Give your front desk its day back.
Every message still yours to approve.
VERA drafts appointment confirmations, recall and reactivation reminders, no-show follow-up, intake requests, and practice marketing, working from the systems your office already uses. It is not a clinical tool, it gives no medical advice, and nothing reaches a patient until your staff approve it.
No credit card required · Staff approve every message · Not a clinical tool, no medical advice
Built for the front office of independent practices
Stop running the practice off sticky notes.
The clinical side is yours. The reminding, confirming, chasing, and rebooking is what eats the front desk, and it is exactly what VERA prepares for you.
Appointment confirmations
Confirming tomorrow's schedule by phone takes an hour nobody has. VERA drafts each confirmation so the front desk sends the batch in one review.
Patients overdue for a visit
Recall lists sit untouched for months. VERA surfaces who is past due and writes a reminder for each, with open slots attached.
No-shows and gaps
A missed appointment is an empty slot and a patient who drifts away. VERA drafts a warm rebooking note the next morning.
Intake paperwork on arrival
First visits run long when forms start in the waiting room. VERA sends your existing intake link ahead of time, once staff approve it.
Insurance verification chasing
Unverified coverage turns into a billing problem later. VERA ranks upcoming visits that still need verification and drafts the chase.
Growing the practice
Review requests, referral thank-yous, and community posts fall to whoever has a spare minute. VERA drafts them and waits.
Your front office runs on approval.
Three simple steps. Nothing reaches a patient automatically.
Tell VERA what you need. What comes back is a finished document, not a blank form.
6 documents healthcare actually send, set up with your business details, your pricing, and your branding.
Recall · 74 reminders drafted
“Remind patients who are past due for a routine visit.”
The recall list pulled from the practice management system your office connected, with a reminder written for each patient and nothing sent until staff approve it.
Intake · 6 requests drafted
“Send intake paperwork to Monday's new patients.”
A pre-visit message per new patient with your existing intake link and arrival instructions, queued for the office to review before it goes out.
Worklist · 12 flagged
“Which of next week's visits still need insurance verified?”
Appointments with unverified coverage ranked by date, each with a chase note to the payer or the patient drafted and waiting on staff approval.
VERA can work. You still control what leaves the business.
The same gate applies to every healthcare workflow on this page.
- 01VERA prepares
Drafts the quote, the follow-up, the invoice, the schedule change.
- 02You review
See the numbers, the wording, and exactly who it goes to.
- 03Approval
Approve, edit, or decline. Let the routine ones run on your rules.
- 04Customer
Only approved work ever leaves the business.
Nothing runs without your approval
Every action is a proposal first.
- No surprise charges
- No card on file, so nothing is charged when the trial ends.
- No lock-in
- Export your data, disconnect any tool, any time.
- Encrypted and private
- TLS in transit, tokens encrypted at rest, never sold.
Illustrative, how healthcare use VERA
“Confirming the next day used to take my front desk most of an afternoon. Now every confirmation is drafted and we approve the batch in one sitting. Same messages, a fraction of the time.”
Deborah Wexler
Practice Administrator, Primary Care
of front-desk admin off the week
Typical small-practice estimate
follow-up on a missed appointment
Illustrative: the outreach is drafted the morning after
more recall appointments rebooked
Illustrative figure when every overdue patient gets a reminder
Illustrative outcomes based on the desk work VERA takes on. Your results depend on your business.
VERA for Healthcare, in plain terms.
The questions people ask before they sign up, answered without the sales pitch.
What is VERA?
VERA is an AI business operations assistant for healthcare. It prepares quotes, invoices, follow-ups, scheduling changes, marketing content, customer messages and reports using the tools your business already uses. VERA works approval-first: it drafts the work and shows it to you, and nothing is sent, posted, booked or charged until you approve it.
Who is VERA for?
