Calendar
- Calendar by staff member and clinic, keeping your team and rooms fully organised;
- Daily, weekly, monthly and agenda views, for complete, flexible control;
- Urgent slot option, so appointments can be brought forward whenever a slot becomes available;
- Colour assigned to each staff member, for quick, intuitive identification;
- Linked to invoicing, for a faster, error-free process;
- Working hours and days configurable per staff member, adapting to each team's reality;
- Calendar sync with other calendars (Google Calendar, Outlook and Apple Calendar).

Clinical Record
- Collect information before the appointment with custom forms, sent as a link by email, SMS or WhatsApp.
- Select the patient to be seen straight from the appointment list, streamlining the workflow;
- Instant display of the patient's identification details and clinical history, for more personalised care;
- Full medical history (anamnesis) recording, making structured collection of clinical information easier;
- Physical examination with measurements and observations recorded, ensuring detailed follow-up;
- Attachments can be added during the appointment, keeping all information in one place;
- Odontogram, Bodychart, Facechart and Footchart, for precise visual recording and diagnostic support;

Patients
- Portuguese Citizen Card (Cartão de Cidadão) reading, for quick, error-free registration;
- Detailed record with all the patient's information, centralised and easy to access;
- History of past and upcoming appointments, ensuring complete follow-up;
- Associated conditions can be recorded, for a more complete and accurate clinical record;
- Tracking of completed and pending treatment packages, making treatment management and follow-up easier;
- Clinical history lookup, ensuring continuity and quality of care;
- Analysis of the patient's current account, with full control over payments and outstanding amounts;

Staff
- Working days and hours set for each professional;
- Flexible schedules can be created for staff working as external service providers;
- Commissions per appointment or treatment, making pay management easier;
- Colour assigned to each staff member, for better visual organisation;
- Absence recording with the reason;
- Consulting room assignment, optimising use of space;
- Automatic emails with the next day's appointments;

Video Consultation
- Video consultations linked to the patient's appointment;
- Automatic generation of a unique link to the virtual room;
- Link sent to the patient by email;
- Simple access to the consultation, with no complex installation required;
- Session time control, allowing access according to the scheduled date and time;
- Secure, private environment, with an individual link for each consultation.

Invoicing
- Invoice straight from the calendar, avoiding duplicated work;
- Invoiced treatments shown directly in the calendar;
- Automatic calculation of appointment and treatment amounts, according to the patient's or insurer's coverage;
- Staff linked to invoices, for automatic commission allocation;
- Coverage set up in advance by health insurance agreement, treatment, appointment or test;
- Advance invoicing, so services can be charged in advance and payment is guaranteed;
- Payments via Pay by Link, making collection easier and improving the patient experience;

Subscriptions
- Simple, automated subscription processing, making recurring payments easier to manage;
- Automatic invoicing of selected subscriptions, reducing manual tasks;
- Batch document printing, saving administrative time;
- Direct debit payment option, simplifying collection;
- Management of payment references sent by SMS, making collection easier;
- Bank file export for sending to the bank, with details of invoiced subscriptions;
- Import of bank files with direct debit information, for efficient reconciliation;

Classes
- Class registration with the staff member and location, for clear organisation of activities;
- Specific timetables for each class, making management and planning easier;
- Registration of the patients enrolled in each time slot, ensuring full control of participants;
- Control of available places, for efficient capacity management;
- Attendance recording, essential for subscription control and follow-up;
- Communication with students by email or SMS, strengthening contact and organisation;
- Comprehensive management reports, for analysis and informed decision-making;

CRM
- Automatic SMS on the patient's birthday, strengthening the relationship and loyalty;
- Personalised communications based on last appointment, age group or treatment received;
- Campaigns with discount vouchers, encouraging new bookings;
- Different SMS templates, tailored to each type of communication;
- Message sending history with credit balance, ensuring full control;
- Campaign analysis with sales results, so you can optimise your strategies;

GDPR
- Quick search for patient-related information, ensuring efficient access to data;
- Patient anonymisation, ensuring compliance with the right to be forgotten;
- Logging of all GDPR-related actions, ensuring full traceability;
- SMS consent requests, making legal compliance easier;
- Complete history of operations, ensuring transparency and control;
- Creation and management of consents and declarations, simply and in an organised way;

Stock
- Inventory management and opening stock setup, ensuring tight control from day one;
- Complete recording of product movements, ensuring full traceability;
- Classification by families and sub-families, for clear, structured organisation;
- Control of stock receipts and issues, avoiding shortages and overstocking;
- Serial number management, ideal for products that need individual tracking;

Try clínicas for free
Create your account on the clínicas sign-up page and get a trial licence ready to use within minutes.
You can try the software for 15 days, at no cost.
