A2V2
A2V2

A patient CRM built for clinics

Every conversation becomes a patient record, complete with history, health parameters, forms, notes, and prescriptions. One place for the full patient relationship, inside HIPAA-compliant infrastructure.

A2V2
SM
Sarah Mitchell
Patient record
ActiveCustomer
General
Health
Notes
Prescriptions
Email
sarah@email.com
Date of Birth
04/12/1989
Stage
Customer
Status
Active
Primary Goal
Hormone Optimization
Source
Chat Intake
Recent Activity
Jul 8Intake form submitted
Jul 5Consultation note added

Every patient, in one record

Each patient gets a complete record that your team can see and update at a glance, from first contact through their entire journey.

Contact records
Track patients through stages from Lead to Customer.
Full history
See the patient's timeline and past interactions in one place.
Notes, forms, and prescriptions
Keep intake forms, notes, medications, and prescriptions on the record.
A2V2
JR
James Reyes
Patient record
ActiveCustomer
General
Health
Notes
Prescriptions
Full Name
James Reyes
Date of Birth
03/22/1981
Stage
Customer
Status
Active
Primary Goal
Weight Management
Joined
Jun 14, 2026
Stage
Lead
Prospect
Trial
Customer
A2V2
James Reyes/Health Parameters
Last 90 days
Body Weight
-8 lbs
152 lbs
Trending down over 90 days
Fasting Glucose
-14 pts
94 mg/dL
Improved from 108 at first visit
A1c
Stable
5.4%
Within target range
Weight and glucose both trending in the right direction over 90 days.

Track what matters over time

Configure the health metrics your clinic cares about and watch them trend across every visit, with insights that surface what is changing.

Configurable parameters
Define the metrics that matter for your protocols.
Trends over time
See how each parameter moves across visits.
Insights
Surface meaningful changes automatically.

Everything about the patient, in context

Intake forms, clinical notes, medications, and prescriptions all live on the patient record, so your team never has to hunt across tools.

Intake forms on the record
Submitted forms attach directly to the patient.
Notes
Capture and keep clinical notes in one place.
Medications and prescriptions
Track what each patient is on.
A2V2
JR
James Reyes
General
Health
Notes
Prescriptions
Jul 8, 2026
Patient reports improved energy levels. Testosterone levels stabilizing. Continue current protocol and recheck labs at next visit.
Prescriptions
Testosterone Cypionate
200mg/mL — 0.5mL IM weekly
Anastrozole
0.25mg — twice weekly

Let your workflows run themselves

Build primary and secondary automations, trigger actions based on where a patient is in your process with state-based automation, and keep a clear, auditable log of every action.

Primary and secondary
automations
Chain actions that trigger when a condition is met.
State-based
automation
Drive actions from where each patient sits in your workflow.
Every action
logged
A clear, auditable record of what ran and when.

Patient data, protected at every layer

Every record, every health parameter, every note and prescription is handled inside A2V2's HIPAA-compliant infrastructure.

HIPAA
HIPAA Compliant
Built for healthcare from day one. BAA provided on every plan, with full audit trails.
AES-256
AES-256 Encryption
All data encrypted at rest and in transit using industry-standard AES-256 and TLS 1.3.
BAA
Secured LLM Access
AI runs under a Business Associate Agreement. Your data is never used to train models.
U.S.
U.S. Data Centers
All patient data is stored in U.S.-based data centers with complete access controls.
Learn more about our security →

See the patient CRM in action

Book a demo and we will show you the CRM and everything else A2V2 can do for your clinic.