AI Operations Manager for the front office

Give your front desk its day back. Every message still yours to approve.

VERA drafts appointment confirmations, recall and reactivation reminders, no-show follow-up, intake requests, and practice marketing, working from the systems your office already uses. It is not a clinical tool, it gives no medical advice, and nothing reaches a patient until your staff approve it.

No credit card required · Staff approve every message · Not a clinical tool, no medical advice

  • Front-office and marketing only
  • Never acts without approval
  • Works from the systems your office connects
vera / practice / front-desk live
Waiting for staff approval propose → approve
Tomorrow's confirmations

18 scheduled visits · 4 unconfirmed

Send confirmation texts
Include parking and arrival notes
Flag the 4 who have not replied
Waiting
Morning Briefing

Today's front-office priorities

9 missed visits need follow-up
74 patients past due for recall
12 visits with unverified coverage
6 new patients need intake paperwork
Needs you

Built for the front office of independent practices

Propose → approve → execute

Your front office runs on approval.

Three simple steps. Nothing reaches a patient automatically.

01 · Watch

VERA watches the schedule

It works from the scheduling, billing, and marketing tools your office chooses to connect, and reads only what you connect.

ScheduleRecall listsMissed visitsIntake statusReviews
02 · Prepare

VERA prepares the front-office work

Confirmations, recall reminders, no-show follow-up, intake requests, and referral thank-yous, written and ready before the doors open. Administrative only, never clinical.

ConfirmationsRecall remindersFollow-upIntake requestsThank-yous
03 · Approve

Your staff approve

Every message is reviewed by a person on your team before it is sent. Approve, edit, or decline, and VERA does only what your staff approve.

ApproveEditDecline
Stop wearing every hat

Stop running the practice off sticky notes.

The clinical side is yours. The reminding, confirming, chasing, and rebooking is what eats the front desk, and it is exactly what VERA prepares for you.

Appointment confirmations

Confirming tomorrow's schedule by phone takes an hour nobody has. VERA drafts each confirmation so the front desk sends the batch in one review.

Patients overdue for a visit

Recall lists sit untouched for months. VERA surfaces who is past due and writes a reminder for each, with open slots attached.

No-shows and gaps

A missed appointment is an empty slot and a patient who drifts away. VERA drafts a warm rebooking note the next morning.

Intake paperwork on arrival

First visits run long when forms start in the waiting room. VERA sends your existing intake link ahead of time, once staff approve it.

Insurance verification chasing

Unverified coverage turns into a billing problem later. VERA ranks upcoming visits that still need verification and drafts the chase.

Growing the practice

Review requests, referral thank-yous, and community posts fall to whoever has a spare minute. VERA drafts them and waits.

What VERA does for you

Everything a great practice administrator does - on your approval.

VERA prepares the administrative work; your staff decide what happens. It never touches clinical decisions and never gives medical advice.

01

Confirm tomorrow in one review

Every scheduled visit gets a confirmation drafted with time, location, and arrival notes. Staff approve the batch instead of dialing all afternoon.

02

Work the recall list properly

Patients past due for a routine visit surface automatically, each with a reminder written and open slots offered, sent in batches your team controls.

03

Follow up on missed visits the same week

A warm, non-judgmental rebooking note drafted the morning after, so a no-show does not quietly become a lost patient.

04

Get intake done before arrival

VERA sends the forms and pre-visit checklist your office already uses ahead of a first appointment, once staff approve the message.

05

Stay ahead of insurance verification

Upcoming visits with unverified coverage ranked by date, each with a chase note to the payer or the patient drafted and waiting.

06

Grow the practice without a marketing hire

Review requests, referral thank-yous, and practice updates drafted for approval, so your reputation grows without another job on the front desk.

Ask in plain English

Tell VERA what you need, in your own words.

The kind of thing medical practices ask for every day. VERA drafts it and waits for your approval.

Who missed an appointment this week?

List · 9 notes draftedAwaiting approval

Every missed visit from the week with a warm rebooking note drafted for each and two open slots offered, all held for the front desk to approve.

Remind patients who are past due for a routine visit.

Recall · 74 reminders draftedAwaiting approval

The recall list pulled from the practice management system your office connected, with a reminder written for each patient and nothing sent until staff approve it.

Send intake paperwork to Monday's new patients.

Intake · 6 requests draftedAwaiting approval

A pre-visit message per new patient with your existing intake link and arrival instructions, queued for the office to review before it goes out.

Which of next week's visits still need insurance verified?

Worklist · 12 flaggedAwaiting approval

Appointments with unverified coverage ranked by date, each with a chase note to the payer or the patient drafted and waiting on staff approval.

A day on the job

A day with VERA.

Your team stays in command; VERA prepares the front-office work.

  1. 7:30 AMThe front-office briefing is ready

    Unconfirmed visits, overdue recalls, missed appointments, and coverage still to verify, summarized before the first patient arrives.

  2. 8:00 AMStaff approve the morning batch

    One review, everything queued for the day.

