Everything the clinic does, in one place

One patient record, one calendar and one invoice flow, with specialty packs on top. Everything below is included from the Clinic plan unless a plan is named. Items marked “pilot” work today and are being confirmed on the official test environment or with the real provider before the full release; “in progress” means being built.

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No card · Migration included · Hosted in the EU

Scheduling and reminders

A calendar per doctor, room and device, fed by the team’s real rota.

Day and week views by doctor, resource or location
Availability from the rota, exceptions, service length and resources
Waiting list: patients join online, in the app or at the front desk; a cancelled slot is offered automatically by message and held for 30 minutes
Calendar sync: an ICS feed per practitioner and two-way Google Calendar and Microsoft 365 sync, being confirmed on real accounts
Live updates: the calendar, the Flowboard and the inbox badge refresh in place, without reloading
SMS and WhatsApp reminders 48 h and 3 h ahead, with a YES/NO reply
Online booking on your website, with rescheduling and cancelling by link
Deposits on online bookings, paid by card
Monthly CAS caps (Romanian national insurance) shown on the calendar and on the booking page as “CAS slots available”
Flowboard: arrival, waiting, in the room, done, with QR check-in and a big-screen mode
Tasks for the team, from rejections, abnormal results and follow-ups

Patient record

One record per patient, shared by every specialty, with structured templates.

Visit templates with conditional fields, configurable per clinic
Diagnoses with ICD-10 codes
Observation sets, BMI, eGFR and FINDRISC calculators, anatomical site maps
Consents and signatures on the tablet
Medical letters and documents on the clinic letterhead, as PDF
Signing, co-signing, amendments and cloned visits for follow-ups

Specialty packs

Installed with the account: templates, documents, service catalogue and calculators for your specialty.

Dentistry: odontogram, plan from findings, dental lab orders, implant registry
Internal medicine: visit, chronic follow-up, lab values, calculators
Aesthetics: injection map with lots from stock, guided before and after photos, mole map, aftercare
Laboratory (pilot): 88 tests and 11 panels with LOINC codes, work list, HL7 import
Other specialties: templates configured with you at onboarding
A dedicated pack on request, on the same visit engine

Invoicing, payments and e-invoicing

The invoice starts from the signed visit; the country pack handles the rules.

Invoices, pro formas, receipts and credit notes, with series per company and location
Receipts as PDF, printed or attached to the payment email
e-Factura (UBL CIUS-RO) uploaded to the ANAF SPV with status tracking (pilot, being confirmed on the ANAF test environment)
e-Factura for private patients too (B2C)
Peppol BIS 3 documents for Belgium
VAT by tax category, medical exemption with the legal wording
Till with split tenders, partial payments and a patient wallet
Cash register per location: sessions with opening float, count, difference and closing document
Online card payment, by a link sent to the patient
Accounting export in SmartBill, Saga and Oblio layouts, emailed to your accountant (to be validated with them)
Romanian national insurance (CNAS) reporting and settlement (pilot)

Prescriptions and medication

Private prescriptions with safety checks, from the medication list to the signed PDF.

Medication catalogue from the Romanian list, with active substances (INN)
Patient medication list, reconciled at each visit
Checks for allergies (block with a recorded override), duplicates, interactions, pregnancy and age
Series and number per doctor, signed PDF with a QR code
Renewals, a “prescription ready” message and the prescription in the patient app
CNAS e-prescription (SIPE) for insured patients: pilot, to be confirmed with CNAS

CNAS: electronic forms and caps (pilot)

For clinics with a Romanian national insurance (CAS) contract, on every plan. Pilot items are built to the 2026 CNAS specifications as we read them and run against a simulator today; we confirm them with CNAS before the first real use.

