Patient & CRM Management
Complete patient profiles, visit history, treatment plans, and CRM pipeline — find any record in seconds.
From first inquiry to collected payment — one connected workspace for operations, growth, AI, and controls.
The workflows clinic owners care about — patients, schedule, leads, finance, website, AI, compliance, and reporting.
Complete patient profiles, visit history, treatment plans, and CRM pipeline — find any record in seconds.
Manage bookings across doctors with a public booking funnel and automated lead capture from your website.
Capture inquiries from ads, SEO, and WhatsApp. Route qualified leads to your coordinators instantly.
Launch a branded site with hero, services, pricing, testimonials, and booking — no code rewrites.
Track invoices, payments, outstanding balances, and revenue reports with clinic-level clarity.
Detect revenue leaks, predict no-shows, and optimize scheduling with actionable AI insights.
Healthcare advertising compliance checks, content review workflows, and full audit trails.
Lead source analytics, service performance, event tracking, and revenue dashboards — without manual effort.
Overview of lead status distribution
Appointments needing confirmation
Confirm tomorrow's visits
Live appointment queue for today. Confirm, complete, and bill from each visit.
| Time | Patient | Doctor | Service | Status |
|---|---|---|---|---|
| 09:00 | Patient A | Dr. 1 | Consultation | Confirmed |
| 11:30 | Patient B | Dr. 2 | Hygiene | Scheduled |
| 14:00 | Patient C | Dr. 1 | Follow-up | Confirmed |
Appointments needing confirmation
Confirm tomorrow's visits
Every step from inquiry to collected payment on one record.
Overview of lead status distribution
Appointments needing confirmation
Confirm tomorrow's visits
Overview of lead status distribution
WhatsApp button clicks
Tracking event distribution
Live appointment queue for today. Confirm, complete, and bill from each visit.
| Time | Patient | Doctor | Service | Status |
|---|---|---|---|---|
| 09:00 | Patient A | Dr. 1 | Consultation | Confirmed |
| 11:30 | Patient B | Dr. 2 | Hygiene | Scheduled |
| 14:00 | Patient C | Dr. 1 | Follow-up | Confirmed |
Appointments needing confirmation
Confirm tomorrow's visits
Approve, reject, or run AI suggestions. Financial actions need explicit approval.
Payment reminder batch
Appointment reschedule
Treatment plan update
Marketing copy publish
Tracking event distribution
Approve, reject, or run AI suggestions. Financial actions need explicit approval.
Payment reminder batch
Appointment reschedule
Treatment plan update
Marketing copy publish
Approve, reject, or run AI suggestions. Financial actions need explicit approval.
Payment reminder batch
Appointment reschedule
Treatment plan update
Marketing copy publish
Appointments needing confirmation
Confirm tomorrow's visits
WhatsApp button clicks
Overview of lead status distribution
Tracking event distribution
Booked time vs available working time (month to date)
| Doctor | Time | Status |
|---|---|---|
| Dr. 1 | 09:00 | Confirmed |
| Dr. 2 | 11:30 | Scheduled |
| Dr. 1 | 14:00 | Confirmed |
Live appointment queue for today. Confirm, complete, and bill from each visit.
| Time | Patient | Doctor | Service | Status |
|---|---|---|---|---|
| 09:00 | Patient A | Dr. 1 | Consultation | Confirmed |
| 11:30 | Patient B | Dr. 2 | Hygiene | Scheduled |
| 14:00 | Patient C | Dr. 1 | Follow-up | Confirmed |
Approve, reject, or run AI suggestions. Financial actions need explicit approval.
Payment reminder batch
Appointment reschedule
Treatment plan update
Marketing copy publish
Tracking event distribution
Overview of lead status distribution
Ad copy review required before publish
Approve, reject, or run AI suggestions. Financial actions need explicit approval.
Payment reminder batch
Appointment reschedule
Treatment plan update
Marketing copy publish
Appointments needing confirmation
Confirm tomorrow's visits
Appointments needing confirmation
Confirm tomorrow's visits
Overview of lead status distribution
Approve, reject, or run AI suggestions. Financial actions need explicit approval.
Payment reminder batch
Appointment reschedule
Treatment plan update
Marketing copy publish
Appointments needing confirmation
Confirm tomorrow's visits
Browse by area — or filter to see what matters for operations, growth, AI, or governance.
Patients, schedule, billing, and team workflows that run every day.
One complete profile per patient. Demographics, visit history, treatment plans, documents, and contact details — all in one place.
Book, reschedule, and manage appointments across your team. Public booking funnel fills your calendar 24/7.
Doctor profiles, schedules, and performance views. Everything your clinical team needs in one workspace.
Structured treatment plans and notes with timestamps — making every follow-up visit faster and clearer.
Generate invoices, record payments, track outstanding balances, and monitor clinic profitability.
Branded public website with hero, services, pricing, gallery, and testimonials managed from the admin.
Filter data across leads, appointments, billing, and services — export insights that matter to you.
Lead capture, marketing, WhatsApp, and patient acquisition tools.
Capture leads from website, contact forms, and WhatsApp. Qualify, assign, and convert with a full pipeline.
Content pages, SEO settings, campaign tracking, and localized public pages for patient acquisition.
WhatsApp lead funnels and click tracking. Meet patients where they already communicate.
A 24/7 booking portal that captures appointments and creates leads automatically in your CRM.
Lead scoring, conversion optimization, and marketing intelligence to acquire more patients.
Revenue intelligence, predictions, and scheduling optimization.
Surface unpaid invoices, missed billing, and recoverable revenue before it becomes lost profit.
Predictive risk scoring flags high-risk appointments so your team can confirm proactively.
Fill empty slots and balance doctor workloads with AI-powered scheduling suggestions.
Healthcare advertising rules, permissions, and audit trails.
Regulatory compliance checks, violation tracking, and audit trails for healthcare advertising.
Patients, schedule, leads, billing, and your public site — unified in one workspace.
Campaigns, content, WhatsApp funnels, and performance tracking that fill your calendar.
Copilot drafts, workflow steps, and approval gates before anything reaches patients or finance.
Clinic isolation, permissions, compliance checks, and audit trails for regulated marketing.
Draft until compliance clears
No credit card required. Set up your clinic in under 10 minutes — upgrade when you grow.