HIPAA Compliant AI Practice Management Software
Book, chart, bill and get paid — all in one place. CallSphere Health is the complete practice management platform with an AI team working inside every feature — answering your phones, filling your schedule, drafting your notes and chasing your claims, so the humans in your practice can take care of the humans in your waiting room.
Plans from $54/monthHIPAA BAA on every planFree data migration
- HIPAA BAA signed on every plan
- Encrypted, audited, 2-step verified
- Phones answered 24/7 by AI
- Free import of your existing data
Here's Tuesday, running itself.
You didn't open a practice to answer phones and file paperwork. Here is an ordinary day where the busywork simply… happens.
- 6:58 AM
The phone rings before you do.
Your AI front desk picks up, checks real availability and books Maria in for 2:40. Her confirmation text arrives before her coffee.
- 9:15 AM
The schedule heals itself.
Two patients confirm from their reminders; one reschedules. The freed slot is offered to the waitlist automatically.
- 11:30 AM
Intake, already done.
Maria's forms were e-signed from her couch. They're in her chart before she's found parking.
- 2:40 PM
You just see the patient.
With consent, the AI scribe listens and drafts the visit note while you work. You review, edit and sign.
- 3:05 PM
The claim files itself.
Eligibility was verified before the visit; the moment you sign, the claim goes to the clearinghouse and a receipt lands in the portal.
- 5:30 PM
Money finds its way home.
Cards on file settle today's balances. The one that couldn't gets a friendly payment link by text.
- 8:00 PM
Tomorrow fills up while you're at dinner.
Your AI team answers the evening calls and reaches out to patients who are due back. Tomorrow is busier than today — in the good way.
Every step ran on one system. Nothing to sync, nothing to export, nobody staying late.
Every job in the practice, handled.
The five jobs every practice pays for — done by software that never calls in sick.
“Every call answered. Every single one.”
Your AI front desk answers the phone, the website chat and the voice widget 24/7 in your practice's own voice. It books and reschedules against your live calendar, answers the questions patients actually ask, and hands off to a human exactly when you'd want it to — with every conversation transcribed and searchable.
- Answers phone, chat & web voice around the clock
- Books straight into your real schedule
- Knows your hours, services, prep and policies
- Hands off to your team by your rules, with full transcripts
“A schedule that fills itself.”
A branded booking page patients actually use, reminders that cut no-shows, and a waitlist that pounces on every cancellation. You set the rules once; the calendar takes it from there.
- Branded online booking, live availability
- Email & SMS reminders with confirm-by-text
- Waitlist auto-fills cancellations
- Group visits, shifts & blocked time
“Notes that write themselves.”
Chart with templates, body charts and e-signatures built for your discipline — and let the AI scribe turn the visit itself into a draft note. You stay the author; you just stop being the typist.
- Specialty charting templates & body charts
- AI scribe drafts the note from the visit, with consent
- Treatment plans, e-sign & paperless intake
- Every document filed to the chart, unlimited storage
“From visit to paid, hands off.”
Eligibility checks before the visit, claims to the clearinghouse the moment you sign, ERAs posted back automatically, and card payments with text-to-pay for everything else. Billing stops being a second job.
- Real-time eligibility & electronic claims
- ERA posting & claim tracking
- Integrated card payments, online & in person
- Superbills, statements & payment links
“Quiet months, un-quieted.”
Your AI team notices who's due back and reaches out — recall campaigns, review requests, referral tracking — all consent-aware and quiet-hours polite. The schedule stays full without anyone working a phone list.
- Automatic recall & reactivation outreach
- Email & SMS campaigns with consent built in
- Reviews, reputation & referral tracking
- See exactly which outreach filled which slot
And the rest of the building, too.
From the front door to the back office, it’s all one login.
Telehealth
HIPAA video visits with a virtual waiting room
Labs & imaging
orders out, results back into the chart
Patient portal
appointments, forms, bills and records, self-serve
Secure messaging
encrypted chat instead of voicemail tag
eFax
send records where paper still rules
Outcome surveys
PHQ-9, GAD-7 and friends, scored for you
Timesheets
hours tracked where the schedule already lives
Credentialing
licenses and privileges with expiry alerts
Quality measures
survey-ready reporting
Inventory & packages
products, memberships and bundles
Beds & OR
facility operations with a live census
Command center
the whole house on one screen
Referrals & triage
structured intake for inbound referrals
Public API
connect the rest of your stack
Audit & 2FA
every action logged, every login verified
Built for the way you practice.
