The Grove Platform

Everything your practice
actually runs on. One platform.

Grove replaces the patchwork of three or four tools most independent clinicians cobble together — scheduling here, charts there, payments somewhere else, video consults on a separate Zoom link. This page is the honest inventory: every capability Grove ships today, what's in preview for founding partners, and what's on the roadmap. No vapor. No "coming soon" in fine print at the bottom.

Modules live
8 complete
Compliance
HIPAA · PIPEDA
Data residency
Canada · US
Built for
Independent practice
Schedule Patients & charts Medications Documents Visits & video Commerce Communication Administration Architecture Roadmap
01
Module · Schedule

A calendar that adapts to how you actually plan.

Day view for the front desk. Week for planning. Month for the big picture. Plus an online booking link patients can use 24/7 — with your service catalog, your hours, your rules.

Live now Founding partner preview Roadmap
Day / week / month views
Live
Switch between three views with one click. Today's flow up close, the week at a glance, the month for capacity planning. Today is highlighted in every view.
Online booking link
Live
A public booking page your patients can use anytime. They pick a service, pick a slot, fill in their details, get a confirmation. Conflict detection runs on the server.
Custom URL: getgrovemd.com/book/your-slug
Service catalogue
Live
Define your services once — name, duration, price, category. They populate booking, invoicing, and reporting. Update a price in one place, it flows everywhere.
Internal vs. patient-facing notes
Live
Patient-written reason in one field. Staff-only notes in another. Patients never see your internal flags; you never confuse the two.
Drag-and-drop reschedule
Live
Move appointments by dragging them on the calendar. Conflict warnings show as you drag. For when you're rearranging a whole afternoon.
Waitlist auto-fill
Live
When a slot opens up, Grove texts the next person on the waitlist with a one-tap claim link. First reply wins.
02
Module · Patients

A chart you can actually read at a glance.

The complete picture — demographics, allergies, every active medication, every appointment, every document. Open a patient, see what matters in seconds, not screens.

Patient hero
Live
The header you see when opening a chart: name, DOB, today's visit context, today's medication safety status. Designed to read in two seconds before you walk into the room.
Care team panel
Live
Every clinician currently treating this patient, grouped by who prescribed what. Status badges show source verification — your practice, patient-reported, pharmacy-confirmed.
Demographics & allergies
Live
DOB, health card, email, phone, emergency contact, known allergies — the basics, with a safety confirmation before you save changes to anything critical.
Clinical notes
Live
Free-text notes tied to the chart, plus per-appointment notes from the visit workflow. Searchable across the whole patient history.
Patient portal invitations
Live
One click on the chart sends a magic-link invite to the patient's email. They claim their account, set a password, and land in their portal. State badges show invited / active.
Pre-visit alerts
Live
Before today's visit opens, Grove surfaces what should be reviewed first — overdue labs, expired consents, new medications from other providers, unconfirmed allergies.
SOAP-structured visit notes
Q3 2026
Templates for subjective / objective / assessment / plan that auto-fill from the medication list, last visit, and active treatment plans. Editable, attachable, signable.
AI-assisted note drafting
Q4 2026
Dictate the visit, Grove drafts the note. You review, edit, sign. Reduces 12 minutes of post-visit charting to under 2.
03
Module · Medications · Grove's signature

The complete medication picture, across every prescriber.

No other practice management platform does this. Grove tracks every medication a patient is on — yours, theirs from elsewhere, OTCs, peptides, supplements — and watches each one's supply runway so nothing runs out without warning.

Cross-prescriber medication list
Live
Every active medication for this patient, regardless of who prescribed it. Yours plus their cardiologist's plus their naturopath's plus the OTCs they take. Sourced, dated, reconciled.
The unique angle. Nobody else does this.
Photo OCR (snap-a-bottle)
Live
Patient or provider takes a photo of a medication bottle or label. Grove reads the drug name, dose, strength, prescriber, pharmacy, and refills. Confirms with you before adding to the chart.
14-day renewal trigger
Live
When a prescription's supply is fourteen days from running out, Grove drafts a renewal Rx and creates a provider task. You see it on Today, decide to renew or decline with one click.
7-day patient nudge
Live
If you haven't acted by seven days out, the patient sees a renewal banner in their portal: "request renewal". One tap creates an urgent task on your dashboard and a message in your inbox.
Per-medication alert toggle
Live
Antibiotics, single-dose injections, contrast media — flip alerts off with one click. Those one-time meds never bother you with renewal reminders.
Provider verification
Live
Patient-reported meds start unverified. Click Verify after you've reviewed the dose and frequency. The badge tells future-you (or a partner provider) what's been clinically confirmed.
Pharmacy network sync
Q4 2026
Direct feed from Canadian pharmacy networks — fill dates, refills used, adherence patterns. So your view matches the pharmacy's view, automatically.
Interaction checking
Q1 2027
As you prescribe, Grove checks against everything the patient is taking — including the other providers' Rxs. Quiet flag if it spots an interaction worth a second look.
04
Module · Documents

