The Practice Management System Built for 1–2 Clinician Practices
You've outgrown pure solo practice — maybe you brought on a partner, hired an associate, or share space with a colleague. But you're not a large group practice either. You don't have a dedicated office manager, a billing department, or an IT team. You need the coordination tools of a multi-provider clinic without the complexity or cost designed for an organization. Oli delivers AI-powered practice management purpose-built for the sweet spot of small practice — powerful enough for two, simple enough for one to manage.
The Reality of Running a Small Practice
With 1-2 clinicians, you face unique coordination challenges without the resources of a large clinic.
Shared Space, Shared Headaches
Small practices typically share treatment rooms, equipment, and waiting areas. Two providers can't use the same room simultaneously, but generic calendars don't know that. You end up resolving conflicts in person, wasting time, and occasionally double-booking rooms — creating awkward patient experiences and workflow disruptions.
Documentation Still Falls on the Clinicians
You don't have scribes or medical assistants handling notes. Both clinicians document their own sessions — often after hours. When patients see both providers, notes live in separate systems or inconsistent formats. Care continuity between two clinicians who share a patient requires documentation that actually connects.
Billing Is a Side Job Nobody Signed Up For
Small practices can't justify a full-time biller, but the billing work is real. Insurance claims, receipt generation, outstanding balances, payment tracking — it's split between providers or handled by a part-time admin who also answers phones and manages supplies. Revenue slips through the cracks because nobody owns the billing process fully.
Software Costs Hit Harder at This Size
Large practices absorb $200–400/month per-provider software costs across their revenue base. For a 1–2 clinician practice, those same costs represent a significant percentage of overhead — especially when you're paying per-provider rates for features designed for enterprise teams. You need professional-grade tools at a price that respects small practice economics.
No Time for Business Analysis
You know your practice is doing "okay" — but you don't have metrics. Which days are underbooked? What's your no-show rate? Is the second provider generating enough revenue to justify the overhead? Without analytics, growth decisions are guesswork. But you're too busy treating patients and managing operations to build spreadsheets.
How Oli Transforms Small Practice Operations
Multi-Provider Scheduling — Without the Enterprise Complexity
Coordination for two shouldn't require tools built for twenty. Oli gives you just enough multi-provider power without the configuration overhead.
- Side-by-side calendars — see both providers' availability in one clean view
- Room-aware booking — shared treatment rooms automatically prevent double-allocation
- Provider-specific appointment types — different durations and services per clinician
- Patient preference tracking — patients book with their preferred provider or whoever's available first
- Online self-booking — patients schedule 24/7 without calling your practice
- Automatic reminders — SMS and email notifications reduce no-shows for both providers
- Waitlist automation — cancelled slots offered instantly to waitlisted patients
- Recurring appointments — book treatment series for either provider with one action
- Coverage support — easily reassign patients when one provider is away
Charting With Shared Patient Continuity
Seamless collaboration and continuity of care for your shared patients.
- Unified patient records — both providers' notes, assessments, and treatment plans in one chart
- Cross-provider visibility — when a patient sees both clinicians, each provider sees complete history
- Discipline-specific templates — pre-built for your specialties, customizable to each provider's workflow
- Care coordination notes — internal handoff notes between providers for shared patients
- Longitudinal tracking — patient progress across visits, regardless of which provider delivered care
- Lab and imaging integration — results linked to patient charts, accessible to both clinicians
Billing and Payments — Simple Enough for a Small Team
One billing workflow for both providers. No dedicated biller required.
- Integrated payment processing — collect at booking or checkout without separate billing software
- Automatic receipt generation — professional receipts for insurance reimbursement from either provider
- Per-provider revenue tracking — see income by clinician without manual spreadsheets
- Outstanding balance dashboard — know exactly who owes what across the entire practice
- Insurance verification — check coverage before appointments for both providers' patients
- Direct billing — submit claims to major insurers in US and Canada
- Package and membership pricing — session bundles with automatic credit tracking
Client Portal — Your Shared Virtual Front Desk
Give your patients a unified, branded experience while reducing administrative volume for both providers.
- Multi-provider booking — patients choose their clinician or see whoever's available first
- Centralized intake — standardized forms completed once, accessible to both providers
- Secure messaging — patient messages routed to the appropriate clinician
- Treatment plan visibility — patients see their care plan and progress
- Self-service rescheduling — patients manage appointments 24/7 without calling
- Document sharing — home exercises, educational materials, and consent forms
Dashboard — Know If Your Small Practice Is Thriving
The analytics you need to run a smart small practice — without hiring a practice manager.
- Practice revenue overview — combined and per-provider income tracking
- Appointment analytics — utilization rates, no-show patterns, and peak times for each clinician
- Patient retention metrics — who's due, who's lapsed, who needs follow-up
- Provider comparison — understand workload balance and revenue distribution
- Growth indicators — data to decide when it's time to bring on a third provider
- Financial health — outstanding balances, collection rates, and revenue trends
Client Communication — Coordinated Without Complexity
Ensure a consistent patient experience across both providers.
- Shared communication view — see all patient messages in one place
- Provider routing — messages reach the right clinician automatically
- Automated reminders — appointment confirmations and follow-ups for both providers
- Recall campaigns — re-engage lapsed patients systematically across the practice
- Template messaging — consistent, professional communications for common scenarios
Telehealth — Virtual Care for Both Providers
Integrated video capabilities that don't add complexity to a small team's workflow.
- Integrated video — both clinicians get telehealth capabilities, no separate platform
- HIPAA-compliant — healthcare-grade security for all virtual visits
- Seamless documentation — notes flow identically for in-person and virtual sessions
- Hybrid scheduling — mix virtual and in-person across both calendars
- Flexibility — providers can see patients remotely on days they're not in the office
Task Management — Stay Aligned as a Small Team
Keep your small practice running smoothly with cross-functional task delegation.
- Shared task lists — coordinate administrative, clinical, and follow-up responsibilities
- Assignment and tracking — delegate tasks between providers and support staff
- Automated reminders — compliance deadlines, follow-ups, and renewals never slip
- Patient-linked tasks — tie to-dos to specific patient records for both providers