What's in the platform

Six areas of a clinic's work, running on one set of records. Nothing here needs a second tool to be useful, and no part of it charges by the module.

  • Scheduling

    • A calendar column per practitioner or per discipline, so a clinic running massage, acupuncture and physiotherapy side by side reads at a glance.
    • Online booking that patients reach from your website, Google listing or a printed QR code.
    • Email reminders before each appointment, with the patient able to confirm or cancel.
    • Clinic hours, practitioner availability and room allocation set once and applied across the grid.
    • Recurring and series appointments for a course of treatment.

  • Charting and SOAP notes

    • Structured subjective, objective, assessment and plan sections, with templates you can shape per discipline.
    • Notes attach to a patient case rather than floating loose, so a course of treatment reads in order.
    • Previous visits stay visible while you write the current one.
    • Notes lock after signing, with corrections recorded as amendments instead of silent edits.
    • Files, images and consent forms attach to the case.

  • Billing and insurance

    • Invoices generated from completed appointments, so what you charge matches what you did.
    • Insurance coverage held on the patient case, including primary and secondary plans.
    • Coordination of benefits across two plans, with the remaining patient portion calculated for you.
    • Payment recording and outstanding balance visible on the patient's file.
    • Receipts that carry the practitioner's registration number for the patient's own claim.

  • Telehealth

    • Video appointments booked into the same schedule as in-person visits.
    • The patient joins from a link, with nothing to install.
    • Notes and billing run through the same flow as any other appointment.

  • Clinic operations

    • Staff accounts with roles that decide what each person can open and change.
    • Multiple locations, each with its own hours, rooms and service catalogue.
    • The service catalogue that drives booking, duration, price and which practitioners can deliver it.
    • Reporting on attendance, revenue and practitioner activity.
    • Email and message templates for reminders, follow-ups and clinic correspondence.

  • Intake and the patient portal

    • Digital intake forms completed before the visit rather than on a clipboard in the waiting room.
    • QR check-in at the front desk from the patient's own phone.
    • A portal where patients update their details, review their consent and see upcoming appointments.
    • Consent captured, versioned and withdrawable by the patient.

Questions a demo answers faster than a page

Whether your disciplines, insurers and note formats fit is a thirty-minute conversation, not a feature table.

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