ClinicZora
HIPAA-aligned practice software built for clinical teams
Intake, scheduling, cases, notes, HR, billing, and a secure portal in one system.
Built for clinical practices·HIPAA-aligned workflows·Psychology to primary care
Why clinics switch
Forms are table stakes. The practice has to run after the form.
Most intake tools stop after the form. ClinicZora keeps the same client moving through scheduling, notes, staffing, and claims without another login.
Intake that finishes
Voice AI, forms, e-signatures, and reminders so clients complete intake before they walk in, not after.
One client record
CRM, documents, notes, messages, and billing share a single file. No re-keying across tools.
The whole practice loop
Scheduling, cases, HR, and claims stay on the same board from referral through reimbursement.
See the board
Every case, assignment, and handoff on one screen.
Clinicians, scorers, and front desk share the same client record. Status is visible. Nothing hides in email.
Intake
2R. Delaney
New referral · Forms pending
S. Nakamura
ADHD screen · Benefits on file
In session
1T. Okafor
Assessment · Session 2 of 3
Review
2M. Elwood
Notes complete · Handoff ready
J. Bailey
Packet sent · Awaiting e-sign
Closed
1A. Petrova
Billed · Portal follow-up
Client record
CRM, forms, and documents already linked.
Build the intake your practice actually uses, collect e-signatures, and keep every file on the person it belongs to, ready for the next session.
- Clinical intake builder with conditional logic
- E-sign without print, scan, or fax
- Documents tied to clients, staff, or cases
- Pipelines and tags that match how you sort work
Front office
A Practice Inbox that ends the tab-switching.
SMS, email, portal messages, voicemails, and handoffs on one timeline per client, with one shared queue for the team.
- Every channel on one client timeline
- Shared queues with assignment and snooze
- Google and Outlook free-busy sync
- Waitlist backfill when slots open
How it works
One system for the whole arc of a case, referral to reimbursement.
Most tools cover a slice. ClinicZora covers the workflow your clinic already runs, with one record per client that every role writes to.
Referral
Voice AI reception, intake form, benefits capture, waitlist.
Intake
Consent-gated history, forms, e-sign, portal packets.
Sessions
Case board, assignments, live notes, examiner handoff.
People
Staff roles, coverage, credentials, Staff Portal.
Billing
CPT/ICD claims, denials, portal follow-through.
Every stage writes to the same client record. No re-keying.
See how the loop connectsWho we help
Built for practices EHRs treat as edge cases.
Specialty defaults without trapping you in a forms-only product. The same platform adapts from assessment clinics to primary care.
Security & trust
HIPAA-aligned by design, not bolted on later.
Encrypted storage, per-clinic isolation, and role-based access. HIPAA-aligned by design, not bolted on later.
In their words
“We replaced four tools with ClinicZora and finally stopped losing cases in email threads. My scorers and I share the same board now.”
A working demo
See ClinicZora with your practice's workflows.
Thirty minutes with someone who understands clinical operations, not a canned forms tour.