Patient Management
A full 360° profile per patient — appointments, records, documents, billing, and communications in one unified timeline.
- Patient 360° profile
- Unified activity timeline
- Advanced search & filtering
Manage patients, appointments, doctors, medical records, billing, communications, inventory and AI-powered workflows from one secure workspace.
Good morning, Dr. Khalil
Wednesday, August 18
24
Today's Appointments
1,842
Active Patients
$28,450
Revenue (MTD)
87%
Doctor Utilization
Today's Appointments
Ahmad Nasser
Dr. Sarah Khalil
Lina Haddad
Dr. Omar Rahim
Youssef Amir
Dr. Sarah Khalil
Maya Khoury
Dr. Rana Saleh
Doctor Workload
Notifications
New booking confirmed
2m agoLow stock: Surgical gloves (M)
18m agoInvoice #1042 marked paid
1h agoCore Platform
Every module below is part of the same connected workspace — no duplicate data entry, no switching between disconnected tools.
A full 360° profile per patient — appointments, records, documents, billing, and communications in one unified timeline.
Scheduling that understands doctor availability, prevents conflicts, and adapts to your busiest days.
Structured diagnoses, vitals, and medications — linked to procedures, documents, and the patient timeline.
Generate invoices, track payments, and keep a clean financial ledger for every patient.
Stock levels tied directly to the procedures your doctors perform — never run out mid-visit.
Automated reminders and confirmations across email and WhatsApp, with per-patient preferences.
AI Copilot
AI that works with your clinic — not just another chatbot. It can look up patients, check real availability, and take action, with a confirmation step before anything is booked or changed.
Clinic AI Agent
Ready to assist and execute
Dr. Sarah Khalil — This week
RecommendedSmart Scheduling
Doctor availability, breaks, and exceptions feed directly into a ranking engine that highlights the best next slot — for staff booking manually or for the AI copilot booking on their behalf.
Reduce scheduling gaps
Best-fit ranking fills idle time between appointments automatically.
Reduce patient wait time
Recurring appointments and conflict checks keep the day predictable.
Improve doctor utilization
No-show tracking surfaces patterns so gaps get rebooked, not wasted.
Patient 360°
Every appointment, record, document, and message lives on a single patient timeline — the same clean design your staff already uses.
WhatsApp Automation
A self-service WhatsApp bot lets patients book, check, or cancel appointments any time — verified against the same availability engine your team uses.
Book an appointment
Guided flow through doctor, date, and time — based on real-time availability.
Check next appointment
Instant reply with the upcoming doctor, date, and time.
Cancel an appointment
One-tap, confirmation-based cancellation from the chat.
Automated reminders
Booking confirmations and 24-hour reminders sent proactively.
Clinic Assistant
online
Documents & Reports
Lab reports, prescriptions, insurance, and consent forms — categorized, searchable, and previewable without leaving the workspace.
Multi-format previewer
View PDF and image-based reports directly in the workspace, with smart filtering and category search across every patient's document library.
AI Report Analysis
Uploaded medical PDFs can be summarized by AI — with support for flagging abnormalities and suggested action items, tracked through a clear pending → processing → completed status.
Operational Intelligence
AI-driven signals that turn scattered clinical and financial data into things your team can act on today.
Behavioral scoring (low / medium / high) based on patient history, booking gaps, and past attendance — surfaced right on the appointment.
Clinical notes are scanned for billable services (like stitches or an x-ray) and cross-referenced against invoices to catch what was missed.
WhatsApp, email, and SMS in one inbox, with automatic classification into emergency, booking, or complaint.
Patients who need a follow-up visit are tracked instead of falling through the cracks after their appointment.
Key actions across the clinic are logged and searchable for accountability and review.
Role-Based Experience
Navigation and permissions adapt to who's signed in — doctors, receptionists, and administrators each see a workspace built for their job.
A focused clinical workspace for the day ahead.
Integrations
Messaging and AI providers are pluggable — configure the ones your clinic uses from settings, with credentials stored securely.
Automated confirmations, reminders, and cancellations.
Patient messaging and the self-service booking bot.
OpenAI
Powers the Clinic AI Agent and report analysis.
Gemini
Alternative AI provider for the copilot and analysis.
Local AI
Self-hosted model support for on-premise deployments.
More integrations
Built on a provider abstraction, ready for what comes next.
Security
Patient data deserves architecture that takes isolation and access control seriously, not as an afterthought.
Strict data partitioning enforced at both the database and API level — every query is scoped to a tenant.
Permission-based access tuned for admin, doctor, and receptionist roles.
Key actions across the clinic are recorded and searchable for accountability.
Stateless auth with rotating 7-day refresh tokens keeps sessions secure without server-side session storage.
API keys and secrets for messaging and AI providers are stored securely, never exposed to the client.
Start free, or book a walkthrough with our team to see it configured for your clinic.