CRM
One record per person
From first inquiry to member, one id, every touch written down. The practice's accounts stay in the practice's own system.
running in our clinicExcelsior Framework · a physician-owned MSO
Your whole practice, on a platform you own.
Records, visits, memberships, billing, messages, mail, the website and a private AI, on hardware in your own office. Built inside a direct primary care practice.
1 clinicExcelsior Medicine in Reston runs on it every day.
0 requestsThis page loads nothing from anyone else's server.
0% shareNo revenue share, no per-patient fee. What renting costs →
Why we built it
Practice software should answer to the physician who uses it. So a physician built this one.
Every screen started as something Dr. Alluri needed in the middle of a visit. His training shaped the software, and the software stayed inside the practice.
The platform
Twelve things a practice runs on, sharing one record
Every piece works on its own. Together they write to one chart, one ledger and one calendar, on your hardware. Each has its own page.
Health recordChart, medications, results, prevention plan
Scheduling and check-inBooking and a pre-visit check-in
TelehealthVideo visits on your own server
MessagesPatient messaging, filed to the chart
AIScribe, chart review, summaries, on your GPU
Patient portalThe whole practice, on a phone
MembershipsFlat fees on your own accounts
BillingA ledger of every charge
MailCovered mailboxes and a private mail server
WebsiteThe practice site, built to be found
Documents and wearablesRead on premise, paired by an opaque id
Business officeCRM, calendar, documents, per business
An example
One patient's week, in six of them. Tap a tab to hold it.
Excelsior EHRSearch patients, codes, pages… ⌘KClinical workspaceRADr. AlluriFAMILY MEDICINE · MD
Nora Whitfield 0000421 draft note×
NW
Nora Whitfield member
MRN 000042 · 46y · DOB 1980-03-14 · Reston, VA
⚠ Allergies: PenicillinHypertension
MessageBillingScheduleCheck-in · review needed
OverviewStoryEncountersPrevisitVitalsLabsMedicationsOrdersDocuments
BP, home average128/78↓
A1c5.6%
Colon screeningdue2027
Active problems 2
- Hypertensioncontrolled
- Seasonal allergiesprn
Medications reconciled
- Lisinopril 10 mgdaily · still taking
- Cetirizine 10 mgas needed
Since last visit
- 14 home readingsavg 128/78
- Check-inwaiting
- 1 documentfiled · on premise
History rev 14
- Noteunsigned draft
- Patient summarydraft
EXCELSIOR · WORKSPACE · MSOlive · just readT0 · mesh + SSOMedicine PLLC◧ agent
Excelsior Medicine · CRM · Contacts
Lead InboxPipelineContactsCallsCommsAccounts
Nora WhitfieldXR-01J8 · member since Aug 2026
Plan$250/moactive
Renews1 Octcard on file
Panel412no per-member fee
| touch | when | where |
|---|---|---|
| Site form · inquiry | 14 Aug | excelsiormedicine.com |
| Enrolled · adult membership | 15 Aug | self-service |
| Portal account created | 15 Aug | practice edge |
EXCELSIOR · WORKSPACE · MSOlive · just readT0 · mesh + SSOMedicine PLLC◧ agent
Excelsior Medicine · Payments · Overview
OverviewBy businessMoney inRecurringPayouts & feesMoney outReceipts & statements
Ledger · SeptemberExcelsior Medicine · your merchant account
Collected$103,000412 renewals
Processing fees$3,110to the processor
Platform fee$0always
| date | entry | amount |
|---|---|---|
| 1 Sep | Membership · Nora Whitfield | 250.00 |
| 1 Sep | Card processing fee | −7.55 |
| 1 Sep | Revenue share | 0.00 |
Excelsior MedicinePATIENT PORTALvoice on
Get ready for your visit
A few questions from your Excelsior assistant so your care team walks in already knowing your story. Talk or type; tap an answer when one fits.
Excelsior is getting you readywe're on: blood pressure · 1 answered
voice onsave and leavestart overExcelsior asks · 2 of 3
Since your last visit, has your home blood pressure been higher, lower, or about the same?
One-tap answers
HigherLowerAbout the same
Or type your answer in your own words…
SendSkip this oneI'm done
Monday evening: the check-in asks about blood pressure in one tap. The answers wait for the clinician, not for a model.
Excelsior MedicinePATIENT PORTALvoice on
Messages
Messages with your care team
Not monitored for emergencies. If something is urgent, call 911.
My home readings this week averaged 128/78. Should I keep the same dose?you · 08:12
Yes, that is right where we want it. Keep the dose and we will look again at your visit on the 9th.Dr. Alluri · 08:40
Thank you. See you Wednesday.you · 08:41
Write to your care team…Send
Earlier that week: a question about a dose, answered by the clinician, filed to the chart.
