For owners & admins
Set up the clinic once: systems, roles, branding, and templates.
Owners and admins decide where report data comes from, who can approve reports, how the PDF looks, and which templates the team can use.
Owners & admins workflow
What you set up for the team.
Configured once, applied to every report
- Systems
- Connection status for each vendor
- Roles
- Membership, separate from the approval designation
- Branding
- Name, logo, letterhead, covers, and appendices
- Templates
- Published templates, with earlier versions you can restore
Connect clinic systems
Connect supported practice, form, and testing systems with the credentials each vendor requires, and see whether each connection is working. Cliniko is in beta; other systems list their status on the integrations page.
Manage roles
Review clinic membership and roles. Your administrative role is separate from the healthcare provider designation that allows report approval.
Set PDF branding
Add the clinic name, logo, contact details, letterhead, cover pages, and appendices used on every generated PDF.
Publish templates
Build report templates from allow-listed source fields, clinician inputs, charts, and tables, then publish them for the team to generate from. Earlier versions can be restored from History.
Alerts
Slack alerts are coming soon.
Slack Marketplace approval is still in progress, so clinics cannot install the Orvexa AI app yet. When it ships, an owner or admin will pick a channel and choose which events post. Messages will not include patient names, answers, or report content.