Everything your practice runs on

One platform, whole practice

Built for the small business owner who does it all

Clineos replaces the patchwork of tools a growing practice normally stitches together — CRM, scheduling, messaging, payroll, inventory, and compliance — with one system your whole team shares.

Patient management & charting

Every patient's story in one place — demographics, allergies, problem lists, diagnosis codes, surgical history, and a full timeline of care. Open a chart and see everything at a glance.

CRM & opportunities

Track every lead from first inquiry to booked appointment. A visual pipeline shows exactly where each prospective patient stands, so no referral slips through the cracks.

Patient scheduling

A clean weekly calendar with color-coded appointments, provider and location filters, and quick rescheduling. See your whole practice's day without the spreadsheet gymnastics.

Phone, text & email in one inbox

Every conversation with a patient — portal messages, SMS, and email — lives in a single thread on their record. No more hunting across apps to remember what was said.

Staff time tracking

Built-in time clock and payroll views. Staff clock in and out by location, and you review and approve hours before payday — no separate time-tracking subscription needed.

Supply management

Know what needs reordering before you run out. Clineos tracks supplies by location and builds your shopping list automatically, so the practice never stalls on stock.

Controlled substance tracking

Vial-level inventory for controlled medications, with waste and remaining amounts logged per drug. The paper trail your compliance depends on, kept automatically.

Intake form creation & management

Build consent forms, questionnaires, and intake packets yourself — no vendor tickets. Send them to patients, track completion, and see analytics on responses, all from one hub.