01Clinical & patients
Patient history and visit workflows
Keep records and the work around each visit in a clinical workspace.
- Patient records and visit history
- Clinical visits and notes
- Prescriptions and investigations
- Patient portal and visit-feedback options
Portal and feedback access varies by setup.
02Appointments & operations
A clearer view of the clinic day
Follow schedules and appointment flow across configured branches.
- Doctor and room schedules
- Appointments, changes and waiting queues
- Online booking options
- Branch-aware workflows with role-based access
- Clinic activity overview
Public booking availability varies by setup.
03Finance & inventory
Financial and stock workflows
Explore clinic billing and inventory workflows in context.
- Invoices and billing
- Collections and installments
- Expenses and financial activity
- Stock movements, low-stock and near-expiry indicators
04Communication & administration
Connected tools and clinic controls
Ask which optional tools and administration workflows fit your setup.
- WhatsApp communication
- CRM leads, campaigns and loyalty
- Internal team messaging
- Analytics, reports and data exports
- Roles, settings and audit logs
- Text support tickets with Helixtra
Licensing and provider setup vary. Reporting depends on configured data; support response times are not guaranteed.