    • Approve tomorrow's confirmations
    • Approve no-show follow-up notes
    • Approve today's recall batch
    • Approve intake requests for new patients
  3. Throughout the dayVERA prepares, the office decides

    While your team is with patients, VERA keeps the administrative queue moving.

    • Drafts replies to scheduling requests
    • Flags coverage that still needs verifying
    • Tracks who has not returned intake forms
    • Drafts referral thank-yous
    • Prepares review requests from completed visits
  4. 5:30 PMClose the day

    Tomorrow's confirmations and the next recall batch are drafted and waiting for one review, so the front desk goes home on time.

6 templates included

The paperwork, already written.

Every document medical practices send, set up with your business details, pricing, and branding.

Reminder

Appointment Confirmation

Date, time, location, and what to bring, drafted per visit for the front desk to send.

Reminder

Recall Reminder

A note to patients past due for a routine visit, with open slots offered.

Reminder

No-Show Follow-Up

A non-judgmental note after a missed appointment, with two rebooking options.

Form

New-Patient Intake Request

The paperwork link and pre-visit checklist your office already uses, sent ahead of the first appointment.

Letter

Referral Thank-You

A short note back to the referring provider or the patient who sent someone your way.

Checklist

Insurance Verification Worklist

Upcoming visits with unverified coverage, ranked by appointment date so nobody arrives unverified.

What changes

What medical practices get back.

The hours VERA takes off your week, and where they come from.

14 hrs

of front-desk admin off the week

Typical small-practice estimate

Same day

follow-up on a missed appointment

Illustrative: the outreach is drafted the morning after

23%

more recall appointments rebooked

Illustrative figure when every overdue patient gets a reminder

100%

of messages reviewed by staff

By design: VERA never sends anything without approval

Illustrative outcomes based on the desk work VERA takes on. Your results depend on your business.

From the field

Built for how medical practices actually work.

Confirming the next day used to take my front desk most of an afternoon. Now every confirmation is drafted and we approve the batch in one sitting. Same messages, a fraction of the time.
D
Deborah Wexler
Practice Administrator, Primary Care
Our recall list was a spreadsheet nobody had time to work. VERA pulls who is overdue and writes each reminder. We approve twenty a day and the schedule filled back in over a month.
A
Anton Reyes
Office Manager, Specialty Practice
What sold me is that nothing goes out on its own. Every single message a patient receives is one of my staff read and approved first. That was non-negotiable for us.
M
Marguerite Hollis
Practice Manager, Multi-Provider Clinic
Missed appointments used to just vanish. Now there is a kind, simple note ready the next morning with two open times, and a real share of those patients rebook.
P
Priyanka Sethi
Front Office Lead
New patients used to spend twenty minutes on clipboards. VERA sends our intake link ahead of the visit once we approve it, and first appointments actually start on time.
G
Grant Okonkwo
Clinic Administrator
It never touches anything clinical, and that is the point. It handles reminders, paperwork, and thank-you notes so our clinicians can stay clinical.
Y
Yvette Caron
Operations Director, Independent Practice

Illustrative examples of how medical practices use VERA. Verified customer stories coming soon.

Mission control · all systems nominal

Built to keep you in the loop.

nominalSYS-01
0%

Actions you approve

Every external action, gated by you

nominalSYS-02
<0min

To first workflow

Connect, assign, approve, done

nominalSYS-03
0+

Integrations

Sign-in connectors, no keys

nominalSYS-04
0%

Actions logged

Append-only, exportable audit trail

nominalSYS-05
0

Silent actions

VERA never acts without a record

nominalSYS-06
0×

Faster busywork

Recurring ops, off your plate

Works with your tools

Most popular with practices.

Connect your scheduling, payment, review, and marketing tools. VERA works only from the systems your office chooses to connect.

Google Calendar
Calendly
Google Business Profile
Stripe
MailChimp
Square
Instagram
Facebook
Popular next:Google AdsQuickBooksYouTubeTikTok
Browse 50+ more integrations

Sign in once, no API keys. VERA reads only what you approve. Logos indicate available integrations, not partnerships.

Simple plans, clear value

Plans that grow with your practice.

Every plan starts with a free trial. Below are VERA's standard plans, pick the one that fits your front office.

Starter · Perfect for a solo provider with one front-desk seatGrowth · For practices with a full front-office teamPro · For multi-provider or multi-location practices

Starter

For solo business owners testing VERA

$29/mo

Billed monthly · cancel anytime

Draft and approve everyday work in one place.

Start 7-day trial

Includes trial credits to explore VERA. Upgrade anytime to unlock your plan’s full credits and features.

Best for getting one business's everyday work drafted, approved, and out the door.

Seats included
1
Connected integrations
5 accounts
Monthly AI credits
1,000 / mo
Automation
Manual approval
  • 1 brand / workspace
  • 25 scheduled tasks / month
  • Social, email & reply drafting
  • Basic research + proposal drafts
  • 30-day task history
  • Standard support
Recommended

Growth

For active small businesses

$49/mo

Billed monthly · cancel anytime

Run recurring campaigns and lead workflows on autopilot, with approval.

