Membership practices run on one patient record, not five tools.
DPC, concierge and longevity practices earn their revenue over years, not visits. That only works if recall, intake, messaging and membership billing share one patient record. Here is the patient path from first campaign to member, and where it usually breaks.
Executive read
- A membership practice sells a relationship. The revenue depends on patients joining, staying engaged and renewing.
- Most practices run that relationship across separate tools for recall, forms, texting and membership billing. Staff re-key data between them, and nobody can see where patients drop off.
- Cara puts four modules (Grow, Intake, Messaging and Memberships) on one patient record that works with your EHR. You can start with one module and add the rest later.
Retention is the business model.
a16z's State of Longevity report expects that, as more companies offer the same treatments, prescribing them becomes "more of a service patients expect" than a reason to choose a provider. It adds that offering a new treatment may matter more for keeping existing patients than for winning new ones.
For a DPC, concierge or longevity practice, that is already true. The value is in the relationship over years. Every step where a patient can drift away is a cost.
The patient path, step by step.
Win: a recall campaign reaches a group of your patients, picked by age, gender or tags. They book from the Cara app or your website.
Prepare: forms go out from the booking. The patient fills them in on their phone, and the answers are filed to the chart before the visit.
Talk: reminders, replies and questions sit in one thread per patient. AI triage flags urgent messages first, and staff approve every AI-drafted reply.
Retain: after the visit, the patient is offered a membership. You set the tiers and prices. Members enroll and are billed through Stripe, and their status sits on the same patient record.
Learn: a review request and a short rating survey go out. One funnel shows what each campaign brought in, from lead to booked to completed to member.
Where it usually breaks.
The break is almost always between tools. The campaign tool does not know who booked. The forms tool does not know who is a member. The billing tool does not know who has not been seen in a year. Staff fill the gaps by hand, and some patients fall through.
When every module reads and writes the same record, those gaps close. The membership status is next to the message thread. The recall list knows who already booked. And the funnel is one view, not a spreadsheet built every month.
Keep your EHR and your brand.
Cara reads and writes the chart in your EHR. You do not switch EHRs. athenahealth, Epic, Canvas Medical, Healthie and Elation are connected today. AdvancedMD, eClinicalWorks, Cerbo and ModMed are set up with our team during onboarding.
The app, portal, forms and texts carry your name, logo and colors. Booking embeds in your current website.
A practice doing this today.
Hy-Vee Health Exemplar Care is rolling out Cara across patient acquisition, scheduling, onboarding and clinical workflows in 15 locations.
Start with one module.
You do not have to replace everything at once. Each module stands on its own and uses the same patient record, so a module you add later works with the ones you already have. Many practices start with the step that loses the most patients today: recall, intake, the inbox or membership billing.
Each module is priced on its own, and all four together is the best value. Ask for a quote and we reply within two business days.