CannabisCare OS

From first contact through ongoing care

One workflow. One patient record. One clear view.

CannabisCare OS connects the daily work that usually lives in separate calendars, forms, call notes, payment tools, and spreadsheets.

01

Welcome and qualify

Guide new and returning patients into the correct workflow, capture approved details, and keep a human handoff available.

02

Schedule and prepare

Match the right visit type, provider lane, available time, intake status, and payment state before the appointment.

03

Deliver and follow up

Give authorized staff the patient context, documentation tools, communication history, and reporting needed for consistent care.

ConnectedShared context across the patient journey
ControlledRole-aware actions and documented status
ClearOperational history without unnecessary complexity

Scheduling

Build a calmer, more reliable clinic calendar.

Coordinate appointment requests, visit types, provider lanes, working hours, capacity rules, and calendar blocks from one scheduling workflow.

  • New patient, renewal, telehealth, and in-person appointment paths
  • Provider and location-aware calendar views
  • Availability rechecks that help prevent stale or duplicate bookings
  • Appointment status connected to intake and verified payment
Next: Patient Intake
Clinic calendarToday’s appointments
Live workflow
9:00 AMNew Patient EvaluationTelehealth · Intake received
10:30 AMRenewal Follow-UpDoctor 1 · Payment verified
2:00 PMOffice VisitDoctor 3 · Ready for review

Patient Intake

Collect the right information before the visit.

Send patients into a clear digital intake path and give staff an immediate view of what has been requested, delivered, completed, or still needs attention.

  • New patient and renewal-specific intake workflows
  • Email and SMS delivery preferences
  • Expiring secure links and visible completion status
  • Existing-patient matching designed to reduce duplicate records
Next: Clinical Workflow
Patient preparationAlex Parker
In progress
1
Contact detailsVerified
Complete
2
Patient intakeDigital form received
Complete
3
Consent documentsSecure signature request
Pending
4
Clinic reviewAssigned to care team
Next

Clinical Workflow

Give providers the context they need, without the clutter.

Bring appointments, intake status, protected documents, renewal notes, and prior activity into a focused patient chart that adapts to each team member’s role.

  • Persistent patient context and role-filtered chart tabs
  • Draft, review, sign, lock, and addendum note workflow
  • Protected document viewing and authorized print or export
  • Operational audit history with controlled access
Next: Payments
Maria LopezRenewal patient
Today’s visitRenewal Follow-Up
Ready
Appointment10:30 AM
IntakeComplete
PaymentVerified
Provider workspace

Renewal note

Structured fields, patient history, protected documents, and visit actions remain together in one review surface.

Payments

Connect payment status to the workflow, safely.

Move patients into a hosted payment experience, track the transaction state, and let verified results advance the appointment workflow.

  • Hosted checkout keeps sensitive card entry outside the clinic platform
  • Clear pending, verified, failed, and canceled states
  • Server-side verification before an appointment is treated as paid
  • Safe transaction references without storing raw card details
Next: Communications
Payment verifiedRenewal appointment
Amount$144.56Verified securely
Checkout completed
Transaction confirmed
Appointment advanced
Sensitive payment details stay with the hosted payment provider.

Communications

Keep every conversation connected to the next step.

Support new patients, renewals, reminders, intake delivery, and follow-up from workflows that preserve patient context and make escalation clear.

  • Inbound new patient and renewal routing
  • Outbound reminders and follow-up queues
  • SMS and email intake or appointment notifications
  • Human handoff when a request needs personal attention
Next: Reporting
Patient timelineConnected conversation history
Active
☎
Inbound renewal call

Patient identity confirmed and renewal workflow selected.

9:42 AM
SMS
Intake link delivered

Secure intake request sent by the patient’s selected channel.

9:47 AM
✉
Appointment confirmation

Confirmation sent after the workflow reached its verified state.

10:19 AM

Reporting

See what is happening across the clinic.

Turn workflow activity into a practical operational view of appointments, outcomes, patient preparation, communications, and follow-up.

  • Dashboard metrics and recent workflow outcomes
  • Appointment, intake, payment, and communication status
  • CRM activity and task visibility
  • Aggregate usage and audit reporting designed to avoid exposing patient content
Clinic performanceOperations overview
This month
Appointments248+12%
Intake complete91%+6%
Follow-ups36Open
Patient activityLast 6 months

A clearer way to run your clinic

Bring your clinic into

See how CannabisCare OS can support your team from first contact through ongoing care.