Front desk, clinical record, plans, payments, prescriptions and stock: one system and one record, built for the way a cash-pay practice works. Here's all of it, and why each piece matters.
Coming arrives with our Founding Clinics
The day runs itself: reminders patients confirm with a “C”, a morning huddle, and a close-out before you lock up.
Every visit shows the one next thing that happens, shaped by role: the desk sees arrivals and checkouts, an MA sees rooming and numbing timers, a provider sees charts to finish and refills to approve.
Why it matters: nobody hunts for what's next, and a free provider can see who's buried and help.
A reminder two days before with the time, how to prepare and the cancel-by time; patients reply C to confirm; a nudge the day before for anyone who hasn’t. Nothing goes out on a day you’re closed.
Why it matters: fewer no-shows, without anyone dialing down a list.
Tox with the NP and a laser with the technician in one visit, each with its own provider, room and device. Numbing is a step of its own that holds no provider, room or device.
Why it matters: patients book once, the day packs tight, and the provider treats someone else while a patient numbs.
Bookings check rooms and machines as well as people, so a laser can’t be double-booked. Find a time offers the next openings that fit hours, breaks, time off, rooms and devices.
Why it matters: your scarcest resource is often one machine, and nobody scrolls the calendar while a patient waits on the phone.
One action flags every affected visit at every location, proposes same-time swaps with qualified providers, and holds times while patients decide. Nothing auto-cancels, and no fee hits the patient.
Why it matters: a sick day becomes a queue with proposals, not a phone list.
Provider-only services, held time for high-value treatments, patients who only see certain providers. Managers can override with a reason, and every override is logged.
Why it matters: your rules work without sticky-note workarounds.
Cancellations fill from a real waitlist; printed day sheets list consents still to sign; lunches added across a booked day are staggered so the desk stays covered.
Why it matters: the small daily jobs stop eating the morning.
A consult or follow-up is booked In person, Video or Phone call, and a video or phone visit holds no room. The patient joins from a link on a page in your practice’s colours; the provider’s waiting-room card says who is there, and can tell a waiting patient they are running late (a few minutes, 5, 10 or 15). The AI scribe add-on can run with the call, with consent asked in place.
Why it matters: a telehealth visit gets the same chart, rules and note as one in the room, and the patient has nothing to install.
Each service is set to Not online, Patients who’ve been here, or Anyone, new patients too. Online booking offers only the providers ticked for that service, and your booking rules and hours still apply.
Why it matters: your online calendar sells what you want sold online, and nothing you don’t.
Booking a visit, a new patient, a message, a refill and checkout open over the page you are on, and closing one puts you back where you started, with a Back that names the place: Today, Tasks, Refills, Fax, Labs.
Why it matters: nobody loses their place in the day to do one small thing.
RingCentral's AI receptionist, on your own RingCentral line, books with Marge's rules, takes refill requests, and hands off to a person. You sign up with RingCentral; Marge connects it.
Why it matters: no missed calls, and the desk stays with the patients in front of them.
Every chart is ready for an inspector: locked once it’s signed, corrections dated, a guardian’s signature when there is one.
Tap an area to drop the provider's own pattern, then adjust. Neuromodulators in Botox-equivalent units, Dysport converted 3:1; lot numbers captured inline.
Why it matters: a routine tox chart takes a handful of taps.
Points and lines in mL; technique, needle or cannula, depth and direction per site; discard per syringe; an aspiration check.
Why it matters: the detail you'd want on record, without slowing down.
Settings, spot size, fluence and passes, laid out like the paper logs providers already keep for each laser.
Why it matters: providers trust what they recognize, and the last settings are one tap away.
Every cycle logged with its temperature and pressure, the indicators inside and outside each pack, what was in the load and who ran it. Weekly spore tests, and a failed one takes the sterilizer out of service and lists what to recall.
Why it matters: the inspection binder keeps itself, and nothing unsterile reaches a patient.
Versioned, e-signed and tied to the visit. Check-in flags an unsigned or out-of-date consent, and Marge knows who signed which version.
Why it matters: the paperwork that protects you is never missed.
New patient form answers (pregnancy, a lidocaine or latex allergy, blood thinners, Accutane, a pacemaker) become alerts on the chart, and again when someone books, charts or prescribes something they affect.
Why it matters: the right warning reaches the right person at the moment it counts.
Report an adverse event from a visit or a chart: the report is prefilled with the treatment, who did it, the product and lot and the device, and the clinician signs it. Tasks follow your policy (documented within 24 hours, medical director review within 72, patient follow-up calls), a reporting checklist covers state and FDA notices and the manufacturer, and a same-lot alert watches across events.
