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One platform for the whole patient journey.

Capture inquiries, convert them into booked patients, coordinate every step, and grow — all on one operational record. AI-supported at every step, you always approve.

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Capture Convert Coordinate Patient experience AI autonomy Grow Who runs on ClearDx

01 Capture

Every inquiry. One case.

WhatsApp, Instagram, web forms, email, referrals — captured into a single, structured case record. Nothing lives in a coordinator's phone.

One inbox across every channel
AI auto-creates the case + patient record
Nothing dropped, nothing re-typed

Inquiries today

AI captured 42 today

Sara Alvarez

CDX-0421

Interested in an implant consultation — dates in October

Instagram

Linh Nguyen

CDX-0422

Saw your IVF post, would love pricing + timelines

Web form

Rafael Moreno

CDX-0423

Requesting a rhinoplasty quote — attached photos

14m

Aisha Tan

CDX-0424

Follow-up on knee replacement — insurance letter enclosed

27m

4 new inquiries → 4 case records created

Auto · no re-typing

Quote QTE-2026-0148

Sara Alvarez · Implant consultation

Draft

Initial consultation

$450

Panoramic X-ray

$180

Implant, single tooth

$3,200

Crown, ceramic

$1,150

Total

$4,980

AI drafted

in 6s

Priced from your rate card. Ready for your review.

Deposit

Live link

$500

Card + wire + local rails

Follow-ups

3 drafted

Day 1 · Day 3 · Day 7

02 Convert

Quote in hours. Book in days.

AI drafts itemized quotes from your rate card, generates deposit links, and prepares the follow-up sequence. You review, hit send, and get paid.

AI drafts quotes from your rate card
Deposit links: card, wire, local rails
Follow-up sequences drafted, you approve

03 Coordinate

One board. Nothing slips.

Every case in one visual pipeline. Doctor routing, records, consults, and handoffs on a single record — so your team never has to guess who owns what.

Kanban across the whole journey
Doctors, records, and consults on one case
AI surfaces cases that need a nudge

Patient pipeline

3 need attention

New

Sara A.

Implant

Marco D.

IVF

Quoted

Linh N.

IVF

Rafael M.

Rhinoplasty

Booked

Omar K.

Knee

Aisha T.

Cardiology

Treatment

Jose P.

Dental

Priya V.

Cosmetic

Sara Alvarez · CDX-0421

Implant consultation · assigned to Dr. Mehta

Case record

Records

3 files

Consult

Tue 10:00

Messages

Welcome back, Sara

Implant plan · Bangkok

On track · 4 of 7

Your journey

Inquiry

Records

Quote

Deposit

Consult

Treatment

Recovery

Upcoming

in 2 days

Tue, Oct 14 · 10:00

Dr. Mehta · Video consult

Join with one tap

Latest message

Dr. Mehta

Looking forward to Tuesday. Please avoid eating 2h before the consult…

Documents

3 files

1 needs signature

Deposit

Paid

$500 · Oct 6

Support

Online

Reply in ~30m

04 Patient experience

The experience patients remember.

A branded portal — not group chats, email chains, or a coordinator ghosting them at 11pm. Patients see their journey, their next step, their docs, and their doctor in one place.

Journey timeline they can actually see
Video consults, records, and messages in one place
White-label — your brand, not ours

"I never had to ask 'what's happening?' The status was right there. I felt like a patient, not a lead."

— actual patient, IVF plan, Bangkok

05 AI autonomy

Semi-autonomous by design. You always approve.

AI runs the busywork behind every case: capture, routing, records, and reminders. Anything a patient sees — replies, quotes, follow-ups — is drafted for your team to approve. No hallucinations, no rogue outreach, no "AI sent something we didn't want."

Two states: Auto for internal work, Approve for anything patient-facing
Toggle any behavior on or off per site
Every AI action logged and auditable

ClearDx AI

Semi-autonomous · configurable per site

Live

Runs automatically

Auto

Internal, patient-safe operations

Capture inquiries → case records
Enrich patient profiles
Route cases to specialist queues
Log activity + timeline events
Send pre-approved reminders

Drafted for your review

Approve

Anything the patient will see

Patient message replies
Itemized quote drafts
Follow-up sequences
Doctor briefs + handoff notes
External communications

Auto actions · today

247

Awaiting approval

Approval rate

94%

Turn any behavior on or off per site

Configure →

Network revenue · MTD

$1,248,320

Booked patients

312

Inquiries

1,842

+18%

Consults

487

+12%

Quotes

396

+22%

Conversion

31%

+4pt

Sites

Istanbul

$412K

412 active

Bangkok

$286K

298 active

Mumbai

$219K

244 active

Mexico City

$164K

186 active

São Paulo

$167K

142 active

USD · EUR · TRY · MXN SSO Audit log Custom SLAs AI + approvals

06 Grow

Scale sites, not headcount.

Every site, currency, and language on one platform. Cross-site reporting, SSO, audit, and governance built in — so you can grow without a rebuild.

Multi-site, multi-currency, multi-language
Cross-site reporting on one dashboard
SSO, audit, and AI approval workflows

Who runs on ClearDx

Same product. Every size.

From solo practices to hospital networks — dental, cosmetic, IVF, and specialty. AI-supported at every tier, you always approve.

Solo · 1–3 people

Focus on patients. AI handles the busywork.

AI drafts responses, quotes, and follow-ups. You approve in seconds and grow revenue without growing hours.

Live same day

Most common

Growing · 3–20 people

Convert more without hiring more.

One board, one record, one team. AI drafts, your team approves. Grow volume, not headcount.

Live same day

Multi-site · 20+ people

Every site. One platform.

Multi-site, multi-currency, multi-language. AI at scale with governance and approval workflows.

Live same day

Ready when you are

One platform. Every step of the patient journey.

See ClearDx capture, convert, coordinate — with an experience patients remember and AI that supports your team. 30-minute walkthrough on your setup.

Start a free trial Book a demo

No credit card required to start your 15-day free trial.