VERA is built for owner-operated and small-team businesses that run on jobs, quotes and invoices, and for the person in that business who does the office work after hours. It ships tailored setups for trades and home services, professional services, agencies, property and real estate, retail, hospitality, healthcare and auto repair.
How does VERA work?
VERA follows four steps: propose, approve, execute, log. You describe what you need in plain English, or VERA spots the work itself from your jobs and messages. It drafts the result and puts it in an approval queue. You approve, edit or reject it. Only then does VERA send it, and it records what it did.
Will VERA contact my customers without my permission?
No. Every message, quote, invoice, post and reminder that leaves your business waits in an approval queue until you approve it. You can turn on automatic sending for specific routine tasks, but only under rules you set yourself, and the default for everything is off. Every action VERA takes is written to an activity log you can read.
What software does VERA work with?
VERA connects to the accounting, calendar, payment, messaging, review and social tools most small businesses already run, including QuickBooks, Google Calendar, Gmail, Outlook, Stripe, Square, Instagram, Facebook and Mailchimp. You connect a tool by signing in to it, not by pasting API keys, and you can disconnect any of them at any time.
How much does VERA cost?
VERA has a free tier and four paid plans: Starter at $29 a month, Pro at $49 a month, Business at $149 a month and Agency at $399 a month. Every plan carries a month of AI work, connected integrations, scheduled tasks and team seats, and they differ by how much of each. The cheapest paid plan is Starter at $29 a month, and annual billing costs less than monthly.
What does VERA not do?
VERA does not act on your behalf without approval, and it does not replace your accountant, your lawyer or your licensed trades work. It does not file your taxes, sign contracts for you, or make decisions about hiring or firing. It is a web application only, with no desktop install, and it is sold in the United States.
Most popular with practices.
Connect your scheduling, payment, review, and marketing tools. VERA works only from the systems your office chooses to connect.
Sign in once, no API keys. VERA reads only what you approve. Logos indicate available integrations, not partnerships.
Browse all 157 integrationsOne application for almost everything the business runs on.
Quoting, jobs, invoicing, customers, scheduling and marketing in one place, sharing the same data. No stack of six tools that do not talk to each other, and no re-typing the same job into three of them.
Sales
- Leads and pipeline
- Estimates and proposals
- Customers and CRM
- Jobs
Money
- Invoices and payments
- Expenses
- Mileage
- Payroll
- Financials
Work
- Scheduling and calendar
- Tasks
- Team
- Files and knowledge
Growth
- Content and social
- Email campaigns
- Outreach and calls
- Reviews
- Reports
Missing something? We are proud to build it.
If a feature is missing and it would help a large part of our customer base, we add it. Tell us what you are stuck doing somewhere else and it goes on the roadmap. The requests that would help the most businesses get built first, and they ship to everyone on your plan at no extra cost.
Is VERA the right call for you?
Including the cases where the answer is no. Those are the ones worth reading.
Is VERA right for my business?
VERA fits best when the office work is the bottleneck: quotes going out late, follow-ups not happening, invoices sitting unpaid, and nobody on payroll to chase them. It suits healthcare with one to about twenty-five people. If your admin is already fully covered by staff you trust, VERA has less to add.
How is VERA different from a general AI assistant like ChatGPT?
A general assistant writes text in a chat window and then you copy it somewhere. VERA is connected to your business: it reads your real jobs, customers, quotes and invoices, produces work inside those records, and can send it once you approve. It also keeps an approval queue and an activity log, which a chat window has no concept of.
How is VERA different from hiring a virtual assistant?
A virtual assistant is a person you hire, train, schedule and pay by the hour, typically several hundred to a few thousand dollars a month. VERA is software starting at $29 a month that works instantly, at any hour, and never needs handover notes. A person handles judgement and phone calls better; VERA handles volume and consistency better.
Is VERA safe to use with customer data?
Connector credentials are encrypted at rest, traffic is served over HTTPS, and you can disconnect any integration at any time to revoke access. VERA reads only what you connect and only writes what you approve. You can export your data and delete your account. The published security page states plainly what is in place and what is not yet.
