For clinic operations

Produce the same report the same way, every time.

Published templates and connected systems replace copying values between documents. The structure stays the same no matter who prepares the report.

Clinic operations workflow

How each report is prepared.

What every report reuses

  • Published template version
  • Sections and source mappings
  • Layout
  • Cover page, letterhead, and appendices

  1. Reuse published templates

    Start each report from a published template version. Sections, source mappings, and layout stay consistent across clinicians and locations.

  2. Reuse clinic materials

    Cover pages, letterhead, and appendices are attached to the template once and applied to every report generated from it.

  3. Monitor integration status

    See which systems are connected, still pending, or need to be reconnected before a report depends on them.

  4. Import files when there is no API

    Upload assessment PDFs and CSV exports from systems without an API, and assign each file to the right patient.

Review

Consistent preparation, physiotherapist approval.

Templates and integrations keep the preparation repeatable. A physiotherapist still reviews the source values and approves every report before it is downloaded or delivered.

Other roles

Physiotherapists →Owners & admins →How it works →