The Platform
A single system for the way your clinic actually runs.
ClinicZora replaces the stack of tools clinical practices stitch together, including 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