Can I try VERA before paying?
Yes. There is a free tier that runs with no payment details, and a 7-day trial of the Pro feature set. VERA also ships demo data for every connector, so you can watch it draft a quote, an invoice and a follow-up before connecting a single account. You can cancel at any time and export your data on the way out.
Longer side-by-side write-ups: VERA compared with hiring an office administrator, VERA compared with a virtual assistant service, VERA compared with a general AI chatbot, and every VERA comparison. Plan detail and current prices are on the VERA pricing page.
Plans that grow with your practice.
Every plan starts with a free trial. Below are VERA's standard plans, pick the one that fits your front office.
Starter
Perfect for a solo provider with one front-desk seat
Pro
For practices with a full front-office team
Business
For multi-provider or multi-location practices
Agency
For groups running many practices and locations
Starter
For solo business owners testing VERA
Billed monthly · cancel anytime
Draft and approve everyday work in one place.
Start free trialNo credit card required. Cancel anytime. You keep your data and integrations.
- Team members
- Just you
- Connected integrations
- 5 accounts
- Automation
- Manual approval
Pro
For active small businesses
Billed monthly · cancel anytime
Run recurring campaigns and lead workflows on autopilot, with approval.
Start free trialNo credit card required. Cancel anytime. You keep your data and integrations.
- Team members
- 3 included, add more
- Connected integrations
- 15 accounts
- Automation
- Auto-pilot + guardrails
Business
For growing operations running more than one business
Billed monthly · cancel anytime
Run a few businesses and a bigger crew with roles and permissions.
Start free trialNo credit card required. Cancel anytime. You keep your data and integrations.
- Team members
- 10 included, unlimited extra
- Connected integrations
- 50 accounts
- Automation
- Advanced + roles
Agency
For agencies and operators running a portfolio
Billed monthly · cancel anytime
Every business you run, one approval queue, no monthly cap on automatic work.
Start free trialNo credit card required. Cancel anytime. You keep your data and integrations.
- Team members
- 25 included, unlimited extra
- Connected integrations
- Unlimited
- Automation
- Uncapped + roles
Starter
- Team seats included
- 1 (you)
- Businesses under one account
- 1
- Scheduled or automated tasks
- 25 / mo
- Approval workflow
- Manual approval
- Social, email & reply drafting
- Research + proposal drafts
- Basic
- Content calendar + scheduling
- –
- Recurring workflows & auto-pilot rules
- –
- Extra seats beyond the included ones
- –
- Reusable workflow templates
- –
- Approval roles & team permissions
- –
- Task history
- 30 days
- Support
- Standard
Pro
- Team seats included
- 3
- Businesses under one account
- 1
- Scheduled or automated tasks
- 150 / mo
- Approval workflow
- Advanced + auto-pilot rules
- Social, email & reply drafting
- Research + proposal drafts
- Full
- Content calendar + scheduling
- Recurring workflows & auto-pilot rules
- Extra seats beyond the included ones
- Up to 10
- Reusable workflow templates
- –
- Approval roles & team permissions
- –
- Task history
- 6 months
- Support
- Priority
Business
- Team seats included
- 10
- Businesses under one account
- 3
- Scheduled or automated tasks
- 1,500 / mo
- Approval workflow
- Advanced + roles
- Social, email & reply drafting
- Research + proposal drafts
- Full
- Content calendar + scheduling
- Recurring workflows & auto-pilot rules
- Extra seats beyond the included ones
- Unlimited
- Reusable workflow templates
- Approval roles & team permissions
- Task history
- 12 months
- Support
- Priority
Agency
- Team seats included
- 25
- Businesses under one account
- 10
- Scheduled or automated tasks
- No monthly cap
- Approval workflow
- One queue, every business
- Social, email & reply drafting
- Research + proposal drafts
- Full
- Content calendar + scheduling
- Recurring workflows & auto-pilot rules
- Extra seats beyond the included ones
- Unlimited
- Reusable workflow templates
- Approval roles & team permissions
- Task history
- 12 months
- Support
- Priority
Start free for 7 days. Upgrade any time to unlock your plan’s full allowance, automations, integrations, and team features. No commitment during your trial. What a plan covers
- Free plan
- Where an account lands if the trial ends without a plan: 3 approved actions every 30 days, one connected integration, nothing deleted.
