Practice Command Center — Product

The whole back office.
Structured, searchable, and awake.

A guided tour of what ships in the Phase 1 Starter — payor contracts, vendor agreements & BAAs, leases, equipment, employee documents, OSHA & HIPAA, provider scheduling — what's in the Pro intelligence layer, and how the roadmap unfolds from visibility into a negotiation copilot. Enterprise capability, at a fraction of the cost.

01 · Starter

One home for everything the back office runs on.

PracticeX accepts what your practice already has: PDFs, scanned contracts, DOCX exports, phone photos of a signed page. Everything normalizes into structured records — payor contracts, vendor agreements, BAAs, real-estate and equipment leases, employee documents, compliance evidence — that you can trust.

  • Drag-and-drop bulk ingestWe auto-classify by counterparty and contract type on upload. You can override any classification with one click.
  • Shared-drive connectorsGoogle Drive and SharePoint folder watchers pull new files automatically. No FTP, no manual re-uploads.
  • Original always preservedThe source PDF is never rewritten. The structured record sits alongside it, linked clause-by-clause.
  • Facility-scoped workspaceRoll up across a 10-location group or stay inside a single ASC. Permissions flow from facility membership.
Contracts · All facilities
128 records · 5 facilities
Starter
Payer
Regence BlueShield — Professional Services
Northside GI · owned by J. Okafor
Active
Lease
Suite 310 · Lakeview Medical Plaza
Lakeview ASC · renews 2028
Active
Payer
Aetna Commercial — 2025 Amendment
Evergreen · notice 12 days
Urgent
Vendor
Olympus Scope Service Agreement
All facilities · term ends 44d
Expiring
HR
Dr. M. Hale — Employment & Comp
Northside GI · addendum #2
Active
Proc
Stripe · MSA + BAA
Org-wide · auto-renew 12mo
Active
Lease
Puget Office · 5-year renewal option
Puget · option window Q3
Decision
Extraction · Regence BlueShield Am. #3
8 fields · source: pages 1, 3, 14
Starter
Counterparty Regence BlueShield 96
Effective April 1, 2026 98
End date March 31, 2029 94
Notice 120 days 91
Renewal Auto-renew 12mo · conflict ⚠ 41
Termination Without cause · 90 days 86
Rate schedule Exhibit A-2 · attached 92
Annual rent — not applicable — N/A
1 field needs human review. Conflicting language between §5.2 and §14 on renewal term — neither can be confidently resolved by AI.
02 · Starter

AI reads the contract. You keep the gavel.

Every contract that enters the system gets extracted into structured fields with per-field confidence scoring. High-confidence values flow straight into your record. Anything ambiguous lands in a review queue — no term goes live without a human confirming.

  • Source-linked extractionEvery extracted field cites the exact page and clause it came from. No black-box AI.
  • Confidence-gated automationHigh confidence auto-approves. Medium routes to review. Low must be confirmed by a named human.
  • Per-type field schemasPayer fields differ from lease fields differ from employee fields. The schema adapts to the contract type.
  • Auditable correctionsEvery manual edit is logged with reviewer, timestamp, and prior value. Regulators, board members, and future-you will thank us.
03 · Starter

Deadlines that find you — not the other way around.

A notice window you miss is a notice window you lose. PracticeX puts every effective date, termination date, auto-renewal trigger, and fee-schedule refresh on one calendar, with configurable lead times per contract type.

  • Rolling 90/180/365 dashboardDefault views for the next quarter, half, and full year. Filter by facility, type, owner, or value tier.
  • Configurable lead timesDefault 90-day lead on payer notice windows, 180 on leases, 30 on vendors — override per contract.
  • Owner-assigned tasksContracts without owners surface on the exception list. Unacknowledged tasks escalate after 7 days.
  • Monday digest emailWhat renews, what needs attention, what's overdue — one message per week, one per role.
Renewal calendar · Next 12 months
18 events · 6 urgent
Starter
May3
Jun2
Jul1
Aug
Sep1
Oct2
Nov1
Dec
Jan2
Feb3
Mar2
Apr1
12d
Aetna Commercial · notice window closes
Evergreen · J. Okafor · $420K annualized
Urgent
31d
Suite 310 Lease · renewal option
Lakeview ASC · M. Paredes · decision due
Soon
44d
Olympus Scope Service · end of term
All facilities · R. Chen · vendor RFP open
Soon
67d
Regence · fee schedule refresh
Northside GI · J. Okafor
On track
05 · Starter

Every employee, one page. Contract, vaccines, trainings, licensure.

