Clinics and private practices

The CRM for healthcare practices.

Your EHR handles the clinical record. Everything around it — referrals, enquiries, recalls, plans, and the money — usually ends up in spreadsheets and inboxes. GuardenerAI is the system for that half, held to the same standard as the clinical one.

Sound familiar?

What this usually looks like today.

What changes

One system, doing the work with you.

Every enquiry captured properly

Referrals and web enquiries arrive validated, de-duplicated, and complete — so the front desk works from one record, not five versions of the same person.

Recalls that do not depend on memory

Workflow automation schedules the follow-up, and the assistant drafts it. Your team approves and sends.

An assistant you can actually use on documents

The AI runs in your own access-controlled workspace and your data is never used to train outside models — so summarizing a real document is a normal Tuesday, not a compliance incident.

Plans, invoices, and AR in one place

Treatment plans and payments sit on the same record as the relationship, with a real double-entry ledger behind them.

See the product in detail

Built to healthcare-grade standards. Honestly stated.

Encrypted, audit-logged, isolated per tenant, with default-deny roles. HIPAA and BAA support are on our roadmap, not yet delivered — we say so plainly here rather than letting you discover it later. GuardenerAI is a CRM, not an EHR: it sits beside your clinical system instead of replacing it.

Read the security details
FAQ

Questions from teams like yours.

Is GuardenerAI an EHR?
No. It is a CRM with the books built in. It sits beside your EHR and handles the relationship, the pipeline, and the money — not the clinical record.
Can I use the AI on patient-related documents?
Every assistant run is scoped to your own workspace, subject to the same roles and audit trail as the rest of your data, and your data is not used to train outside models. For regulated health information, talk to us first: HIPAA and BAA support are on our roadmap.
Where does our data live?
In your own isolated, encrypted space, with an audit trail no one can quietly edit.

See it on your kind of work.

Start free in an afternoon, or have us walk you through it with data that looks like yours.

Request a walkthrough

Tell us about your team and we'll come back within one business day.

No spam. Unsubscribe anytime.