Why it matters: the response and the paperwork happen in order, and the log is ready for your quarterly review.
Patients fill in forms on their phone or the lobby iPad; answers land on the chart as data. After a booking, one step offers to email them the forms to fill in before the visit.
Why it matters: nothing is retyped from a clipboard, and the visit starts with the paperwork done.
Body composition, grip strength, blood pressure and skin scans charted with trends over time.
Why it matters: longevity programs are measured, not guessed, and patients see their progress.
Choose which diagnostics are taken at intake (blood pressure, body composition, grip strength, skin scans) as clinic defaults, and let any service ask for more or less. A visit with several services takes the combined set, each card shows when it was last done, and a patient who declines is noted for the provider.
Why it matters: the right numbers are taken every time, without a list on the wall.
The visit is recorded, the note and the treatment chart are drafted, and nothing is saved until the provider reviews it. The recording is deleted once it's transcribed.
Why it matters: providers stop charting at night.
Each service’s consent and aftercare sheet in your letterhead; consents versioned and e-signed, the sheet sent with the visit’s confirmation. Ask Marge for a new one (“Draft a consent for Sofwave”), and she drafts it for your medical director to approve.
Why it matters: a new service no longer means a weekend of paperwork.
Add Medications to order, Labs to order and Follow-up sections to your Freed template, and Marge turns each line into an order, a lab order or a rebooking suggestion, flagging anything unclear.
Why it matters: keep the scribe your providers like, and the paperwork after the visit still disappears.
Two charts for one person (an online booking can make a second) are combined from the chart’s More menu, and the chart says it was combined.
Why it matters: the history is not split across two charts.
The aesthetics physical form and the Texas CAM disclosure, built in. An MA can draft it, the provider completes it from their own computer, and the patient signs on the iPad; the CAM form’s wording stays exactly as the Medical Board requires.
Why it matters: the forms behind a laser or off-label treatment, done properly and kept on the chart.
Nothing prepaid is forgotten: banked filler syringes, credits spent oldest first, and where a member stands if they cancel today.
A timeline and one price for each plan, against à la carte, presented on the iPad. The patient signs in the consult room and picks prepay or pay as they go, and the plan books with the same provider, right there or at checkout.
Why it matters: quotes turn into booked revenue before the patient leaves, and plans get used, not abandoned.
Progress at a glance; a visit due but unbooked goes on Due to come back; a plan proposed but not accepted gets a check-in after three days; a report shows proposed against accepted, by provider.
Why it matters: no plan quietly dies, and you see who converts.
Services priced in credits, extra credits to buy, tier rules, carryover limits and upgrades.
Why it matters: patients understand what they're buying, and your books reconcile.
Each checkout draws from what the patient already paid for, and says so: "Prepaid visit 3 of 6", "42 units from the prepaid vial".
Why it matters: no punch cards, no arguments at checkout.
Worked out from what each patient had: tox wearing off at their own rhythm, filler and pellets due, labs after a hormone or weight-loss start, a prescription running out, treatments they've paid for and haven't booked.
Why it matters: the right patients come back at the right time, with a reason to.
Patients earn credits as they spend, plus milestone and birthday credits, and use them toward treatments; credits expire and carry no cash value. Your top spenders get a top-patient tier: a badge your team sees, first pick of waitlist openings and early offers. Referrers are tracked, and referral credits switch on once your attorney says they’re OK.
Why it matters: your best patients feel known, and loyalty doesn’t become a dollar liability on your books.
The money is always right: refunds go back the way they paid, payments split, and tips follow the person who earned them.
Units, syringes and products charted by the provider arrive at checkout priced from your catalog.
Why it matters: what was done is what gets billed. No re-keying, no missed units.
A service can be a set price, priced by size (small, medium, large), by area (each part treated) or by product. One picker does it in booking, in the plan builder and in memberships, and several areas of one treatment are booked as one block with one numbing step and read as one line everywhere.
Why it matters: the price quoted is the price at checkout, however you sell it.
Card on file, deposits, late-cancel and no-show fees; changes the clinic caused are exempt automatically.
Why it matters: policies are enforced without awkward conversations.
Marge counts no-shows and late cancels; past your limit, booking asks for a card or a deposit. Staff see quiet flags, discharge letters are tracked, and an exception needs a manager’s OK by PIN.
Why it matters: your policy is applied the same way every time, without anyone having to be the bad guy.
Sales by date and location, mix and match, bundles at one price, buy-some-get-one, staff pricing, and a military and first responder discount once staff have checked ID. The patient gets the better of their member price and the offer, and every discount carries a reason.
