WhatsApp sprawl
Patient threads spread across personal devices, group chats, and shift handoffs. Nothing is searchable; nothing is owned.
US Healthcare Technology company
The AI operating system for international patient operations.
ClearDx helps hospitals, agencies, and medical tourism teams run inquiries, coordination, telehealth, payments, and AI-assisted workflows from one centralized operational workspace.
AI-assisted workflows with optional autonomous execution controls — gated, auditable, and configurable at the workspace level.
app.cleardx.com / operations
Live
New leads
184
+24% vs last 30d
Active cases
62
+8 vs last 30d
Revenue MTD
$148K
+31% vs last 30d
Lead pipeline
This week
New
62
Qualified
41
Quoted
23
Booked
14
AI case brief
ReadyPatient PT‑0321: candidate for cardiac evaluation. Records summarized, missing labs flagged, three matched physicians.
Routed to Dr. Mehta · Mumbai
Treatment quote
QTE-2026-0148 · Knee replacement
Procedure$8,400
Hospital stay$1,200
Coordinator$300
Total$9,900
Deposit collected
$990
Active patient cases
Updated 2m ago
SA
Booked
Sara A.
PT-0312 · Oncology
RM
Quoted
Rafael M.
PT-0317 · Orthopedics
LN
AI ready
Linh N.
PT-0321 · Cardiology
OK
New lead
Omar K.
PT-0324 · Fertility
One operational layer across inquiries, coordination, clinical prep, and payments
Inquiry capture
WhatsApp · Instagram · Web · Concierge
Coordination
Tasks, handoffs, SLAs
Telehealth
Hosted live video consults
Payments
Deposits, consult fees, settlements
AI operations
Briefs, follow-ups, intake
Optional autonomy
Gated, audited execution
The problem
International patient operations become chaotic at scale.
As inquiry volume grows, teams struggle with fragmented communication, operational bottlenecks, and inconsistent patient coordination — long before clinical work even begins.
Spreadsheet operations
Pipeline status, quotes, and follow-ups live in tabs that only one person can really read.
Missed follow-ups
Warm patients go cold while coordinators juggle reminders in their head and in their inbox.
Disconnected coordinators
Intake, clinical prep, and travel sit in different tools — handoffs depend on the next person catching up manually.
Scattered medical records
PDFs, scans, and labs land in inboxes and DMs. Nobody knows what is on file or what is still missing.
Manual everything
Reminders, intake requests, status updates, payment chasing — repeated by hand on every case, every week.
Most "fixes" bolt another tool onto the chaos. The real shift is moving operations onto a single platform — so coordination, clinical prep, and payments share one record.
ClearDx replaces the stackThe operational lifecycle
From inquiry to recovery — in one operational system.
Every stage of an international patient case lives on the same record — with AI assistance, workflow automation, and operational actions wired together by default.
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01
Capture
Inquiry
-
02
AI-assisted
AI intake
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03
Workflow
Coordinator review
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04
AI-assisted
Medical records
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05
Live consult
Telehealth
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06
Workflow
Quote
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07
Payments
Deposit
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08
Operations
Travel coordination
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09
AI-assisted
Follow-up
01 — 03
Capture & triage
Every inquiry becomes a structured case.
Inbound from WhatsApp, Instagram, Messenger, web, and partner referrals lands as a normalized record. AI intake captures patient details, requests documents, and routes the case to the right coordinator.
- Channel-agnostic capture · one operational record
- AI-assisted intake with workflow handoffs
- Coordinator queues with SLAs, owners, and next actions
04 — 06
Clinical preparation
Records, consults, and quotes — orchestrated.
Medical records get summarized into doctor-ready briefs. Telehealth consults are scheduled on the case. Quotes assemble from priced lines and reach the patient without leaving the platform.
- AI case intelligence on uploaded records
- Hosted live video consults tied to the case
- Itemized quotes patients can accept and pay
07 — 09
Conversion & care
Deposits, travel, and follow-up stay tied to the journey.
Deposits and consult fees flow through embedded payments. Travel coordination, milestones, and recovery follow-ups run as scheduled, AI-assisted operations — so nothing falls between handoffs.
