For solo, group and multi-provider practices

AI-powered EHR and RCM, with a dedicated billing team.

Less paperwork, cleaner claims and faster payments, from one platform.

ClinicX clinic dashboard for a demo family practice. Today at a glance shows 9 visits split into Expected 3, Arrived 1, Roomed 1, With provider 1 and Checked out 3, with a table of times, patients, visit status, room, waiting time, insurance status and a Verify insurance button on each upcoming row. A side panel lists the practice setup steps still open.

Screens from the ClinicX demo environment. All patient data shown is fictional.

Built on and connected to

  • AWS
  • Stripe
  • Claim.MD
  • OpenAI
  • ScriptSure
  • Twilio
  • Mailgun
  • Sinch

What's included

  • AI-powered EHRNotes, e-Rx, fax and patient intake
  • RCM platformClaims, fee schedules and payments
  • Dedicated teamBilling specialists and support staff

Compare

How ClinicX compares

Which of 17 capabilities ClinicX, Epic, Oracle Health, athenahealth and eClinicalWorks include
CapabilityClinicXEpicOracle Healthathena­healtheClinical­Works
EHR, billing and practice management in one systemIncludedIncludedIncludedIncludedIncluded
AI-assisted SOAP notesIncludedNot includedNot includedIncludedNot included
AI help with CPT codingIncludedIncludedNot includedIncludedNot included
Real-time view of revenueIncludedNot includedNot includedIncludedNot included
Live claim trackingIncludedIncludedIncludedIncludedIncluded
Automated patient payment workflowIncludedIncludedIncludedIncludedIncluded
Eligibility and insurance verificationIncludedIncludedIncludedIncludedIncluded
Prior authorization workflowIncludedIncludedIncludedIncludedIncluded
Integrated clearinghouse for claimsIncludedIncludedNot includedNot includedNot included
E-fax and electronic lab workflowsIncludedNot includedNot includedNot includedNot included
Mobile access for providers and patientsIncludedIncludedIncludedIncludedIncluded
AI built into the daily workflowIncludedNot includedNot includedIncludedNot included
Dedicated RCM specialists who review claim qualityIncludedNot includedNot includedIncludedNot included
Go live in 7 daysIncludedNot includedNot includedNot includedNot included
Built for independent and growing practicesIncludedNot includedNot includedIncludedIncluded
Clinical and financial numbers on one dashboardIncludedNot includedNot includedNot includedNot included
Simple implementationIncludedNot includedNot includedNot includedNot included

ClinicX's assessment as of September 2026. Epic, Oracle Health, athenahealth and eClinicalWorks are trademarks of their respective owners; no affiliation is implied.

Answered, signed and in the chart.

Patients complete forms for your specialty, chosen from 40+, and sign consents on any device before the visit.

  • Clipboards
  • Retyping
  • Missing consents

Screens from the ClinicX demo environment. All patient data shown is fictional.

