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Getting started

  • Your first day: setting up your clinic
  • Inviting your team
  • Finding your way around the clinic portal

Patients

  • Adding one patient by hand
  • Bringing patients in from another system

Appointments

  • Appointments and the day sheet

Clinical records

  • Asking a patient for their full history
  • Building your own assessment forms
  • The patient brief and its AI summary

Billing and payments

  • Billing an insurer instead of the patient
  • Invoices, payments and what a patient owes
  • Selling and tracking prepaid packages
  • Services and prices
  • How a patient’s account balance is calculated

Stock and suppliers

  • Stock and suppliers
  • Suppliers and purchase orders
  • Tracking clinic stock

Team and permissions

  • Staff, invitations and permissions

Subscription and plans

  • Changing or cancelling your plan
  • Opening another clinic
  • Paying your subscription
  • Plans and prices: Solo and Complete

Clinic settings

  • Clinic details and working hours
Help/Clinic manual/Stock and suppliers
How-to

Stock and suppliers

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Inventory tracks supplies, movements and low-stock levels. Suppliers holds orders, deliveries and what is owed to each supplier.

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