The Provider Network Platform

One Network.Many Clients.Every Patient.

Build a provider network that scales with you — configure operations your way, support compliant care delivery, and run clinics, providers, and patients from one command center.

MC
SO
JR
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KP
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200+ providers across 30+ clients

HIPAA Compliant50-State CoverageAI-Powered Charting99.9% Uptime
Capabilities

YourNetworkCommandCenter

Every tool you need to recruit, manage, and grow a world-class provider network — built from real network admin workflows.

01
Chart Reviews

Chart Review Pipeline

Network-wide visibility from pending to complete

Manage every chart review across your entire network from a single command center. Assign, unassign, and reassign reviews across providers. AI-generated SOAP notes accelerate turnaround from hours to minutes — with network-specific configuration for each client.

AI-powered SOAP notes

Full four-section generation configured per network

Provider assignment control

Assign, unassign, and reassign reviews in real time

Status tracking

Pending → In Review → Complete with full audit trail

< 2hr average turnaround

AI reduces charting time from hours to minutes

02
Visits

Visit Management

Async and sync visits, unified in one calendar

Full admin calendar for both async chart reviews and sync video visits. Create, reschedule, cancel, and reassign from one view. Schedule on behalf of patients with real-time provider availability and license-aware matching.

Unified calendar

Async chart reviews and sync video visits in one view

Patient scheduling

Book on behalf of patients with real-time availability

Visit lifecycle

Create, reschedule, cancel, and reassign from admin view

License-aware matching

Only eligible providers shown based on patient state

03
Recruitment

Provider Recruitment

From first contact to first chart review, streamlined

Streamlined provider applications with credential verification and NPI lookup. Track every applicant through a structured 5-step onboarding flow — from application to credentialing to state-license-aware client matching.

Automated credential verification

NPI lookup and license validation on application

5-step onboarding flow

Application → Review → Credentials → Onboarding → Active

State-license matching

Auto-match providers to clients based on verified licenses

Pipeline tracking

Track every applicant from first contact to first review

04
Forms

Forms Engine

AI-powered form builder with smart targeting

Design intake, consent, network, and client forms with an AI-powered form builder that generates fields from a prompt. Target forms by product, client, or apply network-wide. Audience forms for provider and staff onboarding too.

AI form builder

Describe what you need — fields are generated automatically

4 form types

Intake, consent, network, and client forms

Smart targeting

Target by product, client, or apply across the network

Onboarding audiences

Audience forms for provider and staff onboarding flows

05
Analytics

Reports & Analytics

Real-time KPIs and one-click CSV export

Real-time KPIs, conversion funnels, billing reports, and affiliate metrics. Track provider hours and visit purchase analytics across every client. One-click CSV export for every report type.

Real-time KPIs

Conversion funnels, billing summaries, and network health

Provider hours tracking

Monitor provider activity and availability utilization

Visit purchase analytics

Track purchases, revenue, and growth across clients

One-click CSV export

Export any report type for external analysis

06
Revenue

Billing & Revenue

Three billing models, one unified dashboard

Network-wide charge review across all clients. Track chart review charges, visit purchases, and affiliate revenue. Payment credentials auto-resolve based on client model — GFE, GFE+Rx, or Affiliate — with real-time revenue tracking.

3 billing models

GFE, GFE+Rx, and Affiliate — auto-resolved per client

Network-wide charge review

Review charges across all clients from one dashboard

Revenue tracking

Track purchases, charges, and affiliate revenue in real time

Auto credential resolution

Payment credentials resolve automatically by client model

Clinical Workflows

End-to-End Clinical Operations

Live visits, async reviews, and prescription fulfillment shown as one operational pipeline with clean handoffs, compliant oversight, and room for your network to run its own way.

