Clinics

Operations and billing system for clinics

Appointments by doctor and room, staff schedules, supplies and billing, all in one place. OpsPilot covers the day-to-day running of a clinic: scheduling, stock, payments and balances. Patient clinical records are a separate and sensitive scope, discussed case by case.

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Common problems

What clinics run into, and how the system helps

Each problem on the left maps to a practical capability on the right. Nothing here is a promise of savings or revenue.

Appointments are tracked in a notebook or chat messages.

A schedule by doctor and room shows what is booked, done and free, and which appointments need confirming.

Staff duty schedules and attendance are kept separately.

Duty schedules and attendance sit in the same system as the appointment schedule.

Supplies run low without warning.

Clinic supplies and equipment are tracked, with low items flagged for reordering.

Unpaid balances are hard to follow up.

Payments are recorded per account, with outstanding balances and how long they have been open.

Sample dashboard

What a clinic owner could see each day

An illustrative dashboard with sample data. Your own version is configured around your business and agreed in writing before work begins.

Clinic operations

Today · all rooms

Illustrative dashboardSample data

Appointments today

42

18 completed

Patients waiting

5

in the waiting area

Doctors on duty

6

2 on break

Collections

₱38,600

Today

Unpaid balances

₱92,400

14 accounts

Low supplies

3

items to reorder

Scheduled vs completed · 8 weeks

0100200300W1W2W3W4W5W6W7W8
  • Scheduled (dashed)
  • Completed
  • appointments per week · sample data
View chart data as a table
Scheduled and Completed, sample data
WeekScheduledCompleted
W1210196
W2224208
W3198186
W4236220
W5250236
W6242228
W7260246
W8248238

Appointments by doctor

  • Done
  • In progress
  • Upcoming

Today's schedule

TimeDoctorVisitStatus
9:00 AMDoctor AConsultationCompleted
10:30 AMDoctor BFollow-upCompleted
12:00 PMDoctor ACheck-upIn progress
1:30 PMDoctor CConsultationScheduled
2:00 PMDoctor BFollow-upTo confirm

Items needing attention

  • ReorderSupplies running low3 items below reorder level
  • UnpaidBalances past 30 days2 accounts need follow-up
  • To confirmAppointments to confirm5 for tomorrow
  • ScheduleDoctor C gap, 2–3 PMOpen slot can be offered

Billing by visit type

Recent activity

  1. Appointment completed · Doctor B
  2. Payment recorded · ₱1,200
  3. Supplies reorder flagged · Gloves
  4. Appointment confirmed · tomorrow 9:00 AM

Illustrative dashboardSample dataPhilippine pesos

What you can run in OpsPilot

Typical setup for clinics. You can start with one module and add others later; additional modules are quoted separately.

  • Appointment schedule by doctor and room
  • Staff duty schedules and attendance
  • Clinic supplies and equipment stock
  • Billing, payments and balances
  • Daily and monthly summaries

Typical modules

  • Attendance & payroll prep
  • Inventory & equipment
  • Bookings & crews
  • Billing & collections
  • Dashboards

Patient clinical records are sensitive and are a separate scope, discussed case by case.

How a project works

  1. UnderstandWe walk through how your business actually runs.
  2. DefineWe agree the scope in writing: modules, roles, reports.
  3. Build & pilotWe build, then test with realistic scenarios.
  4. Launch & supportStaff are trained and support is defined in your agreement.
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FAQ

Questions from clinics

Does it store patient medical records?

Not as part of the standard scope. The standard modules cover scheduling, staff, supplies and billing. Clinical records are sensitive and carry privacy obligations, so we would discuss them separately before agreeing anything, and we make no compliance claims.

Can patients book online?

Not as a standard feature. Appointments are entered by your team. If you want something different, we can discuss it during scoping.

Is there a working example?

We have a dashboard example with sample data that shows how a clinic’s schedule, supplies and billing could look. It is illustrative and not a deployment at a client’s clinic.

Other industries

Let’s set up OpsPilot for your clinic.

Tell us how your day runs. We will follow up to arrange a demo or workflow consultation.

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