DocMed electronic forms from the visit: referral, sick leave, medical letter and recommendation (pilot)
Health card read at the front desk and the referral taken at check-in by code, QR or scanned paper (pilot)
SIPE e-prescription for insured patients (pilot)
Monthly CAS caps: the strip on the calendar and “CAS slots available” on the booking page
CNAS reporting and settlement (pilot, with one run on the SIUI test environment before the first real report)
The national electronic health record (DES) is not built

Orders and results

Lab, imaging and functional tests ordered from the visit, with the results back on the record and in the app.

Orders from the visit or the patient page, with order sets per specialty
Partner laboratory (request PDF by email) or your in-house laboratory
Specimen labels with a QR code per tube, request and result report as PDF
Results entered by hand, from CSV or imported as HL7 v2 (ORU^R01)
Abnormal results raise a patient alert and a task for the ordering doctor
Reviewed results in the patient app, with the evolution per analyte

Day hospital (pilot)

Day admissions on the Clinic and Group plans, from the appointment to the discharge summary.

Wards and beds, with a whiteboard for the big screen
Admission from an appointment
Vital signs with flags, and nursing notes
Light medication chart: given, held or refused, with a witness
Discharge checklist and summary, also in the patient app; invoice of the stay
No DRG grouping or CNAS day-case reporting, no full inpatient wards

Online booking and patient app

Online booking and the patient app, included in every plan.

Booking page per location and service, with real availability
Rescheduling and cancelling by link or in the app, within your rules
Sign-in without a password, by code or link; installable on the phone
Appointments, documents with consent signing, invoices and online payment
Treatment plans accepted with a signature, results and prescriptions
Pre-visit questionnaires and QR check-in
Check-in on arrival using the phone’s location, with directions to the room
Family accounts: a parent books, cancels, pays and answers questionnaires for their children
Documents sent by the patient to the clinic, such as lab results from elsewhere
Lab trends over time and “how much you saved” with a membership
Ratings and reviews after verified visits
Share a result with a doctor outside the clinic, with access that can be withdrawn
Symptom triage that points to the right service, never a diagnosis, and a patient summary shared only with the patient’s consent
The clinic shop: memberships, packages and gift cards bought in the app
Push notifications for reminders, recalls, documents and results
“My data”: the patient’s consents and data requests, and the membership screen
Native iOS and Android apps for patients and staff: in progress, store release pending; today the app installs from the browser

Video consultations (pilot)

Video visits next to the record, on every plan, with a monthly cap of minutes per organisation.

Booked online or at the front desk; the join link opens 30 minutes before
Telemedicine consent once per patient, device check before the call
Waiting room shown on the Flowboard and in the calendar
The visit record next to the call, phone fallback if the video fails
Daily.co or your own Jitsi server; calls are never recorded
300 minutes a month on Cabinet, 1,500 on Clinic, 6,000 on Group; group calls are not built

Messaging and automation

SMS, WhatsApp and email, each patient in their own language, outside quiet hours.

Inbox for patient replies
Templates per event and language
Preferences per patient, channel and category
Recalls from the specialty protocols, with a work list and a recall report
Journeys: pre- and post-visit messages, reactivation, unaccepted plans, with send windows and caps
NPS survey after the visit, with a review link

Assistant

Workflows that draft, while a person reviews before anything is saved or sent. Opt-in per clinic and per workflow.

A dictated note structured into the visit template
Patient summary, with the medication list
Draft of a medical letter or referral
Treatment plan explained for the patient, shown after staff approval
Draft reply to a patient message in the inbox
Ambient note: the visit recorded with the patient’s consent, transcribed and structured (pilot; counts against the assistant runs)
Optional chat on the booking page: answers only from the clinic’s own information, never medical advice
Only allow-listed data without identifiers is sent; included in Clinic and Group, an add-on on Cabinet

Stock and purchasing

From the supplier order to the lot used on a patient.

Stock per location with lots and expiry dates
Automatic consumption per procedure when the visit is signed
Purchase orders received into lots
Low-stock alerts
Stock value and consumption per procedure in the reports

Reports and dashboards

The numbers the owner asks for, without exporting to Excel first.

