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LiveSample data
  1. 1Appointment · 8:30
  2. 2Visit · Sample patient B
  3. 3Documentation · draft to review
  4. 4Follow-up & billing
Medical practice software

One connected platform for modern medical practices.

Orion brings clinical records, practice operations, billing workflows and patient communication into one connected workspace, helping your team spend less time switching systems and more time focused on care.

Book a demoExplore the platform

Built for independent practices and growing medical groups.

Medical practice software

One connected platform for modern medical practices.

Orion brings clinical records, practice operations, billing workflows and patient communication into one connected workspace, helping your team spend less time switching systems and more time focused on care.

Book a demoExplore the platform

Built for independent practices and growing medical groups.

Sample data · illustrative interface
1 Appointment2 Visit3 Documentation4 Follow-up & billing
Clinician smiling in a bright office
For cliniciansKeep the clinical picture close at hand.

Designed for the people who keep a practice moving

CliniciansPractice managersBilling teamsCliniciansPractice managersBilling teamsCliniciansPractice managersBilling teams

Your practice runs on connected work. Your software should, too.

A patient visit touches more than the clinical record. It involves scheduling, forms, team coordination, documentation, follow-up and payment. When those steps live in disconnected systems, your team spends time moving information instead of acting on it.

Orion is designed to bring those everyday workflows together in one place.

See how the platform works
Platform overview

From the first appointment to the final follow-up.

Before the visit

Get the day started with less back-and-forth.

Manage appointments, collect forms and prepare your team before the patient arrives.

SchedulingOnline bookingRemindersDigital intake
During the visit

Keep the clinical picture close at hand.

Document care in a structured patient record, using workflows and templates configured for your practice.

Patient recordsClinical notesSpecialty templatesTeam tasks
After the visit

Keep the work moving after the patient leaves.

Coordinate follow-up, manage billing tasks and keep track of what still needs attention.

Follow-up workflowsBilling tasksPatient communicationReporting
See the platform in a demo
Product modules

The tools your practice needs, working together.

Clinical records

A connected place for the information your team uses to support each patient’s care.

See it in a demo
Practice operations

Scheduling, intake, reminders and team tasks designed to support the daily work of your practice.

See it in a demo
Billing workflows

Tools to organize billing tasks, track claim activity and understand what needs follow-up.

See it in a demo
Patient experience

Give patients convenient ways to book, prepare for visits, communicate with your practice and manage payments.

See it in a demo
AI & automation

Reduce repetitive work with AI-assisted workflows. Keep clinicians and staff in control of review, approval and next steps.

See it in a demo
Integrations

Connect Orion with the tools your practice already relies on. Available integrations will depend on your systems and location.

See it in a demo

One patient journey. One connected workflow.

When practice information is spread across separate tools, teams have to bridge the gaps themselves. Orion is designed to connect the operational steps around a visit, so information is easier to find and work is easier to hand off.

  • Prepare for appointments with scheduling and digital intake.
  • Keep relevant patient information available during the visit.
  • Coordinate tasks and follow-up across the team.
  • Track billing activity and outstanding work.
  • Keep patients informed through connected communication tools.
See Orion in action
Practice fit

Configured for the way your practice works.

Every practice has its own team, specialties and routines. Orion is designed to support configurable templates, appointment types, forms and workflows, so your system can reflect the work your team actually does.

Clinician talking with a patient in a consultation room

For solo and small practices

Get the essential tools to organize clinical and administrative work in one place.

Two colleagues reviewing information on a tablet

For growing practices

Coordinate more people, workflows and locations without losing visibility.

Team meeting seen past a soft foreground

For multi-specialty groups

Support different practice needs through configurable workflows and role-based access.

Find your fit in a demo
Patient experience

Make it easier for patients to work with your practice.

Give patients a clear way to take care of the steps around an appointment, from booking and forms to visit communication and payment.

