Online booking
Let patients find a visit and book online, with appointment types and availability that fit your clinic.
The complete toolkit
A great medical record makes the whole day easier. Explore the tools that bring your patients, your team and the work together.
01 / Booking
An easier way in. A better way to stay in touch.
Let patients find a visit and book online, with appointment types and availability that fit your clinic.
Shape provider schedules, visit lengths, recurring availability and appointment types around the way your team works.
Keep patient conversations connected to their record, with text and email for the practical details of care.
Keep appointments and follow-ups on track with timely reminders and clear next steps.
02 / Intake
Less paperwork at the front desk. More context before the visit.
Collect the reason for the visit, relevant history and patient information before the appointment.
Give patients a simple way to register and check in on site, with their information flowing into the visit.
Scan a health card to capture registration details and reduce manual entry at reception.
Keep contact details, communication preferences and consent together, ready for the whole care team.
03 / Patient record
The whole patient story, without losing your place.
Bring history, medications, allergies, problems and previous visits into one organized, easy-to-scan record.
Read results in context, compare values over time and spot changes with clear trends and review status.
Keep the note, assessment and plan together, with quick access to the patient profile while you work.
Find reports, letters and past encounters in a searchable timeline instead of hunting across separate screens.
04 / Clinical work
Your plan becomes the work. You review and approve it.
Turn the conversation into a structured clinical note, then refine the assessment and plan in your own words.
Carry the plan into lab and imaging requisitions, medication orders and prescriptions without re-entering the encounter.
Use the chart and visit to prepare insurance forms, sick notes, patient handouts and other paperwork for review.
Send documents and referrals from the clinical workflow and keep incoming correspondence with the patient record.
Track expected results, referrals and follow-up tasks, with the next steps and exceptions visible to the care team.
05 / Billing
Connect the care you deliver to the business behind it.
Build billing from the work documented in the visit, with codes and claims ready for review.
Follow claims through submission, payment and outstanding items, with a clear view of what needs attention.
Handle private-pay services with patient invoices, online payments and receipts connected to the record.
Understand collections, outstanding balances and revenue across providers and locations.
06 / Operations
One location or many. A workspace built around your people.
Support teams working across locations, with the right clinic context, schedules and workflows.
Tailor access to what each person does, from reception and billing to clinicians and clinic administrators.
See visit volume, capacity and operational patterns so you can understand how your clinic is running.
Keep outstanding work, ownership and handoffs visible so the next step does not get lost between people.
Mobile & tablet native
Bob is native on mobile and tablet, so your medical record goes where you do. At your desk, in the room or on the move.
See how it all fits together
Explore a complete visit and the workspace behind it.