The Personal Information form in the ClinicX patient portal, in its dark theme, filled in by the patient. Basic information: legal name Harold Kirkbride and date of birth Aug 8, 1950, shown as what the practice has on file with a link to request a correction; sex assigned at birth, Male, selected; the box to include reproductive health questions left unticked; gender identity left blank; pronouns he/him. Address, on file: 7015 Rural Point Rd, Mechanicsville, VA 23116, USA. Emergency contact: Dolores Kirkbride, a phone number, relationship spouse or partner. Additional information: occupation Retired, primary language English, referred by a friend.
A patient's answered copy of the Nerve Symptoms, Balance and Sleep questionnaire in the ClinicX patient portal, in its dark theme: twenty-seven questions in six groups: twenty-five answered, and two follow-up questions not asked because the question before each did not call for them. What it feels like: burning, numbness and pins and needles ticked, burning bothering them most. Where it is and how it has changed: it started in both feet, moved up both legs from the toes, reaches the ankle, the hands are not affected, three years, worse over the years. Strength: no new weakness, so the follow-up question was not asked, and none of the listed changes. Night and sleep: worse at night, waking them three to four nights a week, bedsheets and socks do not hurt, getting up and walking and medication help. Balance and walking: they hold on to something walking in the dark and on uneven ground, are a little unsteady in the shower with eyes closed and stepping off a kerb, no falls in the last 12 months, so the injury question was not asked, no walking aid, more than ten minutes of walking, stopping because of burning pain and numb feet, and a little worry about falling. Worse at the end of the day; walking and medication make it better.
The Forms and consents tab of the same patient's chart in ClinicX, in its dark theme, as the practice sees it. Under Submitted forms, the card for Nerve Symptoms, Balance & Sleep, from Sep 23, 2026, version 1, 25 of 25 answered and 2 not asked, is open on all of its answers, the same answers the patient gave in the portal: Burning, numbness and pins and needles, Burning bothering him most; started in both feet or toes, then in the toes and up both legs, up to the ankle, hands not affected, for 3 years, worse over the years; no new weakness; worse at night, waking him 3 to 4 nights a week; and, for balance, holding on to something in the dark and on uneven ground, a little unsteady in the shower with his eyes closed and stepping off a kerb, no falls in the last 12 months, and on to what makes it worse (the end of the day) and better (walking, medication).

Dictate the visit. The SOAP note is ready to sign.

AI turns what you say into a SOAP note, and you prescribe from the same visit.

  • Transcription
  • Charting after hours
  • Copy and paste
  • Dictate, and AI builds the SOAP noteNothing added that you did not say
  • Review, edit and signSigning sends the visit to billing
  • Then e-prescribeControlled substances included (EPCS)
An example visit in two steps. First the visit note: the provider dictates for 42 seconds and AI turns it into a SOAP note (follow-up visit; BP 148/92, ECG normal; hypertension, above goal; increase lisinopril to 20 mg), which the provider signs. Then prescribe: lisinopril 20 mg for 30 days, sent as an e-prescription.
  • Dictate, and AI builds the SOAP noteNothing added that you did not say
  • Review, edit and signSigning sends the visit to billing
  • Then e-prescribeControlled substances included (EPCS)

Every visit becomes a clean claim.

Coded by AI, priced from your fee schedule and checked by billing experts.

  • Coding errors
  • Missed fees
  • Rework
  • AI suggests codes and modifiersFrom the signed SOAP note, checked against CMS rules
  • Priced from your fee scheduleImported during implementation
  • Reviewed before submissionScrubbed, then checked by our billing specialists
How a visit becomes a claim. The signed SOAP note goes to AI coding, which uses your fee schedule and CPT codes and rules to build the superbill. In the example visit that is 99214 with modifier 25 at $150.00, and 93000 at $45.00. A billing specialist reviews it, then the clean claim is submitted through Claim.MD.
  • AI suggests codes and modifiersFrom the signed SOAP note, checked against CMS rules
  • Priced from your fee scheduleImported during implementation
  • Reviewed before submissionScrubbed, then checked by our billing specialists

Fewer denials. Higher collections.

One practice portal for every provider, with group or individual NPI billing.

  • Denials
  • Underpayments
  • Slow pay
  • Fewer denialsClaims scrubbed and checked before they go out
  • Higher collectionsEvery charge matches your fees
  • Faster paymentsCard payments online, ERAs matched to each claim
  • Fewer denialsClaims scrubbed and checked before they go out
  • Higher collectionsEvery charge matches your fees
  • Faster paymentsCard payments online, ERAs matched to each claim

ROI calculator

Estimate it with your own numbers

Use a typical month. Rough figures are fine.

Estimated monthly impact

$10,984

$131,808 a year

About 25.8 front office hours freed per week

Where it comes from

  • Fewer no-shows$3,750
  • Recovered claims$3,375
  • Staff time$2,800
  • Software and billing$1,059

Not a quote or a guarantee.

