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Platform

Four parts. One record.

The front desk, the clinical team, the patients and the business work in one live system, on one record. Watch one visit go through all four.

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An illustrative patient.

Patient record
A.N.
Front desk
Booked by text, Tuesday 10:00, with Dr. O.
Patients
Answers before the visit: burning, 2 days; allergy: sulfa.
Clinical
Allergy: sulfa, reaction: rash. Nitrofurantoin 100 mg twice daily for 5 days: no allergy conflict. Sulfamethoxazole-trimethoprim: stopped by the sulfa allergy.
Business
Claim built from the visit’s codes, sent.

01 Front desk

Runs like clockwork.

Patients book online or by text at any hour, or by phone with your desk, all onto one live calendar. Reminders go out on your schedule, and quiet hours stay quiet.

Also at the front desk

  • Every booking, move and cancellation reaches every open calendar within a second.
  • Day, week, month and team views, with a column for each doctor.
  • Visits that repeat are booked as a series, each showing its place in it.
  • A cancelled visit gives its time back.
  • A patient who texts STOP gets no more texts.

An illustrative day.

10:00 PM
Quiet hours begin: only the reminders an hour before a visit may go out.
11:41 PM, online
J.P. books Dr. K. at 9:20, “Sore throat and fever.” The time is held while J.P. finishes.
1:47 AM, by text
L.R. books Dr. O. at 10:40, “Ear pain, woke up crying.”
6:12 AM, by text
T.S. cancels 8:40 with Dr. M. The time is free again.
6:31 AM, online
B.W. takes 8:40, “Rash on both arms.”
7:00 AM
The reminders an hour before the 8:00 visits go out, quiet hours or not.
8:00 AM
Quiet hours end. The 9:00 reminders go out.
8:05 AM, by phone
A caller is held at 11:20 with Dr. K., moved to 11:40, and confirmed when they agree.

02 Clinical

Nothing changes without you.

Patients answer before they arrive, and the assistant drafts and suggests while you see them. Only what you accept goes into the chart, with your name on it.

  • The patientAnswers before the visit
  • The assistantDrafts and suggests
  • YouAccept, order and send

Before the visit

In the visit

After the visit

Also in Clinical

  • A pharmacist’s review of the whole medicine list: interactions, the same drug class twice, doses and renewals coming due.
  • The patient’s whole story in one summary: how each condition went, what was tried and what worked.
  • The scribe drafts the note from the conversation, with consent on record. No audio is kept.
  • Group visits: one appointment, a chart for each person.
  • Video visits that show the moment a patient enters the lobby.
  • The visit reaches the patient’s portal when you release it: by hand, or 24 hours or 3 days after.

An illustrative visit. The scribe is an add-on.

Monday evening
A.N. answers the clinic’s questions before the visit: “Burning for 2 days.” A.N. also reports “non-smoker,” which waits, marked as A.N.’s, for a clinician to confirm it.
Tuesday, 9:58 AM
The brief, from the reason for visit and A.N.’s last visits: likely acute cystitis; first choice nitrofurantoin; watch for fever and flank pain.
10:06 AM
Suggestions, each with its reason and a score. Dr. O. takes nitrofurantoin 100 mg (92%) and turns down phenazopyridine 200 mg (58%); later suggestions leave it out.
10:12 AM
From the note: “walks daily.” Dr. O. takes it, and confirms A.N.’s “non-smoker.”
10:14 AM
A urinalysis, routine, sent to A.N. as a secure link.
10:16 AM
The care plan letter, drafted from the visit and checked by Dr. O., goes out under Dr. O.’s name.
Friday
The urinalysis is not done yet, so A.N. is reminded: 1 of 3.
The AI log
It keeps every AI call, and the suggestion Dr. O. turned down.

03 Patients

Never left without an answer.

Patients write to the clinic from their portal at any hour. The assistant answers at once, from their own record. Ask for a person, and the request waits in your team’s queue until someone takes it.

  • The patientWrites at any hour
  • The assistantAnswers at once
  • Your teamTakes it from there
  • The doctorSends the care plan

Tuesday

Wednesday night

Thursday and after

Also in Patients

  • Words that sound like an emergency get the emergency number before anything else.
  • Refill requests while refills are left. You approve, or decline with a reason, and they hear at once.
  • Photos and PDFs they send with a message are kept on their Documents page.
  • Requisitions and pre-visit forms arrive by text, as a secure link.
  • Video visits from a link, with a camera and microphone check.
  • Their mobile number is their sign-in, confirmed by a texted code.