Why it matters: run real promotions, and see what discounting actually costs you.
Treatment, product and membership menus, printed from the services, prices and descriptions already in Marge.
Why it matters: the menu at the front desk always matches what checkout charges.
Sold in the clinic or online; promotional bonus value kept separate from what was paid; an outstanding-balance report.
Why it matters: clean books for your accountant.
Tax worked out per line at checkout, with a quarterly report; itemized receipts with code suggestions patients can submit themselves.
Why it matters: tax season is a report, not a project. And no insurance screens, ever.
Because the chart, checkout and stock are one record, Marge knows the real cost of every treatment: revenue and margin by service line and by provider.
Why it matters: you see which treatments and providers actually pay, not just what was rung up.
A patient can ask for discretion: no automatic money or membership texts, emails or receipts, a neutral name on card statements, and staff reminded to mention things in person.
Why it matters: patients who want privacy at home get it, without anyone having to remember.
Every dose accounted for: vial cards, witnessed waste, and the DEA return sheet ready to print.
Requests from the patient app or a message land in one queue with the chart context on one card. Marge works out when each patient actually runs out, from the vial and their weekly dose. The provider approves, and payment is taken before it’s sent.
Why it matters: refills stop living in text threads, and patients don’t run dry or shop elsewhere.
A consult every six months before a refill, for weight loss, peptides and hormones; the weight program's monthly provider visit scheduled automatically.
Why it matters: your protocols are followed without anyone policing them.
A dosing calculator for weight and hormone programs; your pharmacies' price lists; deliveries tracked to the patient or the clinic.
Why it matters: the math and the paperwork of prescribing, done once and right.
Weight loss, hormones and peptides each priced their own way: the pharmacy’s price passed through, a markup, your own price list, included in a membership, or paid to the pharmacy directly. Charge a medical management or medication ordering fee per order, per month, per year, per consult or as a percentage of the medication; a yearly fee is prorated for mid-year starts, members can be exempt, and any fee can be waived with a reason. Shipping and supplies are charged the way you choose.
Why it matters: you’re paid for the oversight and ordering you already do, each program is priced the way it runs, and every receipt marks the fee clearly.
Orders with a progress timeline (sent, received, testing, ready); results kept as data beside the chart; labs due drive recalls. Set which labs a service needs and how recently, and a visit whose labs aren’t drawn in time is flagged on the calendar and on Today.
Why it matters: results are where the decision happens, and a hormone or pellet visit isn’t wasted because the labs never happened.
When a report comes in by fax or is added to a chart, Claude reads the values off it, and your team checks them side by side with the report before they’re saved.
Why it matters: no retyping results, and a person still confirms every value.
Labs, body composition and other diagnostics in one visit about two weeks before the first consult, with no provider needed. A diagnostic records its results, never a SOAP note.
Why it matters: the first consult starts with the results in hand.
Insertions, lots and stock, ready for your pellet supplier's reporting.
Why it matters: the strictest tracking in the practice, handled as you chart.
Prescriptions sent electronically through a certified e-prescribing service, with the DEA's two-step signing for controlled substances like testosterone.
Why it matters: a hormone practice can't run on portal logins.
Counts you can trust: a blind count first, then “go look” for anything that’s off.
Tox in units, filler in syringes, pellets on their own; the chart takes them off stock, with lots and expiry dates.
Why it matters: your counts are right without anyone updating them.
Scan a product at checkout with any keyboard scanner to add it (scan again for one more), and scan an unknown code once to link it to a product.
Why it matters: retail checkout takes seconds, and stock follows the sale.
Every product has a line, brand, type, concerns and key ingredients, and Stock, Settings and Add item filter by any of them.
Why it matters: you find a product by what it does, not by what the catalog calls it.
Purchase orders from reorder levels; deliveries received against them; each supplier's account, rep and ordering site in one place.
Why it matters: no more hunting for which site and which login.
From what's booked, what you usually use and each supplier's delivery time: "Order Botox by Thursday."
Why it matters: less cash on the shelf, and no patient turned away.
Nothing slips: “come now” when it’s urgent, and quiet when you’re off shift.
Marge doesn't sell phone lines, numbers or fax. You sign up with RingCentral (a phone company that works with healthcare and offers its own HIPAA agreement) for your numbers, phones, fax and, if you want it, its AI receptionist; RingCentral bills you directly. During setup we connect it to Marge with the Phones add-on, and every call, text and fax lands on the right patient's record.
Two-way texting through your own RingCentral account, kept on the patient’s record by topic; texts only to patients who said yes; ready-made replies in your voice (type / to pick one); fax in and out through RingCentral; missed calls texted back.
