the toolkit

pick what your clinic needs

Each tool switches on by itself, so you can start with the one that fixes today’s headache and add more when you’re ready.

On the floor

Keep patients, labs, records and clients moving through the day.

Patient follow-ups with an owner, from the first call to the record.

Every pending lab, visible from submission to result.

Know who’s coming through the door, and how sick they are, before they get there.

Records requests with an upload link, a status and someone to file them.

Online appointment requests and client messages, with no app or account for owners.

Consent forms, handouts and online forms, filled in and ready to print or send.

Train people, review the work and look after the team.

Role-based training plans, skill sign-offs, onboarding and tests, so every new hire learns it your way.

Record reviews that celebrate good work, coach what to fix and catch missed charges.

Build the week, handle time off and swaps, and publish when it’s ready.

Shoutouts for the good work that usually goes unsaid.

The logs, supplies and upkeep that keep the building running.

A controlled substance ledger that would make a DEA inspector smile.

“We’re out of 22g catheters” — captured, assigned, ordered, done.

Because nobody remembers when the autoclave was last serviced.

The clinic’s shared brain for everything that isn’t an appointment.

Short, game-style practice for the things people need to know.

Tell us how your clinic runs today and we’ll suggest the tools that fit.