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Patient Copilot Help Center

Patient Copilot Pricing Guide

Nearly everything you need to know about Patient Copilot Pricing, Charges, Wallets, Rebilling and more. * * * ## Patient Copilot Subscription Plans At the core of the Patient Copilot service is our subscription plans which are in three tiers. Starter, Unlimited, and Agency Pro. Each plan level unlocks additional features to help Level Up your business. Before you can utilize the additional services shown below, you must have an active subscription and account with us.!(https://assets.patientcopilot.ai/af711d3180e10322.png) *Subject to change. We are always coming out with new features or adjusting our offerings to best serve you. If you have a question about which features work with which plan or you’re interested in upgrading to another plan, you can schedule a call with our Account Management Team. * * * ## How to Manage Your Billing Did you know you can see every single charge to your account as well as manage your subscription, wallet amounts, and more from within your Patient Copilot App? We even break down charges by a sub-account, it’s a critical tool when discussing or reviewing Patient Copilot charges or pricing. Just log into your Patient Copilot desktop App and navigate to your Company Billing Settings (Agency View > Settings > Billing).!(https://assets.patientcopilot.ai/16107251b16e556a.png) * * * ## What is an Agency Wallet The Agency Wallet is used to pay for usage-based services in Patient Copilot. Instead of paying for a fixed package of usage each month, your agency is charged based on what is actually used. To load credits into your wallet, Patient Copilot charges your Agency card on file. When a supported service is used, the charge is deducted from the Agency Wallet. If the wallet balance falls below your minimum balance, Patient Copilot automatically charges the agency card on file to refill the wallet. Common wallet-funded services include the Phone System, Email System, Email Validation, AI usage, Autocomplete Addresses, and Workflow Premium Features. You can review your wallet balance, transaction history, recharge amount, and minimum wallet balance from Agency View > Settings > Billing > Wallet & Transactions. Learn More: Rebilling, Reselling, and Wallets Explained ##!(https://assets.patientcopilot.ai/b1266ebbd3d7cb9f.jpg) * * * ## Phone System Pricing The Phone System allows agencies and sub-accounts to buy phone numbers, send and receive SMS/MMS, and make or receive calls inside Patient Copilot. It removes the need to connect a separate third-party telephony provider for standard phone and messaging activity. The Phone System is available on all Patient Copilot plan levels. Rebilling without markup is available on the plans. Rebilling WITH Markup is only available on the plan. Pricing: The pricing for LC Phone System is precisely the same amount as Twilio. Pricing varies between regions and products for this reason we will be providing basic info and pricing for all the top-used product categories based on US/Canada pricing (LC Phone Pricing & Billing Guide). All other charges can be located on Twilio’s Pricing Pages provided below. Related Articles: - (https://help.patientcopilot.ai/support/solutions/articles/48001223556-lc-phone-pricing-structure)[LC Phone System Pricing](https://help.patientcopilot.ai/en/support/solutions/articles/48001223556)

  • Calculating SMS Costs: A Step-by-Step Guide
  • Twilio SMS Pricing
  • Twilio Phone Pricing(https://www.twilio.com/en-us/voice/pricing/us) * * * ## Email System Pricing The Email System, also known as LC Email, allows agencies and sub-accounts to send and receive email inside Patient Copilot without connecting a separate third-party email provider like Mailgun. Email sending works out of the box for every sub-account, helping agencies manage email activity directly inside Patient Copilot. Email usage may include sent emails, forwarded emails, and other supported LC Email activity generated by sub-accounts. The Email System is available on all Patient Copilot plan levels. Rebilling without markup is available on the plans. Rebilling WITH Markup is only available on the plan. Pricing: Email usage is per 1,000 emails across all plans. Related Articles: - (https://help.patientcopilot.ai/support/solutions/articles/48001220605-what-is-lc-email-i-want-to-know-more#LC---Email-Pricing)[LC Email System & Pricing](https://help.patientcopilot.ai/en/support/solutions/articles/48001220605)(https://help.patientcopilot.ai/support/solutions/articles/48001220605-what-is-lc-email-i-want-to-know-more#LC---Email-Pricing)
