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Clinic administration: scheduling, staff and forms

The administrative side of your clinic.

Run appointments, rosters, supplies and policies here, and keep clinical records in a system built for them.

Example setup

A three-room physiotherapy clinic

  • Three therapists with 30- and 60-minute services
  • Approved leave blocks bookings automatically
  • Clinical notes stay in the clinic's records system

An illustration of how this could be set up, not a customer story.

Sound familiar?

What usually gets in the way.

  • “Booking takes up your front desk’s day.”
  • “Rosters and leave are handled by message.”
  • “Supplies run out, and policies are hard to find.”

How it helps

What you can do for clinic and healthcare administration

  1. Appointments

    Online booking, with availability from each practitioner's shifts and leave.

  2. Rosters

    Shifts, attendance and leave for your team.

  3. Supplies

    Consumables with reorder levels and purchasing.

  4. Policies and servicing

    Keep procedures on pages, and schedule equipment servicing as tasks.

What it doesn’t do yet

We’d rather you know now, so you can plan around it.

  • Patient records, clinical notes and prescriptions. Do not use the platform for these
  • Insurance claims
  • Taking card payments in Booking

Straight answers

Questions about clinic and healthcare administration

Which apps would we use for clinic and healthcare administration?

Most businesses like this would start with Booking, Human Resources, Forms, Inventory, Documents and Finance. You can turn on only the ones you need.

Is this built only for our industry?

No. Nothing is built for a single industry, so you set up the same apps to suit how you work. This page shows one way to do that.

What isn’t available yet for clinic and healthcare administration?

These aren’t available today: Patient records, clinical notes and prescriptions. Do not use the platform for these. Insurance claims. Taking card payments in Booking.

Can we bring in our existing data?

Yes. Most apps import CSV files, including accounts, customers, products, employees and tasks, and keep a history of each import.

Set this up for your business.

Create your organization and turn on only the apps you need, or tell us about your business first.