Excelsior EHRSearch patients, codes, pages… ⌘KClinical workspaceRADr. AlluriFAMILY MEDICINE · MD
Nora Whitfield 0000421 draft note×
NW
Nora Whitfield member
MRN 000042 · 46y · DOB 1980-03-14 · Reston, VA
⚠ Allergies: PenicillinHypertension
MessageBillingScheduleCheck-in · review needed
OverviewStoryEncountersPrevisitVitalsLabsMedicationsOrdersDocuments
Note writer unsigned draft
S:Home BP averaging 128/78, no dizziness, no chest pain reported.
O:BP 126/80 · HR 68 · weight 82.1 kg
A:Hypertension, controlled on current dose.
P:Continue lisinopril 10 mg · recheck labs in 6 months.
Sign noteOpen Copilot
Proposals accepted3of 6
Edited0
Left the building0bytes
Billing · a ledger of every charge, nothing skimmedmade-up patient
A visit, start to finish
The platform fits the visit, because the visit shaped it
The software reads and drafts. The clinician decides. Nothing is signed, sent or filed by a machine.
Before the visit
The patient checks in, the chart gets ready
A clinician-written check-in gathers the history and screens for alarm symptoms first.
check-in3 of 3 answeredalarm screennone reportedmedsstill taking · 2since last14 BP readings
During the visit
Video on your server, listening on your hardware
Video runs on your own server. Listening, when the clinician turns it on, never leaves the building.
videoprivate · no third partylisteningon · on premisepatient sees"listening"transcriptclinician only
After the visit
A draft note waits for a signature
The assistant proposes; the clinician accepts, edits or discards, line by line.
proposals7accepted6edited1notesigned · rev 14
For the patient
A plain-language summary, published on purpose
Everyday words, sent to the portal only when the clinician publishes it.
summarydraft → publishedto-dos2 · on the phonenext visitbookeddata locationyour building
Prepared for what comes next
Take back control of your data, your costs and your license
Today, records leave the building by default, and per-seat, per-patient and metered-AI fees grow with the practice. We built it the other way around.
Data containment
Your records sit on hardware you own, inside a network that dials outward only. Anything leaving is allowed by name, or it does not leave.
encrypted offsite backup, keys with you
rented · 400 patients$2,960/mo
ours · AI included$395/mo
rented · 1,200 patients$3,680/mo
ours$395/mo
seven vendors at their list prices · ours measured, plus what we pay
Subscriptions and API meters
Rent scales with patients, seats and tokens. Ownership does not. The AI runs on your own GPU for about the cost of a light bulb.
the full table is on Own or rent
yours
the recordsthe practice's
the hardwarethe practice's
the patient relationshipthe practice's
the code that runs itopen, with the practice
the management companyclinician-owned
Your license, your business
Most practices were sold and rented back through a management company someone else owns. Ours is the clinician-owned version. If you ever leave, you take everything.
no revenue share, no term sheet
Read the fine print of a rented platform
from a widely used direct-care platform's published terms · sources on the Research page
Rented
$500 a month to export your own data, and only on the two top tiers
30 days to retrieve your records after you leave, then they are gone
30 days' notice and the price can change; your remedy is to leave
"As is": no uptime promise anywhere in the terms
AI on the higher tier, then per clinician, then per 50 members
Owned
$0 to export: the chart's storage format is the export format
Forever: the records are on your disk, with their history
No subscription to raise; hardware bought once or already yours
Uptime is published on our Telemetry page, from our own monitoring
AI on every build, on your GPU, no tier and no meter
Why practices choose it
Built for direct care, from inside a direct care practice
Four reasons physicians call, in the order they bring them up.
Every screen came from a visit.
Dr. Alluri trained in family medicine, then built the record he wanted to chart in, the check-in he wanted patients to fill, and the assistant he wanted to review, one visit at a time.
Walk through a visit →Your data stays in your building.
The chart, the video, the messages, the model that drafts the note: all of it runs on machines the practice owns. Backups are encrypted before they leave, and the keys stay with you.
How containment works →No per-patient rent on your own work.
A fuller panel should not mean a bigger software bill. No subscription, no revenue share, no per-seat AI tier.
See the numbers →The proof is a working practice, not a slide deck.
Excelsior Medicine, a direct primary care practice in Reston, Virginia, runs on this stack every day.
