Extended through 1/15/26: Special discounted Setup fees for Growth and Premium Plans
Never miss another New Patient lead, message, or Call
Harmony Ops gives your clinic an all-in-one growth engine, built specifically for Direct Primary Care. Stay responsive, grow memberships, and keep your team focused on patient care instead of chasing messages.
Built for DPC and independent clinics
HIPAA‑capable with BAA
Never miss another New Patient Lead, Message, or Call
Harmony Ops gives your clinic an all-in-one growth engine, built specifically for Direct Primary Care. Stay responsive, grow memberships, and keep your team focused on patient care instead of chasing messages.
Built for DPC and independent clinics
HIPAA‑capable plans with BAA
You didn’t go into medicine to become your own tech department
Your practice runs on ten different apps - and none of them talk to each other
Running a modern DPC or independent clinic shouldn’t feel this scattered.
You’re juggling phones, texts, emails, social posts, and patient follow-ups across half a dozen platforms. And you're still seeing patients, too!
Messages slip through the cracks, staff time disappears into busywork, and every new tool just adds another login.
You didn’t go into DPC to become your own tech department.
Harmony Ops for DPC unifies everything - secure chat and voice AI, social scheduling, and email automations - into one HIPAA-compliant platform that actually works together.
So you can stop patching systems and start running your practice like it’s 2026.
Who It’s For
Built for every stage of your DPC clinic
Whether you’re just opening doors or managing a full panel, there’s a Harmony Ops plan built for your level of complexity.
Growing clinics
“We’re getting more inquiries and can’t keep up with follow‑up. I keep forgetting to send follow up emails to new leads. I'm posting on social media at midnight or whenever I get a chance. I can't answer the phone when I'm with patients and can't afford a front-desk person. It's exhausting.”
Chat + Voice AI
Social media planner with Content AI assistance
Automations and pipelines for leads
No extra charge for multiple users
Best fit: Growth
Established & scaling
“We want to grow but can't keep up with posting on social media, answering phones, sending email reminders, asking for Google reviews. We need more ways to engage, like more funnels, quizzes, course platforms, payment options. We want customized systems built and running in the background.”
Course and community platforms
Done‑with‑you workflow setup
Advanced automations and launch sequences
Quarterly optimization
Best fit: Premium
Plans range from $299 to $499 per 28‑day cycle.
How It Works
Harmony Ops is a Whole Ecosystem
Never Miss a Lead Again
Chat + Voice AI + missed call text back reply instantly to questions and calls, capturing more potential leads and new patient enrollments.
Follow-Ups You Don’t Have to Remember
Consistently engage with potential patients, nurture relationships, and schedule Meet and Greets with Automations for emails and SMS.
Consistency Without the Grind
Be more visible and multiply your reach with automatically posted Social Media content on up to 7 different Social Media platforms. Reply to DM's with automations.
Boost your Reputation
Get more Google Reviews and be seen by more potential patients, who then go to your website or call. Chat + Voice AI help answer their questions.
FINALLY A PROCESS THAT WORKS
There’s a simpler way to stay responsive, organized, and compliant
Without hiring more staff or learning multiple new software platforms
Harmony Ops for DPC gives you the structure and automation you need without outsourcing your personality.
Your patients get answers, you & your team get time back, and you finally get one system that connects it all: chat AI, voice AI, social scheduling, email automations, reputation management, and HIPAA-secure CRM, built for independent and DPC physicians.
Watch our 6 minute demo here -->
Want a clearer picture of your practice systems?
What Harmony Ops Does
Your front desk, follow‑up, and
social presence - handled
One platform to capture leads, respond fast, follow up automatically, and keep your DPC clinic visible online.
Chat & SMS that never sleeps
“We need something so nothing slips through the cracks.”
Website chat widget that captures name, email, and phone
Missed‑call text‑back so every call gets a response
Friendly, on‑brand answers to common questions—no clinical advice
Voice AI that sounds like your clinic
“We’re getting more inquiries and can’t keep up with follow‑up.”
