Replace the stack. Own the clinic OS.

One ecosystem. Almost nothing left outside it.

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.

HIPAA-aware by design BAA available Integrate or replace EHR Live clinic deployments
Practice OS | Demo tenant
Live
90s
First contact
was 8 hrs
86%
Show rate
was 58%
94%
Intake pre-visit
was 31%
Patient pipeline 142 active | de-identified

Inquiry 24

Maria G.
Web | GLP
Devon R.
Missed call

Contacted 16

Tom B.
AI | 90s
Priya S.
Aesthetics

Booked 11

Carlos M.
Tue 2p
Janet W.
Referral

Active 63

Lena K.
Mo 3 | $349
Greg P.
Mo 5 | $349
In production

Already running in real practices

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.

Weight loss

Vitality

Full practice OS. Facilitating separation from Athena and the SaaS stack, with compliant workarounds wherever a vendor blocked the clinic.

Academies

Vitality Academies

Multi-track patient engine and the reference Practice OS sandbox for the full CORTEX Health build.

Massage

Arron Lakey

Book ownership, scheduling, and client retention for a premium practice without a pile of disconnected tools.

Relationships

Rekindle

Counseling intake, continuum of care, and private client management inside one controlled system.

Spa tech

Body Language

TouchPrint capture plus spa enterprise CRM so guest preference lives with the business, not a single therapist.

The real blocker

The clinic does not need more logins. It needs fewer vendors.

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.

  • 01Integrations are the pain point. They break, gate features, and force double entry between desk, chart, and outreach.
  • 02After-hours inquiries die. Intake is still a clipboard. Follow-up depends on who is at the desk.
  • 03Growth rides on referrals, walk-ins, and luck until the stack is one controlled pipeline.
What clinics pay for today

A dozen systems. None share a patient.

CORTEX Health is built to absorb these pieces over time so nearly everything the clinic runs lives inside one ecosystem.

Athena / EHR Scheduler Intake forms Email tool Text reminders Phone system Website Reviews Payments Ad accounts Spreadsheets
CORTEX Health AI

Replace the stack. Keep the clinic.

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.

01

Patient CRM

Pipeline from inquiry to active membership. Source attribution, stage history, and staff ownership without spreadsheet theater.

02

Secure intake

Digital forms and consents completed before the visit. Encrypted in transit and at rest. No re-keying into the chart.

03

Integrate or replace EHR

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.

04

Voice and after-hours

AI answers, qualifies, and books when the desk is dark. Missed calls become pipeline, not voicemail black holes.

05

Retention engine

Reminders, recalls, no-show recovery, reactivations, and membership renewals that run without a sticky note culture.

06

Provider and patient portals

Secure surfaces for clinical staff and patients: records, messaging, scheduling, and forms in one controlled environment.

How we build

Integrations were the pain. So we learned what to own.

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.

A

Integrate first when it is safer

Wire the live stack so revenue and care keep moving while we map the real friction.

B

Bypass when a vendor blocks care

Compliant workarounds under physician review. No shady hacks. No hostage features.

C

Replace until the stack is ours

Highest tier replaces the full set, including EHR. The clinic keeps the data and the control plane.

New-patient path

Inquiry in. Chart ready. Desk free.

When an inquiry lands, the system already knows the next step.

T0

Capture

Call, form, DM, or missed ring logged in under 90 seconds.

T1

Book

AI or staff books the consult against live capacity.

T2

Intake

Secure digital forms and consent before they walk in.

T3

Chart

Patient and chart ready in CORTEX or synced out. Clinician sees a complete record.

T4

Retain

Reminders, reviews, recalls, reactivation always on.

Regulated healthcare

We work in healthcare the right way.

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.

HIPAA-aware by design

PHI encrypted in transit and at rest. Role-based access. Full audit trail across the system.

BAA available

We sign a Business Associate Agreement and operate as a compliant partner for protected health information.

Physician-reviewed builds

Workarounds and clinical workflows go under medical scrutiny (as with Dr. DeBry on Vitality) so we ship what a real practice can defend.

You own the data

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.

Verticals

One engine. Tuned to your practice type.

Medspas Weight loss & GLP Aesthetics & injectables Wellness & IV therapy Massage & spa Counseling Dental & ortho Concierge & primary care Mental health Multi-location groups
Intelligence layer

Frontier models for reasoning on intake, voice, and workflow. Same stack that powers IBS financial and logistics systems.

xAI xAI
Grok Grok
Anthropic Anthropic
Pricing

One build. Then one subscription.

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.

Core
Replace the front-of-house stack first.
Build from $4,500
$797/mo
Billed monthly
  • Patient OS core
  • Conversion website hub
  • Patient CRM and pipeline
  • Online booking and reminders
  • Core automations
  • Practice dashboard
Start with Core
Scale
Marketing team inside the OS.
Build from $18,000
$3,997/mo
Billed monthly
  • Everything in Growth
  • White-glove marketing execution
  • Paid, social, and content production
  • Memberships and online purchasing
  • Growth advisory and QBRs
  • Provider and patient portals
Start with Scale
Demand
Full vendor replacement, including EHR.
Build from $30,000
$5,997/mo
Billed monthly
  • Everything in Scale
  • EHR replacement path (leave Athena)
  • Nearly full stack inside CORTEX
  • Local patient-demand database
  • Referral-partner outreach
  • AI concierge and dedicated strategist
Start with Demand

Every tier is one-time build plus monthly. Checkout intake feeds the IBS CRM ops queue immediately.

Straight answers

What practice owners ask first

Yes. Provider portals, patient intake, EHR path, and administrative automation built to support HIPAA compliance, with a Business Associate Agreement available and PHI encrypted in transit and at rest. Clinical workflows are built under medical scrutiny, not marketing fiction.
Yes when that is the right move. CORTEX Health can sync with Athena and other PM stacks so patients, appointments, and intake stay aligned. Integrations are often the pain point, so we plan the exit as carefully as the connect.
That is the Demand path. Highest tier is full vendor replacement, including the EHR, so nearly all clinic operations live inside CORTEX Health. Vitality is the live example of facilitating that separation, with compliant workarounds wherever a SaaS product blocked us.
Most builds launch in roughly 30 to 60 days depending on tier and what we are replacing. You see it come together in stages, not a black box until the end.
No. We absorb the stack in layers: front desk and CRM first, then intake and retention, then full EHR replacement when you are ready. Fewer logins at each step. More of the clinic confined inside our ecosystem over time.
Yes. Scale and Demand tiers run a unified patient pipeline, standardized intake, and a single dashboard across sites, while each location keeps its own schedule and providers.
You do. We build the engine around your practice. Patient data stays yours. We operate as a compliant partner under a signed BAA.
Your move

Map your stack. Plan the replacement.

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.