Montego
Pricing
The platform

One operating system,
nine connected surfaces.

Most practices stitch together a booking tool, a charting tool, and a payments tool. Montego replaces all of them with one medical-grade record — explore it by workflow, or jump straight to a feature.

HIPAAMulti-state readySOC 2 Type II
Overview

Preview Montego in action.

This is the real Montego workspace, running live. Every surface below operates on the same patient record.

9
Surfaces, one record
CRM + EMR
Connected record
CA · FL · TX
States live today
6 yr
Audit retention
Loading the Montego workspace…
Explore by workflow

Six workflows, one record.

Each workflow has its own page — the features it contains, how they connect, and the outcome.

Care & recordsCRM + EMR, charting, consent, photos, and treatment plans on one record.Explore Scheduling & paymentsBooking, deposits, POS, packages, and memberships in one ledger.Explore Operations & inventoryLot tracking, roles, multi-location, and reporting.Explore Growth & CRMLead capture, campaigns, reviews, and retention.Explore Add-onsOptional modules that extend the platform.Explore Apps & customer sitePatient booking site, iPad app, and kiosk.Explore
Key features

Everything a modern practice runs on.

Each feature has a dedicated page showing how it works and how it stays connected to the rest of the record.

SchedulingA calendar that runs itself.View feature ChartingDocumentation, by-product of care.View feature Payments & POSOne ledger, fully reconciled.View feature MembershipsRecurring revenue, on autopilot.View feature CRM & marketingEvery inquiry, accounted for.View feature InventoryStock you can actually trust.View feature
Integrations & infrastructure

Built on infrastructure designed for healthcare.

Montego is the record at the center, connected to the tools you already trust — on infrastructure built to keep PHI safe and available.

One connected record

Every surface reads and writes the same patient record — no syncing, no exports, no duplicate entry between tools.

Secure by architecture

PHI encrypted at rest and in transit, role-based access mapped to scope, every action attributable in the audit log.

Monitored & resilient

Continuous monitoring on healthcare-grade infrastructure, with a tested incident-response process.

United States
Data residency
PHI on US-based infrastructure
AES-256
Encryption
At rest and in transit
6 years
Audit retention
Every action attributable
SOC 2 II
Certification
Independently audited

See the full platform on your practice.

A 30-minute walkthrough, mapped to your specialty and your stack.