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365Clinic New
Clinic management that drafts the notes for you.
Booking, intake, exams, bloodwork, AI-drafted notes, follow-up and patient reports, all inside your clinic's own Microsoft 365. Less typing, more patients.
The problem
Sound familiar?
Booking and intake typed in twice
Follow-ups that slip through
Lab results scattered across inboxes
How it works
One path, from booking to billing.
- BookOnline booking
- IntakeDigital forms
- ConsultExams and bloodwork
- AI draftNotes and summary
- ReviewClinician approves
- Follow-upReminders and tasks
- Billing prepVisit data ready
Features
Everything a clinic visit needs, in one place.
Booking and intake
Bookings and digital intake forms feed straight into the client record.
Exams and assessments
Physical examination and assessment records for each visit.
Bloodwork
Lab results uploaded and kept with the client record. Direct lab connections are on the roadmap.
Consult notes
With client consent, consults can be recorded and transcribed for the note.
AI-drafted notes
AI drafts notes, summaries and suggested next steps for the clinician to review.
Generated reports
Client reports generated from the visit data, ready to share.
Tasks and follow-up
Follow-ups, reminders and staff hand-offs tracked in one place.
Billing preparation
Visit data organised so billing is ready to go.
A workspace for each client
Each client gets their own secure workspace in your Microsoft 365.
Clinician in control
The AI drafts. The clinician decides.
365Clinic uses AI as a drafting assistant, not a decision maker. Every AI-drafted note, summary and suggestion is shown as a draft. The clinician edits and approves it before it becomes part of the record.
- Drafts are clearly marked as drafts
- Nothing is saved to the record without clinician approval
- Edits are kept with the note
- AI suggestions are suggestions, never diagnoses
Your data, your tenant
Client records stay in your clinic's Microsoft 365.
365Clinic is set up in your clinic's own Microsoft 365, not in a vendor database. You control who has access, and your IT provider can see and manage everything.
Your access controls
Staff see only what their role allows, using your Microsoft accounts.
Your environment
Records live in your SharePoint, in your tenant.
Consent recorded
Consent for consult recording is captured before recording starts.
Activity history
Changes to records are kept in the item history.
Launch clinic
Built with a Calgary longevity clinic
365Clinic launched with a Calgary longevity clinic, covering bookings, intake, physical exams, bloodwork, notes, AI summaries and generated client reports. We'll share early results from this launch clinic soon.
Getting started
Live in four steps.
- Assessment of how your clinic runs today
- Set-up in your Microsoft 365
- Training for clinicians and front desk
- Go-live, with support from our team
FAQ
Clinic questions.
What Microsoft 365 licences do we need?
Most clinics already have what they need. We'll check your licences in the assessment and tell you if anything extra is needed for features like AI notes.
Can we move from our current system?
We'll look at what you use today and plan what to bring across during the assessment.
Does it connect to labs?
Today, lab results are uploaded to the client record. Direct lab connections are on the roadmap.
Is 365Clinic certified for health privacy laws?
We don't make certification claims. 365Clinic runs in your own Microsoft 365, under your access controls. Talk to your privacy officer about your obligations, and we'll walk them through how it works.
How is it priced?
A fixed set-up price, with optional ongoing support. We'll quote after the assessment.
Less typing, more patients.
Book a 30-minute clinic demo. We'll show you a visit from booking to approved note.
Press it, or book a demo instead.