24/7 call handling with custom greetings
Sends callback requests and escalations to your team
Tracks missed calls and creates follow‑up tasks (in higher plans)
Workflows & pipelines for DPC
“We need help responding to and nurturing new patient leads.”
Standard DPC pipeline: Lead → Meet & Greet → Member
Automated nurture and “Welcome to the practice” sequences
All your communication in one place
Social + reviews done the smart way
“I don't love social media, so I post occasionally with no regular pattern or consistency. I feel uncomfortable asking patients for reviews."
Social planner with ready‑made DPC templates
Send review requests after visits
Review monitoring dashboard
What Harmony Ops Does
Your front desk, follow‑up, and
social presence - handled
One platform to capture leads, respond fast, follow up automatically, and keep your DPC clinic visible online.
Chat & SMS that never sleeps
“We need something so nothing slips through the cracks.”
Website chat widget that captures name, email, and phone
Missed‑call text‑back so every call gets a response
Friendly, on‑brand answers to common questions—no clinical advice
Voice AI that sounds like your clinic
“We’re getting more inquiries and can’t keep up with follow‑up.”
24/7 call handling with custom greetings
Sends callback requests and escalations to your team
Tracks missed calls and creates follow‑up tasks (in higher plans)
Workflows & pipelines for DPC
“We need help responding to and nurturing new patient leads.”
Standard DPC pipeline: Lead → Meet & Greet → Member
Automated nurture and “Welcome to the practice” sequences
No‑show rescue, reactivation, and referral workflows in advanced tiers
Social + reviews done the smart way
“I don't love social media, so I post occasionally with no regular pattern or consistency. I feel uncomfortable asking patients for reviews."
Social planner with ready‑made DPC templates
Automated review requests after visits
Review monitoring dashboard
Who It’s For
Built for every stage of your DPC clinic
Whether you’re planning your launch, just opened your doors or managing a full panel, there’s a Harmony Ops plan built for your level of complexity.
Pre-Launch & Micro-practices
“I just need something simple so nothing slips through the cracks. I don't have time to call or email every person who asks about the practice. I know I'm missing leads, but I don't have the mental energy to do more or to figure it out. ”
Website Chat widget + Voice AI
Missed call text-back
Light Automations and pipelines for leads
Multiple users at no additional charge
Best fit: Starter
Growing Clinics
“We’re getting more inquiries and can’t keep up with follow‑up. I keep forgetting to send follow up emails to new leads. I'm posting on social media at midnight or whenever I get a chance. I can't answer the phone when I'm with patients and can't afford a front-desk person. It's exhausting.”
Chat + Voice AI
Social media planner with Content AI assistance
Google Reputation management
Multiple users at no additional charge
Best fit: Growth
Established & Scaling
“We want to grow but can't keep up with posting on social media, answering phones, sending email reminders, asking for Google reviews. We need more ways to engage, like funnels, quizzes, educational courses, and payment options. We want customized systems running in the background.”
Course and community platforms
Done‑with‑you workflow setup
Advanced automations and launch sequences
Quarterly optimization
Best fit: Premium
Plans range from $199 to $499 per 28‑day cycle.
How To Get Started
Getting started takes Days, not months
Step 1 – Share your clinic details
Tell us your clinic stage, how you currently handle inquiries and calls, and how you want the AI to sound.
Step 2 – We configure your systems
We install your snapshot, set up chat and/or Voice AI, build your core workflows, and connect your calendars and forms.
Step 3 – Launch, test, and optimize
We test everything with you, go live, and refine as real leads and patients start using the system.
Curious how this works?
Try it out!
CHAT WIDGET
Test out the widget in the lower right hand corner of this page
Ask questions about Harmony Ops or DPC in general
Your Chat Widget will be trained on your website and FAQs
voice ai
Call 839-737-2237
Ask questions about Harmony Ops or DPC in general
Your Voice Assistant will be trained on your website and FAQs
You can choose from hundreds of voice options
Built to respect HIPAA and DPC boundaries
Harmony Ops is designed for operations and communication and meant to work alongside your EMR. It's like the public facing side of your practice. It keeps your team responsive while protecting patient privacy.
Harmony Ops never collects or stores clinical information.