Paperwork in, structured care out.

Labs from outside providers, consult letters, scanned consents, clinical photos, vaccination records — all uploaded, dated, attributed, and verified. Provider side and patient side both feed the same chart.

Provider-side upload
Live
From any patient chart, click Upload. Pick a file, choose the document type, add provider attribution and the document date. Drops into the chart, marked verified automatically.
Patient-side upload
Live
Patients upload labs and after-visit summaries from outside providers via their portal. Tagged with the source provider, awaiting your review. Each one shows whose record it came from.
12 document categories
Live
Lab result, imaging, consult letter, referral, after-visit summary, discharge summary, prescription, vaccination, consent form, insurance card, clinical photo, other. Each shows on the chart with its own type badge.
Records request generator
Live
Patient initiates a records request from their portal — names the outside provider, signs the release, and Grove generates the formatted request PDF. Status tracking on both sides.
Source & verification badges
Live
"From office" badges on provider uploads. "From patient" badges on patient uploads. Verified flag once you've reviewed. So at a glance, you know provenance.
In-chart preview
Q3 2026
Click any document → PDF or image opens in a preview pane next to the chart, not a separate tab. So you can read the lab and write the note simultaneously.
05
Module · Visits & Video

A visit workflow that flows forward.

Open an appointment. Mark them arrived. Start the visit. End the visit. Create the invoice. Five clicks, one direction. The auto-draft invoice carries the booked service across. The visit timer carries the duration. The renewal task carries the medication context.

Visit workflow strip
Live
A horizontal progress bar at the top of every appointment showing exactly where you are — Scheduled, Arrived, In Visit, Visit Done, Invoiced. One primary button always shows the next action.
Twelve clicks become five.
Live visit timer
Live
Click Start Visit, a timer runs in the background. Shows actual minutes against scheduled. Helps with billing accuracy and productivity reporting later.
Reverse clock alert
Live
When you're 10 minutes from the scheduled end, the timer gently pulses gold. So you don't run over and back up your whole afternoon.
Auto-draft invoice on visit end
Live
Click End Visit, Grove drafts an invoice for the booked service at the right price with the right tax. You review on the Billing page, send or take payment. No re-typing patient or service details.
Virtual visits (Daily.co video)
Live
Toggle a visit virtual when booking. Grove creates a private, time-bound video room. Patient sees the join link in their portal 30 min before. Patient + provider + up to 2 others (caregiver, scribe).
No third-party Zoom links. No telehealth add-on fees.
Time-bound rooms
Live
Video rooms are active from 30 min before scheduled start through 60 min after scheduled end. Then they auto-expire. No abandoned rooms hanging around.
Visit recording with consent
Q1 2027
Patient consent toggle before joining the call. Recording stored securely, attached to the chart, retention policy you set. Built for clinics that need the documentation, not the ones that don't.
In-call chart panel
Q4 2026
During a video visit, the patient's chart opens beside the video — medication list, notes, vitals, last visit. So you don't switch tabs while listening.
06
Module · Commerce

Commerce built for cash-pay practice.

Treatment plans, packages, memberships, one-off invoices, deposits, refunds — handled in one place with Stripe under the hood. The piece that's missing from every other practice management platform we've looked at.

