Practice management software

Manage patient care, marketing and operations from a single, streamlined solution

It’s the staff-friendly software that makes managing your clinic simple and intuitive

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Manage calendars efficiently

Each staff member has quick access and a personalized calendar view to easily book, track and manage their schedule.

Keep your finger on the pulse of every aspect of your business and make data-driven decisions with comprehensive reporting tools displayed on highly visual dashboards.

Track every task and keep the team happy with a staff-focused mobile app. Evaluate team productivity and identify areas of improvement.

Keep the pipeline flowing and expanding by managing every touchpoint of patient engagement, sales and retention.

Centralized calendars & scheduling

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Streamline your calendar and stay on schedule

Centralize and manage your staffing, resources and tasks in a single shared calendar that each staffer can personalize to suit their needs. Designed specifically for aesthetic and elective clinics, this user-friendly solution boosts operational efficiency by automating appointments and other notifications, freeing staff to redirect their focus to patient care.

  • Conflict checker reserves rooms, equipment and resources without overbooking
  • Customizable individual provider schedules

  • Block scheduling

  • Waitlist management

  • Online group booking and family booking

  • Automated reminders
    Centralized check-in, checkout and billing

  • Sync with Outlook and smartphones

Gain insights with reporting

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Knowledge is power

Access a wealth of information on every aspect of your practice through reporting and analytics. Gain valuable insights, identify key trends and pinpoint opportunities for improvement. Schedule regular reporting or run them as needed for on-the-fly insights. All the information you need for informed decision-making is at your fingertips, accessible from any device.

Utilize dashboards and reports for all aspects of your business:

  • Sales, opportunities and pipeline
  • Inventory
  • Clients, memberships and referrals
  • Performance
  • Financial and accounting
  • Business analysis
  • Productivity, staff and tasks

Incentivize & motivate staff

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Track staff performance in real time

Keep your team motivated and on track with a range of staff productivity tools. Set individual and team goals and monitor performance against your success metrics. Keep both staff and clinic running smoothly with digital to-do lists and check results across your business.

Manage finances effectively

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Maximize and analyze sales flow

Get paid faster and open up new revenue streams with sales and inventory modules that automate your processes. From a simple product sale to complex series tracking, you’ll keep your revenue cycle simple, streamlined and accurate with these and other features:

  • Coupons, discounts and online gift cards
  • Mobile payment, card on file and on-account payments
  • Purchase orders, prepaid tracking and deposits
  • Integrated payments

Ensure the financial vitality of your clinic through streamlined and automated processes that reduce time, errors and stress. Comprehensive tools, from estimates to analytics, help you keep a close eye on the bottom line. Key financial module features include:

  • Quoting
  • Billing
  • Payments
  • Conversions
  • Commissions
  • Reporting

Effortlessly manage on-site payments with a debit/credit card reader and card-on-file feature. Enhance the patient payment experience through the convenience of secure text-to-pay in our PCI-compliant system.

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