Practice + Group plans

Operations.

Patient bookings, finance, marketing, clinical letters — joined to the same audit log + RBAC + tenant boundary as your compliance core. The full patient lifecycle, end to end.

Bookings

Diaries + rooms + clinicians.

Patient bookings

Setmore by default. Cliniko / Semble / Google Calendar via adapters. Slot availability + appointment creation + cancellation routed uniformly.

Room + equipment

Per-room availability with conflict detection. Equipment booking joined to clinician diary. Equipment maintenance schedule emits Safe + Effective evidence.

Per-clinician diary

Each clinician sees only their own diary by default. Reception sees the full grid. Locum cover marketplace: sickness call-in auto-texts the bank list with the open slot.

Finance

From quote to paid invoice.

Payments via Stripe Connect

Patient payments flow direct to each tenant's connected Stripe account. CliniManage takes an application fee. Stripe Standard or Express, your choice.

Accounting feed

Xero / QuickBooks / Sage adapters. Daily revenue + receivables sync. Engine Room dashboard shows live P&L with plan-versus-actual variance.

BrightPay link

Outbound link from every employee profile to your BrightPay Cloud tenant. Payroll stays in your existing tool; we don't reinvent it.

Lead-to-revenue attribution

Every lead in the pipeline carries its source (quiz, blog, corporate enquiry, etc.). Track conversion + revenue per source to within £1.

Margin tracker

Per-service margin analysis: cost (e.g. Randox panel) versus retail versus computed margin. Inline editing, CSV export, alerts on negative-margin services.

Cash + Stripe pipeline

Live view of Stripe pending balance + outstanding receivables from Xero + cash float. The number that actually matters at the end of each month.

Marketing

Patient lifecycle, every touchpoint tracked.

Email campaigns

MailerLite / Mailchimp / SendGrid via adapters. Per-tenant API keys. Audit log of every send. Draft campaign mode for high-stakes broadcasts (no auto-send of marketing blasts).

WhatsApp broadcast register

Phone numbers from forms + Setmore export, opt-in state per contact. Export the opted-in list to your WhatsApp Business app. Compliant by default — explicit consent required.

Reviews aggregation

Doctify / Google Business / Trustpilot adapters. Recent reviews + rating + sentiment surface to the marketing panel.

Local SEO

Per-clinician brand page with structured-data JSON-LD baked in. Practitioner SERPs Google understands.

Promotional campaigns

Campaign log: every promo, audience, channel mix, results. Lead pipeline filters by campaign so ROI is per-campaign visible.

Lead pipeline

Every form submission lands here automatically: quizzes, blog leads, corporate enquiries, consultant bookings, Setmore enquiries. Kanban board with manager-level visibility.

Clinical

Clinical letters + records + pathology.

Clinical letter composer

Server-side PDF generation. Medesk Google Sheet patient autocomplete. HMAC-signed secure download link emailed to the GP. Audit trail of every send.

Pathology + Randox catalogue

Per-tenant Randox catalogue with cost-versus-retail margin tracking. TDL catalogue with 130+ curated tests + tiered markup + £29 floor + paediatric cutoff.

Patient records lite

In-house records for clinics without an EMIS / SystmOne. For those with a PMS, we integrate via the patient-records adapter — never replace.

One platform. The whole operation.

Bookings, finance, marketing, clinical — joined to your compliance core through the same evidence stream + RBAC + audit log.