The practice admin's real job isn't paperwork — it's knowing which clinician is credentialed, vaccinated, and trained this week. Employee Hub puts contract, immunization status, mandatory-training status, and license expirations on the same command center that tracks your payer renewals.

  • Contract + comp on fileEvery employment agreement, amendment, and comp letter links back to the contracts repo. No separate HR silo.
  • Immunization logFlu, Hep B, TB, COVID, MMR — with next-due dates and role-specific requirements (clinical vs. front-desk). One-click export for credentialing.
  • Mandatory training trackerOSHA annual, HIPAA annual, bloodborne pathogens, fire safety — attestations captured, expiries surfaced, auto-reminders sent.
  • License · DEA · NPI expiryOn the same renewal calendar as your contracts. Miss nothing that keeps a clinician practicing.
  • Role-gated PIISalary and SSN are visible to Admin only. Trainings and licenses visible to clinical leads. Row-level permissions, not a separate app.
Employee Hub · Northside GI
14 staff · 3 items need attention
Starter
Dr. Marcus Hale, MD
Physician · Contract #HR-004
Contract ✓Vax 4/4Train 3/5
Jade Okafor, RN
Clinical lead · Contract #HR-011
Contract ✓Flu overdueTrain 5/5
Maya Paredes, CMA
Front desk · Contract #HR-018
Contract ✓Vax 3/3Train 4/4
Dr. Patel, MD
Physician · Contract #HR-002
Renew 31dVax 4/4Train 5/5
R. Chen, Ops Mgr
Non-clinical · Contract #HR-007
Contract ✓N/AHIPAA due
3 staff items need attention. RN Okafor: flu shot overdue · Dr. Hale: bloodborne pathogens training lapsed · R. Chen: annual HIPAA attestation due in 7 days.
OSHA · Inspection readiness
Northside GI · last inspection 14mo ago
Starter
Readiness score
92/100
SDS library86 sheets · current✓ OK
Sharps logLast entry 4d ago · 2 YTD✓ OK
Exposure planReviewed 2025 · next due Feb 2027✓ OK
Annual training2 staff overdue · 12/14 complete⚠ FLAG
Incident / near-miss1 open · CAPA in review○ SOON
300 / 300A / 301Auto-generated · posted Feb 1✓ OK
06 · Starter

Inspection-ready, without the binder.

OSHA compliance doesn't have to mean a three-ring binder of attestations that nobody updates until the week before an inspection. PracticeX keeps the evidence trail live: SDS library, exposure-control plan, sharps log, annual training, and the 300/300A/301 forms that have to be posted Feb 1.

  • SDS libraryEvery safety data sheet versioned and searchable. 36-month retention enforced automatically.
  • Sharps injury registerConfidential log, needle/device-specific, exported in the format OSHA expects.
  • Exposure control + bloodborne pathogensPlan on file, annual review on the calendar, training attestations captured in Employee Hub.
  • Incident & near-miss logRoot cause, CAPA, close-out — all tied to the affected employee record.
  • 300 / 300A / 301 formsAuto-generated from the incident log. One-click export for the annual posting.
07 · Starter

Your privacy program, always current.

HIPAA is a living program, not a one-time questionnaire. PracticeX keeps the BAA coverage, annual risk assessment, workforce training, and breach log on the same command center as your contracts — because most of the gaps sit at the vendor / contract seam anyway.

