The whole platform, around one patient record.

ClinyPal is seven areas working from the same record: the calendar, video visits, the chart, billing, messaging, AI and the running of the practice. Each has its own page that goes deep; this one shows how they fit together.

Every feature on every plan 30 days free, everything unlocked No card needed
MFMia FosterOne recordSchedulingbooks her visitsTelehealthsees her by videoRecords & imagingholds her chartBillingbills each visitMessagingkeeps her postedAIdrafts and explainsPracticekeeps it secure
Thu, Jun 11Main StDayWeekCHCarter HallOCOlivia CookPSPriya Shah9 AM10 AM11 AM12 PM1 PM2 PMNoah BrooksFollow-upAva MartinInitial assessmentBooked onlineEmma WrightInitial assessmentFreed · offered tothe waitlistHenry ColeChloe BennettVideo visitDaniel ReyesSports massageMia FosterInitial assessmentAppointment movedLet Mia know she’ll now see Olivia Cook?NotifyShe’ll get an email or text

The calendar runs itself.

Patients book your live availability online, confirmations and reminders go out on their own, canceled slots are offered to your waitlist, and recalls bring people back. Every practitioner and every site in one calendar, with double bookings blocked.

Mia Foster14:22PATIENT⚠ Penicillin · HighAsthmaConditionIbuprofen 400 mgTwice dailyBP 118/76Vitals · Jun 11Carter HallHere’s the swellingPrivate linkAFTER THE CALL, ON MIA’S RECORDVisit marked CompletedChat kept with the visitPhoto of the swelling.jpgSaved to Documents · Telehealth

A video visit is just a link.

Patients join from a personal link in their browser, with nothing to install. You see their allergies, medications and vitals beside the call. Send forms and sketch while you talk, record verbal consent, and everything shared lands on their record. Nothing is recorded.

Mia FosterPenicillinAllergy · HighFollow-up noteLocked · Jun 11Shoulder X-rayDICOM · Jun 4Referral letterLetter · Jun 2Intake formCompleted · Jun 9BP 118/76Vitals · Jun 11Only her clinical teamEvery view logged

The record everything writes into.

Notes from your own templates that lock once completed, clinical history with allergies and vitals, forms and consents patients fill in online, body charts, documents, and letters from your templates. X-rays, MRI and CT scans open right in the record. Each role sees only what it should, and every view is logged.

BBright PTAccountMia FosterMain St · June 2026Jun 11INV-1042Assessment, tape, tax106.68Jun 11CardTaken at the desk− 66.68Jun 12Payment linkPaid online− 40.00BalanceUSD 0.00PAIDJUN 12, 2026Prices lockedat issue, Jun 11Synced to your booksQuickBooks, Xero or Zoho Books

Money that follows the appointment.

Invoices raised from the visit with prices locked at issue time, payments paid by link or recorded at the desk, split and refunded cleanly when life happens, plus patient credit, products and tax rules on the same ledger. Nothing is ever silently deleted.

BBright PTAutomatic · Wed 7:04 AMReminder: see you tomorrow at12:00 PM at Main St.Mia repliedThanks, see you then!Staff · Thu, Jun 11 · 1:05 PMPay your balance of USD 40.00:clinypal.com/pay/7Kq…Automatic · Fri 10:00 AMHow is the shoulder today, Mia?Book your follow-up any time.Recall · Thu, Jul 23Hi Mia, you’re due for your6-week review with Carter Hall.Text messageYou’re booked: Thu, Jun 11Mon, Jun 8 · 3:12 PMOnlineInitial assessment with Carter Hallat Main St, 11:00 AM.Add to calendarMFMia FosterEvery message, on her recordReminderText · AutomaticDeliveredThanks, see you then!Reply from MiaNewAppointment changedText · Olivia CookDeliveredYou’re booked: Thu, Jun 11Email · Online bookingDelivered

Every message, on the patient’s record.

Confirmations, reminders, follow-ups, recalls, broadcasts and one-off texts by text and email. You see the cost before a text goes out, each patient’s preferences are respected, and every message is kept on their record.

1ClinyPal does the mathApplied to invoicesUSD 19,860Health score68 of 100Audience214 patients+2092AI writes the wordsDraft · broadcast emailto: no visit in 90+ daysHi {Preferred Name}, it’s been a while since yourlast visit. We’d love to see you back at{Business Name}. Call us at {Phone}.Needs reviewApprove3You approve it

It drafts. You decide.

Templates and message wording drafted from a description, and your report figures explained in a sentence. Every draft waits for your team to check it before it’s used. It never makes up a number and never reads your patients’ notes.

Signed inTWO-STEP CODE482 913PasskeysRole accessEncryptedAudit logTrusted devicesLogin lockoutGoogle / Microsoft

The business side, kept honest.

Roles decide who sees what. Each site keeps its own hours, fees, time zone and online booking switch under one account. 29 reports cover money, appointments, patients, your team and compliance. Passkeys, two-step sign-in and a full audit history guard all of it.

All seven areas. Every plan. One trial.

30 days with everything unlocked, no credit card. Bring your patients, appointments and history in with the import tool (CSV, HL7 or FHIR) during your trial. If anything doesn’t map, our team helps.

No card required · no setup fee

  • Every feature on every plan
  • Import from CSV, HL7 or FHIR
  • Cancel anytime, export your data

Features

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