Trusted by care teams at leading fertility clinics

Fertility OS, the operating system for fertility workflows

Era brings depth and simplicity together, so your care team moves faster — and every intended parent feels held from day one.

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Fertility OS

The operating system running underneath your fertility care.

Fertility OS, powered by CareOps Studio, runs the repeatable steps of intake, follow-up, reminders, and conversion so your team can focus on the work only people can do.

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Tuesday · May 26 · 9:14 am
Good morning, Robin.
You have 12 tasks, 2 red flags, and 4 patient messages waiting.
Ask Eve anything about your clinic…Ask
What's my most urgent flag today?
Patients waiting on records >5 days
Draft a stim-check reminder for tomorrow
Which cycles are at risk?

What it does

Every step of the journey, running on one connected system.

Fertility OS is the layer that keeps intake, follow-up, scheduling, and conversion steps moving without a person having to manually trigger each one. When a patient misses a step, the system knows and routes a next action, to staff or to the patient directly through Eve Copilot, before it becomes a lost patient.

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Who it's for

Clinic operations leaders, nursing leads, and coordinators who are responsible for the funnel from inquiry to treatment and who currently rely on manual follow-up, spreadsheets, or fragmented point tools to keep patients moving.

Flags · needs attention
9 open flags
Open flags
2 Critical
Critical
Heavy post-transfer bleeding reported — coordinator paged 12 min ago
Ashley Park · Cycle at risk
12 min
Critical
STI panel expired before cycle Day 1 — re-order needed
Anita Chen · Readiness gap
2 hr
4 High
High
Pre-auth approval pending 8 of 14 day window
Maria Sandoval · Insurance
3 d
High
Patient post-consult 18 days with no progress
Hannah Park · Readiness gap
5 d
High
Surrogate medical clearance pending >21 days
Sarah Goldman · Third-party dependency
21 d
High
Cigna denial — appeal window closes in 3 days
Jennifer Wu · Insurance
4 d
3 Medium
Medium
No app login or response in 7 days
Olivia Bennett · Patient disengagement
7 d
Medium
Consent form unsigned 14 days post-send
Carla Ortega · Document overdue
14 d
Medium
Priya at 140% capacity for 5 consecutive days
Staff capacity
5 d
Care pathOn track
Inquiry receivedDone
Intake sentDone
Follow-up reminder sentAuto
Consult bookedNext

Key capabilities

Including
Configurable care paths for each stage of the journey, from first inquiry through active treatment.
Automatic follow-up and reminder sequences that adjust based on patient response and status.
Rescheduling logic that closes gaps instead of leaving open slots and lost patients.
A single source of truth for where every patient sits in the funnel.
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How it connects

Fertility OS feeds Analytics with real-time visibility into where patients stall, and it's the system Eve Copilot draws from to give patients accurate, current guidance rather than generic information.

Eve · ranked by urgency × impact
Today's action queue
Open to-do
1
Page Dr. Reyes — Ashley Park bleeding follow-up
Ashley Park · Robin Lee
Now
2
Re-order STI panel for Anita before cycle Day 1
Anita Chen · Robin Lee
11:00 am
3
Submit insurance appeal for Jennifer (Cigna denial)
Jennifer Wu · Sarah Martinez
Today
4
Confirm Maria Wed baseline reschedule (3 weeks out)
Maria Sandoval · Sarah Martinez
11:30 am
5
Send GC legal pack to Sarah Goldman
Sarah Goldman · Sarah Martinez
1:00 pm
6
Send Day-3 labs reminder to Maria
Maria Sandoval · Robin Lee
2:00 pm
9:41
R
Insights
Files
Prepare
Track
Share
33%
Good Morning, Christina
There are 3 more tasks to complete before your next visit
Eve's Insights
The Most Updated To-Do-List Based On Your Journey
Files
Review and send your fertility treatment records
Prepare
Complete medical history questionnaire for your next visit
Track
Your cycle should start in 3 days, update the team

See your funnel running on one system.

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Journey insights

Get a live view of where every intended parent is in their journey — without digging through spreadsheets. Era gives you instant visibility into cycles, consults, and next steps.

Including
Real-time journey tracking across patients and cycles
Visual breakdown of consult, treatment, and monitoring
Gentle alerts that keep time-sensitive steps on course
Care summaries that are ready to share
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Journey summary
128
active journeys this month
Treatment
61%
Monitoring
22%
Consult
17%
62%
Less time spent coordinating care.
9 hrs
Saved per coordinator, every week.
2×
More consultations booked.
“We’ve replaced three separate tools with Era.”
Read their story
Consultations
312
Apr
May
Jun
Jul

Outcome tracking

See the full picture without the spreadsheet sprawl. Era brings clinic performance into one clean, unified view — so you can track outcomes, spot patterns, and make smarter decisions.

Including
Live dashboards with zero manual updates
Month-over-month and year-to-date visibility
Easy exports for reporting and forecasting
Works seamlessly with your existing systems
Start now

Intake & approvals

Era streamlines intake, consents, and approvals into a single, secure flow — so nothing gets lost in inboxes or buried in paperwork, and no intended parent waits longer than they should.

Including
One-click approvals for consents and referrals
Full audit trails for transparency and compliance
Secure document sharing with real-time status
Custom workflows for different teams or roles
Start now
Consent secured
Sent for review
Approved
Common questions

We're here to answer your questions.

Era grows with your clinic, learning your patterns and bringing what's next into now.

Product features

What can Era do for our clinic?

Era is an AI copilot for fertility clinics and agencies. It answers inbound inquiries around the clock, qualifies and books consultations, tracks each intended parent through their journey, and keeps your care team aligned — all in one place.

Can I use Era with our current systems?

Yes — Era is built to integrate with the tools your clinic already relies on. From your EMR and calendar to your CRM and billing, we support the common platforms out of the box and offer API access for everything else. Era fits into your stack without disrupting it.

What happens as our clinic grows?

Era scales with you. Add locations, roles, and team members as you grow, with permissions and workflows that adapt to how each part of your clinic works.

Is patient data secure with Era?

Protecting sensitive health data is foundational to everything we build. Era is designed with medical-grade security and privacy in mind, with encryption, granular access controls, and full audit trails.

Getting started

What do we need to get started?

Very little. Most clinics are up and running quickly — we handle the heavy lifting of connecting Era to your existing systems and tailoring workflows to how your team already works.

Do you help with onboarding?

Always. A dedicated specialist works alongside your team to configure Era, import your data, and make sure everyone feels confident before you go live.

Can we import existing patient records?

Yes. Era can bring in your existing records securely so you start with the full picture, not a blank slate.

Support & billing

What support is included?

Every clinic gets responsive human support alongside Era. We are here when you need us — by chat, email, and scheduled check-ins with your success specialist.

Can we change plans anytime?

Yes. Your plan flexes with your clinic — upgrade, adjust, or change at any time with no long-term lock-in.

How is Era priced?

Pricing is tailored to the size of your clinic and the parts of Era you use. Book a demo and we will put together a plan that fits.

“We now rely on Era across our whole clinic.”
Dr. Jordan Rothman
Medical Director, Fertility & Reproductive Health
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