  • BAA coverage matrixEvery vendor flagged as PHI-touching requires a Business Associate Agreement on file. Missing BAAs surface as red cells — not as a surprise during an audit.
  • Annual risk assessmentGuided workflow, prior-year answers carried forward, evidence uploaded inline, gap remediation tracked to closure.
  • Workforce HIPAA trainingAnnual attestations captured in Employee Hub. New hires routed automatically within 30 days of start.
  • Breach & incident log60-day notification timer starts the moment an incident is logged. Decision log, affected-individual count, and notification evidence all on one record.
  • Access reviews & NPP versionsQuarterly minimum-necessary access review. Notice of Privacy Practices version history with effective dates.
HIPAA · BAA coverage matrix
42 vendors · 6 PHI-touching · 1 gap
Starter
Proc
Stripe · MSA + BAA
Payment processor · BAA signed 2024
BAA ✓
Vendor
Olympus Scope Service
Device service · BAA signed 2023
BAA ✓
Vendor
Athena Health · EHR
Clinical system · BAA signed 2025
BAA ✓
Vendor
Zocdoc · Patient scheduling
Onboarded 2d ago · BAA missing
BAA ⚠
Payer
Regence BlueShield
Payer · BAA not required
N/A
Program status
Next risk assessment · 47 days Workforce trained · 13/14 Open incidents · 0
Scheduling · Week of May 4
Northside GI · clinic + ASC + call
Starter
Mon · ClinicHale, Patel, Okafor (RN)✓ FULL
Tue · ASCHale (4 cases) · Anesthesia: Kim✓ FULL
Wed · ClinicPatel scheduled · DEA expires Wed ⚠⚠ FLAG
Thu · ASCPatel (5 cases) · Anesthesia: TBD○ GAP
Fri · ClinicHale half-day · PTO 1pm✓ OK
Sat · CallPatel (primary) · Hale (backup)✓ OK
2 schedule conflicts. Dr. Patel's DEA expires Wed but is scheduled for Thu cases · Anesthesia coverage gap on Thu ASC block.
08 · Starter

Provider & staff scheduling, tied to credentials.

Clinic, ASC, and call-coverage schedules on one calendar — wired to the same employee records that hold every license, training, and expiration date. The system refuses to schedule a clinician who's about to lapse, instead of telling you about it after the fact.

  • One calendar, three modalitiesClinic templates, ASC block schedules, and call-coverage rotations on the same view. Filter by facility, role, or modality.
  • Credential-aware assignmentIf a clinician's DEA, license, or required training is expiring before a scheduled shift, the conflict surfaces before publication.
  • PTO + capacity togetherPTO requests, comp-day balances, and required-coverage rules all feed the same publish step. No separate spreadsheet.
  • Publish & notifyApproved schedules push to staff via email and (later) calendar feeds. Every change is logged with who, when, and why.
  • Tied to the back officeSchedules read from Employee Hub records and write back to the audit trail. One source of truth across compliance, contracts, and coverage.
09 · Pro

The money hiding in your payor mix.

Pro layers reimbursement intelligence on top of the same contracts — capability that used to require enterprise CLM tools and a six-figure analyst. See which payors are underpricing you, which facilities are out of market, and which renewals deserve a real negotiation — not a rubber stamp.

  • Rate visibilityTop CPT codes, top payers, side-by-side. Variance against regional and specialty comparables in one view.
  • Facility varianceSame code, different money. Surface when one of your facilities is leaving revenue on the table.
  • Amendment lineageEvery amendment mapped to the terms it changed. See the drift over time, not just today's state.
  • Renewal prep packsA one-click brief: what to ask for, what to concede, what the counterparty already agreed to elsewhere in the market.
See Pro plans →
Rate position · Colonoscopy (45378)
Northside GI · vs regional P50
Pro
Regence
+13% mkt
Aetna Commercial
−18% mkt
UHC Choice
+4% mkt
Cigna Open
−12% mkt
Renewal opportunity · next cycle
Aetna renegotiation → est. +$124K / yr
Based on regional P50, facility rate variance, and historical amendment patterns.
Roadmap

From visibility to intelligence to a copilot. Each phase builds on the same back-office base.

Phase 1 · 2026
Shipping

Visibility. The Starter tier.

The back-office command center. Payor & vendor contracts, BAAs, leases, equipment, employee documents, OSHA, HIPAA, and provider scheduling — all on the same repository, search, calendar, and audit trail. Multi-facility from day one.

