The Platform
A single system for the way your clinic actually runs.
ClinicZora replaces the stack of tools clinical practices stitch together — scheduling, CRM, cases, notes, portal, practice inbox, and billing — with one opinionated system built for clinical teams.
Clinical core
The day-to-day of a working clinical practice.
The pieces every clinician touches — the schedule, the roster, the case board, the report.
- 01
Scheduling & calendar
A calendar that merges internal sessions with Google and Outlook, with conflict detection, recurrence, and a structured waitlist.
- 02
Client roster & CRM
A searchable roster with configurable pipelines, categories, tags, custom fields, and a deep client detail view — with every file linked to the client or employee it belongs to.
- 03
Case tracker
Track every case from intake to final report — template selection, scoring, review, and Send-to-Client packets in one board.
- 04
Reports & Shift notes
Real-time Shift notes with PDF export, AI-transcribed intake sessions, and AI-assisted narrative drafting for report sections.
Front office
The quieter side of a busy clinic.
The parts that answer the phone, book the intake, and route the message — so your team stays focused on the room.
- 01
Voice AI receptionist
A clinic-trained voice agent on a dedicated number per clinic. Handles inbound calls, referrals, FAQs, booking, and transfers.
- 02
Practice Inbox
SMS, email, portal messages, voicemails, faxes, and internal notes threaded into one conversation timeline per client.
- 03
Client portal
PIN-authenticated portal for documents, forms, appointments, billing, results, and secure messaging — isolated from the clinician side.
- 04
Web forms
An industry-standard forms builder with conditional logic, iFrame and JS embed, and automation rules — every submission writes directly to the client record.
- 05
Public booking
A self-serve booking page you can embed anywhere, backed by real-time Google and Outlook free-busy checks.
Billing & operations
The money side, without the spreadsheet trail.
Billing built for clinical service codes — not adapted from primary-care software.
- 01
Invoice register
Period-based revenue with a normalized service catalog, per-line state machines, partial-pay tracking, and proof-of-service.
- 02
Insurance billing tracker
A spreadsheet-native billing grid with verification, CPT/ICD codes, claim status, and reconciliation in one view.
- 03
Team & permissions
Granular role-based permissions, custom roles, per-clinician client visibility, MFA with trusted devices, and a Staff Portal.
- 04
Service catalog & custom fields
A per-clinic library of categories, service types, document checklists, and typed custom fields with tab visibility control.
- 05
Reliability & audit
Uptime monitoring, background-job notifications, and detailed audit logs across every workflow that touches client data.
Deep-dive · Cases
Every case, from referral to signed report.
Track each case the way clinicians actually think about it — status, chosen template, scoring progress, and the reviewer waiting on it. No spreadsheets, no lost Post-it notes.
- Structured template library shared across the clinic
- AI-assisted narrative drafting for report sections
- Scoring & review checkpoints per clinician
- Send-to-client packet workflows built in
Intake
2R. Delaney
WAIS-IV · Referred by Dr. Kim
S. Nakamura
ADHD screen · Aetna verified
In session
1T. Okafor
Assessment · Session 2 of 3
Scoring
2M. Elwood
WMS-IV · 60% scored
J. Bailey
Conners · 100% scored
Report
1A. Petrova
VR eval · Draft ready for review
Deep-dive · Front office
A calmer front desk, even during referral spikes.
A clinic-trained voice receptionist answers the phone, screens referrals, and books the intake — while your team focuses on the clients already in the building.
- Dedicated phone number per clinic
- Answers referral, insurance, and hours questions
- Books directly into your calendar with conflict detection
- Google & Outlook free-busy sync built in
+1 (307) 555-0119
New caller · Referral inquiry
Caller
Hi, I'm calling to see if you take Blue Cross for a pediatric evaluation for my son.
ClinicZora
Yes, we're in-network with Blue Cross for pediatric evaluations. Would you like me to schedule the intake?
Caller
Please. Anything after school on a Wednesday.
Deep-dive · Billing
Insurance built for clinical service codes.
A spreadsheet-native billing grid that speaks CPT and ICD. Verify benefits, track claim status, and reconcile payments in one place — instead of three.
- Verification, claim status, and reconciliation in one grid
- Per-line state machines for partial-pay tracking
- Payer-specific service catalogs
- Exports built for your billing team
Outstanding
$4,215
Paid this month
$18,940
Denial rate
1.8%
| Date | Client | CPT | Payer | Amount | Status |
|---|---|---|---|---|---|
| Oct 02 | R. Delaney | 96136 | Aetna | $185 | Paid |
| Oct 03 | S. Nakamura | 96138 | BCBS WY | $220 | Submitted |
| Oct 04 | T. Okafor | 96132 | Medicare | $310 | Verify |
| Oct 06 | M. Elwood | 96146 | Cigna | $95 | Paid |
| Oct 07 | A. Petrova | 97166 | VR — DVR | $540 | Draft |
AI, quietly, throughout the loop
Four AI capabilities, each doing one job actually well.
No chat window bolted on. AI shows up where it belongs — front desk, session, drafting, intake — and gets out of the way.
Live · answering now
A clinic-trained receptionist that never misses a referral.
Answers the phone in your clinic's voice, screens referrals, verifies insurance, and books directly into the shared calendar — 24/7, in English and Spanish.
- Dedicated phone number
- Insurance & CPT verification
- Auto-booking with conflict detection
Hi, I'm calling for a pediatric evaluation — do you take BCBS?
Yes, in-network. Wed at 3:45 pm works — should I book it?
Please.
Built for your shape of practice
Solo clinician or full clinic — same platform, different defaults.
Multi-clinician clinic
A shared record for every clinician, scorer, and biller.
Role-based access, shared templates, and reviewer workflows for clinics running clinical teams side by side — with per-clinic isolation from day one.
- Granular roles: clinician, scorer, reviewer, biller, front desk
- Assign cases across clinicians with reviewer sign-off
- Shared template library, versioned
- Consolidated billing across service lines
1 record
every role writes to
Ready to see it?
Tell us about your clinic. We'll tailor the walkthrough.
Thirty minutes with someone who understands clinical operations — mapped to the modules that matter to your team.
Or email hello@cliniczora.com