Pricing

$97 a month for the first 50 practices.

One price. Everything included, HIPAA and the BAA along with it. Locked for as long as you stay subscribed.

Founding 50
$97/month
$197/month

+ $97 one-time setup and activation (regular $197)

The system
  • Specialty Funnel — the quiz built for your practice type
  • 60-Second Response
  • Missed-Call Rescue
  • Chair Filler
  • Show-Rate Reminders
  • Patient Recall
  • Review Engine
  • Referral Tracker
  • Hiring Funnel
  • Custom fields, workflows, and pipelines pre-configured
  • Ad scripts and creative angles for your specialty
  • Unlimited users
Compliance, included
  • Signed BAA at Signup
  • HIPAA-eligible infrastructure with encryption at rest and in transit
  • Multi-factor authentication enforced
  • Consent & STOP Handling, 10DLC registered
  • Quiet Hours enforced by time zone
  • No Clinical Data Fields anywhere in the product
Claim a founding spot

Founding price is non-transferable and ends if the subscription lapses. 14-day trial. Cancel anytime.

Built in, not bolted on

We don't charge extra for the BAA.

Most software in this price range either won't sign a Business Associate Agreement or charges a separate compliance tier for it. We don't, for a simple reason: every practice we serve is a covered entity, which makes us a business associate whether or not anyone pays extra for the label. Pretending otherwise would protect nobody.

So HIPAA-eligible infrastructure and a signed BAA come with every account at every price. If your compliance officer wants to review it before you sign up, send them to us.

One-time setup and activation

Why there's a one-time setup fee.

$97, once, for founding members. It covers building the funnel on your domain, configuring your services and payers, connecting your calendar and phone number, registering your SMS with the carriers, executing the BAA, and a real onboarding call where we test the whole thing end to end with you.

Carrier registration alone takes a week of back-and-forth per practice. We'd rather charge for it once than bury it in your monthly and still be collecting for it two years from now.

What this costs somewhere else.

A funnel built by an agency

typically a four-figure one-time build

Ongoing campaign management

typically four figures monthly

A part-time front desk

a salary

Caseloadflow is $97 a month because the build is already done. You're buying a system that exists, configured for your specialty, not a project.

What the math looks like.

1new patient

covers several months

1refilled cancellation

typically covers the month

1recovered missed call

typically covers the month

Depends on your fee schedule and payer mix. Run the calculator to see your own numbers.

FAQ

Questions, answered plainly.

50 spots at this price.

After that it's $197 a month and a $197 setup. Founding members keep $97 as long as they stay.