BOS›Industries›Health and private practices
Health and private practices
BOS for Health & Private Practices

A full schedule.
Control in BOS.

WhatsApp booking without tying up the phone, reminders that cut no-shows, and billing to private patients and health insurers in one place. Aurora drafts the reminders and collections keep moving on their own.

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Appointments come in by WhatsApp and phone, and the front desk answers and takes notes at the same time. Patients don’t show up and don’t call. What’s been billed to each health insurer lives in a spreadsheet, and nobody knows what’s still outstanding until the month closes.
What changes in practice
No-shows: 18%
6%
with automatic appointment reminders on WhatsApp
Collecting from health insurers: 52 days
34 days
with each insurer’s account status always in view
Closing professional payouts: 6 days
1 day
with each professional’s output calculated automatically

Expected results based on how each module is used — not a guarantee. Request a demo with your real case.

How it rolls out

A roadmap for your practice.

You don’t need to migrate everything on day one. This is how most practices and clinics move forward once they start with BOS.

PHASE 1 · GET ORGANIZED

The schedule, under control.

Appointments by professional: patients book and confirm on WhatsApp and the reminder goes out automatically. No-shows drop from the first week.

PHASE 2 · FRICTIONLESS BILLING

Collect without chasing anyone.

Billing to private patients and health insurers with the status of each submission in view, rejections logged with their reason so you can rebill on time, and each professional’s payout calculated automatically.

PHASE 3 · AURORA TAKES THE LEAD

It flags things before you ask.

Aurora drafts payment reminders, warns you when a health insurer is running too far behind and shows you how the month is going without you asking.

The full picture

Appointments, patients and payments,
in one place.

Medical records live in your clinical system. BOS takes care of the rest: a full schedule without tying up the phone, patients who come back, and every visit getting paid.

Appointments on WhatsApp

Patients book, confirm and reschedule on WhatsApp or web chat at any hour, without tying up the front desk phone.

What each health insurer still owes

Account status per health insurer and prepaid health plan: what was submitted, what was paid, what was rejected — and how long ago.

Each professional’s payout

Procedures, billing and payout for each professional, with their percentage applied automatically.

Rejections and rebilling

Every rejection from a health insurer is logged with its reason, so you can rebill on time and see which agreement is worth it.

Supplies that don’t run out

Medical supply stock with a minimum per item and an automatic alert before you run out.

How the month is going

Appointments attended and missed, billed and collected by health insurer, and break-even per location — live.

Billing to insurers and private patients

Electronic and connected to ARCA; accrued and collected never get mixed up.

Every professional, their own schedule

Each professional sees their schedule and their payout; management sees the full picture.

Sensitive data, kept apart

Clinical information and payroll are kept separate, with stricter access.

The patient

Everything that happens with a patient
outside the exam room.

Diagnosis and medical records belong to your clinical system. BOS keeps the other half: who they are, what you charged them, what coverage they have, when they came in, when they need to come back and what was said on each channel.

Patient record

Contact details, coverage, member card and plan, who’s responsible for payment and communication preferences in a single record — the same one billing uses and Conversa sees.

Patient activity

The full timeline: appointments booked, attended and missed, procedures billed, payments, complaints and every message sent or received.

Patient account

Coinsurance, copays and self-pay visits with an up-to-date balance: what they owe, for which procedure and since when, without asking admin.

Coverage and authorizations

Plan, member card and authorizations with their expiration dates. If an authorization is missing for Thursday’s procedure, you see it before Thursday.

Patient documents

Consent forms, orders, submitted studies and receipts saved on their record with strict permissions — and Aurora reads them when you need them.

Re-engagement and follow-up

Checkups, boosters and staged treatments get scheduled: the patient who needs to come back in six months gets the reminder without anyone writing it down.

Communication in one thread

WhatsApp, web chat and email all tied to the same record: whoever’s attending sees the full history, not a stray message.

Patient self-service

They book, confirm, reschedule, pay and download their receipt without tying up the front desk phone.

Clinical / administrative separation

Clinical information stays in your medical system. The administrative side lives in BOS, with different roles and an audit trail of every sensitive access.

After-sales and loyalty

The visit ends.
The relationship continues.

A patient who doesn’t come back is a silent loss. BOS schedules the checkup, reminds them about the booster and shows who stopped coming.

Post-visit follow-up

Checkups, boosters and staged treatments get scheduled and reminded without anyone writing them down.

Patients who stop coming

Repeated no-shows and dropping visit frequency show up before you lose the patient.

Relationship and satisfaction

Post-visit surveys and messages from Conversa, with the response saved on the patient record.

Technical capabilities

The foundations that protect
your practice’s data.

1

Each practice’s data is kept separate from every other account in the database itself, not just on screen. If something fails, access closes — it doesn’t open.

2

Role-based permissions, enforced at four points, from the screen to the database: each professional sees and does only what’s theirs to do. Payroll and billing are stored separately, with stricter access.

3

Sign in with your Microsoft or Google account, with two-step verification, and every session is protected and renewed securely.

4

Infrastructure on Supabase (SOC 2 Type 2, encryption at rest, backups with point-in-time recovery) and Vercel (ISO 27001:2022, SOC 2 Type II, DDoS/WAF mitigation) — certifications held by our infrastructure providers, not by BOS as a product.

5

For regulated cases, BOS can operate under HIPAA through specific configuration and a contractual agreement (BAA) with the data provider.

6

Connects with your medical records system through a public API and signed automatic notifications (webhooks): BOS doesn’t replace it — it runs the practice around it: appointments, billing, health insurers and payouts.

No strings attached

Use what works for you. Nothing more.

Every module is customizable, and its features can be used partly or fully: none of them is mandatory. You can use BOS just as a task planner and leave the rest alone — it stays available, included in the same subscription, for the day you need it.

Customizable modulesPartial or full useNo mandatory featuresEverything else still included
Frequently asked questions

What people always ask.

Does BOS replace our medical records system?
It doesn’t force you to. Your medical records can stay where they are — BOS connects via API and handles the administrative side: appointments, billing, health insurers and each professional’s payout. But if at some point you’d rather BOS do it all, it can be set up that way. And if you’d rather go step by step, it adapts to your pace.
Can you bill every health insurer and prepaid health plan?
The billing workflow is configured around your agreements with each health insurer and prepaid health plan, with the account status — submitted, paid, rejected — always visible.
Is patient and professional data protected?
Yes: each practice’s data is kept separate from any other account in the database itself, with role-based permissions and stricter access for sensitive data. For regulated cases, BOS can operate under HIPAA with a contractual agreement (BAA). More detail in Security & Stack.
Does it work for a small practice, or only for large clinics?
It fits both: from a solo professional to a clinic with several locations and dozens of agreements. The roadmap above is the same; only the pace changes.
How long does implementation take?
It depends on how many professionals and agreements you have. Most start by organizing the schedule (Phase 1) and add billing and Aurora later, without migrating everything at once.
Already included

It’s not a separate vertical.
It’s the same system.

Every module comes in the same subscription, with unlimited users. These are the ones practices and clinics use most.

Intelligent living

Less admin.
More patients.

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