Get started
App handbook

Business apps

Every live business app — 39 of them — with what it is for, the demo profile it is best tried as, the screen it opens on and the permission a person needs to open it. Each name leads to the app’s own page and its steps.

  • AdLeadCaptureGive each ad campaign a lead form and route every lead to the nearest branch.Best tried as: Business developmentOpens at Business › Ad Lead Capture /ad-leadsNeeds adlead.read
  • AdmitLineFollow every advised admission until the patient is in a bed.Best tried as: Business developmentOpens at Business › Admissions /admissionsNeeds admitline.read
  • AttendancePunchMatch punches to the rota and settle the exceptions.Best tried as: Business developmentOpens at Business › Attendance /attendanceNeeds attendance.read
  • BundleDeskSell one package across departments and split its price between the doctors who deliver it.Best tried as: Business developmentOpens at Business › Bundles /bundlesNeeds bundle.read
  • CampaignHQSend campaigns to consented patients and track bookings.Best tried as: MarketingOpens at Business › Campaigns /campaignsNeeds campaign.read
  • CapexPlanPlan big equipment purchases from proposal to approval.Best tried as: Business developmentOpens at Business › Capital Plan /capexNeeds capex.read
  • CashlessSLATime every cashless approval against what the TPA promised, and chase the late ones.Best tried as: Business developmentOpens at Business › Cashless clocks /cashlessNeeds cashless.read
  • CMETrackerKeep CME credits and certificates against your council’s own figure.Best tried as: Business developmentOpens at Business › CME Credits /cmeNeeds cme.read
  • CorpDeskBill companies for their employees’ visits.Best tried as: Business developmentOpens at Business › Corporate /corporateNeeds corporate.read
  • CrossCareMove a patient to another branch, and see what arrived with them.Best tried as: Business developmentOpens at Clinical › Branch Transfers /transfersNeeds crosscare.read
  • Data ImportBring patients and dues in from your old system.Best tried as: Business developmentOpens at Business › Data Import /importNeeds import.read
  • Doctor PayoutsWork out and pay each doctor’s revenue share.Best tried as: Business developmentOpens at Business › Doctor payouts /payoutsNeeds payout.read
  • ExpenseDeskRecord expenses with photos of the receipts.Best tried as: Business developmentOpens at Business › Petty Cash /expensesNeeds expense.read
  • FieldRepRouteWork a field rep’s day: route, check-ins, orders, payments and stock.Best tried as: Business developmentOpens at Business › Field Rep Route /field-routeNeeds fieldvisit.manage
  • FrontBooksThe month’s money: collections and expenses.Best tried as: Business developmentOpens at Business › Books /booksNeeds book.read
  • GivingDeskKeep donors and campaigns, receipt each gift in your own wording and say thank you.Best tried as: Business developmentOpens at Business › Donors & gifts /givingNeeds giving.read
  • HiringHire from opening to offer to day one.Best tried as: HR managerOpens at Business › Hiring /hiringNeeds hiring.read
  • InsureVaultTrack the clinic’s own insurance policies and claims.Best tried as: Business developmentOpens at Business › Insurance /insuranceNeeds insurance.read
  • LabNetworkBill hospitals, clinics and franchise centres for lab tests, on credit.Best tried as: Business developmentOpens at Business › Lab Network /lab-networkNeeds labnet.read
  • LeadDeskTurn enquiries into booked consultations.Best tried as: Business developmentOpens at Business › Enquiries /leadsNeeds lead.read
  • LeakageWatchSee patients advised a test, admission or operation who never had it, and call them.Best tried as: Business developmentOpens at Business › Leakage Watch /leakageNeeds leakage.read
  • MailDeskRead and answer your own email here.Best tried as: Business developmentOpens at Business › Mail /mailNeeds mail.use
  • MemberCareSell membership plans and track what’s used.Best tried as: Business developmentOpens at Business › Memberships /membershipsNeeds membership.read
  • OptomDeskRun the optical counter: frames, lenses, lab orders.Best tried as: OptometristOpens at Business › Optical /optomNeeds optical.read
  • PartnerDeskKeep the facilitator agreements and what each one was paid.Best tried as: Business developmentOpens at Business › Facilitators /facilitatorsNeeds partner.read
  • PartnerHospitalsKeep each partner hospital’s agreement, commissions and what it still owes.Best tried as: Business developmentOpens at Business › Partner hospitals /partner-hospitalsNeeds phospital.read
  • PayrollTurn the month’s attendance into payslips and pay them.Best tried as: Business developmentOpens at Business › Payroll /payrollNeeds payroll.read
  • ReferralNetTrack referring doctors and report back to them.Best tried as: Business developmentOpens at Business › Referrals /referralsNeeds referral.read
  • RepGeoTrackSee where reps checked in and out today, taken only at those two taps.Best tried as: Business developmentOpens at Business › Rep Check-ins /field-mapNeeds fieldvisit.read
  • Review InboxAll your reviews in one place, answered.Best tried as: Business developmentOpens at Business › Review replies /reputationNeeds reputation.read
  • ReviewMagnetAsk happy patients for Google reviews.Best tried as: Business developmentOpens at Business › Reviews /reviewsNeeds review.read
  • Sales & ReferralsTrack field visits to referring doctors and the revenue they bring.Best tried as: Business developmentOpens at Business › Sales & Referrals /field-boardNeeds fieldvisit.read
  • ShiftPulseSee who on the rota is running on empty, from hours and nights worked.Best tried as: Business developmentOpens at Business › Shift Pulse /shift-pulseNeeds shiftpulse.own
  • SiteFrontYour clinic’s web page, at your own address.Best tried as: Business developmentWorks inside Business › Public Page /siteNeeds site.read
  • StaffDeskStaff duty rota, leave and certificates.Best tried as: Business developmentOpens at Business › Rota /staffNeeds rota.read
  • Team TasksAssign work with due dates and escalation.Best tried as: Business developmentOpens at Business › Team Tasks /team-tasksNeeds teamtask.read
  • TrainingMatrixTrack staff certificates and their expiry dates.Best tried as: Business developmentOpens at Business › Training /trainingNeeds training.read
  • WhiteLabelPut your hospital’s name, logo and colours on the product and the patient app.Best tried as: Business developmentOpens at Business › White Label /our-brandNeeds whitelabel.read
Browse the store