Pre-visit brief software: why Helose prices for the briefing, not the seat

Helose used to price per operator seat. The provider was a seat. The coordinator was a seat. The biller was a seat. A three-person FM clinic looking at the published number was looking at three seats.

That model is gone. What clinics see now:

• 2 weeks free on your real patients for every clinic type. BAA at signup. No credit card to start.
• Contact sales after the trial for a quote based on active patients you actually text. Coordinators and billers included. Pricing varies by clinic type (functional/integrative, GLP-1, rural), the same way most EHRs quote.
• Multi-site custom, for groups with several locations or non-standard EHR footprints.

The number that matters is the second one. Here’s why.

Per-operator pricing was a stealth multiplier

Buyers compare Helose against other clinical tools that quote a per-provider number. When we charged every operator, a clinic with a provider, a coordinator, and a biller saw two to three times that headline, even though one person opens the brief before each visit.

The math made sense internally. It did not make sense on a clinic spreadsheet.

We were pricing like a big system. The product is a short brief before the door.

The pre-visit brief is what the clinic is buying

What a clinic pays for is the pre-visit briefing the physician opens before the room. That moment earns the line item with the practice administrator.

Coordinators and billers get real use from the same screen. The coordinator chases outstanding labs. The biller pulls verbatim chart quotes for an appeal. We want that.

We do not want to price as if the coordinator’s chair is the product. The product is the physician’s ninety seconds. Price the briefing, not the seat.

Charging coordinators made the headline look wrong

We could see from usage that the coordinator and the biller were active. So we charged for them. Internally that felt fair. Externally it looked like seatware.

A practice administrator looking at one line for the provider makes one decision. The same administrator looking at three seats for the same work makes another. Helose is not sold like a hospital EHR. One person opens the brief per visit. Everyone else should be able to use the product without the meter running.

The free trial replaces the old pilot

For a long time the way in was a two-week pilot with a countersigned BAA. PHI made that conversation a real wall.

In 2026, click-through BAAs on free signup are normal for clinical tools. Heidi, Doximity, Freed, and Nabla all do it. The conversation that used to need a sales call now fits in a checkbox on registration.

So the free trial replaces the pilot. Sign up, accept the BAA, connect your EHR, and run Helose on your real panel for two weeks. You get the brief, the texting schedule staff set at the visit, and FM ranges where configured. After that, sales quotes from active patients on outreach, not every login and not your full EHR list.

What this isn’t

This isn’t a gimmick free tier with the useful parts locked. The trial is the same product on your real patients.

It also isn’t a published per-seat multiplier. Coordinators, billers, and front desk are included. You pay for patients Helose is actively texting.

Pricing says what the product is

Charging per operator told clinics Helose was enterprise OPEX for every login. Charging for the brief, with staff included, says something simpler: the physician opens one screen before the room, the practice pays for patients on text schedules, and the rest of the clinic uses the product because that is how the brief stays full.

See pricing by clinic type or request a demo.