  • Email Re-Billing on the Unlimited and Pro Plans * * * ## AI Employee Pricing AI Employee is a suite of Patient Copilot AI tools that helps agencies automate conversations, content creation, review responses, and in-app assistance. AI Employee pricing depends on how your agency wants to pay for AI usage: by usage as it occurs, or through an unlimited monthly plan for many supported AI Employee features. AI Employee has two billing options. 1. Pay-Per-Use: AI activity is billed based on the product and how it is used. This model may apply to AI messages, minutes, tokens, or other product-specific usage. It is useful for agencies that use AI occasionally or prefer usage-based billing. Review the AI Products Pricing article for detailed pay-per-use pricing by AI product. 2. AI Employee Unlimited Plan: Many AI Employee features are covered under one monthly subscription of per enabled sub-account. This is useful for agencies that use supported AI tools regularly and want a predictable monthly cost. This plan includes unlimited usage for many AI Employee features, including Voice AI (Inbound), Conversation AI, Reviews AI, Content AI and Ask AI. AI Employee Plus features are not included in the AI Employee Unlimited plan and continue to be billed separately as pay-per-use. These include Agent Studio, Voice AI Widget, Voice AI Outbound and the Voice AI Prompt Optimizer.(https://help.patientcopilot.ai/support/solutions/articles/155000006652#AI-Employee-Unlimited-Plan) (https://help.patientcopilot.ai/support/solutions/articles/155000006652#AI-Employee-Unlimited-Plan) Click here for more information on the AI Employee Unlimited Plan. Important: Phone System charges still apply to phone calls, even when Voice AI (Inbound) is covered under the AI Employee Unlimited subscription. AI Employee Rebilling: AI Employee rebilling can be turned on in Agency settings. Your agency needs to be on the plan to rebill AI Employee usage. Learn More: AI Products Pricing * * * ## Reselling Services Pricing Reselling Services are additional services your sub-accounts can use, purchase, or have enabled through your agency. Depending on the service and your plan, your agency can pass the cost to the client, set a client-facing price, or add a markup. | Service | Pricing | | --- | --- | | Ad Manager | | | Branded Client Portal App |* | | Dedicated IP Address | | | Domain Purchases | Varies based on domain and TLD | | Email Validation | per 1,000 validations | | Online Listings | | | Premium Prospecting Tool | | | SEO (Powered by Search Atlas) |* | | WhatsApp Integration |* and usage based | | WordPress Hosting |-497/mo based on plan | | Workflow - External AI Models | Varies based on model and usage | | Workflow - Premium Features | per execution | | Workflow Pro Plan |-50/mo* based on plan | * Price is per enabled sub-account. ### Ad Manager Ad Manager is an easy, simple to use platform to create, manage and analyze paid ads ideal for growing your business by increasing its visibility and reach to the masses. Using Facebook Ads for you, Ad Manager can generate new leads with simple ad creation and seamless syncing of leads or increase traffic on your website. Pricing: Ad Manager is free for all agencies, with no platform or subscription fees. Agencies can still resell Ad Manager to sub-accounts at any price they choose. Client ad spend is separate from Ad Manager platform pricing. If you previously used Utility or Founder’s Ad Manager plans, you may still see those cards, but agency cost is now; existing client subscriptions continue until changed. Related Article: Ad Manager Reselling ### (https://gohighlevelassist.freshdesk.com/a/solutions/articles/new?portalId=48000045315&translate=false#Branded-Client-Portal-Mobile-App)(https://gohighlevelassist.freshdesk.com/a/solutions/articles/new?portalId=48000045315&translate=false#Branded-Client-Portal-Mobile-App)**Branded Client Portal App** Clients with communities can buy their own branded mobile app to give their community members mobile access to the community. Your Clients can order this branded mobile app when they are logged in to your white labeled Patient Copilot app and fulfillment is provided by Patient Copilot. You can adjust how much this service is resold for. Pricing: per enabled sub-account. Related Article: Client Portal Branded Mobile App - Full Setup Guide for Agency ### Dedicated IP Address Dedicated IPs offer a distinct advantage by sending your email messages from a unique, exclusive IP address. Getting a dedicated IP address provides your organization with exclusive ownership, giving you full control over the management of the email sender reputation and deliverability tied to that IP. Pricing: per dedicated domain. This feature is only available on the plans. Related Article: What is a Dedicated IP? ### Domain Purchases The Domain Purchase feature in Patient Copilot allows agencies to enable client sub-accounts to buy and manage domains directly within the platform. Pricing: Domain pricing varies depending on the domain name and TLD (.com,.us,.xyz, etc). Related Article: How to Enable and Rebill Domain Purchase. ### Email Validation Email Validation checks whether an email address is deliverable before you send an email. This helps agencies improve list quality and reduce failed, invalid, or risky email sends. Pricing: Email Validation is available on all plan levels. Patient Copilot charges per 1,000 email validations. Rebilling is available on the plans. Related article: How to Enable and Rebill LC Email Verification ### Online Listings Online Listings is an SEO tool that creates backlinks and helps ensure a client’s vital business information, such as address, operating hours, and phone number, is consistent across 70+ reputable websites. Agencies can use Online Listings as a client-facing local SEO service when resale is supported. Pricing: Online Listings has three pricing options. Monthly