Business software for clinics

A clinic's administration is appointments, client contact details and billing. BusinessPilotOS handles that business side in one workspace. It is not a clinical record system.

Appointments and no-shows

A booking calendar shows each appointment and who it is with.

Billing after the visit

Create an invoice from the appointment and record the payment.

Documents with restricted access

Private storage opens files through short-lived links after a permission check, with sensitive categories limited to senior roles.

How a job flows through it

  1. 1Add the client
  2. 2Book the appointment
  3. 3Mark the visit complete
  4. 4Invoice and record payment
  5. 5Follow up overdue balances

Who it suits

Small clinics and private practices that need appointment and billing administration.

What to know before you start

This is not a clinical or medical-records system: no clinical notes, prescriptions, insurance claims or regulated health-record features. Your clinic remains responsible for health-data rules that apply to it.

Frequently asked questions

Can I store clinical notes?

No. Use a specialist clinical system for regulated records.

Does it send appointment reminders?

Automatic reminders are not built yet.

Who can see sensitive documents?

Documents sit in private storage. Sensitive categories are restricted to senior roles and opened through short-lived links after a permission check.