Start 7-day trial

Includes trial credits to explore VERA. Upgrade anytime to unlock your plan’s full credits and features.

Best for businesses running weekly campaigns and lead workflows.

Seats included
1
Connected integrations
15 accounts
Monthly AI credits
2,500 / mo
Automation
Auto-pilot + guardrails
  • 3 brands / workspaces
  • 150 scheduled / automated tasks / month
  • Content calendar + scheduling
  • Recurring workflows & auto-pilot rules
  • Advanced approval workflow
  • 6-month task history
  • Priority support

Pro

For power users, agencies & multi-brand teams

$149/mo

Billed monthly · cancel anytime

Manage many brands and a team with roles and permissions.

Start 7-day trial

Includes trial credits to explore VERA. Upgrade anytime to unlock your plan’s full credits and features.

Best for agencies and teams running many brands with roles and approvals.

Seats included
5 included
Connected integrations
50 accounts
Monthly AI credits
10,000 / mo
Automation
Advanced + roles
  • 10 brands / workspaces
  • 1,500 scheduled / automated tasks / month
  • Client workspaces + white-label exports
  • Reusable workflow templates
  • Approval roles & team permissions
  • 12-month task history
  • Priority support

Start with trial credits for 7 days. Upgrade anytime to unlock your selected plan’s full monthly credits, automations, integrations, and team features. No commitment during your trial. How credits work

What credits get you

Real per-action costs from the product.

  • Draft a post, email, or reply3 credits
  • Create a full content calendar25 credits
  • Research your competitors25 credits
  • Analyze business data or a report20–50 credits
  • Run an approved automation5–25 credits
  • Heavy agent task (web + tools)50–150 credits

Your plan’s monthly credits work across all of these, mix and match drafts, research, and automations however you like.

How credits work

What uses credits?
AI work: drafting content, research, analysis, and running approved automations. Simple chats cost the least; heavy agent tasks cost more.
Do unused credits roll over?
Your monthly plan allowance resets each billing cycle. Credit packs you buy separately roll over and don't expire.
Can I buy more credits?
Yes, add credit packs anytime (from $10 for 500 credits), or turn on auto top-up so work never stalls.
What are the plan limits?
Each plan includes a set number of seats, connected integrations, and scheduled tasks (see each card). Approval and automation capabilities also step up by plan.
What does that look like in practice?
Using the per-action costs above, Growth's 2,500 monthly credits cover roughly 800 drafted posts, or 100 competitor research runs, or 100 full content calendars a month, mix and match however you work.
What do I get during the 7-day trial?
A limited pool of trial credits to explore VERA, enough to evaluate it, not the full paid allowance. Upgrade anytime and your selected plan's full monthly credits and features unlock immediately.
What happens when I run out of credits?
The next AI action pauses before it runs (nothing is half-charged) and VERA prompts you to buy a credit pack or upgrade your plan. Work already completed is unaffected, and your monthly credits refill at the start of the next billing cycle. Turn on auto top-up and VERA adds a pack automatically so nothing stalls.
Shields active · defense perimeter

Your data stays under your control.

Encrypted in transit

All traffic served over HTTPS/TLS.

Secrets encrypted at rest

Connector tokens & API keys encrypted at rest.

No selling, no profiling

Your data is used only to do the work you ask.

Export & delete anytime

Disconnect a tool to revoke access instantly.

Answers first

Frequently asked questions.

01How does VERA handle patient privacy?

Honestly and narrowly. VERA reads only the systems your office chooses to connect, and it is approval-gated by design: no message reaches a patient until a member of your staff reviews and approves it, and every action is logged. We do not claim any healthcare certification here. Talk to us about your practice's specific compliance requirements before you connect anything, and involve your own compliance advisor in that decision.

02Is VERA a clinical tool?

No. VERA does not give medical advice, support diagnosis or treatment decisions, or act as an electronic health record. It works on the administrative and marketing side of the practice: confirmations, reminders, follow-up, paperwork requests, and outreach.

03Will VERA message my patients on its own?

No. VERA drafts and waits. Your staff approve, edit, or decline every message before it is sent, and nothing is scheduled to go out without that approval.

04Where does the patient information come from?

From the practice management, scheduling, billing, or marketing systems your office connects, and nothing else. VERA does not go looking for patient data, and you control which systems are connected and can disconnect at any time.

05Can it help with insurance verification?

On the administrative side, yes. VERA flags upcoming appointments where coverage still needs verifying, ranks them by appointment date, and drafts the chase note to the payer or the patient for your staff to approve.

06Can several front-office staff use it?

Yes. Growth and Agency plans include multiple seats, so your schedulers, billers, and office manager can review and approve together.

07Can we review everything before it happens?

Always. VERA is approval-first by design: propose → approve → execute. Nothing external happens without a person on your team saying yes, and every action is logged.

Ready when you are

Give your front desk back the hours it loses to admin.

See how VERA prepares confirmations, recalls, follow-up, and outreach for your practice, while your staff approve every message.

  • No credit card required
  • Staff approve every message
  • Not a clinical tool