ClinicZora for
Primary & family care
Independent primary and family medicine.
Well visits, chronic care management, preventive screening reminders, and referral loop-closure — without the cost or complexity of enterprise EMRs.
Workflows
The day-to-day already fits.
No configuration consultant. No 90-day implementation. The workflows below ship on day one for primary & family care.
- 01Annual wellness visit templates
- 02Chronic care management enrollment
- 03Preventive screening reminders
- 04Referral out and closed-loop tracking
- 05In-basket triage for MA and provider
Coding catalog
Pre-loaded CPT & payer lines.
- 99385-99387 preventive visits
- 99490 CCM services
- 99406 tobacco cessation
Template library
Reports and notes, ready to sign.
- Annual wellness visit
- Diabetes chronic care
- Hypertension follow-up
- Well-child visit
One source of truth
Every case, message, and invoice on one board.
CRM, Practice Inbox, scheduling, notes, billing, and reporting all speak the same language. Your team stops rebuilding context across five tabs.
- Role-scoped access for front office, clinicians, and billing
- Audit trail on every record change
- HIPAA-aligned infrastructure with signed BAA
Practice Inbox
Never let a patient message fall through.
SMS, email, voicemail, and portal messages route into one shared inbox — attached to the right chart, assignable to the right teammate, and closed with a clear owner.
FAQs
Questions we hear from primary & family care practices.
Does it replace our EMR?+
For most independent primary care practices, yes — but we also integrate with common ambulatory EMRs when replacement isn't practical.
Also built for
Explore other specialties.
See ClinicZora with your primary & family care workflows.
30 minutes with a specialist who knows your specialty. We'll show the templates, CPT catalog, and reporting live on your workflow.
Book a walkthrough