Patient CRM
Pipeline from inquiry to active membership. Source attribution, stage history, and staff ownership without spreadsheet theater.
CORTEX Health AI replaces the SaaS vendors clinics stitch together: CRM, intake, voice, scheduling, retention, and at full tier the EHR itself. We integrate when we must. We build around blockers when vendors fail. Everything stays legal, compliant, and under medical scrutiny.
Not a concept deck. Live builds across weight loss, wellness, massage, and multi-site clinical operations. Vitality is the flagship path: separate from the vendor maze and keep the clinic inside one ecosystem.
Full practice OS. Facilitating separation from Athena and the SaaS stack, with compliant workarounds wherever a vendor blocked the clinic.
Multi-track patient engine and the reference Practice OS sandbox for the full CORTEX Health build.
Book ownership, scheduling, and client retention for a premium practice without a pile of disconnected tools.
Counseling intake, continuum of care, and private client management inside one controlled system.
TouchPrint capture plus spa enterprise CRM so guest preference lives with the business, not a single therapist.
EHR. Scheduler. Intake forms. Email. Texts. Phone. Website. Reviews. Payments. Ads. Spreadsheets. Every product owns a sliver. Your staff becomes the integration layer. When one SaaS blocks a workflow, the whole practice stalls.
CORTEX Health is built to absorb these pieces over time so nearly everything the clinic runs lives inside one ecosystem.
We build the OS clinics actually run on. Integrate with what you still need. Replace what slows you down. At the highest tier we replace the full vendor set, including the EHR.
Pipeline from inquiry to active membership. Source attribution, stage history, and staff ownership without spreadsheet theater.
Digital forms and consents completed before the visit. Encrypted in transit and at rest. No re-keying into the chart.
Two-way sync when you stay on Athena or another PM. Full EHR path when you are ready to leave. Demand tier is the clean break.
AI answers, qualifies, and books when the desk is dark. Missed calls become pipeline, not voicemail black holes.
Reminders, recalls, no-show recovery, reactivations, and membership renewals that run without a sticky note culture.
Secure surfaces for clinical staff and patients: records, messaging, scheduling, and forms in one controlled environment.
With Vitality we are facilitating separation from Athena and the rest of the vendor maze. When a SaaS product blocked a workflow, we built the workaround legally and compliantly, under strict medical scrutiny from Dr. DeBry. That is how we know what a clinic can remove, what must stay, and how to confine almost 100% of operations inside CORTEX Health.
Wire the live stack so revenue and care keep moving while we map the real friction.
Compliant workarounds under physician review. No shady hacks. No hostage features.
Highest tier replaces the full set, including EHR. The clinic keeps the data and the control plane.
When an inquiry lands, the system already knows the next step.
Call, form, DM, or missed ring logged in under 90 seconds.
AI or staff books the consult against live capacity.
Secure digital forms and consent before they walk in.
Patient and chart ready in CORTEX or synced out. Clinician sees a complete record.
Reminders, reviews, recalls, reactivation always on.
Provider portals, patient intake, EHR path, and administrative automation built to support HIPAA from day one, not bolted on later. Medical scrutiny is part of the build, not a slide in a deck.
PHI encrypted in transit and at rest. Role-based access. Full audit trail across the system.
We sign a Business Associate Agreement and operate as a compliant partner for protected health information.
Workarounds and clinical workflows go under medical scrutiny (as with Dr. DeBry on Vitality) so we ship what a real practice can defend.
Your practice owns the system and the patient records. We are infrastructure, not a hostage platform.
HIPAA compliance is supported through proper configuration and a signed BAA. Not a legal guarantee of certification.
Frontier models for reasoning on intake, voice, and workflow. Same stack that powers IBS financial and logistics systems.
Architect and launch the practice OS once, then a flat monthly that runs it and grows with you. Higher tiers absorb more of the vendor stack. Demand is the full ecosystem path, including EHR replacement.
Every tier is one-time build plus monthly. Checkout intake feeds the IBS CRM ops queue immediately.
Tell us your practice type, every vendor you pay today, and whether you want to integrate or exit the EHR. Intake lands in the IBS CRM the same minute you submit. Ops scopes the build, invoice, and deployment path.