An illustrative patient.

Tuesday evening
Dr. O.’s care plan letter reaches A.N.’s portal, under Dr. O.’s name.
Wednesday, 11:40 PM
A.N. asks: “Should I take it with food?” The assistant answers at once, from A.N.’s own record: “Yes, with food or milk. It is gentler on the stomach.”
11:42 PM
A.N. asks: “Can I talk to a person?” The request goes to the clinic’s queue. Nobody is in at that hour, so it stays in the queue, and the assistant stays with A.N.
Thursday, 8:05 AM
J. at the front desk takes the request and replies in the same conversation: “Good morning. Dr. O. will call you at 10.”
The family
Leo, Mia and Sam are on A.N.’s account, each with their own record.
Friday
A.N. shares the visit with a pharmacist, as a link for 30 days that A.N. can take back.

04 Business

Every dollar, accounted for.

Claims are built from the visit itself. Payments arrive with each doctor’s share already worked out. Payroll, expenses and the month’s profit sit beside them, and the advisor answers your questions from the clinic’s own records.

  • The doctorMarks the visit ready to bill
  • Your teamSends the claims and pay links
  • The patientPays from a link
  • The advisorReads refusals and the numbers

The claim

The money

The month

Also in Business

  • Invoices as PDFs: the payer billed, and everyone seen on a family visit named.
  • Full or partial refunds, with the doctor’s share adjusted.
  • Who did what, and when: refunds, payouts, changes to a doctor’s share, batches of claims and sign-ins, each kept with its time.
  • A doctor sees their own numbers; staff with access to revenue see everyone’s.
  • Appointment trends against the last period, and cancellations and no-shows in one place.
  • The clinic’s equipment, its book value worked out month by month, its warranties flagged before they run out.
  • No charge per claim Alberta

An illustrative clinic and month.

Tuesday, 6:02 PM
Dr. O. marks A.N.’s visit ready to bill. It becomes a claim, checked before it leaves with the day’s others.
Wednesday
One claim comes back refused. The advisor says what to change and where, and drafts the note.
Thursday
It goes again, and it is paid. Both attempts stay with the claim.
Friday
A pay link by text: $60.00 paid. After the card fee, the clinic receives $58.06. At the split in force that day, Dr. O.’s share is $34.84, and the clinic keeps $23.22.
October 31
Payroll from draft to paid, expenses filed by category, the month’s profit worked out.
November 1
“How did October go?” The advisor answers from the clinic’s own records, doctor by doctor, and shows each source it read.

Trust

Every door knows its key.

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Each person in your clinic carries a key cut for their work. The front desk and billing never open a visit’s notes; only a doctor writes them, and only for their own visits. Changes, exports and refusals are kept with who and when, and all of it is stored in Canada, encrypted.

  • The front deskBooks and writes to patients
  • BillingTakes and refunds payments
  • The doctorWrites and saves the notes
  • The ownerOpens every door

The keys

The rules

Kept

Also in Trust

  • Five roles, each with its own key: owner, admin, doctor, front desk and billing.
  • Two-step sign-in, for anyone who turns it on.
  • Repeated wrong passwords lock the account.
  • Each person sees their recent sessions: the device, and when.
  • A new sign-in email is confirmed by a code sent to it.
  • A patient locked out by a new phone number gets back in after the clinic checks their ID.
  • Is it working right now? Live checks, open to everyone.

An illustrative clinic and day.

8:02 AM
The front desk books A.N. for 9:30. Its key opens the calendar and the patients; a visit’s notes stay shut.
9:05 AM
Billing refunds a $15 overpayment. Its key opens the payments; a visit’s notes stay shut to it too.
9:41 AM
Dr. O. writes up her morning’s visits, A.N.’s among them, and saves each one.
9:44 AM
Dr. B. tries to change A.N.’s visit. Refused: it is Dr. O.’s, and the refusal is kept with who tried and whose visit it is.
5:30 PM
The owner looks over the day and exports the month’s revenue. Every door opens; the notes stay the doctors’ to write.
6:02 PM
The owner exports the log itself, and that goes on the log too, with who and when.
The day’s end
Every door shut, each keyhole of the mark still lit. Kept in Canada, backups too, encrypted on the way and at rest.