
The Practice Management System Built for Medical & Primary Care
You dedicated your career to diagnosing, treating, and managing health across the full spectrum of medical care. You shouldn't sacrifice clinical time to administrative burden or drain practice revenue on overpriced systems built with outdated technology. Oli delivers AI-powered practice management that costs 75% less than competitors — purpose-built for the complexity of medical and primary care practice.
The Reality of Running a Medical & Primary Care Practice
Oli is built to protect your clinical time and simplify the administrative demands of private practice.
Billing Complexity Leaves Revenue on the Table
Primary care with preventive add-ons. Specialist procedure codes with modifiers and global periods. Prior authorizations for imaging and medications. Provincial billing for midwifery. Membership models for functional medicine. Retail and package pricing for IV therapy. Each practice type has different billing requirements — and getting them wrong means denied claims and lost revenue.
Scheduling Demands Vary Dramatically Across Disciplines
15-minute acute visits and 120-minute functional medicine intakes. Procedure blocks and equipment scheduling. On-call coordination and same-day access. Chair-specific IV infusion timing. Multi-provider coordination across specialties. Generic scheduling tools can't handle this diversity without creating bottlenecks or wasted capacity.
Care Coordination Fragmented Across Systems
Specialist reports arrive via fax. Lab results live in separate portals. Referring providers need timely consultation summaries. Internal referrals between disciplines require shared context. Hospital discharge summaries get lost. Synthesizing fragmented information for whole-person care creates safety gaps and drains time.
Quality Metrics and Outcomes Tracking Required
Value-based care demands demonstrable outcomes. MIPS reporting. Specialty registry submissions. Panel management for preventive care gaps. Birth outcome tracking. Equipment utilization analytics. Manually compiling quality data from charts takes hours that medical practices don't have.
Patient Access Demands Exceed Capacity
Same-day sick visits. Medication refills. Test result questions. Pre-procedure preparation. Post-treatment follow-up. Phone calls and messages consume hours without reimbursement. Patients frustrated by access barriers. Practitioners overwhelmed by uncompensated administrative work.
Work Smarter. Document Faster. Care Better — With Oli AI
Spend your time healing — let Oli handle the rest.
AI Scribe
Real-time encounter transcription. Oli turns your conversation into a clinical note.
See how Oli AI saves clinicians 2+ hours a day.
How Oli Transforms Medical & Primary Care
Documentation Built for Medical Complexity
Problem-oriented charting for multi-problem primary care visits.
- Specialty assessment templates customizable per discipline and provider
- Procedure documentation with intraoperative findings, technique details, complications
- Longitudinal care tracking — prenatal-to-postpartum, chronic disease management, treatment protocols
- Risk assessment integration — safety screening, contraindication flagging, adverse event documentation
- Consultation report generation — AI transforms visit notes into referring provider-ready summaries
- Custom template builder — match your documentation style, specialty language, and clinical reasoning
Intelligent Billing Across Every Payment Model
Reduce denials through proper documentation linkage and coding.
- Smart coding assistance — appropriate CPT codes, modifiers, and global period tracking suggested from documentation
- Preventive visit optimization — detect when acute problems justify additional E&M codes
- Prior authorization management — track PA status for imaging, medications, and procedures with expiration alerts
- Insurance panel management — credentialing status, fee schedules, authorization requirements per payer
- Course-of-care billing — bundled payment tracking for midwifery and maternity care
- Membership and package models — recurring billing, session tracking, tier management for functional medicine and IV therapy
- Retail integration — supplements, products, and wellness items with inventory tracking
Scheduling Engineered for Medical Workflows
Flexible appointment types — 15-minute acute visits to 120-minute comprehensive intakes.
- Multi-provider coordination — side-by-side calendars across disciplines
- Equipment and resource scheduling — treatment rooms, scanners, infusion chairs, procedure suites
- Same-day access — reserve capacity for urgent concerns without overbooking
- On-call management — backup coordination with visual coverage indicators
- Patient self-booking — online scheduling reducing phone volume while improving access
- Waitlist automation — fill cancellations instantly with appropriate patients
- Recurring appointments — chronic disease follow-ups, prenatal series, treatment protocols
Integrated Care Coordination
Referral management — track incoming and outgoing referrals with response time monitoring.
- Unified inbox — specialist reports, lab results, imaging studies, discharge summaries in one place
- Automated consultation reports — AI generates professional summaries for referring providers
- Cross-provider patient summaries — see what other disciplines are treating for the same patient
- Task management — assign follow-up actions to team members with tracking
Patient Portal Reducing Administrative Burden
Medication refill requests — structured workflows reducing phone interruptions.
- Comprehensive intake — health histories, medication lists, and review of systems before visits
- Self-scheduling — book appointments 24/7 within provider availability
- Test result sharing — automated notifications with interpretation when results available
- Secure messaging — respond to questions efficiently with customizable triage protocols
- Educational resources — condition-specific information, preparation instructions, aftercare guidance
- Treatment visibility — patients see care plans, lab trends, and progress
Telehealth for Remote Medical Care
Integrated video — conduct secure visits without separate platforms.
- HIPAA-compliant — healthcare-grade security for all encounters
- Seamless documentation — notes flow identically whether in-person or virtual
- Geographic flexibility — serve patients across licensed jurisdictions
- Specialty consultations — remote follow-ups, lab reviews, protocol adjustments
- Crisis capability — assess urgent concerns remotely when needed
Multi-Location and Team-Based Care
Centralized patient records accessible from all locations.
- Role-based access controls — appropriate information visibility per staff role
- Team messaging — internal communication tied to specific patients
- Task delegation — refills, prior authorizations, result follow-up to appropriate staff
- Cross-location reporting — aggregate performance across all sites
- Provider mobility — practitioners working multiple locations see unified schedules
The Oli Difference: Power at 1/4 the Price
Enterprise-grade capabilities without the enterprise price tag. Modern AI architecture allows us to pass savings directly to you.
Why 75% less expensive?
Modern AI architecture from day one. No legacy system maintenance. Cloud-native efficiency. We pass savings directly to practitioners. More capability. Less cost.
Built for Your Privacy and Compliance Requirements
We adhere to the strictest global standards to ensure your practice and patient data remain secure, private, and compliant.

HIPAA Compliant
United States

PIPEDA Compliant
Canada
United States
Data Residency
Canada
Data Residency
Ready to Transform Your Practice?
Join thousands of practitioners who trust Oli Health to streamline their workflow and deliver exceptional care.
One Platform. Every Medical & Primary Care Discipline.
Frequently Asked Questions
Have more questions? Contact our support team.