- Embedded payments · deposits, refunds, settlements
- Travel and milestone coordination on the case
- Automated follow-ups with optional autonomous execution
Each stage exposes AI assistance, workflow automation, and operational actions. Organizations decide which steps run with coordinator review — and which can run autonomously under workspace-level controls.
Integrations
Pull every lead into ClearDx — from the channels patients already use.
WhatsApp, Instagram, and Messenger plug directly into the operational record. Inbound messages become structured leads — with thread history, owner, and AI-assisted next actions attached from the first reply.
Connected
WhatsApp Business
Inbound, outbound, templated
Inbound · 2m ago
New inquiry · cardiac screening
Connected
Instagram DM
Concierge & paid social
Inbound · 42m ago
VIP concierge referral
Connected
Facebook Messenger
Quote follow-ups · ads
Inbound · 18m ago
Procedure quote follow-up
Cdx
Synced
ClearDx pipeline
app.cleardx.com / pipeline
Lead created · auto-attached
PT-0338 · Cardiology · Qualified
Owner: Ana · Stage: Records requested · Next: Attach prior imaging
WhatsApp thread
Instagram referral
Messenger follow-up
AI-assisted next action
Draft WhatsApp follow-up requesting prior echo report and lipid panel — ready to review or send.
New
Records
AI brief
Quote
Deposit
Booked
One inbox per case
Threads from every channel collapse onto the same operational record — no screenshots, no copy-paste.
Structured lead capture
Names, contacts, treatment interest, and consent fields populate from natural-language messages.
Channel attribution
Owners see volume, conversion, and revenue by channel — without dashboards stitched in Sheets.
Compliant message storage
Threads stay encrypted, role-scoped, and auditable on every patient record.
Official integrations
WhatsApp Business API Meta Messenger Platform Instagram Messaging API Webhook delivery · encrypted in transit Role-scoped access · auditableWalk the full operational lifecycle on your workflow — in 30 minutes.
Book a demo and we'll map ClearDx to how your team runs inquiries, coordination, telehealth, and payments today.
AI operations layer
AI that helps your team operate — not just chat.
Intake, records, follow-ups, and routine coordination get AI assistance by default. Workspaces stay in control of which actions need human review, and which can run autonomously.
Capability
AI intake assistant
Captures patient details from inbound messages, requests missing documents, and organizes inquiries into structured cases — so coordinators stop re-typing intake forms across threads.
- Channel-agnostic intake across WhatsApp, web, partners
- Structured fields populated from natural-language messages
- Document requests sent with one operational click
Capability
AI workflow automation
Triggers follow-ups, reminders, intake requests, and operational tasks based on case state — so warm patients don't go cold and handoffs stop falling between coordinators.
- Stage-aware reminders for patients and team
- Recurring intake and document chases
- Task fan-out across coordinators, doctors, finance
Capability
AI case intelligence
Summarizes uploaded records, flags missing documents, and prepares coordinator-ready and doctor-ready briefs faster — so consults start with context, not with reading a 40-page PDF.
- Doctor-ready clinical briefs
- Missing-document detection before scheduling
- Optional patient-facing case summaries
Optional layer
Optional autonomous execution
Organizations can allow approved workflows to run autonomously — with workspace-level controls, scoped action limits, and full audit trails. Off by default. Configurable per workflow. Always reversible.
- Workspace-level enablement, per-workflow scope
- Action limits, allow-lists, and approval gates
- Every autonomous action recorded and reviewable
ClearDx AI supports operational work — not clinical decision-making. It does not diagnose or prescribe. Human oversight remains configurable across workflows and autonomous actions.
Operations view
Operational visibility across your entire patient pipeline.
Coordinators, doctors, and owners share one view of the work — so workload, handoffs, and bottlenecks are visible in real time, not buried in chat threads.
Workload coordination
See who owns what, where work is stuck, and which cases are about to slip an SLA.
Scale across teams and sites
Multi-location, multi-specialty operations on one shared operational record.
Surface operational bottlenecks
Spot stages where cases queue up — before they become coordinator overtime.
AI-assisted next actions
Each card carries the AI-suggested next step, configurable per workflow.
The infrastructure layer
Embedded operational infrastructure.
Collect deposits, manage consultations, coordinate telehealth, and streamline patient workflows without switching systems.