Try the example portal →Who it is for
Built for every kind of clinician-owned practice
Direct care first, because that is what our clinic is. Physician, nurse practitioner or physician assistant led, solo or a group. Every practice type, and how well it fits →
Direct primary careFlat-fee memberships, no claims. The model fits exactly; it is what runs today.fits today
Concierge and membershipRetainers, packages and hybrid revenue on your own merchant account.fits today
Family and internal medicineThe record, the check-in and the visit were built inside a family practice.fits today
Nurse practitioner and PA ledNothing here assumes an MD. The clinician who holds the license owns the stack.fits today
Functional, integrative, longevityLong visits, prevention plans, wearables and documents read on premise.fits today
Virtual clinicsVideo on your own server, a portal on the patient's phone, no app to install.fits today
Behavioral health and therapyPrivate video, secure messaging and a record that never leaves the building.fits today
Insurance-billing practicesNeeds a claims lane we have not built. We say so before you ask.not yet
Beyond medicine, the same discipline fits law, accounting and design practices that would rather own their systems.
Questions physicians ask
Straight answers
Answered the way we would answer them on the phone.
Is Excelsior Framework an EHR?
Yes, and more. A self-hosted record at the center, and around it the memberships, billing, scheduling, video, messaging, mail, website, portal and AI a practice needs. We do not sell a subscription. We build it on your hardware and run it with you.
Is AI included?
Yes, on every build, on your own GPU. No AI tier, no per-note bill. A person approves anything that matters.
Can I take my data if I leave?
Yes, all of it, in the format the system keeps it in, with its full history. No export fee.
Is it HIPAA compliant?
No software is a HIPAA certificate. We build the controls, keep the evidence and hand you the documentation: encryption, access control, audit trail, signed business associate agreements, and a network that only lets traffic out by name. The obligations stay yours, and you will know exactly what they are.
Does it run a real clinic?
Yes. Excelsior Medicine, a direct primary care practice in Reston, Virginia, runs on it every day.
Get in touch
Tell us what you're working with
A sentence or two is plenty. We read everything and reply ourselves.
This lands in our own CRM, on our own hardware. No form service, no pixels.
Prefer email? excelsior@excelsiorframework.com
Excelsior Framework / Platform / Business office
Business office
CRM, calendar, documents and money, per business
The MSO side of a practice in one place: contacts and pipeline, a calendar of obligations, business documents with history, payments and finance, kept per business and never mixed.
running in our clinic today
The practice office, one workspace
A new member, one idBusinesses contain their systemsCalendar and obligationsThe dock: Page and Business
EXCELSIOR · WORKSPACE · MSOlive · just readT0 · mesh + SSOMedicine PLLC◧ agent
Excelsior Medicine · CRM · Lead Inbox
Lead InboxPipelineContactsCallsCommsAccounts
Lead Inboxevery first touch mints one XR- id
New this week3site form
Awaiting reply1call back
Converted1→ PT- at enrollment
| who | source | stage | ref |
|---|---|---|---|
| M. Osei | site form | inquiry | XR-01K2 |
| R. Patel | phone | conversation | XR-01K1 |
| Nora Whitfield | site form | enrolled | XR-01J8 |
The patient's side, live
The practice's calendar and the patient's calendar are two collections; dates the care team places land on the patient's, one way.
Excelsior MedicinePATIENT PORTALvoice on
Calendar
AgendaWeekMonthTo-dos← Today →
This week
◆Thu, Sep 10Fasting labs, nothing after midnightcare team
◇Wed, Sep 9Video visit with Dr. Alluri · 9:30visit
☐Fri, Sep 11Log a morning blood pressureto do
Later
◆Mar 2027Labs again in six monthsplanned
◆2027Colon screening dueprevention
Sync to my phone
A private link for your phone's calendar app. One way only.
Create my private link
What it does
Business office, the way our clinic runs it
Four things worth knowing. Each one runs in our clinic today, not on a roadmap.
Calendar
Dates and tasks per business
Filing deadlines, renewals, launch tasks and to-dos, one collection per business, on the phone one way.
running in our clinicDocuments
Contracts and policies with history
Business documents in a vault with the same revision history as the chart. Drafts, review and signing stay separate steps.
running in our clinicMoney
Payments and finance, separate books
The practice's ledger, the MSO's books and a venture's, in the same system, never mixed.
running in our clinicIn the visit
Where it sits in a visit
Inquiry
Lands in the CRM
Obligation
On the calendar
With its document beside it.
Month end
Books per business
Nothing re-keyed.
Everything business office
The full list, including what is not built
Green means it runs in our clinic today. Grey means it is on our list and not built yet.
Records
- Contacts and pipeline
- Business documents with history
- Obligations calendar
Money
- Payments ledger
- Finance per business
- Expenses and bills
Shape
- One place, every business
- A business chosen once follows you everywhere
- Visual workflow builder
Questions physicians ask
The short answers
Answered the way we would on the phone.
Is this where patient records live?
No. Patient records stay on the practice's own edge. The office side sees opaque references only.
Can it run more than one business?
Yes. Each business keeps its own records, calendar and books; the MSO sees the consolidated view.
Does the assistant work here too?
Yes, with the page in view, proposing drafts a person approves.
Tell us what you’re working with
A sentence or two is plenty. We read everything and reply ourselves.