Healthcare & Wellness Business
Type: Multidisciplinary wellness clinic (physiotherapy, massage therapy, nutrition, wellness coaching)
Location: Mississauga, Ontario
Team Size: 8–12 (clinic owner, therapists, admin, part-time support staff)
Client Base: 2,000+ patients (recurring and new clients)
Challenges:
> Disconnected booking, billing, and follow-up tools
> Paper-based intake forms and client notes
> Manual HST invoicing and accounting
> No centralized patient communication or CRM
Cloud ERP Implementation
Online Booking & Calendar
- Patients self-book appointments online
- Therapist availability synced with Google Calendar
- Automatic confirmation, reminders, and rescheduling
Result: Reduced no-shows and fewer admin hours spent on scheduling
CRM for Patient Management
- Stores complete patient profiles: contact info, appointment history, preferences
- Tracks communication touchpoints for follow-ups and reactivations
- Segments patients by therapy type, visit frequency, and wellness goals
Result: +20% increase in repeat visits through targeted follow-ups
Forms & Intake Management
- Paperless intake forms (with e-signature support)
- COVID screening, consent forms, and health histories stored digitally
- Custom-built form flow for patient assessment and SOAP notes
Result: Faster intake process, centralized data storage for audits
Billing & Accounting
- CRA-compliant HST invoicing
- Accepts credit cards and e-transfers
- Tracks outstanding balances and sends automated payment reminders
- Bank feed sync with RBC and TD Bank
Result: 30% faster monthly reconciliation, better cash flow visibility
Email & SMS Communication
- Regular health tips, appointment reminders, newsletters
- CASL-compliant subscription forms
- Internal team chat (Cliq) for therapist communication and updates
Result: Improved patient engagement and team coordination
HR & Scheduling
- Tracks therapist schedules, time off, and working hours
- Streamlined payroll exports
- Onboarding and training management
Result: Fewer scheduling conflicts and centralized staff records
Ready to transform your Business?
Manage appointments, billing, inventory, and compliance — all in one secure, integrated platform. HIPAA Compliant. Contact us today !
