CRM & Pipeline Management
See every lead, stage and follow-up in one place. Unlimited contacts, unlimited team members, and reporting that shows exactly where revenue comes from.
- Full CRM
- Pipelines
- Detailed reporting
- Power dialer
Book a call to see how you can get this free for 3 months
Your next patient is here
Supercharge your
Supercharge your
practice with
continuous patient flow
The white-label, HIPAA-compliant growth platform for healthcare & wellness businesses. One universal inbox, a full CRM, and a 24/7 AI workforce built to capture, nurture and close — all in your own brand.
Book a call to see how you can get this free for 3 months.
- No Setup Required
- White-Label Ready
- HIPAA Compliant
Universal Inbox
Live
Incoming call — answered by Alex
New patient · routed to Scheduling
0Front desk coverage, never closed
0Average appointment booking time
0Reported patient satisfaction
0From kickoff to fully live
Dr. Ben Israel
PhD · MBA · MSN
About PATIENTCASA
Built by a clinician who knows what a full schedule is worth.
At PATIENTCASA, we're reimagining healthcare growth to be more compassionate, accessible and centered around the patient. Our team blends modern technology with personalized care so every patient feels supported on their journey to better health.
We're not just a service — we're your trusted growth partner, committed to empowering your practice with the tools, support and care you need to thrive.
- Helping doctors grow with the power of SaaS
- Healthcare-first compliance, not an afterthought
- Your brand on every touchpoint — never ours
Three AI specialists. Zero missed opportunities.
Intelligent agents built to streamline patient communication, handle complex scheduling and automate administrative overhead — 24 hours a day, 7 days a week.
Meet Alex — your 24/7 AI receptionist
Never miss another patient opportunity. Alex answers every call around the clock, collects patient details, provides instant support and intelligently routes callers to the right department or AI specialist.
- Answers every incoming call
- Captures patient information
- Handles general inquiries
- Intelligent call routing
- Available 24/7
- Never misses a lead
Alex syncs instantly with your front desk system, logging interactions and call
transcriptions in real time so your staff stays perfectly informed.
24/7Always available
A Alex · live call
00:00
Meet Sonny — your AI scheduling assistant
Reduce administrative workload and improve scheduling efficiency. Sonny instantly books appointments, sends confirmations, minimizes no-shows and synchronizes with your calendar to keep your practice running smoothly.
- Book appointments
- Reschedule visits
- Cancel appointments
- Calendar synchronization
- Appointment reminders
- Reduce no-shows
Sonny respects buffer times, practitioner availability and department guidelines —
preventing double bookings automatically.
30sAverage booking time
S Sonny · booking
00:00
MarchDr. Reyes · Consultation
MTWTF
Meet Chloe — your AI treatment specialist
Deliver a better patient experience through intelligent healthcare guidance. Chloe provides treatment education, answers frequently asked questions and helps patients make informed decisions before speaking with a provider.
- Treatment education
- Consultation guidance
- Eligibility information
- Service explanations
- Patient FAQs
- Consistent support
Chloe only communicates pre-configured, medically approved content — ensuring compliance
and patient peace of mind.
95%Patient satisfaction
C Chloe · web chat
00:00
Hear it live — (855) 696-3241
Book a call to see how you can get this free for 3 months.
Every patient conversation. One inbox. Your brand.
Calls, texts, web chat, social DMs and reviews land in a single thread — with the CRM, pipelines and automation to turn them into booked appointments.
SMS2-Way Text MessagingReal conversations at scale
WCWeb ChatTurn traffic into leads
fFacebook MessengerUnified with everything else
IGInstagram DMsNever lose a DM again
GGoogle MessagingStraight from search
↺Missed-Call Text BackInstant automatic follow-up
▶Video TextingHigh-engagement outreach
★Review ManagementRequest, respond, share
Funnels, Sites & Forms
Customizable sales funnels, full website capabilities, memberships and courses, plus forms and surveys that feed straight into your pipeline.
- Sales funnels
- Websites
- Memberships
- Custom forms
Visual Automation Workflows
Drag-and-drop journeys for reminders, reactivation and nurture. Trigger links, email and SMS templates, and if-this-then-that logic without a developer.
- Visual workflows
- Trigger links
- Email marketing
- Reminders
Compliance & White-Label
HIPAA and HITECH-conscious architecture with a Business Associate Agreement, delivered entirely under your clinic's logo, colors and domain.
- HIPAA
- HITECH
- BAA provided
- Your branding
Why practices choose PATIENTCASA
Trusted by healthcare professionals nationwide for reliable, scalable SaaS solutions.
White-label software you can trust
HIPAA-compliant solutions carrying your clinic's branding — built by healthcare professionals, for healthcare professionals.
Streamlined for clinics & practices
Everything you need in one platform: patient management, scheduling, billing and communication tools.
Boost revenue with ready-to-use tools
Increase patient retention, streamline operations and grow your practice with proven automation.
Simple setup, no technical headaches
We handle all technical setup and maintenance. Focus on your patients while we manage the technology.
Missed-Call Revenue Estimator
What is an unanswered phone actually costing you?
Every call that rings out is a patient who books somewhere else. Move the sliders to see the revenue sitting in your missed calls — then let Alex answer them.
Illustrative estimate based only on the figures you enter. Not a guarantee of results.
Two ways to find out if this fits your practice.
No forms, no signup, no setup fees. Start with whichever suits you.
Call the AI right now
Ring the line and Alex picks up on the first ring. Ask it to book you in, ask about opening hours, try to catch it out. Takes about sixty seconds.
(855) 696-3241 Call (855) 696-3241 Live 24/7 — try it at 2am if you like.Book a call with our team
Fifteen minutes to walk through how this would run at your practice — your call volume, your calendar, your branding — and exactly what it takes to go live.
- Live in 24 to 48 hours
- Our team does the whole setup
- Runs entirely under your own brand
- HIPAA and HITECH, with a BAA provided
Free for 3 months — ask on the call. Flexible payment plans available too.
Trusted by healthcare professionals
See what doctors are saying about PATIENTCASA.
FAQ
Frequently asked questions
Everything you need to know about PATIENTCASA. Still stuck? We're one call away.
Call (855) 696-3241No — everything is set up for you. Our team handles all technical implementation, configuration and ongoing maintenance. You focus on your patients while we manage the technology.
Yes — it is fully white-label. Your logo, your colors, your domain and your clinic’s name on every call and message. PATIENTCASA never appears to your patients.
Email and phone support, with a dedicated account manager and priority response times available. We’ll confirm exactly what your practice gets on the discovery call.
Yes. Our solutions are built with healthcare compliance in mind — including HIPAA, HITECH and related regulations — and we provide a Business Associate Agreement (BAA) for all customers.
Most practices are up and running within 24–48 hours. Our onboarding team schedules a setup call, configures your system and provides training for a smooth transition.
Yes. The platform integrates with most popular EMR/EHR systems, practice management software and billing platforms. We assess your current setup during onboarding.
Pricing depends on your practice, so we walk through it live rather than publish a one-size number. Flexible payment plans are available, and current callers can ask how to get it free for the first 3 months. Book a call to see the numbers for your practice.
Your next patient is already looking for you.
Let's make sure they find you, reach you and book with you — automatically.
Book a call to see how you can get this free for 3 months.