Medical questions are redirected back to your clinic or patient portal.
HIPAA‑enabled plans with BAAs available.
What Harmony Ops is for
Membership questions, office details, booking interest, marketing, patient engagement and courses.
What it’s not for
Diagnosing, triaging, or giving medical advice. Patients are always directed back to your clinic for care.
Built to respect HIPAA and DPC boundaries
Harmony Ops is designed for operations and communication - not clinical care. It keeps your team responsive while protecting patient privacy.
Harmony Ops never collects or stores clinical information.
Medical questions are redirected back to your clinic or patient portal.
HIPAA‑capable plans with BAAs
What Harmony Ops is for
Membership questions, office details, booking interest, marketing, patient engagement and courses.
What it’s not for
Diagnosing, triaging, or giving medical advice. Patients are always directed back to your clinic for care.
Choose the level of automation
your clinic needs
Start with simple responsiveness and add more automation and support as your clinic grows.
Growth · Full Communication Engine
For clinics serious about growth and efficiency.
Website chat widget
Voice AI (web and phone)
Workflows, pipelines, and structured follow‑up
No charge for additional users
Social planner with more flexibility
HIPAA‑capable version with BAA
Premium · Done‑With‑You Acceleration
For clinics that want faster implementation and deeper configuration.
Everything in Growth
1:1 onboarding call
Done‑with‑you workflow setup
Advanced workflow packs & launch sequences
Engage with quizzes, surveys and educational courses
Quarterly optimization and refinement
Plans range from $299 to $499 per 28‑day cycle.
Choose the level of automation
your clinic needs
Start with simple responsiveness and add more automation and support as your clinic grows.
Growth · Full Communication Engine
For clinics serious about growth and efficiency.
Chat Widget
Voice AI
Workflows, pipelines, and structured follow‑up
Multiple users at no extra charge
Social planner with more flexibility
HIPAA‑capable version with BAA
Premium · Done‑With‑You Acceleration
For clinics that want faster implementation and deeper configuration.
Everything in Growth
1:1 onboarding call
Done‑with‑you workflow setup
Engage with quizzes, surveys and educational courses
Advanced workflow packs & launch sequences
Quarterly optimization and refinement
Plans range from $299 to $499 per 28‑day cycle.
How It Works
Getting started takes weeks - not months
Step 1 – Share your clinic details
Tell us your clinic stage, how you currently handle inquiries and calls, and how you want the AI to sound.
Step 2 – We configure your systems
We install your snapshot, set up chat and/or Voice AI, build your core workflows, and connect your social media accounts and Google Business Profile.
Step 3 – Launch, test, and optimize
We test everything with you, go live, and refine as real leads and patients start using the system.
Testimonials for Harmony Ops and High Level
As physicians, our time is limited, and our teams are just as busy. We shouldn’t have to spend valuable team hours answering the same questions from prospective patients or handling tasks that can be easily automated, such as scheduling meet-and-greets. Upgrading systems can feel daunting, and it’s important to work with technology partners who truly understand the needs of a DPC practice.
A CRM platform like Harmony Ops for DPC helps reduce inefficiencies by automating lead capture, scheduling, and responses to common inquiries, all without pulling me or my team away from patient care. And having a DPC physician like Dr. Gonzalez - someone who deeply understands the unique workflow and lead-capture process of DPC practices and brings strong tech expertise - makes it the best of both worlds.
N. A.
This has been a total game changer for us because it gives us a true omnichannel approach. We get instant notifications when a new lead comes in, which helps us keep our average response time under five minutes. Having texting and email fully integrated, along with all of the campaign automation set up by the agency, makes everything feel seamless and incredibly effective.
It allows us to easily insert real human interaction in between the automated touchpoints, because while automation is fantastic, people still connect best with people. Those phone calls and personal texts layered into the campaigns make a huge difference.
A. C.
My wife’s private practice and a lot of my marketing clients, we had Excel spreadsheets. That’s how we tracked client leads coming in from websites, and it got so out of control. Clients were falling through the cracks, and I just imagined there was a big pile of cash sitting on the table that we couldn’t get to because of these confusing Excel spreadsheets. So I knew we needed a CRM, and I looked all over the internet for one that was a CRM and HIPPA compliant.
