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The complete toolkit

Everything your clinic needs.
Already connected.

A great medical record makes the whole day easier. Explore the tools that bring your patients, your team and the work together.

Before the visitOne patient recordBeyond the visit

01 / Booking

Booking & communication

An easier way in. A better way to stay in touch.

Online booking

Let patients find a visit and book online, with appointment types and availability that fit your clinic.

Flexible scheduling

Shape provider schedules, visit lengths, recurring availability and appointment types around the way your team works.

Text & email communication

Keep patient conversations connected to their record, with text and email for the practical details of care.

Patient reminders

Keep appointments and follow-ups on track with timely reminders and clear next steps.

02 / Intake

Intake & arrival

Less paperwork at the front desk. More context before the visit.

Pre-visit intake forms

Collect the reason for the visit, relevant history and patient information before the appointment.

Self-registration & check-in

Give patients a simple way to register and check in on site, with their information flowing into the visit.

Health card scanning

Scan a health card to capture registration details and reduce manual entry at reception.

Patient information & consent

Keep contact details, communication preferences and consent together, ready for the whole care team.

03 / Patient record

The patient record

The whole patient story, without losing your place.

A clear patient profile

Bring history, medications, allergies, problems and previous visits into one organized, easy-to-scan record.

Lab results & trends

Read results in context, compare values over time and spot changes with clear trends and review status.

A focused encounter workspace

Keep the note, assessment and plan together, with quick access to the patient profile while you work.

Documents & clinical history

Find reports, letters and past encounters in a searchable timeline instead of hunting across separate screens.

04 / Clinical work

Notes into action

Your plan becomes the work. You review and approve it.

AI notes & transcription

Turn the conversation into a structured clinical note, then refine the assessment and plan in your own words.

Orders & prescriptions

Carry the plan into lab and imaging requisitions, medication orders and prescriptions without re-entering the encounter.

AI form filling & letters

Use the chart and visit to prepare insurance forms, sick notes, patient handouts and other paperwork for review.

E-fax & e-referrals

Send documents and referrals from the clinical workflow and keep incoming correspondence with the patient record.

Results & follow-through

Track expected results, referrals and follow-up tasks, with the next steps and exceptions visible to the care team.

05 / Billing

Billing & payments

Connect the care you deliver to the business behind it.

Encounter-based billing

Build billing from the work documented in the visit, with codes and claims ready for review.

Claims & reconciliation

Follow claims through submission, payment and outstanding items, with a clear view of what needs attention.

Online payments & invoices

Handle private-pay services with patient invoices, online payments and receipts connected to the record.

Billing & accounting analytics

Understand collections, outstanding balances and revenue across providers and locations.

06 / Operations

Your clinic, connected

One location or many. A workspace built around your people.

Multi-clinic management

Support teams working across locations, with the right clinic context, schedules and workflows.

Custom roles & permissions

Tailor access to what each person does, from reception and billing to clinicians and clinic administrators.

Clinic analytics

See visit volume, capacity and operational patterns so you can understand how your clinic is running.

Team tasks & coordination

Keep outstanding work, ownership and handoffs visible so the next step does not get lost between people.

Mobile & tablet native

No computer? No problem.

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

Your clinic.
With Bob.

Explore a complete visit and the workspace behind it.