Ona is an AI-first practice management platform that replaces separate EHR, CRM, and billing systems with one unified tool. It automates intake, visit transcription, charting, and insurance claims, while its AI receptionist answers calls 24/7, books appointments against live calendars, and captures structured intake directly into patient records. The platform serves solo clinicians and multi-site groups across primary care, behavioral health, and specialty practices.
Funding
Funding not disclosed
Founders
Product
Problem
Healthcare practices juggle multiple disconnected systems for scheduling, electronic health records, billing, and patient communication, forcing staff to re-enter data and manage fragmented workflows. Front desks are overwhelmed by phone calls, leading to missed new-patient inquiries and after-hours calls going to voicemail, which costs clinics revenue and delays care.
Solution
Ona provides an AI-native, all-in-one practice management platform that consolidates CRM, EHR, and revenue cycle management into a single system. The platform automates patient intake, visit transcription, SOAP note charting, insurance eligibility checks, and claim tracking from draft to payment. Its AI receptionist answers every call 24/7, books appointments against live calendars, captures structured intake data into the patient record, and escalates urgent or sensitive calls to human staff. Clinicians review and sign AI-drafted notes, ensuring accuracy while eliminating manual documentation work.
Target Audience
Primary customers are healthcare practices including solo clinicians, multi-site groups, and enterprise clinics in primary care, behavioral health, physical therapy, women's health, nutrition, integrative medicine, and medspas, serving both cash-based and insured patients.
Features
- AI receptionist that answers calls 24/7, detects caller intent, books against real-time availability, and writes transcripts and structured intake directly to the patient record
- Automated charting that drafts structured SOAP notes from ambient recordings, intake answers, or dictation, with clinician review and sign-off before finalization
- Unified platform combining CRM, EHR, and RCM, replacing five separate tools with one system
- Insurance cycle management including pre-visit eligibility checks and claim tracking from draft to payment in a single queue
- Multilingual call handling that adapts to the caller's language on the first few syllables and writes chart notes in English
- HIPAA-compliant infrastructure with encrypted calls in transit and at rest, PHI stored in the practice's tenant, and full call logs attached to patient records