01

Sync Visits

Video Consultations

1

Visit scheduled

Admin or patient books via availability calendar

2

Video call begins

Twilio-powered with screen share and chat

3

Live charting

Provider documents during the visit in real time

4

Post-visit summary

AI-assisted summary and follow-up actions

5

Prescription if needed

Immediate Rx routing post-visit

02

Async Visits

Chart Reviews & AI SOAP

1

Patient purchases product

Creates an Order linked to your client

2

Intake forms completed

Network-defined forms with product/client targeting rules

3

Chart review created

Auto-generated when intake + product requires review

4

AI SOAP notes generated

Gemini-powered with network-specific configuration

5

Provider approves & prescribes

Clinical decision, dosing, and pharmacy routing

6

Prescription dispatched

Commercial or compound pharmacy with tracking

03

Prescriptions

End-to-End Rx Pipeline

1

Review queue populates

Chart reviews with Rx recommendations

2

Provider reviews Rx

Dosing, interactions, and clinical checks

3

Pharmacy routing

Commercial vs. compound based on medication type

4

Submission & tracking

Real-time status updates and patient notifications

5

Delivery confirmed

Tracking through to patient doorstep

Provider Onboarding Flow

Application

Provider applies with credentials, NPI, and license info

Review

PNA reviews application, verifies credentials

Credential

License validation, state coverage confirmation

Onboard

Knowledge base completion, network orientation

Assign

Map to clients based on state licensing and availability

Workforce

Scale Your
Provider Workforce

From first application to first chart review. A structured pipeline that handles credentials, NPI verification, state licensing, and client assignment — so your providers are ready to deliver care on day one.

State-License-Aware Matching

Only properly licensed providers appear for patients in each state. Compliance is built in, not bolted on.

Provider Delegates

Read-only operational roles for staff who manage visits and reviews without clinical authority. Same nav, safe guardrails.

Multi-Client Assignments

One provider can serve multiple clients simultaneously. Override the default 'all providers serve all clients' with granular mapping.

Revenue Intelligence

Every Patient Becomes Revenue.
Automatically.

Three commercial models. One automated pipeline. From patient purchase to pharmacy fulfillment, your network captures revenue at every step — with zero manual credential switching.

The Revenue Pipeline

Watch revenue flow from patient purchase through clinical review to pharmacy fulfillment — fully automated.

PatientOrder CreatedChart ReviewSync VisitPrescribeRevenue
Revenue by Model
$0Kmonthly
GFE Only42%
GFE + Prescribe35%
Affiliate23%

Three Models. Total Flexibility.

Each client can operate under a different commercial model. Credentials, billing, and revenue splits resolve automatically.

You handle the clinical review. Client manages billing and pharmacy independently.

Your Network100%
Platform Services0%
Payment credentials auto-resolve by client model — zero manual switching.

Built to Scale

Add 50 clients or 500 — the revenue engine doesn’t slow down. Every chart review, visit, and prescription flows through the same automated pipeline with real-time billing reconciliation.

Operational finance

Money stays traceable end to end

  • Client charges & batches

    Visits, chart-review time, and invoice-ready summaries roll into network-scoped client batches.

  • Visit pricing, per client

    Set visit rates once at the network; linked clients inherit, with reporting on purchases and utilization.

  • Processor routing

    GFE checkout uses each client’s Stripe or Authorize; affiliate uses your network processor—from the client record.

  • Affiliate storefronts

    External sites start affiliate checkout via client API; GEN runs the charge and surfaces gross in client reporting.

Reporting is scoped to providerNetworkId— CSV export stays within tenant boundaries.

Live rollups

Real-Time Revenue Reporting

Drill down by client, provider, product, or time period. Export anything with one click — scoped to your network, refreshed as events land.

Client Billing

Charges and revenue per client, with drill-down by product and provider

Hover / focus to flipCSV
Client Billing Summary

Provider Network Admin → Reports

  • Review-charge + completed-visit events from your network Reporting stream.
  • Filter by client, search, and date range; amounts map to reconciliation.

CSV where the in-app report supports export.

Visit Purchases

Sync visit purchase funnel, conversion rates, and revenue tracking

Hover / focus to flipCSV
Visit Purchases Over Time

Provider Network Admin → Reports

  • Paid visit purchases over time and by client.
  • Same event feed and date filters as the rest of PNA Reports.

CSV where the in-app report supports export.

Affiliate Activity

Affiliate client metrics, referral tracking, and commission reporting

Hover / focus to flipCSV
Affiliate Client Summary

Provider Network Admin → Reports

  • Affiliate-model clients only: orders, visits, Rx, gross collections.
  • Search + date range match the in-app table.

CSV where the in-app report supports export.

