For Healthcare Providers

The Back-Office OS for Healthcare

Run the back office on autopilot — so your team runs the care. An AI-powered operations layer that sits on top of the tools you already use.

Book a 20-min call See how it works

The problem

Your back-office operation is broken — you just can't see where.

Most clinics don't have a marketing problem or a staffing problem. They have a broken back-office operation — and it quietly costs patients, revenue, and hours every single day.

If this sounds familiar:

Staff re-enter the same patient data across tools that don't sync

Leads, callbacks & inquiries slip through the cracks

Follow-up is inconsistent — warm patients go cold

Scheduling, reminders & no-shows eat front-desk hours

Insurance & eligibility checks are slow and manual

Management has no clean, real-time view of operations

Your clinical team spends more time on admin than on patients — and money quietly leaks out of the funnel.

The fix

One system that runs the whole back office.

The Back-Office OS is an AI + automation layer that sits on top of the tools you already use — your EHR, CRM, phone, forms, and scheduling — and runs the busywork for you. No rip-and-replace, no disruption to your team.

Every inquiry captured into one record — calls, forms, referrals

Insurance & eligibility verified automatically

Scheduling, reminders & no-show recovery

Follow-up so no patient falls through the cracks

Records kept updated & unified across tools

Routine patient questions handled instantly

Billing & claim issues flagged early

Live dashboards so management can finally see

Your existing tools

EHRCRMPhoneFormsSchedulingBilling

→

Back-Office
OS

→

What you get

One patient recordAutomated follow-upLive visibilityHours back

Built to be trusted

Your patient data stays yours.

We don't move your data into some new platform. The OS runs on top of the tools you already use — with privacy, oversight, and control built in from day one.

Data stays in your systems

Patient records never leave the EHR, CRM, and tools you already trust — we automate on top of them, not around them.

HIPAA & 42 CFR Part 2-aware

Designed with healthcare privacy rules in mind — from how data is handled to who can access what.

Human-in-the-loop

Every automation runs with guardrails and oversight. AI assists your team — it never acts unchecked.

You stay in control

Full visibility into what runs and why — with the ability to pause or adjust anything, anytime.

How we work

Clear, low-risk, fast.

Map it

A short audit of your funnel, tools, and exactly where hours and revenue leak.

Agree the outcome

We scope to a result and a fixed price. You decide before we build.

Build on your stack

We build the OS on top of your existing tools — in weeks, not quarters.

Run & improve

We operate and optimize it for you, reporting against the outcome we agreed.

Proof — ANR Clinic, a multi-site clinic we run today

less manual data entry

more inquiries converted to appointments

saved per rep, every week

"They automated our processes and cut manual data entry by 40% — often solving problems before they arose."Ben · CEO, ANR Clinic · Verified Client

Who you'll work with

Rupam Patra

Founder & Salesforce Architect

You work directly with me — not a hand-off to a junior team. I built and still run the entire revenue operation for a live multi-site clinic, so I know exactly where a clinic's hours and money hide. The architect who builds your system is the one who answers your first call.

5+ yrs Salesforce ArchitectMS · Northeastern (AI focus)7 Salesforce certs · Copado & AWSHIPAA & 42 CFR Part 2-aware

Connect on LinkedIn

Let's talk

Let's find what's broken — and fix it first.

Book a focused 20-minute call. No pitch, no slides — just a clear read on where your operation is leaking hours and revenue, and the highest-ROI place to start.

Book a 20-minute call

Start with one fix. Fixed price.You approve scope & cost before we build.Scale only when it works.