Modules

Lead onboarding & management

Marketing automation (email/SMS)

Appointment booking & teleconsultation

Patient charts & provider portal

AI-powered SOAP note generation

EMR abstraction & synchronization

Self-service booking with real-time availability
Secure video/audio consultations
Access to medical records & visit summaries
Automated reminders & notifications
Prescriptions & post-visit follow-ups

Daily schedule dashboard
One-click session access
AI-generated SOAP note drafts (editable)
Secure patient messaging
Engagement & no-show analytics

Lead scoring & nurturing pipelines
Campaign builder (email/SMS)
User & role-based access management
Operational and growth reporting
Full audit logs & compliance controls


User Work Flows
Integrations & Purpose
Bidirectional sync of patient demographics, appointments, charts, SOAP notes.
Inbound/outbound calling for support, confirmations, follow-ups.
Secure video/audio appointments with high-quality, low-latency calls.
Fetch nearby pharmacies during booking/prescription workflows.
Email and SMS for campaigns, reminders, transactional notifications.

Tech Stack

Tell us about it.

10+
Years