Why it matters: the conversation lives with the record, not on someone’s phone.
One switch per channel, texts and email, for what Marge sends by itself and for what staff send. Off, nothing goes out; each blocked message is kept as Not sent with the reason and never retried later, and incoming texts and email still arrive.
Why it matters: you turn patient messages off or on, per channel, in one place.
A provider taps Need help (an MA, supplies, a room turned over). Urgent asks and a Physical Form that needs signing pop up; everything else waits in a bell at the top, and every card says who has it and since when. A request closes by itself when the work is done: the visit is over, the room is in use again, the form is signed.
Why it matters: nothing piles up on a screen with nobody knowing whether it is handled, and no group text or patient details on personal phones.
Direct and group messages between staff inside Marge, under its HIPAA agreement, linked to a patient or visit when they're about one; reminders to coworkers delivered when they're on shift.
Why it matters: one less app to pay for, and the team's talk stays covered.
Callbacks, follow-ups and plan steps, assigned and tracked on the record they concern.
Why it matters: nothing falls between shifts.
Checklists you set once: opening and closing, the medication fridge twice a day, the emergency kit, AED, eyewash and sharps, laser eyewear, a new hire’s first weeks. Each item is a tick, a reading within its range, or initials; each list goes to a person, a role or whoever opens that day; anything missed carries over as late.
Why it matters: the clipboard on the wall becomes a record you can show an inspector.
Ask about the schedule, a patient, stock or your numbers in your own words. Answers come from your records, with sources, within each person's access. In every plan.
Why it matters: nobody digs through screens, and your team gets back to patients.
Accountability without nagging: every chart opened is on record, and anyone outside your team is flagged.
Each person sees only what their role allows, by location; anything they can't use is hidden.
Why it matters: simpler screens, and less risk.
For each service, tick who may book it and who performs it; online booking offers only who is ticked. Add extra permissions for one person on top of their job’s defaults, and licensed actions still need a license on file.
Why it matters: the rules match how your team actually works, person by person.
An access report of every chart opened, every export and every login, for owners.
Why it matters: if anyone ever asks, the answer is one report away.
Google, then your fingerprint or Face ID; or a password and a 6-digit code. Logged off after 30 minutes away.
Why it matters: secure without a password everyone has written down.
The Business Associate Agreement HIPAA requires; records encrypted and backed up on servers covered by it; the AI under the same agreement and never trained on your patients.
Why it matters: you're doing the right thing without becoming a HIPAA expert.
Clock in and out, payroll-ready timecards with overtime by workweek, time off requests, blocked time with paid or unpaid reasons.
Why it matters: one less app, and payroll that's right.
Each provider's license and DEA on file, with a task for the owner 60 days before one expires.
Why it matters: no provider stuck on the bench over a lapsed renewal.
Marge starts you with a Practice Library: policy and procedure manuals and OSHA material to adopt and fill in with your own names and numbers. Each treatment log links to its policy section, and a whole manual reads, prints or shares from one page.
Why it matters: the manual your inspector asks for is the one your team actually uses.
A step-by-step walkthrough of injectables charting with short clips, and the real chart on a pretend patient with guided steps. Nothing is saved.
Why it matters: new staff learn the chart before they touch a real patient’s, and they’re confident in days.
Practice before you go live: a copy of your clinic with pretend patients to train on.
Every record is kept in FHIR, the healthcare data standard hospitals and health systems use, not a format only Marge can read. Few systems built for aesthetic and wellness practices are.
Why it matters: your records are portable, and connecting with labs, pharmacies and other providers gets easier over time.
Export everything whenever you want, with no fee. Monthly plans, and no two- or three-year contracts.
Why it matters: you stay because Marge earns it, not because leaving is hard.
Tell us about your practice and send what you have. We build it in Marge from our defaults, you check it, then press Go live. Nothing reaches patients and no one is invited until then.
Why it matters: switching stops being the thing you dread.
Exports, price lists, menus and photos: Claude reads them and fills in your setup, asking plain questions where it isn't sure.
Why it matters: no retyping years of services, prices and patients.
Services and products defined once and switched on per location; every list filters to where you are.
Why it matters: your second location is a setting, not a second system.
Booking page, patient app, lobby check-in, receipts, consents, emails and texts carry your practice's name, logo and colors. Patients never see Marge.
Why it matters: your brand, not your software's.
Online booking, new patient forms, membership sign-up, refill requests and their plan, in your brand; the lobby iPad runs as a kiosk.
Why it matters: patients serve themselves, and the desk breathes.