Platform Capability

90+ Features Across 9 Capability Areas

One plan. Every feature included. No feature gates, no modular add-ons, no cut-down versions.

01

Client Management & CRM

Full client profiles — health goals, tags, service packages, custom fields
Client onboarding wizard with automated task assignment
Secure document vault — consent forms, test results, photos
Before/after photo comparison with treatment history timeline
Personalised client portal with custom dashboard
Client communication log — full history of all interactions
Client tagging, segmentation, and lifecycle tracking
Lead management pipeline — capture, qualify, convert

02

Appointments & Scheduling

Visual drag-and-drop calendar with colour-coded appointment types
Room and equipment resource management — prevent double-booking
Automated email and SMS appointment reminders
Online public booking page for client self-service (24/7)
Google Calendar two-way sync
Appointment types, durations, and availability windows
Recurring appointment scheduling and waitlist management
Cancellation tracking with automated follow-up

03

Clinical & Treatment Tools

Treatment session wizard — consultation → treatment → post-care → review
Injection mapping with visual anatomical face and body diagrams
Digital medical questionnaires and intake forms with conditional logic
Consent form builder with e-signing and timestamped audit trail
Prescription management and clinical product tracking
Clinical notes with AI voice-to-text transcription
Medical history with allergy and contraindication alerts
Batch and product traceability — injectable lot numbers linked to patient records
AI-powered symptom intelligence and clinical assessments
Adverse event recording linked directly to CQC risk register

★ NEW

Governance Audit Framework

18 dedicated audit types — fridge temperature, infection control, medicines management, emergency drug audit, fire drills, incident audit, PPE sign-off, and more
CQC-ready audit schedule — assign, schedule, and track all governance audits in one place
Evidence capture per audit — attach documents, photos, and sign-off
Automated overdue alerts and re-audit scheduling
Real-time compliance dashboard — complete, outstanding, or overdue at a glance
Audit history and version trail — every audit timestamped and retained
Regulatory mapping — each audit type linked to the relevant CQC regulation
AI Audit Builder — generate audit frameworks from CQC standards automatically
Import legacy audit records for continuity of evidence

05

Compliance & Governance (CQC)

CQC Single Assessment Framework alignment — maps to all five key questions
Risk register with ISO 31000-aligned lifecycle states
Hazard register mapped to CQC Regulation 12
SOP management with version control
Staff training matrix — mandatory training tracked by role
Incident reporting with root cause analysis and corrective action tracking
Complaints management with investigation workflow
Document control — version history, approval workflow, archive management
Staff policy acknowledgement with digital sign-off audit trail
AI-assisted compliance document analysis and gap identification
CQC inspection readiness dashboard — single view of compliance status
DBS record tracking and renewal alerts

06

Training & LMS Repository

Built-in LMS — video modules, questionnaires, and competency assessments
Staff training assigned by role with automated renewal reminders
All completions timestamped and stored against each staff record
CQC-ready training evidence generated in seconds
Training gap analysis — instantly identify overdue or non-compliant staff
Publish and licence proprietary training content to your clinic portfolio
Content categories: mandatory compliance, clinical skills, safeguarding, infection control
Assessment scores and competency records stored permanently for inspection

07

AI-Powered Intelligence

AI health trend analysis with personalised patient recommendations
AI risk assessment suggestions from incident and audit data
Genetic report generation with 12-step healthspan visualisations
PROM questionnaire analysis with trend tracking
Voice-to-text transcription for clinical notes
AI-assisted compliance document analysis — identify gaps against CQC standards
AI Audit Builder — generate governance audit frameworks from regulatory standards
AI meal plan generation linked to patient health goals
Echo-style AI query interface for clinical and operational decisions

08

Communication & Engagement

Secure in-app messaging between staff and clients
SMS broadcasts and targeted appointment reminders (Twilio-powered)
Email templates with dynamic personalisation placeholders
Video consultations with AI transcription and post-call notes
Patient portal messaging with read receipts and message history
Broadcast messaging to segmented client groups
Automated post-treatment follow-up and review requests

09

Analytics, Wellness & Reports

Business intelligence dashboard — KPI tracking, appointment fill rate, revenue trends
Client growth, treatment popularity, and revenue charts
Healthspan reports and genetic visualisations (12-step methodology)
PROM questionnaires and outcome tracking over time
Nutrition management with AI meal plan generation
Health goals with gamification, points, streaks, and achievement badges
Scheduled automated report generation with PDF export
Staff performance reporting — consultations, treatments, conversion
Compliance and governance reporting for CQC submission