Everything you need to set up, configure, and operate your clinic operation system — from first login to advanced workflows.
One end-to-end walkthrough from first login to ready-for-patients. Replaces piecemeal setup steps with a single process.
Where everything lives. Top bar, side nav, search, branch switcher, profile. Read once, never need again.
Not every clinic needs every feature. This guide maps clinic types to the features that matter, so you enable what you need and ignore the rest.
A 5-minute orientation per role. New to the system? Pick the role that matches what you do.
Schedule sessions, manage rescheduling and cancellations, run reception's daily flow.
The patient record. Registration, consents, medical history, contact preferences, tags, attribution. Everything in the clinic hangs off this one record.
The moment the patient walks in.
Patient-facing self-booking widget. Embed on the clinic website, branded portal link, payment-on-book.
Multi-session clinical journey. The doctor designs it, reception books each step, the system tracks progress and ties everything to the patient chart.
Group classes, parallel-chair sessions, standing recurring appointments.
The provider's submit that closes the session. Locks the note, consumes inventory, fires revenue, accrues commission, advances the treatment plan, transmits NABIDH.
Internal task manager. Follow-up calls, lab result review, vendor chase, anything with an owner and a due date.
Tenant-level booking policy. Cancellation window, no-show fee, reminder cadence, locked vs custom statuses, room turnaround.
Tablet-based experiences for reception self-check-in, signed consent capture, in-room consultation and service flows, and document upload.
Consent templates, signature capture across tablet, portal, and paper, expiry, validity, audit, regulatory binding.
Patient queue display, virtual queue, callback paging, waiting-room boards. The flow management layer between check-in and the consultation room.
Real clinic situations from start to finish, naming every step in every module touched. Proof the system handles your case.
Vitals, allergies, problems, encounters, notes. The patient chart.
Lab orders, integrations with reference labs, result release rules.
Prescribe, dispense, administer (MAR). Backend live for the full workflow, dashboard UI rolling out per surface.
Policies, eligibility, pre-authorisation, claims, denials, AR. The payer workflow end to end.
Photo capture, injection mapping, units per area, before-after consent, refund redaction.
The provider's working surface. Today's queue, patient charts, encounter notes, results, prescriptions, service report.
Patient wearables, CGM, blood pressure, pulse-oximeter, all streaming into the EMR vitals timeline with rule-based flags.
The provider's unified bucket of results to review, refills to sign, notes to lock, addenda, cc'd-to-me, staff messages. Inspired by Epic In-Basket pattern. Mostly Coming-soon.
Multi-step structured programs for chronic care, weight loss, IVF, post-bariatric, derm courses. The no-code program builder.
Intake, recurring therapy sessions, ePRO cadence, risk flagging, telehealth, package billing, supervision.
Inbox, task queue, cohort dashboard, deterioration view, bulk recall, supervision overlay.
What the catalog is, which type to use for what you sell, and the order to set it up in.
Treatments and services you sell and deliver. Price, duration, materials, booking rules, automation.
Physical items you sell or consume. Price, cost, barcode, stock, suppliers, accounting.
Prepaid bundles of services and products. What they are and how to build one.
How the catalog and inventory fit together. What defines an item, what counts its stock, and the lifecycle that links them.
How catalog setup produces correct COGS, margin, stock and reports. The accounting view of the catalog.
The legal record of what was sold and owed. Creation, edit, void, status meaning, mixed-payment, split, the accounting trail.
Revenue, top services, top sellers, payment-method mix, daily / monthly trends. The owner's weekly read.
Cash, card, bank transfer, payment link, package credit. Take payment, split between methods, reconcile end of day.
Prepaid bundles. Patient pays once, redeems over time. Sell, track consumption, handle expiry and refund.
Sell a bundle of prepaid entitlements (visits, products, percentage discounts) for a fixed period. Sessions consumed against the membership recognise revenue as they happen. Profit per membership card is visible on the P&L report.
Giving money back. Cash refund, credit note, partial, package mid-way, commission claw-back, the accounting that has to balance.
Per-line earnings for sellers, providers, and call-agents. Per-tenant policy, per-product overrides, automatic reversal on void / refund / cancelled session.
Month-end close, fiscal year, chart of accounts, journal entries.
Tax codes, invoice numbering, payment methods enabled, refund thresholds, locked vs custom invoice statuses.
Promotional coupons, per-line and whole-cart discounts, approval thresholds, audit, and the redemption report.
Sell a gift card at the till, redeem at any branch, leave a balance for next time. The redeemed value posts to the patient's invoice as a payment method.
