Integrates with most EMR/EHRs

One Platform To Run Your Entire Practice

One Platform to Run Your Entire Practice

Scheduling, billing, patient management, forms, marketing, reputation, analytics, automations, and messaging – all in one place.

No more juggling 6 different tools.

Scheduling, billing, patient
management, forms, marketing,
reputation, analytics, automations, and messaging – all in one place.

No more juggling 6 different tools.

Scheduling & Online Booking

Fill your calendar, not your inbox

Patients book online 24/7 through your website, Google, or a direct link…

Online booking widget

Direct EMR calendar sync

Automated reminders (SMS+email)

Waitlist management

Multi-provider scheduling

Google & Yelp booking

Patients book online 24/7 through your website, Google, or a direct link…

Online appointment booking calendar showing February 2025 with available time slots and a booked consultation with Dr. Jack Jones
Patient Management & CRM

Every patient. Every interaction. One profile

Every call, text, email…

Lead volume dashboard displaying 677 total leads, 802 total value, 4.9% conversion rate, and a 30-day trend graph of lead volume over time

Every call, text, email…

Unified patient profiles

Lead pipeline

Lead source tracking

Contact management & tagging

Patient portal

Centralized doc storage

Billing & Payments

Get paid. No back-and-forth.

Online invoice & estimate

Appointment deposit collection

Pay-by-link (text or email)

Recurring billing

Stripe-powered processing

Auto payment logging

Every call, text, email…

Invoices and billing interface showing a list of invoices with amounts, statuses, and dates, plus a sample invoice detail for Maria S.
Digital Forms & E-Signatures

Forms that fill themselves out.

KloudMD Documents interface showing Client Intake Consultation Form with personal information and address fields

Drag-and-drop form builder

Auto-send before appointments

E-signatures

HIPAA-compliant uploads

Pre-built medical templates

Responses 

Communication & Messaging

Calls, texts, emails – one inbox.

Unified inbox (SMS, email, etc)

Two-way text messaging

Email integration

Web chat widget

Canned responses & templates

Internal team chat

KloudMD messaging interface with patient Cindy Rouse asking about acid reflux and staff confirming appointment for April 13
Phone System

Built for medical practices.

An AI assistant for your entire team.

HD business phone system with handset, keypad, and tablet displaying call management interface with contacts and voicemail options

VoIP with HD audio

Call recording & transcription

Voicemail transcription

IVR / auto-attendant

Call tracking for marketing

Click-to-call

Marketing & Reputation

Grow your practice.
Know what's working.

Email and SMS campaigns

Google/Meta conversion tracking

Automated review requests

Reputation monitoring

Lead source attribution

Popup campaigns & widgets

Google Ads ROI report chart comparing ad spend in blue bars and leads in green line from Feb 16 to Mar 17
Analytics & Reporting

See what's working.
Cut what's not."

Missed calls analytics showing 3.6% overall missed call rate with danger zone chart of missed calls by hour and staffing heatmap by day and time

Real-time dashboards

Lead source & ad reports

Appointment & revenue analytics

Missed call tracking

Staff performance metrics

Custom report builder

Phone System

Automate the busywork your team shouldn't be doing.

Visual workflow builder

Trigger-based automations

Automated reminders

Post-visit follow-ups

Review request automations

Multi-channel workflows

Centralized patient records interface showing file management with search, filters, and document list including policies, consent forms, and medical images

Stop paying for 6 tools when one does it all

Scheduling, patient management, billing, forms, phone, marketing, analytics, automations – KloudMD replaces your entire stack.