Tell CallSphere your discipline and it re-shapes itself — charting templates, intake forms, billing codes and even how your AI front desk talks to patients. No modules to bolt on, no consultant required.
If you book visits, chart care and get paid for it, CallSphere fits.
24/7
your phones answered — nights, weekends, lunch rushes
Seconds
from “can I get in this week?” to a booked slot
Same visit
note drafted before the patient reaches the parking lot
One login
replaces your PMS, EHR, biller, and answering service
Serious about the boring parts.
Every plan — not just the expensive one — runs on the same HIPAA-compliant platform: a signed BAA, encryption in transit and at rest, a complete audit trail, two-step verification and role-based permissions. Your data is yours: we import it free when you arrive and export it free if you ever leave.
- Signed HIPAA BAA
- Full audit trail
- 2-step verification
- Role-based access
Priced like a tool. Works like a team.
Three plans, per practice per month. Every one includes the full HIPAA foundation, unlimited storage and free data migration. Add your AI team to any plan.
For solo practitioners
Pulse
Everything one provider needs to schedule, chart and get paid.
Schedule & book
- Calendar, shifts & blocked time
- Branded online booking page
- Waitlist & group appointments
- Email & SMS appointment reminders
Chart & care
- Patient records & charts
- Charting templates, body charts & e-sign
- Treatment plans
- Intake & consent forms with e-signature
- Documents & results library
Get paid
- Invoices, receipts & superbills
- Integrated card payments (online & in-person)
- Email & SMS payment requests
- Financial & appointment reports
Connect
- Secure patient portal
- HIPAA-compliant secure messaging
Foundation
- HIPAA BAA, audit trail & 2-step verification
- Unlimited storage & free data import
- Email support
For growing practices
Momentum
Unlimited team, telehealth, insurance billing and marketing.
Your team
- Unlimited providers & staff profiles
- Roles, permissions & supervision with co-sign
- Timesheets & shift management
Care anywhere
- HIPAA-compliant telehealth video visits
- Virtual waiting room & screen share
Clinical power
- Lab & imaging orders with results routing
- Outcome surveys & measures (PHQ-9, GAD-7, PCL-5)
Insurance billing
- Real-time eligibility checks
- Electronic claims (837 / CMS-1500) via Claim.MD
- ERA posting & claim tracking
Fill your book
- Email & SMS marketing campaigns
- Recall & reactivation automations
- Reviews, reputation & referral tracking
- Outbound eFax with delivery log
Insight & support
- Advanced reports — payroll, productivity, retention
- Priority support
For clinics & health systems
Summit
Facility operations, enterprise billing and governance at scale.
Facility operations
- Departments, wards & beds with live census
- Operating-room (OR) scheduling
- Emergency department tracking board
- Command center — house-wide view
Enterprise billing
- Claim batches & claim lifecycle board
- Statements, credit memos & memberships
- Packages & product inventory
Governance & quality
- Credentialing — licensure, privileges & expiry
- Quality measures & regulatory reporting
- Operational reports — utilization, write-offs, waitlist
Scale & integrate
- Referrals & triage workflows
- Public REST API & custom integrations
- Dedicated onboarding, data migration & phone support
Add your AI team
Each plan pairs with an AI add-on — switch it on at checkout or any time after.
Your website answers questions and books visits by itself.
- 24/7 AI website chatbot with booking
- AI knowledge base trained on your practice
- AI Scribe — visit notes from recorded sessions
- Ask-AI copilot inside the app
Pairs with Pulse — $103/mo together
An AI receptionist that answers every call, 24/7.
- Everything in AI Assist
- AI phone agent — answers, books & routes calls 24/7
- Web voice agent (speech-to-speech) on your site
- Unlimited AI Scribe notes
- Full call & chat transcripts with handoff rules
Pairs with Momentum — $228/mo together
A fleet of AI agents running your front office end-to-end.
- Everything in AI Front Desk
- Outbound AI calls — recall, reactivation & reminders
- Multiple AI phone lines & locations
- Custom agent persona, voice & model
- Custom AI integrations (MCP connectors)
- Priority AI tuning & support
Pairs with Summit — $698/mo together
Prices in USD per practice per month. Cancel any time. Card processing rates apply to payments you collect.