Chart Review
A storyboard of the whole patient; one time-bucketed record across encounters, labs, meds, vitals, problems, documents & referrals.
One backend for the whole clinic
The operating systemfor modern clinics.
EMR and telehealth, billing, pharmacy fulfillment, retention, and the books — run as one system, built by a physician who runs clinics on it.
- 0
- physician-built protocols
- 0
- pharmacy portal logins
- 0
- backend
Telehealth roomsCharting & SOAPPharmacy fulfillmente-PrescribingMembershipsConsent & e-signCare journeysBillingBooksRecalls & win-backsPatient appLabsProtocolsWorkflows
The problem
Eight logins is not an operating model.
Most cash-pay clinics run on a pile of disconnected tools — an EMR that ignores billing, a pharmacy portal nobody checks, spreadsheets holding the inventory together. Every gap between tools leaks margin, and the owner is the one holding the tape.
Total spend~$1,600/mo · eight logins · zero shared data
Clinical core
An EMR that was born cash-pay.
Charting, SOAP notes, dosing trackers, and visit flows designed around protocols — not around insurance codes. Your providers pick a protocol, the visit structures itself, and documentation writes toward the plan instead of the claim.
0physician-built protocols — hormone, GLP-1, thyroid, IV, sexual wellness, longevity — ready on day one.
Fulfillment engine
The pharmacy runs itself.
Treatment plans fire orders straight to the compounding pharmacy — fulfillment, tracking, and refills flow back into the chart without anyone touching a second portal. And the everyday scripts — blood pressure, diabetes, thyroid — go out as e-prescriptions to the patient’s own pharmacy from the same visit.
0pharmacy portal logins between the treatment plan and the patient’s doorstep.
Growth & retention
Retention runs on rails.
Cash-pay economics are retention economics. Backplane carries every patient from lead to member to renewal with automated recalls, win-back flows, and membership lifecycle campaigns. Runs standalone, or connects to the CRM you already use.
0lifecycle stages tracked per patient — and a playbook wired to every one of them.
Business office
Books a CFO would sign.
Memberships, packages, and one-time services bill cleanly — no claims, no clearinghouses, no denials. Underneath, a budgeting suite tracks margin by service line and keeps the books audit-ready — so year-end is a file handoff, not a fire drill.
Nightlymargin rollups by service line — hormones, weight, IV, aesthetics — not quarterly surprises.
Inside the platform
Not a mockup. The actual product.
Everything below mirrors the live platform — the same build running real clinic workflows today at dashboard.backplanehealth.com.
Virtual Care Suite
Telehealth that feels like the room, not a link.
A real waiting room and a real visit — live lanes from scheduled to on‑air, then a video room with the whole chart at your fingertips. Not a meeting link bolted onto an EMR.
- Live lanes — scheduled → waiting → ready → on-air
- Presence tiles with device + connection status
- One click from lobby to live room
- The chart beside the call — allergies, meds, vitals, notes
The chart, with a spine
Enterprise‑grade depth. None of the enterprise.
A storyboard of the whole patient, a record you can actually read, and consent, intake, journeys, and safe automations built in — the depth of a hospital chart, without the bloat or the login wall.
Consent & e-signature
Versioned documents, an append-only, document-hashed signature ledger — every consent auditable and court-ready.
Versioned intake & care journeys
Form definitions that snapshot their version; longitudinal pathways that keep every step tied to the patient’s record.
Workflows with a safety boundary
Operational automations that can never touch the chart (reminders, forms, tasks, journeys only) — with a human-approval gate.
The pharmacy engine
From protocol to doorstep. Automatically.
The deepest compounding-pharmacy integration in cash-pay medicine — and native e-prescribing for everything that isn’t compounded. Your clinic writes the plan; everything after that is machinery.
Protocol selected
Provider signs the plan inside the visit
Order fired
Compounding pharmacy receives it instantly
Compounded
Membership pricing applied automatically
Shipped & tracked
Tracking posts back into the chart
Refill queued
Month to month — queued before they run out
Member pricing
Compounded medications at membership rates.
Your patients get pharmacy pricing that makes memberships feel inevitable. Your clinic gets margin it can actually see — line by line, in the Business Office.