  • Book or manage an appointment online.
  • Complete forms before the visit.
  • Receive reminders and practical updates.
  • Connect with the practice through secure communication.
  • Access virtual visits when offered by the practice.
  • View and pay balances through available payment tools.
See the patient portal in a demo
AI & automation

Helpful automation. Human oversight.

AI should make routine work easier while leaving clinical judgment with the clinician. Orion's planned AI-assisted workflows can help prepare documentation and surface administrative tasks for review.

  • Draft clinical notes for clinician review.
  • Help identify missing or inconsistent billing information.
  • Support reminders and repeatable administrative workflows.
  • Keep a clear record of AI-assisted changes and human approval.
See AI-assisted workflows in a demo

Planned capabilities. Orion does not diagnose, prescribe or make clinical decisions.

Implementation

A clearer path from setup to everyday use.

Changing practice software affects the entire team. Orion's implementation should help practices plan the transition, configure workflows, prepare data and train users before launch.

  1. 1

    Plan

    Map the practice's current workflows and systems.

  2. 2

    Configure

    Set up users, roles, templates and practice settings.

  3. 3

    Prepare data

    Plan migration and verify the information transferred.

  4. 4

    Train

    Help clinicians and staff learn the workflows they will use.

  5. 5

    Launch

    Support the team as the new system enters daily use.

Talk through your implementation
Security

Designed with trust at the center.

Health information requires careful handling. Orion's security, privacy and data practices should be explained clearly, including how access is managed, how information is protected, where it is hosted and how customers can export their data.

Ask about security in a demo
Access managementWho can see and change what, by role.
Data protectionHow information is protected in use and at rest.
HostingWhere data is hosted, stated per market.
Data exportHow customers can export their data.
Customer stories

Built around the realities of practice.

Template only. Publish with an approved customer story.

Practice
Harbor Lane Family Practice · Family medicine (illustrative example)
Workflow problem
Less re-typing between intake, the visit note and billing follow-up
How it uses Orion
Scheduling, digital intake, structured visit notes and the billing worklist
What changed
To be measured during a pilot: time from visit to signed note, and items waiting for billing review
“We wanted one place where the appointment, the note and the follow-up stay connected.”

Illustrative example · Practice manager, Harbor Lane Family Practice

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FAQ

Questions practices ask about Orion.

What is Orion?

Orion is a medical practice software platform designed to connect clinical records, practice operations, billing workflows and patient communication.

Who is Orion for?

Orion is being designed for independent medical practices and growing medical groups. The workflows available will depend on the practice type, location and product configuration.

Does Orion replace an electronic health record?

Orion includes a clinical record as part of its broader practice platform. Whether it can replace a practice’s current system depends on the required workflows, integrations, migration needs and local requirements.

Can Orion work with our existing tools?

Orion is designed to connect with relevant systems through integrations. Availability depends on the specific tools, market and technical requirements. The team can review your current setup during a demo.

Can we migrate our existing patient data?

Migration should be scoped around the source system, data format, volume and verification requirements. Orion’s implementation team can assess what can be transferred and how it will be checked.

Does Orion include billing services?

The core concept includes software for managing billing workflows. Any outsourced billing or revenue-cycle service should be described separately and only if Orion launches that service.

How does Orion use AI?

Orion’s planned AI features are intended to assist with repeatable documentation and administrative work. Clinicians and staff remain responsible for reviewing and approving relevant outputs.

Is Orion compliant with healthcare privacy regulations?

Compliance requirements depend on where Orion operates and how the product is configured. Contact the team for current security and compliance documentation for your market.

How is Orion priced?

Pricing should reflect the practice’s size, selected modules, integrations and usage. Contact the team to discuss the right configuration and total cost.

Bring your practice workflows together.

See how Orion could fit the way your team works.

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Tell us about your practice

Please do not include patient health information.

By submitting this form, you agree to be contacted about Orion. Read our privacy notice.

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