Run your practice with your patients in view.
We’re building the org layer that lets you bring your whole team into Leo — manage clinicians, assign patients, set granular access, run the practice from one calm control plane. Every feature on this page is in active development.
Practice dashboard
Doe Family Medicine
Patients
0
Adherence
0%
This wk
+0
Clinician panels
Dr. Doe
42
Dr. Reyes
38
NP Chen
31
Dr. Tan
24
Control plane · web admin
What Leo for Orgs is. And what it isn’t.
A management layer on top of Leo’s patient + provider apps.
A way to organize your staff, your patient panel, and your access policies in one place. A control plane for the practice owner. A way to give every clinician on your team the between-visit patient context they keep asking for.
Not your EHR. Not your billing. Not your scheduler.
Not clinical decision support. Not e-prescribing. Not a practice management system. Leo lives where your EHR doesn’t — between visits, in the patient’s words.
The spine of an org account.
Practice → Locations → Clinicians → Patients.
Org admin sets the structure once · clinicians inherit
Feature
Practice approval queue
Submit your practice + supporting docs. Our team reviews + verifies.
Feature
NPI auto-verify (NPPES)
Auto-check against the public NPI registry. No back-and-forth.
Feature
Org-level BAA, signed once
Your admin signs Leo's BAA on behalf of the practice. Every clinician inherits.
Feature
Web admin control plane
Practice CRUD, staff CRUD, billing, audit — all from one web surface.
Move your patient panel in bulk.
Bulk activation codes → first dose logged.
Feature
Practice patient roster
Single source of truth for who your practice sees. Filter by clinician, condition, activity, tier.
Feature
Bulk patient assignment
Move 12 patients from Dr. X to Dr. Y in one action. Audit-trailed.
Feature
Bulk activation codes
Generate codes, print them, hand them at the front desk. Patient scans → linked + assigned.
Feature
Custom patient categories
Practice-defined taxonomy. "Adolescents" / "Med management" / "High touch". Filterable.
Feature
Patient consent at the org boundary
One consent grants assigned clinicians + care team. Patient can revoke per-org or per-clinician.
Granular access. Without the IT ticket.
One matrix. Set defaults per role. Override per clinician.
| Role | Meds | Vitals | Symptoms | Labs | Notes | Mood/journal |
|---|---|---|---|---|---|---|
| Doctor | R+W | R+W | R+W | R+W | R+W | R |
| Resident | R | R+W | R+W | R+W | R | R |
| NP | R+W | R+W | R+W | R | R+W | R |
| Front desk | — | — | — | — | — | — |
| Billing | — | — | — | — | R | — |
Feature
Permission templates
Bundle roles into named templates. Apply with one click to anyone new you onboard.
Feature
Per-doctor patient access
All practice patients · only mine · coverage list · or a custom subset.
Feature
Per-data-type layering
Org admin sets defaults. Clinician can be stricter, never looser.
Feature
Org-level audit log
Who accessed what, when, for how long. Anomaly flags. CSV export.
Built for real practice life.
Dr. Doe is out. Dr. Reyes covers. Auto-reverts.
Patient sees: “While Dr. Doe is away, Dr. Reyes is covering.”
Feature
Coverage windows
Set a date range, pick a covering clinician. Panel auto-reverts at the end.
Feature
Multi-location support
Org → Locations → Clinicians. Patients linked to a primary location.
Feature
Practice dashboard
Clinician utilization, patient counts, adherence aggregates, time-to-respond.
Feature
Patient hand-off queue
When a clinician leaves, their patients flow to a triage queue with a warm hand-off summary.
Feature
Onboarding analytics
Invited → activated → first log → first visit funnel. Drop-offs flagged.
Feature
Clean departure protocol
Auto-revoke on last day. You get a departure report of what they accessed.
Your whole team. Every device.
Same patient. Every device.
Feature
Web
The control plane. Practice CRUD, staff CRUD, permissions, audit, analytics.
Feature
iOS
Phone in pocket. Quick patient lookup, lightweight notes during the visit.
Feature
Mac
Desk-bound. Multi-tab patient workspace, dictation, split view, keyboard shortcuts.
Feature
iPad
Bedside. Stylus signing. Patient does intake on the iPad in front of you.
Your practice on every screen the patient sees.
Doe Family Medicine
Your care team · Leo
Patient sees your practice name + logo · Leo branding stays primary on safety surfaces
Feature
Custom org branding
Practice name + logo + accent color on patient-facing surfaces. Builds your brand without making you build an app.
Feature
Org-level beta perk
Beta-test with your real staff + patients and your whole practice gets three months free at launch. Every seat.
From apply to onboarded, in four steps.
Apply
Three-minute waitlist form. Tell us about your practice.
We verify
Once beta opens, we ask for NPI, tax ID, license, and supporting documents.
Sign the org BAA
Your admin signs Leo's BAA on behalf of the practice. Solo provider template lands next.
Onboard
Invite clinicians by email. Hand activation codes to patients at the front desk.
From three therapists to a fifty-clinician group.
Solo + small group
1–20 clinicians. Give your team a calm patient-context layer without learning a new EHR.
Mid-size multi-specialty
20–100 clinicians across one or more locations. Granular permissions + org audit trail matter.
Teaching + academic
Residents + supervisors. Custom permission templates per role. Panels rebalance as residents rotate.
The little surfaces that make a practice run.
Drop a CSV, invitations go out.
staff-roster.csv · 6 rows
→Dr. Doe
Doctor
Dr. Reyes
Doctor
NP Chen
NP
Dr. Tan
Doctor
Sam L.
Front desk
Bea K.
Billing
Roles pre-assigned · permission templates inherited
Every new clinician, the same setup track.
Accept invitation
Set profile + headshot
Review BAA + practice policies
Configure notification preferences
Take the 3-min Leo tour
Link your first patient
Admin sees who’s complete · nudges who isn’t
Patient counts + adherence per site.
Downtown
84 patients
91%
Westside
62 patients
87%
Eastpark
41 patients
94%
Roll-up per site · not just per provider
Sixteen more org tools while we’re at it.
Built alongside the spine above. Every item is in active development; not all will land on day one of the beta.
Role-specific home screens
Residents see a different home than supervising MDs
Org-level reporting export
Excel + PDF reports for the practice owner
Per-clinician invite tracking
See who invited how many patients + activation rate
Org-private template library
Templates that only your practice sees (separate from the marketplace)
Org-wide referral routing
Patient picks a specialist → routed to the matched clinician at your practice
Mass coverage planning
Multiple clinicians out at once (holiday week) → fan-out coverage
Common-issue tracker
Practice-wide view of the most-logged symptoms across your panel
Audit anomaly alerts
Push admin when access patterns look unusual
Compliance observer role
Read-only org-wide access for your compliance officer
Onboarding KPI alerts
Notified when activation rate or first-log rate drops below threshold
Transfer history per clinician
Who handed off patients to whom, when, and why
Stripe self-serve billing portal
Update card, see invoices, change tier — without filing a ticket
Bring your whole practice. Get three months free.
Beta-test Leo for Organizations with your real staff and patients, tell us what’s missing or wrong, and your whole practice gets three months free at launch. Every seat. No card up front.
Practice verification + BAA before access begins