The Patients You Enroll Are Still With You Next Year.
Colette builds each plan from that patient’s own labs, history, and goals. Between visits it tracks what’s working. The next conversation starts where the last one ended.
- New Inquiry
- Full Picture
- Clinical Analysis
- Treatment Plan
- Patient Presentation
- Ongoing Care
Inside Colette
Colette works before, during, and after every visit: more patients enrolled, more revenue per patient, more capacity without adding headcount.
The Chart Becomes the Plan Before the Visit Starts.
Core Intelligence brings labs, intake, and patient history together to build a complete assessment and treatment plan based on your practice protocols—giving your clinicians more time to focus on the patient and the decisions that matter.
For practices that want more consistency, more capacity, and better patient outcomes.
Your Best Clinical Thinking, Built Into Every Patient Plan.
Your protocols, services, and clinical experience give every patient a consistent starting point—giving clinicians more time to consult, personalize the plan, and help patients understand and accept the right treatments.
New on Advanced
Protocol Studio: Your Protocols, Versioned and Attested.
Practices on Advanced can create their own protocols in Protocol Studio—manually, from a prompt, or from a source document a clinician approves—or override a baseline protocol. Protocol Studio is available on Advanced, rolling out with the September release.
Create or override
Write a protocol by hand, draft it from a prompt, or build it from a source document a clinician approves. Or start from a baseline protocol and override it.
Every version, attested
Every version is kept. A clinician attests to the exact version before it is switched on, and patient assessments and treatment plans use that version and are traceable to it.
Hard stops stay on
Built-in safety hard stops, such as PSA and hematocrit limits, cannot be overridden by a custom protocol.
Six Stages. One AI Team Member.
Colette works the patient relationship from first inquiry through renewal, so nothing gets rebuilt from scratch at the next visit.
New Patient Inquiry
A secure intake link sent to each new patient captures their goals and history as soon as they reach out.
Full Patient Picture
The moment a patient arrives, Colette pulls their labs, intake, and history into a single working file your team can act on immediately.
Clinical Analysis
Colette finds the patterns and connections your team would otherwise spend an hour piecing together.
Treatment Plan
Colette drafts a treatment plan and protocol from the patient’s own data, aligned to your practice’s own standards.
Turn Clinical Insight Into a Plan Patients Say Yes To
Colette turns the clinical analysis into a clear, personalized plan built around the patient’s goals, so your team can present the full opportunity instead of selling a single service.
Ongoing Care & Renewal
Colette keeps the patient moving forward after the initial plan—tracking outcomes and surfacing clinician-reviewable next steps for continued care, retention, renewal, and greater lifetime value.
Built for the Practice Types That Need It Most
Inside Core & Advanced Intelligence
Colette runs at two levels. Both put AI-assisted recommendations in your team’s hands — filling knowledge gaps and giving staff instant guidance and training. The tier pages carry the full detail.
Core Intelligence
Clinical clarity for everyday patient care. Providers spend less time on analysis, documentation, and prep — and more time focused on patient care.
Advanced Intelligence
A clinical intelligence layer for consistent, reviewable care. Colette connects patient context, practice protocols, and the clinician’s decision point in one workflow.
Not All Clinical AI Works the Same Way
Most clinical AI tools solve one slice of the visit. Colette covers the whole patient relationship.
General AI
Answers from general knowledge. Not connected to your patient records or your own protocols.
EHR Scribes & Documentation Tools
Capture the visit and stop at the note. No treatment plan, no follow-through.
Point Solutions
Handle one task at a time, charge per feature, and stop at the first draft.
Colette
Works from your patient’s own data. Stays with the relationship through renewal, built on your clinic’s protocols, configured with you.
Verify Everything, Trust What Holds Up
Colette drafts. You approve. Every recommendation is grounded in the patient’s own data and your own protocols, documented start to finish, so you can check it before it ever reaches a patient.
Safety screening is built in.
- Intake answers about self-harm, including PHQ-9 question 9, alert the clinic.
- Lab alerts are graded by critical thresholds.
- Caution acknowledgements are recorded.
- Clinicians are warned before building a plan from overlapping protocols.
Colette includes privacy and security controls for regulated clinical workflows. Review current audit materials, data-handling terms, and available agreements in the Trust Center.
See Colette on a
Representative Workflow.
Use a de-identified representative case or one of our samples. You’ll see the clinical context Colette assembles, the draft it prepares, and where professional review remains required.
Questions and Answers
How is Colette different from other clinical AI tools?
Generic AI tools give general answers with no connection to your patient records or your own protocols. Documentation-only tools stop at the note. Colette works the whole patient relationship. It drafts from each patient’s own labs and history, follows your practice’s own protocols, and helps your team carry the plan through to follow-up and renewal.
Does Colette replace my clinical judgment, or decide treatment on its own?
No. Colette drafts a plan, you approve it, and nothing reaches a patient without your sign-off. Your license, your judgment, your call.
Does Colette use my practice’s own protocols?
Yes. Colette works from your clinic’s protocols, which we configure with you, so every recommendation reflects how you actually treat patients. Practices on Advanced can also author and version their own protocols in Protocol Studio. Nothing learns or changes automatically over time.
Which practice types does Colette support?
Colette supports six practice types: aesthetic clinics, med spas, functional medicine, wellness clinics, longevity practices, and concierge wellness. Each works from protocols and documentation suited to how that practice actually treats patients.
How is patient data protected?
Colette includes privacy and security controls designed for regulated clinical workflows. Contractual terms and available agreements depend on the deployment. Review the current documentation in our Trust Center and confirm your organization’s requirements with our team.