What a plan covers
Every plan carries a month of AI work. Everything you do with your own records is unmetered, so the only thing a heavy month can slow down is new drafting.
Uses your month of AI work
- Drafting a quote, an estimate, or a material takeoff
- Writing a customer reply, a follow-up, or a proposal
- Posts, captions, and a content calendar written for you
- Reading an invoice or a receipt you scanned in
- Research on your market and your competitors
- Reports and analysis of how the business is doing
Never touches it
- Sending a quote or an invoice you already approved
- Taking a payment and recording what came in
- Jobs and appointments moving through the calendar
- Reading, editing, and exporting your own records
- Connecting a tool, and everything it syncs in
- Adding people to the team and setting their access
Good to know
Open any question for the detail.
What are the plan limits?
Each plan includes a set number of seats, connected integrations, and scheduled tasks (see each card). Approval and automation capabilities also step up by plan.
What happens in a really busy month?
If you reach the end of a month's AI work, new drafting pauses and nothing else changes. Your data stays put, everything you already approved still runs, and your allowance refills at the start of the next billing cycle.
What do I get during the 7-day trial?
Enough AI work to put VERA through a real week of your own jobs, which is less than a paid month. Upgrade any time and your plan's full allowance and features unlock immediately.
How do I know how much I have left?
Your account header shows how much of the month is left, and the Usage page lists every job VERA has run and what it took. Nothing is spent without appearing there.
Frequently asked questions.
How does VERA handle patient privacy?
Honestly and narrowly. VERA reads only the systems your office chooses to connect, and it is approval-gated by design: no message reaches a patient until a member of your staff reviews and approves it, and every action is logged. We do not claim any healthcare certification here. Talk to us about your practice's specific compliance requirements before you connect anything, and involve your own compliance advisor in that decision.
Is VERA a clinical tool?
No. VERA does not give medical advice, support diagnosis or treatment decisions, or act as an electronic health record. It works on the administrative and marketing side of the practice: confirmations, reminders, follow-up, paperwork requests, and outreach.
Will VERA message my patients on its own?
No. VERA drafts and waits. Your staff approve, edit, or decline every message before it is sent, and nothing is scheduled to go out without that approval.
Where does the patient information come from?
From the practice management, scheduling, billing, or marketing systems your office connects, and nothing else. VERA does not go looking for patient data, and you control which systems are connected and can disconnect at any time.
Can it help with insurance verification?
On the administrative side, yes. VERA flags upcoming appointments where coverage still needs verifying, ranks them by appointment date, and drafts the chase note to the payer or the patient for your staff to approve.
Can several front-office staff use it?
Yes. Growth and Agency plans include multiple seats, so your schedulers, billers, and office manager can review and approve together.
Can we review everything before it happens?
Always. VERA is approval-first by design: propose → approve → execute. Nothing external happens without a person on your team saying yes, and every action is logged.
Still have questions? Talk to us.
Not quite your business?
VERA is set up differently for every trade. Pick the one that fits yours.
Contractors & Trades
Professional Services
Property & Real Estate
Retail & Hospitality
Give your front desk back the hours it loses to admin.
See how VERA prepares confirmations, recalls, follow-up, and outreach for your practice, while your staff approve every message.
- No credit card required
- Staff approve every message
- Not a clinical tool
By state
VERA for healthcare, state by state
The product is the same everywhere. What changes is the paperwork: the office that takes your filing, the fee, the report deadline, and how wages are withheld. Each page below carries the real figures for that state.