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An online home for your patients.

The patient-facing side of circleOS. Patients book visits, complete forms, shop, and open the plans, results and records you share — all under your name, on every device.

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Welcome back, James.

Skin reset · 12 weeks

Week 1Week 12

Recent diagnostics

Female Hormone Panel
Limbach
Jul 4
Results ready
Vitamin D · 25-OH
Limbach
Jun 27
In progress

Upcoming visits

Hydrafacial · Signature Glow

Thu, Jul 9 · 04:22 AM

IV Drip · Immunity

Thu, Jul 16 · 04:22 AM

Home
Visits
Plans
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Booking & Appointments

Booking that fits around the patient.

Open times, the right provider, and the freedom to reschedule — all in an app patients can use the moment you share a link.

  • Browse and book services

    Patients open your service catalogue, pick a variant, and see the duration, price, and available times before they book.

  • Real-time availability

    A live calendar shows open slots across the locations and providers you offer, pulled straight from circleOS as they fill.

  • Choose a provider

    Patients can request a named clinician, or accept any available therapist when the service allows it — whichever they prefer.

  • Location-aware pricing

    Every service shows the price and times for the location the patient chooses, so what they see is what they book.

  • Reschedule in a tap

    Patients move a confirmed appointment to a new open slot for the same service and location, without calling the front desk.

  • Cancel when life changes

    From their booking link patients can view the details and, when you allow it, cancel — and the change lands in circleOS at once.

Shop & Forms

Buy and prepare before the visit.

A real storefront and a clear forms list, so patients can pay and get ready on their own time — not in your waiting room.

  • Shop your products

    Tests, kits, supplements, and prepaid packages appear with the images, descriptions, and pricing you configure in circleOS.

  • A cart that works

    Patients add items, adjust quantities, and apply a discount code, with the cart total kept in step the whole way through.

  • Pick a shipping method

    When an order needs sending, checkout shows the available shipping options for the patient to choose before they pay.

  • Pay their way

    Checkout offers the payment methods you've turned on for the workspace, so patients reach for the one they already use.

  • Complete required forms

    Intake, consent, and pre-visit questionnaires are filled in on the patient's own device and synced back to circleOS.

  • One personalised forms list

    Open the shared forms link and the app lists every form that patient still owes — and marks the ones already done.

Plans & Records

Everything you choose to share.

Plans, documents, and results stay private until you publish them — then they're right there in the patient's app, waiting.

  • Their active plans

    Once you activate a treatment plan, patients can open it to see goals, recommendations, and the next steps you've laid out.

  • Published documents

    Letters, summaries, and uploaded PDFs reach the patient the moment you publish them — no portal logins to chase.

  • Diagnostic results

    When results are completed and published, the linked result documents and summaries appear for the patient to read.

  • A personal profile

    Signed in, a patient returns to their own home — pending appointments, required forms, active plans, and shared records together.

  • Managed access for caregivers

    When you set it up, a guardian or carer can sign in and manage another patient's app access on their behalf.

  • Sign in by email or phone

    Patients log in with a verified email or phone number to unlock their personalised forms, plans, and profile.

From link
to first visit.

You share focused links and circleOS does the rest — every booking, form, and shared record lands back in the admin for your team to review.

  1. 01
    Share a linkSend a booking or checkout link by email, SMS, or QR code — each one points the patient straight to the task at hand.
  2. 02
    Sign inThe patient opens the link and signs in with a verified email or phone, or sets up their app profile if it's their first time.
  3. 03
    Book the visitThey choose a location, date, time, and provider, and circleOS records the booking — with a confirmation if you've enabled one.
  4. 04
    Complete formsWhen intake is still needed, the patient opens the shared forms link and fills in everything outstanding on their own device.
  5. 05
    Open what you shareAs you activate plans, documents, and results, the patient finds them in their app — through their login or a managed-access profile.

Add-ons

The services working behind it.

The portal runs on circleOS. When you need them, these integrations handle the forms patients fill in and the payments they make.

  • Fillout

    Build forms via Fillout & have them show up in circleOS.

  • Stripe

    Use Stripe as a payment provider for online checkout.

  • InSuite

    Invoice sync, status refresh, and checkout handoff for billing.

Give your patients an app worth opening.

Booking, shop, forms, plans, and records — patient-facing and on your brand, all run from circleOS.

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