Planbase

What do they actually do

Planbase provides a cloud platform that combines four day-to-day operations functions for healthcare clinics: provider onboarding/credentialing, demand forecasting, staff scheduling (including open-shift claiming and self-serve flows), and payroll/contractor pay. It exposes an API and ships with integrations for Slack, Google Calendar, and EHR/EMR connectors, plus an automation layer that can read scheduling inboxes and act on requests homepage, API docs, OpenLoop case study.

A typical workflow is: import providers and documents; the system extracts credentials and checks license status; sync calendars and provider availability; providers claim shifts through Slack or calendar links; the platform forecasts demand by specialty/state and recommends staffing; and automations fill routine requests or nudge providers. Shift data flows to payroll for healthcare-specific pay rules, and ops teams get dashboards on utilization and coverage homepage, OpenLoop case study.

Planbase is live with early telehealth and hybrid-care operators. In a public case study, OpenLoop reported a 70% reduction in scheduling time and a 40% increase in patient volume after adopting Planbase OpenLoop case study, YC profile.

Who are their target customer(s)

• Telehealth clinic operations managers (SMB/mid-market virtual care): They spend hours manually filling open shifts and chasing clinicians via email/Slack, which wastes ops time and creates coverage gaps. A customer case study reported large time savings and higher visit volume after automation OpenLoop case study.
• Hybrid clinics operating across multiple states: Tracking licenses/credentials and state-specific rules is repetitive and error-prone, risking clinicians being unable to see patients. Planbase emphasizes multi-state credential tracking and automated verification features.
• Clinic leaders matching staffing to fluctuating demand: They lack reliable demand forecasts and build schedules by hand, leading to under- or over-staffing. Planbase includes forecasting and capacity planning to recommend staffing levels homepage.
• Payroll/finance managers paying clinicians and contractors: Converting shifts/hours into correct pay (per-consult, on-call, contractor) is tedious and error-prone. Planbase routes shift data into healthcare-specific pay workflows homepage.
• IT/security or compliance leads at growing clinic groups: Integrating scheduling/credential systems with EMRs while meeting HIPAA and audit needs slows rollouts. Planbase offers APIs/integrations and positions enterprise security/compliance work as product priorities API docs, homepage.

How would they acquire their first 10, 50, and 100 customers

• First 10: Leverage founders’ network and YC intros to run 3–6 week paid pilots with small/mid telehealth operators, connecting Slack/Google Calendar and a light EMR sync; quantify time saved using the OpenLoop results as a reference to close lookalike clinics OpenLoop case study, YC profile.
• First 50: Scale targeted outbound using the case study ROI, offer a low-friction self-serve trial via Slack/calendar connectors and API, and convert with short paid pilots and a simple ROI dashboard API docs.
• First 100: Add AEs/implementation funded by the recent raise, harden EHR integrations/HIPAA/payroll to shorten procurement, and open channel partnerships (EMRs, staffing marketplaces) plus referrals/volume discounts to land multi-clinic deals and expand accounts press, coverage.

What is the rough total addressable market

Top-down context:

Analysts size healthcare workforce management systems in the low single-digit billions globally (roughly USD ~1.9–2.1B in 2023–24), with U.S. estimates ranging from the mid-hundreds of millions to about USD ~1–2B depending on scope Grand View Research, Precedence Research. For context, the U.S. telehealth market where many customers operate is tens of billions (e.g., ~USD 42.5B in 2024) Grand View Research.

Bottom-up calculation:

If 10–20% of ~126,000 U.S. physician groups adopt a workforce platform like Planbase at an average $15k–$30k ARR, the serviceable market would be roughly $190M–$760M (12.6k–25.2k customers x $15k–$30k) Definitive Healthcare.

Assumptions:

• Applicable buyers are a 10–20% subset of ~126k physician groups (telehealth/hybrid, multi-state, or multi-location) Definitive Healthcare.
• Average contract value of $15k–$30k ARR for scheduling/credentialing/forecasting/payroll bundle (mid-market clinic pricing).
• Does not include additional upside from enterprise add-ons (deeper EHR, compliance) or international expansion.

Who are some of their notable competitors

• QGenda: Provider scheduling and capacity tools for health systems, with on-call, time & attendance, and a credentialing module; overlaps directly on provider scheduling, forecasting/capacity, and credential tracking site credentialing.
• UKG (formerly Kronos): Enterprise HCM/workforce platform with healthcare scheduling, time & attendance, planning, and payroll; competes where clinics need broad WFM at enterprise scale site.
• Symplr: Healthcare operations suite with provider data/credentialing and Smart Square scheduling; competes on multi-state credentialing, payer enrollment, compliance, and workforce tools provider compliance.
• Shiftboard: Shift-based workforce scheduling for complex, regulated operations (nursing, float pools, day-of coverage); overlaps on scheduling, open-shift claiming, and credential-based eligibility site.
• CareRev: On-demand clinician marketplace for per-diem staffing with credential vetting and shift-claim flows; overlaps on open-shift filling but is marketplace-first rather than an integrated WFM SaaS site.