Your practice doesn't run out of calendar. It runs out of memory.

Actionate Health is a system of record for membership-based and cash-pay medical practices. It records the visit, extracts every commitment the practice made to the patient, and tracks each one to closure with an owner and a due date. The organising idea is that in a relationship-based practice, the record is the conversation — so the software should hold what was said, not just what was coded.

A scribe produces a note. Actionate produces a note and a list of obligations. Tools like Freed, Heidi and Nabla are very good at summarising what happened in a visit — that's their job and several do it excellently. What none of them do is identify what the practice said it would do next, assign it an owner and a due date, and keep it open until someone closes it. A note is a description of the past. A commitment is a claim on the future, and it needs different machinery.

For a membership or cash-pay practice, yes — it's designed to be the primary record. For a practice billing insurance at volume, no, and we won't pretend otherwise. Actionate doesn't submit claims, doesn't run a clearinghouse, and isn't trying to. If you're hybrid, most practices run Actionate as the record for their membership panel and keep their existing system for insured visits.

No. Membership payments run through your own Stripe account at Stripe's published rates and we add nothing. This is a genuine difference: platforms that process member dues typically take 2.5–3.0% plus a per-transaction fee, sometimes with an additional Amex surcharge. For a 300-member practice at $250 a month, a 2.75% cut is roughly $2,000 a month — considerably more than our entire subscription.

No. Patient data processed by Actionate is not used to train foundation models and is not shared with model providers for training purposes. This is a contractual term in our BAA rather than a setting you have to find and switch off.

Three plans. Cadence is $349 per clinician per month billed annually, covering up to 200 members. Compound is $699 per clinician per month billed annually, covers up to 750 members, and adds cohort outreach, fidelity reporting, API access and unlimited staff seats. Continuum starts at $1,450 per clinician per month for multi-clinician groups needing SSO, multi-site rosters and an SLA. Founding practices get 40% off the first year with pricing locked for 24 months.

Nothing is filed without a clinician approving it. Extractions arrive as a batch you review in one pass, and anything that looks wrong gets ejected individually rather than forcing you to reject the whole visit. The design assumption is that the model will be wrong sometimes and the workflow has to make that cheap to fix — not that the model will be right and errors are somebody else's problem.

Solo clinicians up to small groups — roughly one to eight clinicians — running membership, retainer, concierge or cash-pay models. Most commonly integrative psychiatry, functional medicine, longevity and direct primary care. If continuity between visits is the thing your members are actually paying for, you're the practice we built this for.

Yes, any time, in full and machine-readable — charts, visits, transcripts, commitments and messages. No exit fee, no thirty-day waiting period, no support ticket required. Software that holds your record hostage isn't a system of record, it's a hostage situation with an invoice.

Not yet, and we'd rather say so than use language that implies it. We execute a BAA with every practice, encrypt in transit and at rest, maintain an immutable audit trail, and run in isolated AWS environments. The independent SOC 2 Type II observation window is on the roadmap above, and we'll publish the report when we have it. In the meantime we'll answer any security questionnaire you send.