Everything your practice runs on, in one platform

One record per patient, saved patient lists, and the custom details your practice needs to track.

Every patient conversation in one inbox, whatever the channel.

Track every new-patient inquiry from first contact to booked visit.

Follow-ups that do not get lost at the front desk.

Built so you can communicate with patients with confidence.

Send and receive faxes without a fax machine.

Lifecycle campaigns by email, text and Facebook or Instagram message, with the Email Campaign Agent (Beta).

Plan and publish social posts from one calendar.

Create and manage Google and Facebook/Instagram ads in the platform.

Create and manage Google ad campaigns in the platform.

Create and manage Meta ad campaigns for Facebook and Instagram in the platform.

Create and manage LinkedIn ad campaigns in the platform.

Create and manage TikTok lead generation campaigns in the platform.

Reward repeat patients and track referral partners.

Find and reach local prospects from inside the platform.

Know who clicked a link or scanned a code, and act on it.

Build your practice site, landing pages and blog, and let AI draft the first version from a prompt.

Collect intake forms and signed consents online.

The full SEO toolset for local search.

Run live or recorded webinars and in-person events with registration built in.

A branded portal and mobile app where patients sign in and see what is theirs.

Teach patients with courses and give them a private group space.

The PatientCopilot EHR: charting, coding, billing and reports next to your CRM, scheduling and messaging.

Keep the clinical picture of each patient in one place.

Document initial exams and daily visits with templates made for chiropractic.

Code each visit with ICD-10-CM, CPT and HCPCS that you review and confirm.

Turn signed notes into charges, track balances and send patient statements.

Support Medicare billing rules for chiropractic care.

Manage personal injury accounts, treatment plans and prepaid visits.

Understand how the practice is billing and collecting.

Move patient records over from a previous system with a review step.

Keep patient data in step between PatientCopilot and your EHR.