CRM · ERP · Practice management
One operating system for the whole practice.
Front desk, clinical, scheduling, billing, and marketing on one platform for medical clinics and practice management. Theo runs in the seams and signs every action.
30-minute walkthroughHIPAA-ready, SOC 2Powered by theoCRM
Good morning, NewHealth MD
14 new today · 0 overdue
Lead to booked
71s
60-day AR
down 42%
Front-desk hours
21/wk saved
On deck
Maria Rodríguez · new patient
Web to Theo booked · Thu 2:30 with Dr. Ortega
Eligibility verified
Cigna · in-network · $0 copay
SMS confirmation sent
Reminder set · Wed 9:00 AM
Theo handled overnight
Open- 9 leads triaged · 7 booked · 2 routed to staff
- 112 SMS confirmations · 0 bounce
- Statement reconciled · payouts queued
A look inside
See Theo CRM in action.
Maria Rodríguez · inbound call
Theo qualified · 'Medicare Advantage review' · ready to book
James Liu · web form
Theo replied · scheduled Thu 2:30 with Dr. Ortega
Beatriz Holguín · SMS
'Need to reschedule' · Theo proposed 3 slots
Reed Senior · referral
Routed to Carlos · contact within 5 min SLA
8 leads triaged overnight
All booked · summaries logged · 0 escalations
Calls, web forms, SMS, and walk-ins land in one triage cockpit. Theo qualifies, drafts the reply, and books before your team picks up.
A combined CRM, ERP, and practice-management system built for the insurance and clinical world.
Runs pipelines, operations, scheduling, billing, and the day-to-day of an agency or clinic from a single system.
Stop stitching a CRM to an ERP to a practice-management tool. Run the whole operation in one place.
Everything in one OS
CRM, ERP, and practice management, fused.
Theo AI, native everywhere
AI inside every screen.
Theo is the routing brain. It picks the right engine per task, drafts the next step, and signs every action into the evidence ledger.
- Inline, palette, voice, and chat, one memory
- Proposed actions, never auto sent
- Evidence ledger on every action
CRM core
Salesforce-class CRM, natively.
Pipelines, contacts, automations, and reports with drag and drop kanban, a command palette, and custom objects.
- Kanban, table, and timeline
- No-code automation
- Custom objects and fields
Telephony in the CRM
A WebRTC dialer with AI follow-up.
Click a contact and talk in your browser. Calls record, transcribe, and route, with auto-disposition on hangup.
- Recording, transcript, disposition
- Ring groups and voicemail
- Auto-lead on unknown callers
Clinical management
Clinics, providers, visits.
Multi-clinic schedules, NPI lookup, eligibility, prior auth, and HIPAA-grade telehealth in one place.
- Per-provider schedules
- Eligibility and prior auth
- Telehealth rooms
Quote, e-app, e-sign
Every line of business. Every carrier.
Write ACA, Medicare, P&C, and Life from one screen. Theo handles eligibility, plan compare, e-app, e-sign, and carrier submit.
- Carrier-aware e-app and e-sign
- SOA recording and SEP docs
- SHA-256 audit chain per signed app
Commission engine
Statements in. Producers paid.
Theo parses any carrier statement, applies hierarchy splits and overrides, queues ACH, and explains every cent to every producer.
- PDF, XLSX, and CSV ingestion
- Splits, overrides, advances, chargebacks
- Producer portal, 1099 ready
38% more intake conversion
Lead to scheduled in 90 seconds
Calls, web, chat, and walk-ins land in one inbox. Theo qualifies, books, and confirms.
42% lower 60-day AR
A revenue cycle that closes
Eligibility, scrubbing, denials, and posting, unified with the front desk.
5.2x more referrals
Marketing and retention, built in
Email, SMS, and broadcasts per service line. No separate Mailchimp, Twilio, or HubSpot bill.
Theo, in the seams
One brain. Every screen.
Theo listens, recalls the right context, reasons over the next step, and acts only on your approval, signing every action into the evidence ledger. The same brain runs inline, in the palette, on a call, and in chat.
Theo runs. Theo signs.
One brain. Every screen. Every action audited.
Request
From the front desk
“Book Maria’s annual review and verify her plan.”
English · Spanish · audit-ready
Theo AI
1. Listen
Theo reads the moment. Channel, contact, intent, time.
2. Recall
Pulls the right context. Patient, policy, prior calls.
3. Reason
Picks the right tools. Drafts the next step. Stays calm.
4. Sign
Acts on approval. Logs every step in the audit chain.
Output
Booked Thu 2:30 PM · Dr. Ortega
Cigna verified · SMS confirmation sent
Time saved
~94%
Inline. Voice. Chat.
one brain
Auditable
every step