The Practice Management Platform That Scales With Your Team
You've grown beyond solo practice — building a team of providers, support staff, and administrative professionals who deliver care at scale. But growth creates complexity. Multi-provider scheduling conflicts. Inconsistent documentation standards. Revenue leakage across providers. Staff coordination overhead. Oli delivers AI-powered practice management purpose-built for the operational demands of group practice — unifying your team on one platform at 75% less than competitors.
The Reality of Running a Group Practice
Managing a team shouldn't mean multiplying your practice's operational nightmares.
Documentation Quality Varies Across Providers
Every provider documents differently. Some write thorough notes; others cut corners. Terminology varies. Template usage is inconsistent. When patients see multiple providers in your practice, fragmented documentation creates clinical blind spots and compliance risk. Standardizing without micromanaging feels impossible.
Revenue Leakage Multiplies With Every Provider
Missed charges. Unbilled sessions. Inconsistent fee schedules across providers. Insurance claims filed with varying quality. Patient balances uncollected. In a solo practice, revenue leakage is manageable. In a group practice with 5-10 providers, even 5% leakage translates to tens of thousands in lost annual revenue — and you don't have visibility into where it's happening.
Shared Resources Create Constant Conflicts
Treatment rooms, specialized equipment, therapy suites — shared resources need coordinated scheduling. Provider A books a room that Provider B assumed was available. Equipment is double-allocated. Room turnover time isn't accounted for. Without resource-aware scheduling, your team wastes time resolving conflicts that software should prevent.
Practice Performance Is a Black Box
How productive is each provider? Which services generate the most revenue? Where are the scheduling bottlenecks? What's the no-show rate by provider or location? Without unified analytics across your team, you're managing by anecdote instead of data. Individual provider reports don't give you the practice-wide picture you need to make strategic decisions.
Permissions and Access Control Get Complicated
Front desk staff need scheduling access but not clinical notes. Associate providers see their patients but not others'. Practice owners need full visibility. Billing staff access financial data but not treatment details. Managing who sees what across a growing team — while maintaining compliance — requires granular controls that most systems don't provide.
How Oli Transforms Group Practice Operations
Multi-Provider Scheduling — Unified and Conflict-Free
Your front desk stops playing calendar Tetris. Oli prevents conflicts before they happen.
- Side-by-side provider calendars — see your entire team's availability in one view
- Resource-aware booking — rooms, equipment, and therapy suites allocated automatically to prevent conflicts
- Provider-specific appointment types — different durations, specialties, and services per clinician
- Cross-provider patient booking — patients see availability across all qualified providers
- Automatic coverage management — reassign patients when providers are absent, with instant notifications
- Multi-location coordination — schedule across clinic sites, satellite offices, and home visit zones
- Capacity optimization — identify underutilized time slots and scheduling bottlenecks across the team
- Recurring appointment automation — book treatment series for any provider with one action
Charting With Team-Wide Continuity
Seamless collaboration and continuity of care across your entire clinical team.
- Unified patient records — every provider's notes, assessments, and plans in one integrated chart
- Shared care plans — collaborative treatment planning visible to the entire care team
- Standardized templates — practice-wide templates ensure consistency while allowing provider customization
- Cross-provider handoff notes — seamless transitions when patients rotate between clinicians
- Longitudinal tracking — aggregate patient progress regardless of which provider delivered care
- Clinical alerts — flag contraindications, allergies, and safety concerns visible to all treating providers
Dashboard and Analytics — Practice-Wide Intelligence
Make data-driven decisions about hiring, scheduling, service offerings, and growth strategies.
- Provider productivity metrics — appointments seen, utilization rates, revenue generated per clinician
- Practice revenue tracking — daily, weekly, monthly income across all providers and locations
- Service mix analysis — which offerings drive revenue and which underperform
- No-show and cancellation patterns — by provider, day, time, or service type
- Patient flow analytics — wait times, throughput, and capacity utilization
- Referral source tracking — understand where your patients come from
- Custom reporting — build reports for the metrics that matter to your practice
- Comparative benchmarking — provider-to-provider performance visibility for practice owners
Billing and Payments — Unified Revenue Cycle Management
Centralized financial management ensures no session goes unbilled.
- Standardized fee schedules — consistent pricing across all providers
- Multi-provider claims management — track submissions, denials, and resubmissions by provider
- Insurance verification at scale — batch eligibility checks before appointment days
- Revenue attribution — understand income by provider, service type, payer, and location
- Outstanding balance dashboard — practice-wide AR visibility with aging reports
- Automated receipt generation — professional receipts for every provider's sessions
- Payment plan management — flexible payment options administered centrally
- Direct billing — submit claims to major insurers in US and Canada for all providers
Insurance Management — Streamlined for Volume
Designed to handle the complexity and scale of multi-provider insurance workflows.
- Benefit verification at scale — check coverage for tomorrow's patients in batch
- Utilization tracking — monitor used vs. remaining visits across providers for each patient
- Pre-authorization management — centralized tracking of approvals and expirations
- Claim-ready documentation — every provider's notes formatted for insurance compliance
- Denial management — track, analyze, and resolve denials across the practice
- Payer performance analytics — identify which insurers pay quickly vs. which delay
Client Portal — Scalable Patient Engagement
Give your patients a unified, branded experience while reducing front desk volume.
- Multi-provider booking — patients choose their preferred clinician or see whoever's available first
- Centralized intake — standardized forms for your practice, completed once regardless of provider
- Secure messaging — patient communications routed to the appropriate provider or front desk
- Treatment plan visibility — patients see their care plan, progress, and upcoming appointments
- Document sharing — home programs, educational materials, and consent forms distributed systematically
- Self-service management — patients handle rescheduling, cancellations, and balance inquiries 24/7
Telehealth — Virtual Care Across Your Team
Enterprise-grade telehealth that works seamlessly for every clinician.
- Multi-provider video — every clinician gets integrated telehealth capabilities
- HIPAA-compliant — healthcare-grade security for all providers
- Consistent experience — patients receive the same quality virtual visit regardless of provider
- Hybrid scheduling — mix in-person and virtual appointments across your team's calendars
- Coverage flexibility — providers can see patients remotely during off-site days
Task Management — Coordinate Your Entire Team
Keep your practice running smoothly with cross-functional task delegation and accountability.
- Role-based task assignment — delegate administrative, clinical, and follow-up tasks to the right team member
- Practice-wide task visibility — owners and managers see everything; staff see their assignments
- Automated workflows — trigger tasks based on events (new patient intake, missed appointment, claim denial)
- Deadline tracking — ensure compliance deadlines, follow-ups, and administrative tasks don't slip
- Team accountability — track completion rates and workload distribution across staff