Provider Hours

Visit minutes, chart review time, approved and denied review breakdowns

Hover / focus to flipCSV
Provider Hours

Provider Network Admin → Reports

  • Billable = visit minutes + approved/denied review minutes per provider.
  • Filters + CSV export match the in-app Provider Hours table.

CSV where the in-app report supports export.

Payment Transactions

Stripe and Authorize.net transaction history with reconciliation

Hover / focus to flipCSV
Payment Transactions

Provider Network Admin → Reports

  • Stripe & Authorize.net rows: amount, time, status.
  • Matched to orders vs. unmatched for reconciliation.

CSV where the in-app report supports export.

Completed Reports

Historical throughput, provider performance, and capacity analytics

Hover / focus to flipCSV
Completed Reports

Provider Network Admin → Reports

  • Completed visits + approved/denied chart reviews in one list.
  • Provider filter + CSV (Type, Provider, Patient, Client, Date, Status).

CSV where the in-app report supports export.

Configuration

YourNetwork,YourRules

0 configuration sections. Every aspect of the platform is tunable at the network level — no support tickets needed.

Network Branding

Identity

Customize how your network appears across the platform. Upload logos, set accent colors, configure display names, and choose your network timezone — changes take effect immediately.

  • Logo & color customization
  • Display name control
  • Timezone configuration

Deep configurability without complexity

AI settings, form rules, visit pricing, business hours, branding, payment processors, and notification rules — all managed from your network settings with immediate effect. No deployments. No waiting.

Real Stories

Operators who were exactly
where you are right now.

0+

providers across networks

Rachel

We went from juggling twelve providers across spreadsheets to running eighty-plus clinicians from one command center. The chart review queue was the surprise — we got serious hours back every week without adding headcount.

Dr. Rachel Kim · Network Operations · Pacific Health Partners · 3 years

80+ clinicians · one hub
Marcus

Each affiliate brand needs to feel like its own front door. We still have to see the full clinical picture and enforce standards from the network layer. This was the first stack where those two truths didn’t fight each other.

Marcus Torres · VP Clinical Operations · MedConnect Networks · affiliate model

12 brands · single oversight
Sarah

AI-assisted SOAP was the unlock. Reviews that used to eat fifteen minutes now land closer to three — our doctors spend the time on judgment, not typing.

Dr. Sarah Chen · Chief Medical Officer · Pinnacle Telehealth Group

Review time −≈80%
Dana

Ops creates visits with the same scheduling primitives patients book against. That sounds small until you stop explaining why ‘admin time’ and ‘patient time’ never line up.

Dana Reyes · Provider Network Admin · Regional care network · 14 months

One scheduling model
Elena

I’ve run credentialing through every shape of spreadsheet. Having license state and client assignments live in the product — not in someone’s inbox — changed who we could safely put in front of which population. We stopped playing whack-a-mole with eligibility.

Elena Vasquez · Director, Clinical Ops · Multi-state rollout · licensure program

State rules · enforced in-app
James

Which client sees which product, and which intake packet fires when — that used to live in a deck nobody opened. Now it’s configured where the work actually happens.

James Okonkwo · Founder · GFE + prescribe · catalog rollout

ClientProducts + forms
Patricia

At year five I stopped bracing for every release to break how we route reviews or reassign visits. Stability is boring. For a network our size, boring is the whole strategy.

Patricia Morales · COO · National specialty network · 5 years

5 years · same core workflows
1
7

“Most of them didn’t need another tool — they needed one source of truth for the whole network.”

FAQ

Questions we'd ask too.

We believe you should understand exactly how the platform works before you commit your network and clients to it.

Showing 14 of 14 questions

Ready to Build
Your Network?

Launch a provider network that scales. From day one, you'll have the tools to recruit, manage, and grow.

HIPAA Compliant99.9% Uptime
What happens next
1

Network Setup

Configure your brand, business hours, and AI settings in under 10 minutes

2

Provider Onboarding

Invite providers, review credentials, and assign them to clients

3

Client Linking

Connect client organizations with branded portals and product catalogs

4

Go Live

Your first chart review can be completed within 24 hours of setup

Setup time: ~10 minutes

Setup was shockingly fast. We were processing chart reviews within 48 hours.

Dr. Rachel Kim · Pacific Health Partners

Networks are launching every week. Join them.