For owners & admins
Set up the clinic once: systems, roles, branding, and templates.
Owners and admins decide where report data comes from, who can approve reports, how the PDF looks, and which template version is in use.
Owners & admins workflow
What you set up for the team.
Configured once, applied to every report
- Systems
- Connection status for each vendor
- Roles
- Membership, separate from the approval designation
- Branding
- Name, logo, letterhead, covers, and appendices
- Templates
- The published version the team generates from
Connect clinic systems
Connect supported practice, form, and testing systems with the credentials each vendor requires, and see whether each connection is working. Cliniko is in beta; other systems list their status on the integrations page.
Manage roles
Review clinic membership and roles. Your administrative role is separate from the physiotherapist designation that allows report approval.
Set PDF branding
Add the clinic name, logo, contact details, letterhead, cover pages, and appendices used on every generated PDF.
Publish template versions
Build report templates from allow-listed source fields, clinician inputs, charts, and tables, then publish a version for the team to generate from.
Alerts
Slack alerts without patient data.
Connect the Orvexa AI Slack app, pick a channel, and choose which events post: form submitted, report finished, report failed, or integration sync failed. Messages never include patient names, answers, or report content.