circleOS vs. Heidi Health

Heidi writes the notes. circleOS runs the day.

Heidi Health is a great AI scribe — built in Australia, expanding globally. circleOS runs the day around the visit — booking, Plans, Charge and a real Patient Portal — built in Germany, hosted in the EU, with AI Notes and pre-visit briefings already inside it.

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circleOS dashboard — appointments this week, latest bookings, latest comments

Heidi documents the consult. circleOS runs the day.

A scribe handles the twenty minutes the patient is in the room. The rest of the day still happens: the front desk holding rooms, rebooking the cancellation, sending the invoice, handling the followup. Notes does the scribe job inside circleOS — on top of the booking, the plan, the live operational view of the day, and a real Patient Portalon the patient's phone.

See NotesSee Scheduling
circleOS dashboard — the day around the consult

Built in Germany. Hosted in the EU. Not just GDPR-compliant.

Heidi is Australian-headquartered and globally hosted — GDPR-compliant by policy, not by geography. circleOS is built in Germany and hosted in the EU by default. For a German clinic group, that difference shows up in the DPA, the procurement review, and the questions a Datenschutzbeauftragter asks before signing.

See Patient Portal
circleOS — built in Germany, hosted in the EU

The day before, not just the consult.

A scribe joins when the clinician hits record. By 8am, circleOS has already prepared a briefing on every patient on the day's calendar — last visit, plan progress, outstanding items, relevant history. Circle Intelligence works ahead of the day, not just inside it.

See Live ModeSee Circle Intelligence
Pre-visit AI briefings on every patient

Plans, not isolated consults.

A scribe treats every consult as standalone. The patient — and usually the clinician — knows it's not. Plansconnect six visits across three providers into one thing that's priced, scheduled, documented and invoiced together. The actual revenue model in dental, physio, aesthetic and longevity clinics, tracked properly.

See PlansSee Charge
Plans creator — multi-session care priced as one journey

Something for the patient, too.

A scribe is a clinician tool. The patient never sees it. The Patient Portalis part of the standard offer in circleOS — bookings, plans, invoices and documents, on the patient's phone, on your domain, with your brand. The thing that's actually missing from most clinics in 2026.

See Patient Portal
Patient Portal — included by default

Honest, side-by-side

How circleOS compares to Heidi Health.

Heidi writes notes after the visit. circleOS runs the day around the visit — booking, plans, billing, patient app — with AI notes and briefings as one of many capabilities.

Capability
circleOSOperating system
Heidi HealthAI ambient scribe
Doc-CirrusLegacy KBV-cert PMS
Eterno CloudAll-in-one cloud + GenAI
NellyIntake + AI docs + payments
Tandem HealthAI scribe + EMR connectors
Online patient bookingPatient-facing self-scheduling.
Supported
Not supported
Supported
Supported
Not supportedActivates after booking elsewhere
Not supported
Multi-disciplinary schedulingRosters across providers, rooms and locations.
Supported
Not supported
SupportedResource planning
Supported
Not supported
Not supported
Recurring care plansMulti-session care priced & tracked as one object.
Supported
Not supported
Not supported
Not supported
PartialAI Treatment Plan Agent
Not supported
AI-assisted clinical notesAmbient/voice → structured documentation.
Supported
SupportedTheir core product
Via integrationviaVia Tandem partnership
Supported
Supported
SupportedTheir core product
AI pre-visit briefingsPer-patient context generated before the consult.
Supported
Not supported
Not supported
Not supported
Not supported
Not supported
Digital intake formsPatient-completed anamnesis, multi-language.
Supported
PartialForm-fill, not patient-facing
Via integrationviaVia Nelly Connect
Supported
Supported50+ languages — their core
Not supported
Invoicing & paymentsVisit → invoice → paid.
Supported
Not supported
SupportedEBM/GOÄ/HzV
Supported
SupportedPlus patient financing
PartialSuggests codes only
Real patient appPatients manage bookings, plans, invoices, documents.
Supported
Not supported
PartialWeb portal
PartialPatient files / portal
PartialWeb portal, intake-led
Not supported
Multi-location & rolesSites, teams, role-based permissions.
Supported
Partial
Supported
Supported
Supported700+ Colosseum Dental sites
Partial
AI-native architectureBuilt around AI from day one, not retrofitted.
Supported
Supported
Not supportedAI bolted onto 2012 platform
Partial
Partial
Supported
GDPR + DE/EU residencyPatient data resident in the EU.
Supported
PartialAU HQ, global hosting
SupportedDE, ISO 27001
SupportedCertified DE cloud
SupportedAWS Frankfurt, TÜV
SupportedEU data centres
Webhooks & public APIBuild on top of the platform.
Supported
SupportedPublic roadmap
Not supportedPartner integrations only
Not supportedNot publicly documented
PartialPMS Connector
Partial100+ EHR integrations

Comparison reflects publicly documented capabilities as of May 2026. Competitor products evolve fast — corrections welcome at peter@circle.health.

Built for clinics that have grown

Multi-location, multi-role, multi-everything.

Sites in three cities, a finance team that needs a real reporting layer, a developer team that wants webhooks. circleOS scales with you.

  • Multiple Locations

    Beta

    Offer services at multiple locations.

  • Roles & Permissions

    v0.0.9

    Granular permissions to control who accesses what.

  • Rich Analytics

    v0.1.5

    circleOS integrates with Metabase to enable you to build custom reports on top of your data.

  • Webhooks

    Beta

    circleOS emits events such as `booking.created` → use them.

We didn't reinvent these

Powered by industry-leading tech.

Stripe handles money. InSuite handles clinical billing. Fillout handles forms. circleOS is the layer that ties them to a patient.

  • InSuite logo
    InSuiteLaunched

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

  • Front logo
    FrontLaunched

    Create patients from conversations and open the linked profile in context.

  • Fillout logo
    Filloutv0.1.2

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

  • Metabase logo
    Metabasev0.0.1

    Configure dashboards via Metabase & view them in circleOS.

  • Slack logo
    Slackv0.0.1

    Notifications for key events in Slack.

  • Knock logo
    Knockv0.0.1

    Powerful notification infrastructure.

  • Typesense logo
    Typesensev0.0.9

    Typo-tolerant global search engine.

  • Medusa logo
    Medusav0.1.2

    Commerce & inventory features.

  • Langdock logo
    Langdockv0.0.1

    Powers Circle Intelligence & other AI features.

  • Stripe logo
    Stripev0.0.9

    Use Stripe as a payment provider for online checkout.

  • Mixpanel logo
    Mixpanelv0.0.1

    Server-side, event-driven analytics.

  • Supabase logo
    Supabasev0.0.1

    Database and authentication.

Thinking about a switch?

Peter (CEO) will walk you through how circleOS would fit your clinic and what a migration would actually look like. Thirty minutes, no slides.

Read the docs

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