How it works
One clear process from booking to follow-up.
Appointments, clinical work, billing and patient follow-up stay connected. Repeated tasks can be automated, while clinicians remain responsible for care decisions.
How work moves through the clinic
Four connected steps show how a patient moves from booking to follow-up.
Schedule
Patient books or is booked in by a receptionist. The calendar checks room, therapist and branch availability. Reminders can go out via SMS, email or WhatsApp once a messaging provider is connected.
- Online self-booking with availability
- Multi-branch and multi-therapist calendar
- Reminders and waitlist when configured
- Room and equipment conflict checks
Treat
The clinician opens the appointment and sees the patient record for that visit — history, care plans, consents and patient-app data. AI Copilot can draft SOAP notes when enabled; clinicians still review and sign.
- AI Copilot can draft SOAP notes when enabled
- Patient app data on the same visit record
- E-consents and care plans linked to the visit
- Clinical fields, measurements and photos in one place
Bill
When an appointment is completed, Medical Core can create the invoice using the price set for that patient and service. Online payment, discounts and staff commission can stay with the same visit record.
- Auto-generated invoice on appointment completion
- Multi-currency support (GBP, EUR, USD, NOK, more)
- Stripe online payment capture built in
- Commission and payout tracking for therapists
Analyse
CMS reports show appointments, room use, revenue, no-shows and follow-up work. The figures come from activity recorded by the clinic.
- Revenue, occupancy and LTV in the CMS
- Per-branch and per-clinician performance
- No-show and cancellation trends
- Care-gap and follow-up queues when configured
Onboarding
A clear 7-day or 14-day onboarding plan
A focused clinic can use the 7-day plan. Multi-site clinics, larger imports and custom integrations use the 14-day plan. Final timing depends on the clinic's data, training and integration needs.
Discover & configure
- Dedicated onboarding manager assigned
- Clinic profile, branches and team configured
- Core workflows and pricing rules agreed
- Launch track confirmed from real requirements
Import & train
- Patient records and history imported
- Staff trained on their specific workflows
- Patient apps configured per specialty
- Test run with realistic appointments
Simple-clinic go-live
- Focused clinics go live for real patients
- Onboarding manager available during launch
- Issues resolved with the implementation team
- Reminders and automations activated
Complex-solution validation
- Multi-site rules and integrations validated
- Large migrations and permissions checked
- Scenario testing completed with each team
- Supported organisation-wide go-live
What's included in every onboarding
Guided setup, staff training and an agreed support plan are included.
Dedicated onboarding manager
One named person guides you through every step.
Data migration
We import your existing patient records, no manual re-entry.
Staff training
Live training sessions tailored to each role in your clinic.
Custom workflow setup
We configure rules, automations and templates for your exact care model.
Integrations setup
Payment gateway and email first. SMS and WhatsApp when your messaging provider is connected.
7 or 14-day launch track
A focused track for simple clinics and a structured track for complex solutions.
Full documentation
Role-based help docs and video walkthroughs for your whole team.
30-day check-in
We review real usage data with you and optimise workflows after the first month.
Choose the right onboarding track
Tell us about your clinic and we will recommend the right setup and onboarding plan.