For Insurance-Funded Surgical Practices
Voice notes built for the medical-necessity review.
Lipedema, panniculectomy, reconstructive, gender-affirming — if your authorizations depend on hitting every UHC, Aetna, and Cigna criterion, your notes can't miss a line. ClinicOS captures the full consult and organizes it the way insurers want to read it.
Syncs to DrChrono and the EMRs insurance practices use most.
The workflow you actually run
Insurance cases aren't two-page consults. Different people touch the chart at different stages. ClinicOS fits that — one patient record, four templated capture points.
Patient Coordinator
Phone intake
Coordinator runs the 1-hour qualifying call. ClinicOS captures the full conversation into a structured intake template that mirrors your insurer's medical-necessity criteria.
Front Desk
In-office photos
Standardized capture, organized to the same patient record. Pose-matched and consent-documented.
Surgeon
Physical exam
Walk in, examine the patient, dictate findings. The exam note attaches to the same record so coordinator intake + your exam are reviewable side by side.
Billing Team
Surgical plan & codes
Document the plan with the specific CPT codes and unit counts billing needs to file. Built to match how authorizations actually work — staged surgeries, total unit ceilings, location specificity.
Templates that mirror your insurance policies
We build your intake and exam templates section-by-section against the actual policy language — UHC, Aetna, Cigna, BCBS. Every required criterion gets its own field. If it came up in the conversation, ClinicOS pulls it into the right section.
Example sections from a real lipedema intake:
- •Continued symptoms despite conservative therapy
- •Documented disability from lipedema
- •Failed compression therapy with duration
- •BMI and stage classification
- •Lack of effect of limb elevation
- •Functional impairment to ADLs
Templates are built per-practice during onboarding. We'll draft yours from the policies you bill against.
EMR Sync
Notes land in your EMR chart
Sign the note in ClinicOS, it flows into the patient record in your EMR. No copy-paste, no PDF exports, no chasing your billing team for missing documentation.
DrChrono is our flagship integration for insurance-funded practices. Others by request.
We're building for insurance-funded practices
Become a design partner
ClinicOS started in cosmetic surgery, where a two-page consult is the norm. We're now extending the product to insurance-funded practices — where authorizations depend on hitting every criterion in a 20+ page record, where multiple staff touch the chart, and where billing needs structured outputs the conversation doesn't naturally produce.
If you run an insurance-driven surgical practice, we'd like to build with you. Design partners get custom templates built to your policies, direct product input, and priority access to features we ship for this segment.
- ✓Custom templates built from your policy bundle
- ✓DrChrono integration setup included
- ✓One flat rate per practice — coordinators, surgeons, and billing all included
- ✓Direct line to our CTO for workflow questions
Tell us about your workflow.
Email hello@clinicos.ai with the policies you bill against and a sample intake template. We'll come back with a workflow proposal within 48 hours.
See all ClinicOS Voice Notes features →