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Secretaries, PAs & practice managers
For practice teams
For medical secretaries, PAs and practice managers: one inbox, one diary across every site, approvals in one queue and a clear view of the money.
7 things prepared
Waiting in Approvals
01 — Secretaries & PAs
Letters, results, referrals, enquiries and replies in one place, each one tagged to a patient and a person.
Everything in one inbox
Tasks with owners and due dates
Book across every site and calendar
02 — Working with your consultant
Draft the letter, the invoice or the reply, and send it to Approvals. Your consultant approves on their phone; you see it go.
A shared approvals queue
Clear roles for doctors, secretaries and billing
Who did what, logged
03 — Practice managers
Sites, clinicians, money and growth side by side, with a monthly report you can hand straight to the partners.
Multi-site and multi-clinician
Key numbers and aged debt
A monthly report in one click
Roles & permissions
Everything for their own patients, approvals on the go.
Diary, inbox, letters and tasks for the consultants they support.
Invoices, claims and payments, without clinical notes.
Every site and clinician, reports and settings.
Outside billing teams with access to money only.
A cut-down menu for people who only need the basics.
A 30-minute demo, set up around your specialty and your clinics.