FOR MULTI-LOCATION GROUPS

One system across every location.

Standardize workflows, centralize patient records, and roll up reporting across all your clinics — so every site runs the same way and you manage the whole group from one account, not a patchwork of tools per location.

Request a demo → Compare plans →

One account for the whole group Every location, one login Roll-up reporting Per-site permissions Consistent everywhere

P Group › All locations › This week Live OP

ALL Every clinic, one account One record · one workflow · one dashboard On standard

LocationsRecordsReportingAccess

One record · follows the patient between sites Centralized

Same workflows · scheduling, intake, documentation, billing Standardized

Roll-up reporting · the group, then any single clinic Drill-down

Per-site permissions · set from one place Role-based

A new clinic joins — it inherits the group standard, not a new system

Every site, one dashboard The chart follows the patient

ONE PLATFORM, EVERY CLINIC

Consistency across sites, visibility across the group.

One account for the whole group Every location, one dashboard Role-based access per site

1

account, every location

Run 2, 20, or 200 clinics from a single Platinum account — no separate logins or systems per site.

All

sites, one dashboard

Roll-up reporting brings every location's numbers together, with drill-down into any single clinic.

Role

based access per site

Give managers and staff the right permissions at the right locations — all controlled from one place.

THE PROBLEM

A patchwork of tools at every site.

Running multiple clinics on different systems means duplicated data, inconsistent workflows, and no single source of truth. Platinum brings every location onto one platform.

One record, every location

Staff at any clinic pull up the same patient chart, history, and plan of care — no re-entry and no gaps when a patient visits a different site in your group.

Standardized workflows

Scheduling, intake, documentation, and billing run the same way at every location, so care and operations stay consistent as you add clinics.

Roll-up visibility

See performance across the whole group from one dashboard, then drill into any single clinic when you need the detail behind the numbers.

A WEEK ACROSS THE GROUP

Five clinics. One way of working.

The clinics do not change. What changes is whether they are five separate practices or one group that happens to have five front doors.

✕ On a system per site

Each clinic runs its own system, so the same patient exists more than once.
A patient who visits another site starts from a blank chart.
Group numbers arrive as separate exports that have to be lined up by hand.
A workflow change is trained site by site, and drifts apart anyway.

✓ On Platinum

Every location works from the same record and the same plan of care.
Staff at any clinic open the chart the last visit left behind.
Roll-up reporting shows the whole group, with drill-down into any single clinic.
Scheduling, intake, documentation, and billing run the same way everywhere.

WHAT'S INCLUDED

Everything your group needs, connected.

The tools your locations rely on every day — analytics, engagement, billing, and scheduling — working together across every site.

Analytics

Cross-location dashboards that roll up every clinic's volume, revenue, and outcomes — with drill-down into any single site.

CRM

Consistent patient engagement, recall, and reactivation running across every location in your group.

Billing & RCM

One revenue cycle for the whole group — standardized claims, denials, and posting no matter which clinic collected.

Scheduling

The same scheduling and front-desk workflow at every site, with group-wide visibility into capacity and utilization.

HOW IT WORKS

One rollout, every clinic.

Three steps to the same standard at every location — managed from one account.

Map your group

Walk through your locations in a demo and see how one account runs 2, 20, or 200 clinics — no separate logins or systems per site.
One account
Standardize every site

Scheduling, intake, documentation, and billing are set up to run the same way at every location, so operations stay consistent as you add clinics.
Site by site, in your order
Watch the roll-up

Roll-up reporting brings every location's numbers into one dashboard, with drill-down into any single clinic when you need the detail.
Group, then clinic

WHICH SIZE FITS

Solo, group, or network — the same platform, sized to you.

Every practice runs the same connected system. What changes is how much of it you govern centrally.

One provider, one bill

A solo provider and a small team run charting, scheduling, billing, payments, and patient engagement from one account, with guided setup and one predictable bill.

Solo practices →

Every clinic on the same standard

Two or more clinics run the same workflows on one account. Patient records are centralized so a chart follows the patient between sites, reporting rolls up to the group, and permissions are set per location.

Compare plans →

Governed across the whole network

Networks, DSOs, and banners add centralized governance, custom onboarding and implementation, dedicated support with SLAs, and enterprise-grade security across every clinic.

Enterprise networks →

INSIDE THE GROUP

The same standard at every clinic.

Not five practices that share a logo — one group with several front doors, working from the same record, the same workflow and the same set of numbers.

“This program has answered all of our needs, and continuously expands with our growth.”

Dr. Edward Carpenter

Lexington Spinal Care · SC

The reception and waiting area of a large multi-provider clinic. — Every location on the same record, so a patient seen at one is known at all of them.

Add a clinic and it inherits the standard that already exists — the same workflows, the same record, the same roll-up.

Compare plans →

MULTI-LOCATION QUESTIONS

What groups ask us first.

Rollout order, who can see which clinic, and what happens when a patient walks into a different site.

No. Locations come across in the order you choose, on the same group standard, and roll-up reporting includes each clinic as it joins.

Role-based access is set per site from one place, so a manager sees the clinics they run and nothing else.

Staff at any clinic pull up the same chart, history, and plan of care. There is no re-entry and no gap in the record.

Scheduling, intake, documentation, and billing run the same way at every location, so consistency holds as you add clinics rather than eroding with each one.

One revenue cycle covers the whole group — standardized claims, denials, and posting no matter which clinic collected. The detail is on Billing & RCM.

Run 2, 20, or 200 clinics from a single Platinum account. Networks that also need centralized governance and a dedicated account team move to Enterprise.