Clinic treatment series and packages

See the plan, visits and remaining balance over time

Build a series, schedule visits, track usage, payments and the next treatment step.

The demo maps configuration, permissions and integrations to the way your business operates.

What changes in the work

Keep the visit plan together

See usage and balance

Change one visit safely

Plan the next appointment

The challenge

A treatment series may last weeks or months. Without a shared view of visits, entitlement and payment, staff cannot see what remains.

The product in action

Keep information connected before and after treatment

The screens illustrate the path from sending a document for signature to keeping the approved booking and its context available to the team.

01

Keep the visit plan together

02

See usage and balance

03

Change one visit safely

04

Plan the next appointment

A code-built interactive illustration with sample data only. It is not a customer screenshot.

One connected workflow

From the first request to management visibility

01

Create the series

02

Approve and pay

03

Schedule visits

04

Use and review

05

Complete or continue

Before implementation

Map the real operation before configuring the platform.

This exposes rules, exceptions and connections that need review before a transition can be planned safely.

  1. 01Appointment types and service duration
  2. 02Roles and information-access permissions
  3. 03Forms, consents and pre-treatment information
  4. 04Treatment series, follow-ups and next steps

Questions worth checking

Before choosing a platform

Are all visits booked in advance?

The fit review covers scheduling, staff permissions, forms and follow-up workflows. Sensitive and professional requirements are confirmed with the product team before implementation.

How is one appointment changed?

The fit review covers scheduling, staff permissions, forms and follow-up workflows. Sensitive and professional requirements are confirmed with the product team before implementation.

How is the remaining balance shown?

The fit review covers scheduling, staff permissions, forms and follow-up workflows. Sensitive and professional requirements are confirmed with the product team before implementation.

What happens when the series is extended?

The fit review covers scheduling, staff permissions, forms and follow-up workflows. Sensitive and professional requirements are confirmed with the product team before implementation.

Clinic treatment series and packages

Want to see how this workflow could fit your business?

Book a demo