Scheduling Memberships CRM
BioFuse

HIPAA-governed patient intelligence platform that automated the full care journey, from booking to billing, across multiple locations, reducing scheduling friction and increasing membership retention

The Challenge

Healthcare and wellness practices face unique operational complexity. Multiple practitioners, multiple locations, complex service menus, membership programs, compliance requirements, and patient communication were all managed through 4+ disconnected tools that created data silos and manual rework at every step.

The patient journey was full of friction. Booking required phone calls or generic forms that did not understand practitioner availability. Consent forms were paper-based, creating compliance risk. Membership billing failures went undetected, silently eroding recurring revenue. Generic CRM platforms could not handle HIPAA-compliant consent management or the recurring revenue models that wellness practices depend on.

BioFuse needed a purpose-built system that understood their clinical domain. One they could own completely, with full data sovereignty, and scale across their growing network of locations without per-seat SaaS fees compounding with each new practitioner.

The Solution

An AI-native patient operations platform that automates the complete care journey, from first booking to recurring membership billing, with HIPAA governance at every layer.

Scheduling Intelligence

Multi-step booking with real-time availability eliminates the phone calls and back-and-forth that cause patient drop-off. Timezone-aware scheduling across locations and practitioners, with service duration, lead time, and blocked time management, dramatically reduces no-shows and scheduling conflicts.

Patient Intelligence Hub

Unified patient profiles consolidate demographics, medical history, documents, and consent forms into a single source of truth. Practitioners see the full patient context, including visit history, communication preferences, and emergency contacts, before every appointment.

Revenue-Optimized Memberships

Flexible subscription models with weekly, monthly, quarterly, and custom billing cycles. Included services, add-ons, and member discounts drive higher lifetime value. Automated recurring billing with failed payment recovery protects monthly recurring revenue that previously leaked through undetected churn.

HIPAA-Governed Compliance

Digital consent forms and intake questionnaires replace paper-based workflows that created compliance risk. Shareable links let patients complete forms before arrival. Full audit trails via Paper Trail ensure every data change is tracked for regulatory compliance.

Patient Journey Automation

Automated Patient Outreach

Every touchpoint in the patient journey is automated. Appointment confirmations, consent form delivery, payment notifications, and membership updates fire across SMS and email without staff intervention, reducing front-desk workload and eliminating dropped communications.

SMS via RingCentral

  • Appointment confirmations & reminders
  • Consent form & questionnaire links
  • Payment success/failure alerts
  • Customizable message templates

Email via Postmark

  • Booking receipts & confirmations
  • Consent form distribution
  • Membership notifications
  • Transactional reliability

The Architecture Behind the Intelligence

Every technology choice was made to serve a specific clinical or operational outcome. BioFuse owns the intelligence, not just the interface.

Backend

  • Ruby on Rails
    Rails 8 Rapid iteration on complex clinical workflows
  • PostgreSQL
    PostgreSQL HIPAA-ready proprietary data architecture
  • SQ
    Solid Queue Async billing, notifications, and consent delivery
  • I
    Inertia Seamless server-to-client data flow
  • PT
    Paper Trail Full audit trail for HIPAA regulatory compliance

Frontend

  • React
    React 19 Responsive scheduling and patient management UI
  • TS
    TypeScript Type-safe contracts across patient data models
  • TW
    Tailwind 4 Consistent UI across practitioner and admin views
  • RX
    Radix UI ADA-accessible components for patient-facing forms
  • RQ
    React Query Real-time availability and calendar data

Operational Outcomes

Multi-Location Support

Manage multiple practice locations with location-specific hours, services, and memberships.

Service Add-Ons

Upsell additional services during booking with attachment rate tracking.

Payment Processing

Integrated payments via NetValve with card storage for recurring billing.

Role-Based Access

Super Admin, Admin, Staff, and User roles with granular permissions.

Interactive Calendar

Visual scheduling with booked slots, blocked times, and multi-day views.

Clinical Notes

Note templates with rich text editing. Attached to bookings and patients.

Discount Management

Percentage and fixed discounts for services, linked to memberships or promotions.

Analytics Dashboard

Revenue, bookings, patient trends, and service performance at a glance.

Bulk Import

Import existing patient data to migrate from legacy systems.

Data Sovereignty

What BioFuse Owns

Zero exit cost. Zero per-seat fees. BioFuse owns the intelligence, not just the interface. Every component of their practice management platform is theirs to extend, migrate, or operate independently.

Complete source code
Rails backend, React frontend, fully documented
Proprietary patient data
PostgreSQL on their infrastructure, HIPAA-governed
Deployment configuration
Docker + Kamal, deploy to any cloud or on-prem
Provider-agnostic integration layer
Swap SMS, email, or payment providers freely
Compliance audit trails
Paper Trail logging for every data change
Zero exit cost
Maintain and extend independently, no lock-in

See What AI Can Do for Your Healthcare Operation

Get a strategic assessment of where patient journey automation and HIPAA-governed intelligence can reduce friction and grow recurring revenue across your practice.

Request a Strategic Assessment