Your providers spend 45 to 90 minutes a day reading chart updates they could read as a 5-minute morning brief. Patient intake fills out the same fields three times because the CRM, the EMR, and the scheduler don't share data. The CRM your office manager picked five years ago is HubSpot, which can't sign a BAA. Wysera fixes the practice-management side around the EMR.
The short answer
Wysera ships clinical chart review, patient intake and native booking inside a CRM that handles the practice-management side around your EMR. A BAA is available on request; SOC 2 Type II and HIPAA readiness are both still in progress.
- Built for
- Solo to mid-sized clinical practices (1 to 20 providers), specialty practices (dermatology, psychiatry, internal medicine), and concierge or DPC clinics tired of EMR-only workflows.
- Not built for
- Hospital systems and large multi-specialty groups (50+ providers) with deep Epic or Cerner integration requirements. Salesforce Health Cloud or Epic Healthy Planet is the right call there.
- Category
- Healthcare vertical
- Replaces
- A separate CRM, marketing tool, and content stack
- Pricing
- One flat bundle price, 20% off annual
- Approval model
- Wyse drafts, a human approves before anything ships
Live worksheet
What the leaks are worth in your clinical
Empty chairs and after-hours charting are the two costs a practice feels every week. Put your own numbers against them.
Your recovered capacity
$135,336 a year
$11,278 a month, on the numbers you entered.
- Visits recovered from no-shows$75,600
Reminders, confirmations, reschedule links.
- Clinician hours returned$51,960
Charting drafted, clinician approves.
- Referrals kept$7,776
Intake that answers the same day.
These are your numbers, not our claims. Every field marked your estimate is something you are guessing at, and the total moves with it. Where a row is spend you stop paying, your own Wysera budget is already subtracted from it. Nothing here is a promise about what Wysera will do for you.
Walk through these numbersTake it with you
The clinical playbook, printable
The four leaks, what to fix in what order, a blank ROI worksheet, and the six questions to ask every vendor on your list. No email required.
What breaks today
Provider chart review takes 45 to 90 minutes per day because every chart change requires opening the chart. There is no agent surfacing what changed across the panel.
Patient intake repeats demographics, insurance, and history three times: once on the practice's CRM form, once in the EMR, and once at the front desk. Each repeat increases the no-show probability.
HubSpot, Pipedrive and Salesforce SMB tiers do not sign BAAs, which means PHI cannot live in the practice's CRM on those platforms.
Scheduling lives in Calendly or the EMR's basic scheduler, neither of which connects to the deal-flow side of the practice (new patient acquisition, referral tracking).
How Wysera handles it
Clinical chart review (OpsWyse module)
Wyse synthesizes overnight chart updates into a 5-minute morning brief: med additions, abnormal vitals, family communication flags, missed appointments. Providers review the brief instead of opening every chart.
Conversational patient intake (OpsWyse)
Conversational intake forms collect demographics, insurance, history, and consent in 6 to 10 minutes. Auto-routes to the front desk and provider with a Wyse-drafted welcome. A BAA is available on request for practices handling PHI, with HIPAA readiness work still in progress.
Native patient booking inside the CRM
OpsWyse ships its own booking. Patients book through a practice-branded surface; the booking flows into the CRM record immediately, surfacing prep notes and prior visit context to the front desk and provider.
Referral and practice growth tracking
Where do new patients come from? OpsWyse tracks referrals (provider-to-provider, search, paid), retention by source, and lifetime patient value. The practice marketing side runs from the same brand brief through PostWyse.
Honest context
Why not the EMR's CRM module, Tebra, or Athena alone?
EMR-bundled CRMs (Athena Insight, eClinicalWorks, Tebra) handle billing and basic scheduling but lack agentic chart review, patient intake conversational flows, and a practice marketing side. Standalone CRMs (HubSpot, Salesforce SMB) cannot sign BAAs for PHI. Wysera covers the practice-management plus marketing plus chart-review synthesis layer around the EMR, with a BAA available on request.
Wysera is the right pick for
Solo to mid-sized clinical practices (1 to 20 providers), specialty practices (dermatology, psychiatry, internal medicine), and concierge or DPC clinics tired of EMR-only workflows.
Wysera is not the right pick for
Hospital systems and large multi-specialty groups (50+ providers) with deep Epic or Cerner integration requirements. Salesforce Health Cloud or Epic Healthy Planet is the right call there.
For clinical ops
See clinical chart review compress 90 minutes into 5.
Live walkthrough: Wyse's overnight chart review brief, the intake flow, native booking inside the CRM. 20 minutes.