Treatment plans & quotes
Live
Build a multi-line quote — hormone protocol, weight loss plan, aesthetic series — with line items, deposit, validity period, and patient-facing PDF. Send to patient, watch it convert to a paid invoice.
Jane App doesn't have this. SimplePractice doesn't. Ava doesn't.
Starter templates
Live
Five pre-loaded plan templates — Initial Consultation, Annual Membership, Follow-up, New Patient Package with deposit, Telehealth — so a new practice can quote in two minutes, not two hours.
Stripe-powered checkout
Live
Send an invoice, patient pays online with card or Apple Pay. Refunds processed in-app. Receipts auto-emailed. Card-on-file optional for recurring services.
Multi-currency & tax
Live
CAD / USD / GBP / AUD with country-detected pricing. Per-practice default tax rate applied automatically — 5% GST on aesthetics, 0% on medical, whatever your jurisdiction needs.
Invoice statuses + workflow
Live
Draft → Sent → Outstanding → Past Due → Paid (or → Void / Refunded). Each invoice has a clear next action. Outstanding ones surface themselves on Today.
Recurring memberships
Q4 2026
Monthly or annual memberships with auto-billing, member-only pricing on services, and cancellation handling. Stripe subscriptions wired to patient profiles.
Provincial billing (MSP / OHIP)
Not planned
Grove is built for cash-pay practice. If you bill MSP or OHIP, Ava or OSCAR fit better. We won't compete there.
07
Module · Communications

Reach your patients where they actually read.

Two-way SMS, secure portal messaging, email — three channels, one inbox. Plus a patient portal that's actually useful enough that patients use it.

Two-way SMS
Live
Send a patient a text from their chart. Replies route back to the same thread. Bring your own Twilio account — practice-owned phone number, practice-owned billing.
Portal messaging
Live
Secure, threaded messaging inside the patient portal. Unread badges on both sides. Full audit log for medico-legal cases.
Patient portal
Live
Patients see their appointments, medications, documents, results, messages, and invoices. They can upload outside records, request renewals, and join virtual visits — all from the same page.
Forms & intake
Live
A form builder with six clinical starter templates ready: New Patient Intake, Health History, Consent to Treat, HIPAA, Cosmetic Consultation, Telehealth Consent. Patients sign before they arrive.
Email via Resend
Live
Transactional emails — booking confirmations, invoice receipts, portal invites — through Resend. Custom-branded with your practice name.
Appointment reminders
Founding partner preview
Automated email and SMS reminders at 48 hr, 24 hr, and 1 hr before. Toggle on per service. Reduces no-shows by ~30% based on the comparable industry data.
Recall campaigns
Q4 2026
"Six months since last cleaning — book online." "Annual physical is due." Filter your patient list, send a campaign, track who books. Marketing without the marketing platform.
08
Module · Administration

The pieces that keep the practice running.

Tasks, referrals, settings, audit logs, exports. The connective tissue that turns a CRM into a clinical operating system.

Tasks & to-dos
Live
Assignable, prioritizable tasks tied to patients. Auto-generated from medication renewals and patient requests. One-click complete with timestamp + completed-by tracking.
Referrals tracking
Live
Sent referrals tracked from "sent" through "opened", "booked", "declined". So you can answer "did the patient ever get to the specialist we sent them to" three months later.
Practice settings
Live
Practice name, address, branding, default tax rate, default currency, slug for booking link, BAA agreement. Set once, applied everywhere.
Audit log
Live
Every change to a chart, every login, every release of results, every invoice — logged with user, timestamp, and details. Exportable. Medico-legal default-on.
CSV exports
Live
Patients, appointments, invoices, medications — all exportable to CSV. Your data stays yours, always. No lock-in.
Multi-provider teams
Founding partner preview
Add staff members with roles — owner, provider, staff. RBAC on every screen. Per-provider schedules. Per-provider revenue and productivity reports.
Multi-location practices
Q1 2027
For practices with two or more physical locations. Per-location calendars, per-location tax rates, per-location reporting.
Productivity analytics
Q4 2026
Visit volume, revenue per provider, no-show rate, average visit duration, top services. Honest dashboards, not vanity metrics.
Architecture & compliance

Built on infrastructure you can actually trust.

Modern, audited cloud stack with the compliance posture your jurisdiction needs. Canadian data residency for Canadian practices. HIPAA for US. UK GDPR and Australian Privacy Principles handled cleanly.