Plan, Smart Saver Plan per 6 months, and Annual Advantage Plan. Related Article: Online Listings Overview ### Premium Prospecting Tool The Premium Prospecting Tool helps agencies identify and evaluate potential clients using enhanced prospecting capabilities. Premium Prospecting supports reports, weekly report refreshes, AI-powered prospecting, website performance audits, SEO heatmaps, lead generation widgets, CRM and outreach integrations, and automation support. Pricing: per enabled sub-account. Related Article: Free vs Premium Prospecting in Patient Copilot ### SEO (Powered by Search Atlas) SEO powered by Search Atlas helps agencies offer SEO tools and services to clients from within Patient Copilot. The feature supports keyword research, site audits, backlink analysis, content optimization, reporting, and local SEO tools. Pricing: per enabled sub-account. Related Article: SEO - Boost Your Search Rankings ### WhatsApp Integration WhatsApp is a messaging platform used by many to communicate. Patient Copilot directly integrates with WhatsApp, giving users the ability to unlock this popular messaging platform to capture, nurture, and close more leads. Pricing: per enabled sub-account. In addition to this, Conversation and Template prices are charged based on usage. The usage prices vary by country and use case, see the WhatsApp Pricing Guide for more details on pricing. Related Article: (https://help.patientcopilot.ai/en/support/solutions/articles/155000001428)[WhatsApp Pricing, Billing, and Rebilling Guide](https://help.patientcopilot.ai/en/support/solutions/articles/155000001428) ### WordPress Hosting Roughly 43% of all websites are built using WordPress. Within Patient Copilot, WordPress websites can be hosted and managed within a sub-account. While Patient Copilot hosts the WordPress site, users can still log into their WordPress Admin account to manage their website content as normal. Pricing: The agency must choose a WordPress plan in Agency > Reselling before WordPress is available to clients. - Standard: for 1 WordPress site - Utility: for 25 WordPress sites - Truly Unlimited: for unlimited WordPress sites If you want to increase specific parts of a plan or transfer existing WordPress sites between plans, contact Support directly. Related Article: How to Resell WordPress to Your Clients ### Workflow - External AI Models Workflow - External AI Models allows agencies to use supported external AI models inside workflow automation. Charges are based on token usage, and word counts shown in Patient Copilot are estimates to help users understand expected usage. Actual charges may vary based on the selected model, input, output, and workflow activity. Pricing: Pricing is usage-based and depends on the model used and token consumption. Related Article: (https://help.patientcopilot.ai/en/support/solutions/articles/155000000169) (https://help.patientcopilot.ai/en/support/solutions/articles/155000000169)[How to Enable and Rebill Workflow - External AI Models?](https://help.patientcopilot.ai/en/support/solutions/articles/155000000169) ### Workflow - Premium Features Workflow - Premium Features includes supported premium workflow triggers (1) and actions (2) that extend automation capabilities beyond standard workflow steps. These premium workflow features may generate usage-based charges when they run in a workflow. Pricing: per execution. Note that your agency is not charged for free triggers and actions, only for the premium triggers and actions in the sub-accounts beneath your Agency account. Note: Some premium Workflow actions, such as ChatGPT, have different pricing. Related Article: How to Enable and Rebill Premium Features for Workflows ### Workflow Pro Plan Volume‑based pricing tiers for Workflows Premium Actions give every account—from side‑project creators to enterprise automation teams a lower entry point and more predictable scaling path. Four flexible tiers replace the single Pro Plan, this ensures that you get the most out of your premium executions with the best pricing in the industry Pricing: Workflow Pro includes three paid tiers. The Starter Tier is for the agency, the Growth Tier is and the Scale Tier is. Overage rates change based on the selected plan. | Tier | Monthly Price | Included Executions / mo | Overage Rate | | --- | --- | --- | --- | | Free | | 100 free lifetime executions | / execution | | Starter | | 10,000 | / execution | | Growth | | 30,000 | / execution | | Scale | | 65,000 | / execution | Note: Workflow Pro does not include ChatGPT or Workflow AI. Those executions are still billed pay-as-you-go. Related Article: Volume Based Workflows Pro Plan * * * ## Add-On Services Add-On Services are optional agency-level services, setup packages, support options, compliance upgrades, and white-label services. These are typically purchased by the agency to support its own operations, implementation needs, compliance requirements, or white-label experience. | Service | Pricing | | --- | --- | | Premium Support | | | Whitelabel Mobile App |/quarter | | Whitelabel Zap | | | HL Certificate Program | | | Advanced Account Setup | | | HIPAA Compliance | | ### Premium Support Premium Support gives agencies access to enhanced support options beyond standard support channels. Depending on the current