Revenue by service and practitioner, daily cash report
Appointments by status and practitioner, new patients
Treatment plan conversion, recalls and test turnaround
Outstanding balances by age, cash register report per location
Dashboard filtered by location, with open cash sessions; reports exportable to CSV
Group overview on the Group plan: revenue, appointments, no-shows and memberships per clinic and in total

Treatment plans

From the findings of the visit to the last session invoiced.

Phases, alternatives, discounts and a payment schedule
Proposal as PDF, in the patient’s language
Acceptance in the clinic with a signature or online, by link
Deposit paid online by card
Scheduling and invoicing of accepted items
Progress per plan and conversion in the reports

Patient memberships

Prevention memberships sold to patients: included in Clinic and Group, an add-on on Cabinet.

Plans with included services, category discounts and family members
Monthly or yearly invoices, recurring card payment (Stripe) or a pay link
Reminders after a failed payment at 1, 3 and 7 days
Benefits applied automatically on every invoice, “member price” in plan quotes
Membership screen in the patient app and three reports
Ready-made plans in the dental and internal medicine packs

Clinic shop, packages and vouchers

On every plan: sell at the front desk, in the treatment plan, on the booking page and in the patient app.

Fixed-price packages, with ready-made templates: all-on-4 implants, hygiene and check-up, laser courses, health check-ups
Prepaid memberships with a discount, and membership add-ons (memberships: included in Clinic and Group, an add-on on Cabinet)
Online shop on the booking page and in the patient app
Vouchers and gift cards
Referral programme: every patient has their own code
A message before a package expires; at expiry the unused share becomes credit or is refunded, by your rule
Financing through partners, with instalments and payment-method discounts (pilot): recorded in Clinesto, with no API link to the partner; the clinic itself does not collect instalments online

Occupational health, companies and insurers

Occupational health on the Clinic and Group plans, an add-on on Cabinet; private insurers on every plan.

Employers with their employees, exams booked in batches
Fitness-for-work certificates signed with a qualified electronic signature (pilot, signature provider being confirmed)
Employer portal with the employees’ exams and fitness certificates
Corporate contracts: the employer pays for the employees’ memberships
Private insurers as third-party payers: partner badge on the booking page, pre-approval, invoice to the insurer and the patient’s co-payment
No insurer API: pre-approval is requested by e-mail or through the insurer’s portal

Dental operations

On every plan, with the dental pack: from the dental lab to the patient flying in from abroad.

Dental lab work orders with stages and due dates, and a portal where the partner lab updates its work
Implant registry with lot and position, and an implant passport for the patient, as the MDR requires
Guarantees tied to recalls: the guarantee holds while the patient keeps coming to check-ups, with the certificate in the app
Treatment plan pipeline for the treatment coordinator, from proposal to acceptance
Remote patients (dental tourism): the plan and visit dates on a page in the patient’s language, confirmed by a deposit
Intraoral camera images, filed straight to the patient

Integrations and API

Open by principle: your data goes where you need it.

Online booking widget for your website
CSV export from reports and stock
REST API with scoped tokens per organisation and rate limits
Signed webhooks with retries for appointments, visits, invoices, payments, results, prescriptions and more
Public OpenAPI 3.1 documentation
HL7 v2 result import; accounting export for SmartBill, Saga and Oblio
External PACS archive (Orthanc) with a link to the DICOM viewer, also in the patient app (pilot, set up per clinic)
HL7 orders to analysers over MLLP or a shared folder (pilot, per laboratory); ASTM and serial connections are not built
Dermatoscope and intraoral camera images from a watched folder, an upload or the API, and a mole map with the evolution across visits

Security and compliance

Built for health data, under the GDPR.

Hosted in the EU, encrypted connections
Roles and privileges, with restricted access per record
Two-factor authentication
Single sign-on (SSO) with OpenID Connect on the Group plan: Entra ID, Google Workspace, Keycloak; SAML and SCIM are not built
Audit log of changes and of support staff access
Full data export, retention rules per country
A data processing agreement for every customer

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