How fulfillment works →Everyday medicine, too
Primary-care scripts go out the same way.
Blood-pressure meds, diabetes meds, thyroid, statins — e-prescribed to the patient’s own pharmacy from inside the visit. Refills are approved from the chart, not from a fax pile.
e-Rx → any retail pharmacy · refills from the chart
The patient layer
Retention is the business. This is the retention layer.
Every Backplane clinic ships with a patient app — treatment plan, dosing schedule, lab results, messaging, refills, and membership in the patient’s pocket. No app store, no download friction: it installs from a link.
- ComplianceDose reminders land on the lock screen, so protocols get followed.
- RetentionPatients who can see their plan and their progress renew their membership.
- Lifetime valueRefills, upgrades, and rebooking happen in-app — without staff chasing.
Two ways in
Running a clinic,or building one.
For operators
Replace the duct tape.
Collapse the tool pile. We migrate your charts, your members, and your billing onto one backend — your patients never feel the switch, and your margins finally become visible.
Migrate a running clinic For foundersGo from idea to open.
The medical director, the corporate structure, the EMR, the pharmacy relationship, the protocols — every blocker between you and a compliant, open clinic, removed in one engagement.
Launch a new clinicWhy Backplane exists
Medicine on your terms.
Insurance bottlenecks. Corporate quotas. Shift work that owns your calendar. A lot of great clinicians are done with the grind — but going out on your own usually means becoming your own IT, billing, compliance, and pharmacy department overnight. Backplane exists to remove that wall — a cash-only clinic, turnkey, so you get your freedom and autonomy back instead of trading one grind for another.
The path to your own clinic- PhysiciansTrade insurance denials and shift work for a practice you actually own.
- NPs & PAsOpen under a compliant structure built for your state — not a career ceiling.
- New to the businessNo ops experience needed. The playbook, the systems, and the structure come with it.
How partnership works
Four steps. No mystery.
Walkthrough
Thirty minutes on your goals, your state, and your current stack. You leave knowing whether Backplane fits — and exactly what it replaces.
Blueprint
A written operating plan: platform configuration, migration or launch scope, clinical coverage if you need it, and the number it will run on.
Launch
We configure, migrate, and train. Existing clinics switch without patients feeling it; new clinics open with protocols and pharmacy live on day one.
Operate
You run the clinic. Backplane runs the structure — and the platform keeps shipping improvements from clinics we operate ourselves.
Objections, answered
The questions every owner asks.
And the answers we give on every walkthrough — before you ask.
No. Clinical services are provided by independent, affiliated physician-owned practices; Backplane provides the management, technology, and administrative structure that lets a qualified non-physician owner operate compliantly. Structure varies by state, and every engagement is reviewed for state-specific requirements.
Most engagements are multi-state from day one — telehealth-forward states first. Bring your target states to the walkthrough and we will map the corporate and clinical structure each one requires before you commit.
Partnership pricing depends on scope: platform only, platform plus clinical coverage, or full launch. Every blueprint includes the number in writing before you sign anything. There is no per-seat nickel-and-diming.
Existing clinics typically migrate in weeks — data, members, and billing move in a staged cutover. New launches depend on state requirements and credentialing, which the blueprint schedules honestly rather than optimistically.
The practice does — which means you and your patients. Your charts, your members, your data. If you ever leave, your records export in standard formats. Infrastructure should never hold patients hostage.
Yes — that is the point. Backplane replaces the EMR, the payment stack, the pharmacy portal, the spreadsheets, and the separate books, and we run the migration so your patients never feel the switch.
Yes. Prescribing is not limited to compounded medicine: hypertension, diabetes, thyroid, and statin scripts go out as native e-prescriptions to any retail pharmacy, with refills approved from the chart. And the budgeting suite is built for panel economics — year-round analytics, audit-ready books, and reports that replace real accountant hours every month.
The platform is built around HIPAA-compliant operations, and the corporate structures we configure are designed for state-specific requirements — reviewed per engagement, not templated. We do not guarantee outcomes; we do the structural work correctly.
The walkthrough
Build onBackplane.
A thirty-minute walkthrough. Your goals, your state, your stack — and a straight answer on whether this is your structure.
Book a walkthroughNo deck, no pressure —solutions@backplanehealth.com