UAE FTA-mandated structured electronic invoices. Generate, sign, transmit, and reconcile against the regulator's response.
Per-payer rates, corporate contracts, VIP cards, multi-currency price books.
Pre-treatment cost preview the patient can review and accept. Converts to invoice on acceptance. Useful for treatment plans, aesthetic procedures, and insurance pre-authorisation.
Per-branch per-day cash discipline. Opening float, in-shift counts, closing reconciliation, Z-report, deposit to bank.
The cross-invoice statement a patient gets at month-end. The accountant's AR aging bucket view. Collection routines.
A hosted payment link the patient opens on their phone to settle an invoice or deposit. No desk, no terminal, no auth required.
The catalog is the master list of everything you sell and consume. Physical products are also the items inventory tracks as stock.
Receive stock, transfer between branches, count, adjust, dispose. The ledger behind every physical product and every supply used in a service.
Source items from suppliers. Purchase request, purchase order, goods receipt, three-way match, vendor payment.
Employee onboarding, license tracking, departure, transfer of care, payroll integration.
Daily attendance. How staff clock in and out, how breaks and location work, and how HR reviews and corrects entries under Timesheets.
Control who works when. Set branch working hours and per-team-member availability that drive the booking calendar. A dedicated roster builder with shift swaps is coming soon.
Coming soon. Salary runs, payslips, and accounting posting are not live yet.
Record when a team member is away, route it through approve or reject, and block their booking calendar for those dates.
Cross-branch groupings of staff. You build them in Settings and assign people from each Team Member profile. Messaging teams also route WhatsApp chats and run the AI assistant.
The provider's working surface during a clinic day. Queue, medical record, service report. Where clinicians spend their day.
People who showed interest but aren't patients yet. Move them through a funnel until they book and convert.
Bulk messages to segments. Pick audience, pick template, schedule. Track delivery, opens, replies, conversions.
1:1 conversations with patients and leads. WhatsApp, SMS, in-app. AI assistance to handle volume.
When X happens, do Y. Tenant-configurable rules that fire on every event. Customer reactivation, loyalty bonuses, follow-up reminders.
Cashback, points, gift vouchers, patient wallet. How patients earn, how they redeem, how it all hits the books.
Patient feedback after visits. Internal NPS, complaint flow, response workflow, public review platforms (Google, Trustpilot).
Patient portal, public booking page, shoppable gallery, online presence.
Periodic prize draws driven by paid invoices over a minimum amount. Retention play for high-value customers.
Single managerial playbook for every report, what to watch daily, weekly, monthly. Sales, clinical, inventory, HR, marketing reports + exports.
Mobile-first 9-AM glance dashboard for clinic owners with push-anomaly alerts.
How the report engine works. Registry, snapshot vs live, drill-down, saved views, export, scheduled delivery.
One tenant, many physical clinics. How branches share data, where they are isolated, how cross-branch flows actually work.
Build custom roles, control field-level access, scope by branch and team, audit every grant.
Tenant-wide configuration. Currency, language, branding, defaults, integration credentials. The owner's settings home.
Transactional messages. appointment reminders, payment receipts, lab alerts. Channel choice, templates, quiet hours, audit log.
Audit log, legal hold, regulator inspection prep, DSR execution, tenant data export.
Upload, categorise, and attach files to patients, invoices, employees, vendors. Consents, scans, photos, contracts, certificates.
Connect your WhatsApp Business Account (WABA). Send confirmations, reminders, campaigns, 1:1 conversations.
Online card payments, payment links, online checkout. Connect once, use everywhere money moves.
Everything UAE clinics must wire up, VAT return, NABIDH / Riayati / Malaffi health exchange, Tatmeen drug traceability, DHA licensing.
Manual meeting link on a session today. Built-in video room and screen-share are on the roadmap.
REST API, OAuth, webhooks, rate limits, no-code recipes (Zapier/Make/n8n).
KSA / GCC card gateway for patient invoices. On the integrations roadmap.
Front desk. calendar, check-in, payments, walk-ins. Your role, your day, your boundaries.
You deliver the clinical service. Your queue, your clinical notes, your service reports.
You convert leads into patients, sell packages, manage your pipeline, earn commission. Your day is people + numbers.
You own the books. Cash, AR, AP, refunds, write-offs, tax, payroll posting, month-end close. The numbers everyone else acts on come from your work.
You own the clinic. You set the rules everyone else operates within. This guide is about decisions, not daily tasks.