Telehealth
Live consultations, on the case record.
Hosted video consults are scheduled, joined, and recorded against the case. Patients join from a browser-friendly link. Doctors run the visit with the briefs and tasks the team already prepared.
- Scheduling, reminders, and join links on the case
- Webex-backed sessions for clinical conversations
- Consultation payments flow through embedded checkout
Payments
One ledger for the full patient journey.
Consultation fees, treatment deposits, hospital settlements, and refunds all run beside the case — not in a separate finance tool.
- Consultation fees · doctor pricing, embedded checkout
- Treatment deposits · tracked on the case for reporting and refunds
- Hospital & external settlements · wires, cash, direct payments logged
- PCI DSS Level 1 processing · escrow & dispute trail per case
Card data never touches our servers — processed directly by Stripe under PCI DSS Level 1.
Built on enterprise-grade infrastructure
Stripe (US) · PCI DSS Level 1 Webex telehealth TLS 1.2+ · AES-256 Role-based access Auditable everywhereTelemedicine sessions support clinical discussion and education under your organization's policies — not a substitute for in-person care when it is required.
Who runs on ClearDx
Operational scale for agencies and hospitals.
Whether you broker patients across borders or operate the hospital they arrive at, ClearDx ships with the operational layer your role actually needs — coordination, payments, and AI-assisted workflows aligned to how you already work.
For agencies
Convert more inquiries, run a tighter operation
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Channel-agnostic inquiry capture — WhatsApp, Instagram, web, partner referrals — one operational record.
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Coordination at scale — AI-assisted tasks, follow-ups, and reminders that run without manual chasing.
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Partner doctor network on rails — Route by location, specialty, language, and capacity from the same case.
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Quotes and deposits as workflows — Itemized quotes accepted online, deposits collected, refunds traced.
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Operational visibility — See where work is stuck, who owns it, and how revenue is moving — without dashboards in tabs.
For hospitals
Run a modern international patient department
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Stand up an international desk in days — no internal IT lift, no integration project required.
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Multi-location, multi-specialty operations — with role-based access, routing, and audit on every action.
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Unified financial ledger — hospital settlements, wires, and platform deposits in one record.
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Clinical preparation, ready by the consult — AI case briefs, missing-document flags, and structured handoffs.
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International patient experience, on-record — On-record communication, updates, and milestones patients trust.
Operational maturity
International patient ops just changed categories.
Programs that still run on WhatsApp, spreadsheets, and stitched-together tools aren't just inefficient — they're competing against operators on a single operational system, with AI assistance and optional autonomy already wired in.
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Coordination is now an operational layer, not a chat thread. Inquiries, intake, follow-ups, and handoffs share one record by default.
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Patients expect digital onboarding and transparency. Email attachments and DM screenshots no longer meet the bar.
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Doctors expect prepared briefs and clean handoffs. Nobody wants another 40-page PDF arriving five minutes before a consult.
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Owners need real-time operational visibility. Pipeline, revenue, and workload by site — without flying blind across tools.
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Autonomy is becoming a capability layer. Routine, repeatable work is moving to AI-assisted execution under workspace controls.
Trust & security
Designed for sensitive healthcare operations.
Clear Diagnostix handles the most sensitive part of your business — patient health data — with the same care your compliance team would design from scratch.
Encrypted communication
TLS in transit, AES-256 at rest. No more unencrypted email and DM threads.
Role-based access
Granular permissions for owners, coordinators, doctors, and external partners.
Secure file storage
Records, scans, and reports stored in segregated, signed-URL object storage.
Auditability
Every view, edit, and payment movement recorded for internal and external review.
Global-ready workflows
Multi-region, multi-currency, multi-language. Built for cross-border by default.
Encryption at rest & in transit · Role-based access controls · Audit logs · Secure file storage · Privacy-first architecture
Payments via Stripe Connect · Hosted infrastructure in the EU & US
Human-in-the-loop by default
Human oversight remains configurable across workflows and autonomous actions — enabled per workspace, scoped per workflow, and recorded for every action.
Ready when you are
One operational system for international patient care.
ClearDx is the operational layer your coordinators, doctors, and finance teams already need — with AI assistance built in, and optional autonomous execution controls when you're ready.