Frequently asked
Is Wysera HIPAA-compliant for clinical practices?
A HIPAA Business Associate Agreement is available on request, and field-level redaction of PHI before AI processing is supported. HIPAA readiness work and the SOC 2 Type II audit are both still in progress, so the contract is available and the certification is not finished. Live today: encryption in transit and at rest, role-based access control, and audit logging. SSO and SAML are on the roadmap. The trust page carries the current status.
Does Wysera integrate with our EMR?
Read integrations with Athena, eClinicalWorks, and Tebra are on the 2026 roadmap. Bi-directional sync follows. Today, Wysera works alongside any EMR for the CRM, intake, chart-review-summary, and scheduling layer.
How does the clinical chart review module work?
Wyse reads chart updates from the EMR or directly-entered Wysera notes overnight. It generates a 5 to 10 minute morning brief per provider: med additions, vitals out of range, abnormal labs, family communication flags, missed appointments. The provider reviews the brief and clicks into specific charts only where needed.
Can patients book through Wysera the same way they book through Calendly?
Yes. OpsWyse ships its own booking, with a practice-branded surface. Each booking flows immediately into the patient record, surfacing prep notes and prior visit context to the front desk and provider.
What does Wysera cost for a 5-provider practice?
Pro Bundle is one flat price for 10 seats. Enterprise adds cross-org administration and the tighter compliance controls. Annual plans save 20% on either tier.
Does Wysera handle medical billing?
No. Billing remains the EMR or a dedicated RCM (revenue cycle management) tool. Wysera handles practice management, intake, scheduling, chart-review synthesis, and the marketing-and-growth side. Most practices run both.
Wysera for other verticals
See allWysera for
Hospice agencies
Wysera ships hospice-specific intake, caregiver onboarding and clinical chart review inside one CRM. HIPAA readiness and SOC 2 are both in progress, so check where they stand before planning a PHI workflow around them.
See the buildWysera for
Marketing and dev agencies
Wysera runs marketing, sales and operations for agencies: new business, delivery, and the operations behind both. Wysera bundles client CRM, project tracking, and brand-voice-matched content drafting so agency teams stop running on five tools to do one job.
See the buildWysera for
Event ops teams
Wysera turns booth taps into tracked leads, drafts post-event follow-ups overnight, and scores attendees so the AE team knows who to call Monday.
See the buildWysera for
Med spas
Wysera runs marketing, sales and operations for med spas. Get found. Build trust. Get booked. Keep patients coming back. One system for visibility, marketing, sales, CRM, follow-up, retention and the operations underneath, replacing the five subscriptions and three vendors it takes to run all of that today.
See the buildWysera for
Dental practices
Wysera runs marketing, sales and operations for dental practices: the marketing that fills the schedule, the CRM that works every enquiry, the recall engine most practices leave idle, and the operations behind all of it. Built with DENTALPRICE so self-pay patients can find you on price before they ever call.
See the buildWysera for
Restaurants
Wysera runs marketing, sales and operations for restaurants: own the guests you currently rent from delivery apps and review sites, fill the tables you are losing to no-shows, bring people back more often, and run the operation behind all of it. One flat price instead of a commission on every order.
See the buildWysera for
Accounting firms & CPAs
Wysera runs marketing, sales and operations for accounting firms: the marketing that wins the engagement, the CRM that chases the documents, and the operations that get the season delivered. Season is capacity-bound, not demand-bound, and most software only helps with demand.
See the buildWysera for
Insurance agents
Wysera runs marketing, sales and operations for insurance agents: quote follow-up while the lead is warm, a renewal book nobody has to remember, and the operations that hold the agency together as it grows. Speed to lead wins the policy. Everything after it keeps the book.
See the buildWysera for
Small law firms
Wysera is the intake and growth layer for small law firms: it answers the enquiry while the prospect is still deciding, chases the conflict check and the engagement letter, and keeps the follow-up running. Practice management software runs the matter after it is signed. Almost nothing runs the hours before it.
See the buildWysera for
Solo consultants
Wysera is the back office for a consultancy of one: it drafts the proposal while the call is fresh, chases it without you feeling like a nuisance, and keeps your LinkedIn presence running during the months you are too busy delivering to post.
See the buildWysera for
Healthcare staffing agencies
Wysera runs both sides of a healthcare staffing desk: the clinicians you are trying to place and the facilities you are trying to fill for. Speed decides both, because the recruiter who replies first books the traveller and the agency that responds first covers the shift.
See the build