Companies

Planbase

joinplanbase.com

AI-powered healthcare workforce platform automating clinic scheduling, credentialing, payroll, capacity planning, and provider operations.

HQSan Francisco, California, United States
Employees1-50
2 active roles
Jobs checked 15h ago
Healthcare AIAI-EnhancedB2B SaaS

About

Planbase builds an AI-powered workforce and provider-operations platform for healthcare clinics and care teams. Its product combines scheduling, credentialing, payroll, capacity planning, demand forecasting, and compliance workflows in one system, differentiating it through AI automation across the end-to-end healthcare workforce lifecycle.

Market

Planbase competes in vertical healthcare workforce-management and provider-operations software, combining scheduling, credentialing, capacity planning, payments, and payroll in one AI-native platform. Its differentiation is an automation-first approach—including AI agents that identify coverage gaps and contact qualified providers—rather than the primarily scheduling, credentialing, or workforce-analytics emphasis of established competitors such as QGenda, symplr, and Lightning Bolt.

Target Customers

Planbase targets healthcare clinics and healthcare organizations that manage distributed or sizable provider workforces, including multi-client and telehealth operations. Its likely buyers are operations, workforce-management, and clinical-administration leaders seeking to automate onboarding, scheduling, compliance, and payroll workflows.

At a Glance

Problem

Healthcare clinics, particularly distributed and telehealth care networks, are burdened by thousands of hours of manual provider operations each month, including scheduling, credential tracking, patient-demand forecasting, payroll, and performance management. Legacy systems were not designed for modern healthcare workflows or AI, leaving practice managers to coordinate fragmented processes manually. The result is expensive administrative overhead, compliance risk, human error, and clinicians being pulled away from patient care.

The central use case is matching provider capacity to patient demand while handling the constant exceptions—open shifts, callouts, missed clock-ins, expiring credentials, and changing availability. Planbase cites a customer result of a 70% reduction in scheduling time and a 40% increase in patient volume, suggesting that the economic value comes from recovering operations-team capacity while enabling clinics to serve more patients without scaling administrative headcount at the same rate.

Product / Service

Planbase is an AI-native healthcare workforce-management and practice-operations platform. It brings onboarding, credentialing, capacity planning, staff and patient scheduling, payroll, utilization tracking, and performance management into one system, with integrations to major EMR/EHR platforms. Its AI agents collect and verify provider documents, monitor licenses and certifications, flag expirations, forecast demand, and build compliant staffing plans.

The platform acts as an always-on operations layer rather than merely a scheduling calendar. It learns provider preferences, fills open shifts, handles callouts, reconciles missed clock-ins, communicates with providers, and guides new clinicians through setup. Planbase reports savings of more than 15 hours per week per scheduler, 80% fewer missed clock-ins and compliance gaps, and an average callout response time below five minutes, with the benefit of allowing healthcare teams to scale operations without proportionally increasing back-office staff.

Market

Planbase competes in healthcare workforce management and AI-powered practice-operations software, serving medium-to-large clinics and distributed care teams. Its positioning overlaps with established healthcare workforce platforms such as Laudio, OnShift, and Arya Health, while its differentiation is the attempt to automate the broader provider-operations workflow with AI rather than focus only on scheduling or employee administration.

The company is not pre-revenue in the practical sense of having only a concept or pilot: it announced a $2.1 million pre-seed round from Y Combinator, LocalGlobe, and angel investors, and reported customers collectively managing more than 5,000 providers and 30 million patients. Named customers and case studies include OpenLoop, KeyCare, and Thirty Madison. Planbase has disclosed meaningful customer outcomes and commercial adoption, although its pricing, revenue, retention, and profitability were not found in the available research, so the scale and durability of the business remain unverified.

Founders & Leadership

Joe ShearmanFounder
Co-founder & CEO
Jack LightFounder
Co-founder

Funding History

2024-09
Seed$500K

Y Combinator

2025-11
Seed$2.1M

Y Combinator, LocalGlobe

Recent News

2026-05-03
Founders Who Left a Working Startup for Healthcare Ops

A Tech Times profile covers Planbase co-founders Joe Shearman and Jack Light and their Y Combinator-backed AI platform for healthcare scheduling. It describes Planbase’s AI agents as handling demand forecasting, clinician availability, staffing gaps, and licensing compliance.

2026-02-08partnership
Thirty Madison Case Study

Planbase reported that Thirty Madison modernized provider operations across a network of more than 400 clinicians and care staff in 50 states. The partnership automated scheduling, provider requests, credentialing and time-off workflows while improving provider experience and workforce stability.

2026-01-12funding
We've raised $2.1M to build the first AI-native provider operations platform for healthcare

Planbase announced a $2.1 million pre-seed round and said it already supported customers managing more than 5,000 providers and 30 million patients. The company plans to use the funding to expand into more clinics nationwide and grow its engineering team.

2025-12-03partnership
OpenLoop Case Study

Planbase said OpenLoop partnered with it to replace its existing scheduling system and improve forecasting, data connectivity and provider credentialing. OpenLoop reported a 40% increase in patient volume and a 70% reduction in scheduling time.

2025-11-04product
Planbase launches with $2.1M to bring AI automation to healthcare workforce management

SiliconANGLE covered Planbase’s launch of its AI-powered healthcare employee-management platform alongside $2.1 million in funding from Y Combinator, LocalGlobe and prominent angels. The company said it would use the funds to pursue medium-sized and large clinics nationwide and expand its engineering team.

2025-11-04product
Planbase Launches First AI-Native Employee Management Platform for Healthcare, Saving Clinics Hundreds of Hours Per Month on Administrative Tasks

This launch announcement described Planbase’s AI-native employee-management platform for healthcare clinics, claiming it can save clinics hundreds of administrative hours each month. It also announced the company’s $2.1 million funding round and integrations with leading EMR/EHR platforms.

Active Roles

2
San Francisco, CA, US/Engineering/33d ago
San Francisco, CA, US/Engineering/33d ago

Business Model

Planbase is positioned as a B2B SaaS platform sold to healthcare clinics and practices, likely monetized through recurring software subscriptions. Public evidence does not disclose exact pricing or additional revenue streams.

Products

Provider and employee onboardingCredentialing and compliance trackingAI workforce scheduling and open-shift coverageCapacity planning and patient-demand forecastingPayroll, payments, invoicing, and time trackingWorkforce analytics and KPI reporting

Customers

Andy AIClaraCoveKeyCareKeepsMediclicMaximusNURXOpenLoopThirty MadisonVisana

Tech Stack

AI-powered automation and AI agentsDemand forecasting and capacity-planning analyticsChat-based workflow interfacesVertical B2B SaaS

Competitors

QGenda
symplr
Lightning Bolt