The invisible engine that quietly runs your clinic operations.
Cortex OS watches your intake, admin, and retention flows in real time,
orchestrates the work across your existing tools, and makes sure
patients, data, and tasks land in the right place without anyone chasing them.
We don’t replace your EMR, CRM, or booking tools. Cortex OS sits under them, making everything behave.
What Cortex actually does under the hood
Clinic owners never see this page. This is how the engine behaves from your side —
the infrastructure view.
●Normalizes messy intake data across forms, DMs, calls, and front-desk notes.
●Guarantees routing happens once (and only once) into your EMR / CRM stack.
●Tracks “operational promises” — when someone should be contacted, briefed, or followed up — and enforces them.
●Surfaces drift (no-shows, stalled plans, unpaid sessions) and hands them to the Retention Engine.
No new login for staff
Plugs into the tools you already use
Clinic-facing layer: Build & Release Systems
How installs work in practice
Cortex OS is not sold as a “tool” to clinics. It is the engine
your Build & Release offer runs on.
1We map their current world — tools, forms, handoffs, calendar logic, and failure points.
2We wire Cortex OS around that map, protecting what works and replacing what doesn’t.
3Build & Release becomes the “face” — calm intake forms, clear demos, and clean reporting.
From the clinic’s perspective, they bought a calm intake, admin, and retention system.
From your perspective, Cortex OS is the standardized engine that lets you do that at scale.
Where Cortex OS is going next
The current version of Cortex powers physical therapy & clinic-style installs.
The roadmap is simple: keep the engine stable, and extend where the same patterns appear.
●Agencies who want to sell “done-for-you operations” on top of their media / lead work.
●B2B products that want automation baked in without building an internal ops platform.
●Multi-location groups who need one standard for how leads and sessions get treated across sites.
Infra-first, not feature-first
Opinionated about operations, flexible about tools