Stack
Modern web, no legacy debt
A platform that loads in under a second on a clinic laptop and works on a phone in a patient room. Built on the technologies modern teams actually use.
  • Supabase (Postgres) for data
  • Stripe for payments
  • Twilio for SMS
  • Resend for transactional email
  • Daily.co for video
  • Netlify for hosting + edge functions
Compliance
Privacy by design
Compliance isn't a feature; it's how the platform is built. Encryption at rest, encryption in transit, audit logging by default, BAA on signup.
  • HIPAA-eligible (United States)
  • PIPEDA-compliant (Canada)
  • UK GDPR (United Kingdom)
  • Australian Privacy Principles
  • BAA signed at signup, no extra paperwork
  • Full audit log, exportable
Data residency
Your data, in your country
PHI is stored where your patients live. No cross-border data sharing. No US-hosted Canadian patient records. No EU patients on US servers.
  • Canada: ca-central-1 (Montréal)
  • United States: us-east-2 (Ohio)
  • UK + EU: eu-west-2 (London)
  • Australia: ap-southeast-2 (Sydney)
  • Daily nightly backups with 90-day retention
  • Export-on-demand, no lock-in
How Grove compares

Honest comparison
against the tools you've used.

Most independent clinicians cobble together two or three platforms. This is what each one does well and where it leaves gaps.

Capability
Grove
Jane App
Telus Health
Ava EMR
Practice management
Cross-prescriber medication view
Auto-renewal alerts (14d + 7d)
Treatment plans & quotes
Video calls built-in
Add-on
Patient portal
Online booking
Limited
Provincial (MSP/OHIP) billing
eLabs direct integration
Some
Canadian data residency
Free tier
Pricing (solo provider)
$149 CAD
$79 USD
Contact sales
Contact sales
Cross-prescriber medication view
Grove
Jane App
Telus Health
Ava EMR
Treatment plans & quotes
Grove
Jane App
Telus Health
Ava EMR
Video calls built-in
Grove
Jane AppAdd-on
Telus Health
Ava EMR

Compare data as of May 2026. Updated quarterly.

Roadmap

What's coming next.

Built in public with practitioners. Every feature on this roadmap came from a real conversation with a clinic owner. Founding partners get direct input on what ships first.

Live now · Q2 2026
Foundation complete
Every capability marked "Live" above. The complete platform for solo and small-team independent clinicians.
Just shipped: Virtual visits, patient portal invitations, medication renewal triggers, provider-side document upload, visit workflow strip with auto-invoice, day/week/month schedule views.
Q3 2026
The visit, deeper
The clinical side of the patient encounter — SOAP-structured notes, in-chart document preview, drag-and-drop reschedule.
Adding: SOAP visit notes with templates, in-chart PDF preview, drag-and-drop on the calendar, recurring appointments.
Q4 2026
Growth & intelligence
The pieces that compound — recurring revenue, smart automations, pharmacy network sync, the AI layer that drafts notes from a recording.
Adding: Recurring memberships, recall campaigns, waitlist auto-fill, AI-assisted SOAP drafting, in-call chart panel, pharmacy network sync, productivity analytics.
Q1 2027
Scale & safety
For practices that have outgrown their first location and want to add safety guardrails to every prescription.
Adding: Multi-location support, interaction checking on prescribe, visit recording with consent, e-faxing, native mobile apps.
Always
Whatever you ask for
Founding partners get direct access to the build queue. If something is missing, broken, or could be better — we want to know. Half of this list came from clinic owners asking.
Pricing

Straightforward pricing for independent practice.

No usage fees. No per-patient charges. No add-on modules. The platform you saw above, in one of three sizes.

Free
For new solo practitioners just getting started
$0
CAD / forever
  • 1 provider, up to 25 active patients
  • Basic scheduling + online booking
  • Patient portal + messaging
  • BAA signed automatically
  • No credit card required
Start free →
Practice
For multi-provider teams
$349
CAD / month
  • Everything in Solo
  • Up to 5 providers
  • Multi-provider scheduling
  • Per-provider reports
  • Role-based permissions
  • Priority support
Start Practice →

Studio plan (unlimited providers, multi-location, $749 CAD/mo) available — contact us.

Founding partner program

The first ten clinics get
$99 CAD/month forever.

Plus direct access to the build queue, white-glove migration from whatever you're using today, and first look at every feature on the roadmap above. Limited to North American practices in early phase.