package, this may include faster response paths, dedicated technical account management, a private Slack channel, and quarterly business reviews. Pricing: Related Article: Overview of Premium Customer Support ### Whitelabel Mobile App The Whitelabel Mobile App allows agencies to offer a branded mobile app experience to clients or end users. This helps agencies strengthen brand presence while giving clients a dedicated mobile experience connected to their Patient Copilot tools. Pricing:/quarter Related Article: Whitelabel Mobile App ### Whitelabel Zap Let our experienced team create a Zap with your agency branding, syncing more leads into your whitelabelled Patient Copilot account in no time! Pricing: Learn More: Whitelabel Zaps ### HL Certificate Program The HL Certificate Program is an education-focused offering for users who want to build product knowledge, improve platform confidence, or validate Patient Copilot skills. This program is useful for agencies and team members who want structured training around Patient Copilot tools and workflows. Pricing: Learn More: Patient Copilot Certifications(https://www.patientcopilot.ai/certifications)**(https://www.patientcopilot.ai/certifications)** ### Advanced Account Setup Advanced Account Setup is a done-with-you setup service for agencies that want expert help configuring their Patient Copilot account. It includes guided setup, consulting, and implementation support. Pricing: Learn More: Advanced Account Setup ### HIPAA Compliance HIPAA Compliance supports agencies or clients that need additional compliance controls for protected health information workflows. Patient Copilot accounts are not HIPAA compliant by default. HIPAA Compliance is a paid upgrade that must be enabled for the agency and then configured for the required sub-accounts. Pricing: as an account-wide add-on. Agencies on any plan can subscribe to HIPAA Compliance. Once purchased and enabled, HIPAA Compliance cannot be deactivated. Related Article: HIPAA Compliance With Patient Copilot * * * ## Frequently Asked Questions Q: What is Rebilling? Rebilling allows agencies to pass on-going costs to sub-accounts. Rebilling is commonly used for services such as Phone System usage, Email System usage and AI usage. With rebilling, Patient Copilot charges the agency through the Agency Wallet first, and then the agency charges the sub-account for the usage it generated. This can be done at cost or with a markup. - Rebilling without markup is available on the Unlimited plan and Agency Pro planfor supported services, except where a product has separate requirements. Rebilling without markup allows agencies to pass supported usage-based costs to sub-accounts at the same price Patient Copilot charges the agency. Patient Copilot charges the agency first through the Agency Wallet. When rebilling is enabled, the sub-account is then charged for the usage it generated.!(https://assets.patientcopilot.ai/8e55aa71d0b02db9.jpg) - Rebilling with agency markup is available on the Agency Pro plan and is part of SAAS mode. Rebilling with markup allows the agency to charge more than cost for supported services and keep the difference as profit. Patient Copilot still charges the agency first, but the sub-account is charged the agency’s marked-up price. This margin can be set in the Sub-Account Settings or in the SaaS Configurator.!(https://assets.patientcopilot.ai/71e449362b3487a7.jpg) For full setup steps, wallet flow examples, SaaS Mode behavior, and additional details, see How Rebilling Works. Q: What is Reselling? Similar to rebilling, reselling is offering one of our reselling services to a Sub-Account. Reselling is commonly used for services such as Online Listings, WhatsApp and the Branded Client Portal App. Unlike rebilling, which is usually tied to usage-based charges, reselling is typically used when an agency packages a Patient Copilot service as a product or subscription. Agency owners will be charged the “Patient Copilot Price” by Patient Copilot for each Sub-Account that a feature is enabled for. However, they will be able to recover the cost, if they so choose, by enabling “re-sell” in-app. They can choose to offer it at the Patient Copilot Price or a higher re-sell price, allowing a profit to be generated. The settings for these services can be found in the Agency View > Reselling Q: What is an SMS Segment? A segment is a portion of an SMS message used by carriers to send and calculate costs. Each SMS is divided into segments based on its length, with longer messages requiring multiple segments. Since charges are based on the number of segments, longer messages cost more. See What the Heck is a Segment by Twilio for a more in-depth explanation. Q: Am I Charged for Unanswered Calls? If you call someone and they do not pick up and you do not leave a voicemail - you are generally not charged for this call. Some restrictions may apply based on the outcome of the call and the type of call you are attempting. Q: What are the differences between Basic and Advanced API Access? Learn more about our Developer documentation and join our Dev Community at: https://developers.patientcopilot.ai/(https://developers.patientcopilot.ai/)(https://developers.patientcopilot.ai/)!(https://assets.patientcopilot.ai/cf6465339b9d34ad.png)