It’s going really well, and it’s solving a lot of problems for my clients.
B. S.
The Voice AI feature has been an absolute industry disruptor and a true game changer for our business. Our clients love it, we love it, and we've been able to replace certain parts of our workflow that previously required a physical person to answer the phone. And this has been so so awesome for us.
The other part of it I love so much is the fact that the speech or the conversation sounds super natural. Voice AI does an amazing job with Spanish. It's not an easy language to get right but Voice AI does it amazing. And so we're really really excited about the next evolution of voice AI with High Level. And if you're not using it yet, you're going to get left behind.
T. H.
Testimonials
As physicians, our time is limited, and our teams are just as busy. We shouldn’t have to spend valuable team hours answering the same questions from prospective patients or handling tasks that can be easily automated, such as scheduling meet-and-greets. Upgrading systems can feel daunting, and it’s important to work with technology partners who truly understand the needs of a DPC practice.
A CRM platform like Harmony Ops for DPC helps reduce inefficiencies by automating lead capture, scheduling, and responses to common inquiries, all without pulling me or my team away from patient care. And having a DPC physician like Dr. Gonzalez - someone who deeply understands the unique workflow and lead-capture process of DPC practices and brings strong tech expertise - makes it the best of both worlds.
N. A., DPC Physician
STILL NOT SURE?
Questions clinic owners usually ask
Is this only for DPC clinics?
Yes and no. Harmony Ops is built around DPC workflows - Meet & Greet calls, membership onboarding, and ongoing retention. If you like the Harmony Ops platform, contact us and we can talk about options!
Will this replace hiring a front‑desk team member?
Many clinics use Growth or Premium to reduce or delay front‑desk hiring. Harmony Ops handles repetitive communication so your team can focus on patient care.
Do I need to be techy to use this?
No. You’ll get guided onboarding, and higher plans include 1:1 setup and workflow configuration so you’re not building everything alone.
How do you handle HIPAA and PHI?
We prevent clinical details from being collected in the first place and redirect medical questions back to your clinic or patient portal. HIPAA‑capable plans are hosted in HIPAA‑enabled environments with BAAs available.
What if I just need something very small right now?
We completely understand wanting to start small. The problem is that just 1 piece of the whole plan usually don't change outcomes. Harmony Ops works as a system - lead capture, follow-up, reviews, visibility, and even ads all feeding each other. The Growth plan isn't "more tools," it's the minimum setup that actually produces growth.
STILL NOT SURE?
Questions clinic owners usually ask
Is this only for DPC clinics?
Yes and no. Harmony Ops is built around DPC workflows - Meet & Greet calls, membership onboarding, and ongoing retention. If you like the Harmony Ops platform, contact us and we can talk about options!
Will this replace hiring a front‑desk team member?
Many clinics use Growth or Premium to reduce or delay front‑desk hiring. Harmony Ops handles repetitive communication so your team can focus on patient care.
Do I need to be techy to use this?
No. You’ll get guided onboarding, and higher plans include 1:1 setup and workflow configuration so you’re not building everything alone.
How do you handle HIPAA and PHI?
We prevent clinical details from being collected in the first place and redirect medical questions back to your clinic or patient portal. HIPAA‑capable plans are hosted on secure servers with BAAs available.
What if I just need something very small right now?
We completely understand wanting to start small. The problem is that 1 or 2 pieces of the whole plan usually don't change outcomes. Harmony Ops works as a system - lead capture, follow-up, reviews, visibility, and even ads all feeding each other. The Growth plan isn't "more tools," it's the minimum setup that actually produces growth.
Ready to stop losing DPC leads to missed calls and slow follow‑up?
Tell us where your clinic is today, and we’ll show you exactly how Harmony Ops can lighten your front‑desk and mental load.
Ready to stop losing DPC leads to missed calls and slow follow‑up?
Tell us where your clinic is today, and we’ll show you exactly how Harmony Ops can lighten your front‑desk load.
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