The Platform
A single system for the way your clinic actually runs.
HIPAA-aligned practice software that replaces the stack clinics stitch together: scheduling, CRM, cases, notes, portal, inbox, HR, and billing, designed around HIPAA-aligned workflows.
Clinical core
The day-to-day of a working clinical practice.
The pieces every clinician touches: the schedule, the roster, the case board, and live notes.
- 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.
- 03
Case tracker
Track every case from referral through sessions: status, assignments, handoffs, and the next step waiting on each clinician.
- 04
Daily notes & intake
Collaborative live notes with PDF export, plus consent-gated intake recording that turns conversations into structured summaries.
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, e-sign, and secure messaging.
- 04
Web forms
An industry-standard forms builder with conditional logic and automation. Every submission writes 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.
People & HR
Human resources built for clinical teams.
Staffing a clinic is not a generic HR stack problem. ClinicZora covers the people ops clinicians actually need.
- 01
Staff directory & roles
Employees, custom roles, granular permissions, and per-clinician client visibility in one place.
- 02
Time-off & leave
Time-off requests, approvals, leave policies, and coverage calendars so the schedule stays honest.
- 03
Onboarding & attendance
Staff onboarding checklists, attendance tracking, and a Staff Portal so clinicians manage their own day.
- 04
Credentials & reviews
Credential compliance tracking, performance review cycles, and recruiting pipelines when your group is ready.
- 05
Payroll export
Payroll-ready exports for your existing payroll provider, without bolting on another clinic system.
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, and proof-of-service.
- 02
Insurance billing tracker
A spreadsheet-native billing grid with verification status, CPT/ICD codes, claim status, and reconciliation.
- 03
Service catalog & custom fields
A per-clinic library of categories, service types, document checklists, and typed custom fields.
- 04
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 the next handoff.
Track each case the way clinicians actually think about it: status, assignments, session progress, and who owns the next step.
- Shared case board across intake, sessions, and review
- Assignments and examiner handoffs in one place
- Live notes linked to the client record
- Portal packets for forms, documents, and e-sign
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
Deep-dive · People & HR
Human resources that keep the clinic staffed.
Roles, time-off, onboarding, attendance, credentials, and a Staff Portal so clinicians manage their own day without another HR tool.
- Staff directory with granular roles and permissions
- Time-off requests, leave policies, and coverage calendars
- Onboarding checklists and attendance tracking
- Credential compliance and performance reviews
Team · 12 people
2 time-off pending- Active
Dr. Kim Alvarez
Clinical Director
- PTO · Thu-Fri
Jordan Lee
Psychometrist
- Onboarding
Sam Ortiz
Front desk
- Active
Priya Shah
Billing lead
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 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. Track verification status, claim status, and reconcile payments in one place.
- Verification status, 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.