How the estimate works

ClinicX's assumptions, not results measured at your practice.

  • Reminders prevent half of no-shows.
  • Half of rejected claims are corrected and paid.
  • 70% of front office and billing hours are saved.
  • 70% of your current software spend is replaced.
  • A percentage fee you pay a billing service today stops.

Five portals

Built for everyone, from the organization to the patient.

Organizations, practice owners, providers, assistants and patients each get their own portal.

  • Extra apps
  • Shared logins
  • Spreadsheets
  • Organization portalFor MSOs and groups running several practices, from one place
  • Practice portal for the ownerRevenue, reports and your team
  • A portal for each providerVisits, notes and prescriptions
  • Assistant portalFront desk: scheduling, check-in and billing
  • Patient portalIntake, consents and bill pay
Diagram: ClinicX at the top, with access set by role. Under it an organization, and under the organization three practices: a solo practice, a group practice and a multi-provider practice. Under each practice, its providers and its assistants side by side, and under them the practice's patients.
  • Organization portalFor MSOs and groups running several practices, from one place
  • Practice portal for the ownerRevenue, reports and your team
  • A portal for each providerVisits, notes and prescriptions
  • Assistant portalFront desk: scheduling, check-in and billing
  • Patient portalIntake, consents and bill pay

Product

A look inside ClinicX

Type or dictate, and ClinicX sorts it into S, O, A and P without adding anything you did not say. Then you prescribe.

ClinicX suggests codes from the note, a billing specialist reviews them, and each claim shows what to do next.

Every visit with its note, prescriptions and bill, and anything that needs a decision at the top.

Book, check in, room and start the visit from one list, with each patient's wait next to their name.

The doctor's visit screen for a blood pressure follow-up, on step 1 of 2 (Visit note, then Prescribe). A SOAP note is typed in with Subjective, Objective, Assessment and Plan, with Dictate and Format with AI buttons below it. Diagnosis I10 essential hypertension is attached. A side panel shows allergies, problems and today's vitals with blood pressure 138/86 flagged high.
Revenue Cycle charges list showing 111 charges and $1,885.00 outstanding. Each row has the patient and invoice number, date of service, payer (Cigna, Aetna, UnitedHealthcare, Humana), CPT code, charge, insurance paid, patient responsibility, balance, age in days and a status of Accepted or Paid, with a Post payment button on paid claims.
Patient chart for a 46 year old man in a demo practice, open on the Prevention tab. A Needs your attention bar shows 1 form waiting on the patient. The left rail lists allergies to penicillin and sulfamethoxazole, today's vitals with 1 flagged reading, next visit, balance and insurance status. The main panel lists influenza vaccine and tetanus booster as due and depression and anxiety screening as recommended, citing CDC ACIP and USPSTF.
Today's visits screen with the check-in queue as five columns: Expected, Arrived, Roomed, With provider and Checked out. Each card shows the patient, time and visit type, a waiting or in-room timer in amber after 20 minutes, the room number, vitals status and buttons for Room, Vitals, Open chart and Verify insurance.

Screens from the ClinicX demo environment. All patient data shown is fictional.

Setup

How setup works

Most practices are scheduling and charting in ClinicX within 7 days.

  1. Step 1: A call about how you work

    Who books, checks in, codes and bills, and which payers you see most.

  2. Step 2: We configure your practice

    Providers, schedules, fee schedule, payers, forms and staff roles.

  3. Step 3: Enrollment

    Claim.MD and e-prescribing enrollment. Payer enrollment can take longer.

  4. Step 4: Training

    Remote sessions for the front desk, clinicians and billing staff.

  5. Step 5: White-glove onboarding

    We set up ClinicX with you, train your team and stay close through the first weeks.

Next step

Book a 15-minute review.

We look at your intake, billing and collections, and show what ClinicX would change.

Screens from the ClinicX demo environment. All patient data shown is fictional.

See what ClinicX would change in your practice.

Book a 15-minute review