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
Appointments
Online booking, with availability from each practitioner's shifts and leave.
Rosters
Shifts, attendance and leave for your team.
Supplies
Consumables with reorder levels and purchasing.
Policies and servicing
Keep procedures on pages, and schedule equipment servicing as tasks.
The apps
The apps you’d use, working together.
Booking
Appointments, and a full front desk for hotels and other lodging.
Human Resources
Employees, departments, positions, shifts, attendance and leave.
Forms
Public forms, e-signatures, PDF filling and sealed evidence.
Inventory
Stock items, categories, locations and movements.
Documents
Knowledge pages, files, comments, PDF markup and page budgets.
Finance
Ledger, invoices, bills, payments, bank, tax, periods and statements.
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.
Similar
Businesses that use similar apps
Set this up for your business.
Create your organization and turn on only the apps you need, or tell us about your business first.