  • Repository + auto-classification
  • AI extraction with confidence scoring
  • Renewal calendar + notice tracking
  • ⌘K search + saved views
  • Owner assignment + escalation
  • Facility-scoped permissions
  • Audit trail + exports
  • Monday digest email
  • Employee Hub · contracts, vaccines, training
  • OSHA · SDS, sharps log, 300A export
  • HIPAA · BAA tracker + risk assessment
  • License / DEA / NPI expiry tracking
  • Provider & staff scheduling · clinic, ASC, call
  • Real-estate & equipment lease tracking
Phase 2 · H2 2026
Pro tier

Intelligence. The Pro layer.

Premium reimbursement intelligence on the same contract base. Rate visibility, benchmarks, facility variance, amendment lineage, renewal prep packs.

  • Rate visibility by payer + code
  • Regional & specialty benchmarks
  • Facility rate variance views
  • Amendment lineage tracker
  • Optimization recommendations
  • Renewal prep pack generator
Phase 3 · 2027
Planned

Negotiation copilot.

The system starts preparing, not just presenting. Prioritized renewal list, risk summaries, suggested asks, draft language, call prep notes. Human approval required before anything leaves the building.

  • Renewal prioritization by value/risk
  • Term strength analysis
  • Suggested asks + fallback positions
  • Draft redline language
  • Call-prep briefs
  • Review-before-send enforcement
Phase 4 · 2027+
Planned

Knowledge plugins + agent research.

Permissioned agents pull related agreements, internal payment history, payer policy updates, and public benchmark data into sourced negotiation memos. Everything attributed, everything reviewable.

  • Related-contract retrieval
  • Payer policy change feed
  • Public transparency data lookups
  • Internal payment-history linkage
  • Auto-generated negotiation memos
  • Full citation + audit trail
Phase 5 · 2028
Planned

Workflow actioning.

Insight becomes controlled execution. Renewal playbooks, approval chains, outbound notice generation, optional e-signature integrations. The human is still the last word.

  • Renewal playbooks + checklists
  • Multi-step approval chains
  • Outbound notice generation
  • Counsel review handoff
  • Optional e-signature routing
  • Action history + audit pack
Trust & security

Healthcare-grade trust, without the enterprise procurement theatre.

HIPAA-ready infrastructure

Encryption at rest and in transit. Business Associate Agreement available for every pilot customer from day one.

  • AES-256 at rest · TLS 1.3 in transit
  • Row-level tenant isolation
  • Access logs retained 6+ years
  • BAA on request · every plan

SOC 2 · in progress

Type I readiness targeted for H2 2026, Type II in 2027. Evidence collection is live from day one of pilot — not a pre-audit scramble.

  • Vanta-instrumented controls
  • Pen test scheduled Q3 2026
  • Incident response playbook live
  • Quarterly access reviews

Human-in-the-loop AI

AI never commits to terms on your behalf. Every recommendation is reviewable, every edit audit-logged, every output attributable to a source clause.

  • Per-field confidence scoring
  • Source-linked extractions
  • Review-before-send enforced
  • No autonomous outbound action

US data residency

AWS US-East with HIPAA-eligible services. No offshore processing of PHI-adjacent content. No model-training on your contracts — ever.

  • AWS US-East-1 · primary
  • HIPAA-eligible services only
  • Zero-training data contract
  • Redaction before any AI call

Role + facility isolation

Permissions flow from facility membership. An admin at one ASC cannot see contracts from a sibling facility unless explicitly granted. One breach ≠ portfolio breach.

  • Facility-scoped workspaces
  • Read / edit / admin roles
  • SSO (SAML) · Pro & above
  • MFA required for admins

Your data, your exit

Full export on demand. Structured fields as CSV/JSON, originals as PDF. Cancellation is a button, not a legal negotiation.

  • On-demand full export
  • No lock-in proprietary format
  • 30-day grace window
  • Destruction certificate on exit
Design-partner cohort · April 2026

Built with five facilities. In the room.
Through one full renewal cycle.

Locked pilot pricing, weekly co-design, direct founder access. We onboard your full back office — payor contracts, vendors, BAAs, leases, employee, OSHA, HIPAA, scheduling — through one renewal cycle. In exchange, you help us shape the product you'll use for the next five years.