Healthcare providers
Review and approve
Select patients, confirm source values, complete clinical inputs, and approve the finished PDF.
- Select the patient
- Check source values
- Add clinical input
- Approve and download
For clinics
One reporting workflow, clear responsibilities.
Owners configure, healthcare providers approve, and operations staff reuse the same templates. Each role only sees the actions it needs.
Owners & admins
Configure the system
Connect clinic accounts, manage roles, set branding, and publish report templates.
- Connect clinic systems
- Manage roles
- Set PDF branding
- Publish templates
Clinic operations
Repeat the process
Use consistent templates and integration status to reduce manual assembly across reports.
- Reuse published templates
- Reuse clinic materials
- Monitor integration status
- Import files when there is no API