circleOS vs. Nelly

Nelly is one capability. circleOS is the operating system.

Nelly does anamnesis and getting paid — well. But it activates at check-in and stops at payment. The day around the visit — booking, Scheduling, recurring Plans, pre-visit briefings, the live operational view — happens in another product entirely. circleOS is the operating system underneath.

Jump to comparison
circleOS dashboard — appointments this week, latest bookings, latest comments

Nelly plugs into your PMS. circleOS is the PMS.

Nelly sits on top of someone else's scheduling and patient records. That's a deliberate design choice — and it means you run two systems, reconcile two sources of truth, and pay for two onboardings. circleOS is the layer underneath, so the second product disappears.

See ChargeSee Profiles
circleOS — the operating system, not a layer on top of one

The hour before the patient arrives.

Nelly activates at check-in and stops at payment. The hour before — finding the slot, holding the room, juggling the multi-disciplinary roster, prepping the clinician — happens in another product entirely.Scheduling and Live Mode own that hour, on the same record Nelly never sees.

See SchedulingSee Live Mode
Live Mode — the operational view of the day Nelly doesn't have

AI for the clinician, the day before.

Nelly's AI lives at the edges of the visit: anamnesis on the way in, documentation on the way out. The bit in between — a clinician prepping for tomorrow's twenty patients — Circle Intelligence already covers. Every appointment in Live Mode shows up with a briefing: last visit, plan progress, outstanding items, relevant history. Before they walk in.

See Live ModeSee Notes
Pre-visit AI briefings on every patient, the day before

Plans as operations, not suggestions.

Nelly's AI Treatment Plan Agent suggests a plan. Plans makes the plan a thing your front desk schedules against, your clinicians document into, and Chargereconciles appointment by appointment. The thing dental, physio, aesthetic and longevity clinics actually sell — tracked properly. No spreadsheet to remember who's on session four of six.

See PlansSee Charge
Plans creator — multi-session care journey, auto-priced

One product instead of two.

Everything Nelly does — anamnesis, AI documentation, payments, patient financing — circleOS does. Plus the scheduling, the plans, the live operational view, a real Patient Portalon the patient's phone, and the EHR underneath all of it. Two SaaS subscriptions become one operating system.

See Patient PortalSee Onboarding
circleOS — one operating system instead of two SaaS products

Honest, side-by-side

How circleOS compares to Nelly.

Nelly's connector plugs into your PMS — Evident, Z1, Charly, Ivoris. circleOS is the PMS. Everything Nelly does, plus scheduling, the live operational view, recurring care plans, and a real Patient Portal — without running two systems.

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

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

Explore the rest of circleOS