Revenue Operations

Revenue Capture Revenue Conversion Revenue Retention Revenue Intelligence Revenue Control
Customers

AI-Native Revenue Operations for Clinical Practices

We help clinical practices capture, convert, and retain patient revenue using AI agents that operate across calls, scheduling, messaging, and follow-ups.

01

Revenue Capture

Turn every patient interaction into a revenue opportunity

Never miss a patient. Every inbound signal is captured. Demand doesn't leak.

Backed by

  • Voice AI call ingestion
  • SMS & email endpoints
  • Consent & quiet-hours enforcement
  • Missed-call visibility via Calls UI

Outcome Story

Clinics stop losing revenue before the visit even happens.

Inbound Calls SMS & Email Missed Opportunities
Patient Channel Status Action
Sarah Johnson Voice Call Captured AI Scheduled
Mike Chen SMS Captured Consent Logged
Lisa Park Missed Call Auto Follow-up SMS Sent
02

Revenue Conversion

Move patients from intent → booked → confirmed → arrived

From interest to booked—automatically. No-shows are a systems problem, not a people problem.

Backed by

  • Scheduling + availability + booking
  • Deep scheduling sync
  • Appointment lifecycle APIs
  • Automated reminders + confirmations
  • Patient timeline (appointments + actions)

Outcome Story

Clinics fill more chairs without hiring more staff.

Patient Interest
→
AI Books Slot
→
Auto Reminders
→
Patient Arrives
Show Rate
94.2%
No-shows Prevented
↓ 67%
03

Revenue Retention

Maximize lifetime value after the visit

Retention is operational. Revenue doesn't end at checkout.

Backed by

  • Patient timeline aggregation
  • Marketing campaigns (email/SMS)
  • Brand profile + compliant outreach
  • Patient portal APIs (messages, tasks, feedback)
  • Recall & follow-up automation

Honest Positioning

APIs + core engine are live

Advanced editors and portal UI are rolling out

Outcome Story

Clinics keep patients engaged between visits without manual follow-ups.

Patient Lifetime Value

Q1
Q2
Q3
Q4

Recall Success Rate

87%
↑ 23% vs last quarter

Active Campaigns

6-Month Recall Active
Annual Checkup Active
Follow-up Care Active
04

Revenue Intelligence (AI & Agents)

AI doesn't suggest—it executes

This is your biggest differentiator.

AI agents that work inside your ops. From insight to action, instantly.

Backed by

  • Healix AI assistant embedded in CRM
  • Streaming context-aware chat
  • Safe agent actions (notes, drafts, updates)
  • Automation engine
  • Execution logs + audit trails

Outcome Story

Staff spend time on patients—not systems.

Healix AI
Context-aware assistant
"I've drafted follow-up messages for 12 patients who missed their recall appointments. Ready to send?"
Smart Agents
Auto Actions
Execution Logs
Context Chat
Workflows
Note Drafts
05

Revenue Control & Trust

Enterprise-grade safety, built for healthcare realities

Every action is traceable. Compliance isn't a feature—it's built in.

Backed by

  • Multi-tenant architecture
  • PHI redaction
  • Audit logging across AI, CRM, marketing
  • Role-based access
  • Secure foundation using Next.js, Prisma, PostgreSQL

Outcome Story

Owners trust the system because nothing is a black box.

HIPAA

Compliant

Audit Trails

Every Action

PHI Redaction

Automatic

Recent Audit Log

AI Action: Draft created 2m ago
User: Campaign sent 15m ago
System: Appointment booked 1h ago
"This is the operational layer my practice never had—not another tool my staff has to learn."

You are building:

Systems
not campaigns
Execution
not insights
Agents
not dashboards

That's Revenue Ops.

Ready to stop losing revenue?

Join our beta and be the first to experience AI-native revenue operations for your clinical practice.

Limited beta spots available • HIPAA compliant • Early access pricing