Now in private beta for med-spas
The operating system
for modern med-spas.
Roman Copilot unifies your EMR, ranks the highest-leverage actions for the day, and gives every manager an AI partner trained on your clinic.
Retention rate
71%
+4.2% vs prior month
Revenue per visit
$412
+8.1% vs prior month
Monthly revenue
$184k
+11% vs prior month
No-show / cancel rate
9.4%
-1.8% vs prior month
AI recommendation
23 high-LTV patients haven't rebooked in 60+ days
Estimated recovery: $9,480 if 30% rebook within 14 days.
Today's playbook
Urgent
Confirm 4 tomorrow appointments at risk
Carry over
Follow up with Ava Chen — package expires Friday
Operations
Restock Botox — projected stockout in 6 days
Opportunity
Outreach to 23 lapsed high-LTV patients
Unified EMR
Connect Boulevard once. Patients, appointments, packages, and revenue in a single source of truth.
AI Copilot
Drafts follow-ups, surfaces at-risk patients, and briefs your team in your clinic's voice.
Manager Playbook
A daily queue of the highest-leverage tasks, ranked by revenue impact and urgency.
Built for two roles
One platform. The right view for each seat at your clinic.
Your strategic consultant, on demand.
Replace the monthly consultant call with always-on insight. See the four KPIs that matter, month-over-month trends, and a ranked feed of revenue opportunities you can hand off in one click.
- Retention, RPV, monthly revenue, and no-show rate at a glance
- Ranked AI recommendations with estimated revenue impact
- Assign actions to your manager without leaving the page
- Manager activity log — see what shipped, what didn't, and why
A daily playbook that runs the clinic.
Walk in, open Today, and know exactly what to do. Four urgency tiers, automatic carry-over, and a copilot that drafts the message, finds the patient, and logs the outcome.
- Tasks grouped by Urgent, Carry over, Operations, Opportunities
- Mark done or didn't-happen with a note — owner sees it instantly
- AI Copilot trained on your clinic's voice, packages, and patients
- Add ad-hoc tasks for anything the AI didn't catch
How it works
Live in under 10 minutes.
Connect Boulevard
One-click EMR auth. Historical data backfills in the background. PHI stays inside your EMR.
Roman learns your clinic
Your packages, voice, retention patterns, and revenue-per-visit benchmarks are modeled within hours.
Run your day
Owner reviews insights. Manager works the playbook. Both stay in sync without standups.
FAQ
Common questions.
Which EMRs do you support?
Boulevard is supported today. Additional med-spa EMRs are on the roadmap — tell us what you use and we'll prioritize.
How long does onboarding take?
Most clinics are live the same day. Connect your EMR, invite your manager, and your first playbook generates within minutes.
Does Roman replace my manager?
No. Roman makes your manager 3× more effective by removing guesswork — they always know the highest-impact action.
Where does my data live?
Encrypted in our backend, with strict role-based access. Identifying patient details stay inside Boulevard whenever possible.