One patient card
Identity details, history, treatment, images, payments and notes sit on the same card. You don’t need to look in three places to see one patient.
41 plan features + 8 core modules
Every feature in Clineo works on the same patient record: a note written on the appointment shows up in the exam, and a treatment added in the exam shows up in billing.
Manage every doctor's calendar in one view.
Clineo SoftBuild the treatment plan step by step and track the status of each step.
Clineo SoftTrack clinic performance with simple, clear indicators.
Clineo SoftGather documents, X-rays and clinical media on the patient card.
Clineo SoftAdd it to your phone’s home screen; it opens like an app with the same screens.
Clineo SoftOnline payment is currently unavailable; you record payments on the patient card.
Clineo SoftCreate consent templates and digital signature flows specific to your clinic.
Clineo SoftSend tomorrow's reminders by SMS in one click; patients confirm or cancel.
Clineo SoftGive foreign-currency quotes in their own currency.
Clineo SoftIssue e-invoices and e-archive invoices from Clineo through your integrator.
Clineo SoftKeep your clinic’s own work instructions in the knowledge base.
Clineo SoftAutomatic backup every night; a second copy is kept off the server.
Clineo SoftOpen a support request from the dashboard; support is free.
Clineo SoftEasily share treatment and care content with patients.
Clineo SoftVideo call your patient from the browser with one link. No installation, no content stored.
Clineo SmartRead the ID card from the camera and fill in name, national ID number and date of birth automatically. The ID number never leaves the server.
Clineo SmartTell Neo and it goes on the dental chart. Without taking off your gloves, approved and traceable.
Clineo SmartPsychologist session notes are confidential by role; closed to the team, in line with client privacy.
Clineo SmartAdminister scales such as PHQ-9 and GAD-7; the score is automatic and results are followed on a chart.
Clineo SmartTrack income, expenses, payments, invoices and payment plans.
Clineo SmartFollow lab work with delivery dates and statuses.
Clineo SmartControl stock levels, movements and critical products.
Clineo SmartSee patients with a balance, with allergies or long absent in ready-made lists.
Clineo SmartPrepare form and survey flows specific to your clinic.
Clineo SmartList unfinished treatment plans and patients who have not come back.
Clineo SmartReduce lost time with pre-appointment confirmation steps.
Clineo SmartSend patients a survey after the visit and collect feedback in one place.
Clineo SmartTrack patient satisfaction and feedback regularly.
Clineo SmartSystematically recall patients due for a check-up.
Clineo SmartPatients leave their preferred day and time; you approve or decline.
Clineo SmartRecord expenses by category and see the period total.
Clineo SmartCreate performance and commission calculations with three different methods.
Clineo SmartManage the ÜTS connection for medical device notification processes.
Clineo SmartYour internal systems read patient, appointment and treatment data with an API key, read-only.
Clineo EnterpriseSend patient, appointment and payment events to your automation platform by webhook.
Clineo EnterpriseLimit account access to allowed networks.
Clineo EnterpriseUpload patient education content specific to your organization.
Clineo EnterpriseServe patient links on your own domain.
Coming soonRecognise the calling patient on the Clineo screen when a call comes in.
Clineo SoftA priority point of contact for enterprise needs.
Clineo EnterpriseCustom management reports designed around your needs.
Clineo EnterpriseReminders go out with your own SMS sender name; the patient’s number is verified with a single code.
Every planThe patient scans the QR, their appointment becomes “arrived” and the doctor gets a notification.
Every planSessions, clinical notes, goals, scales and homework in the same client file.
Every planPrescriptions from the drug catalogue, consultation notes; printouts with stamp and signature fields.
Every planX-rays on the patient card; images from the device are transferred automatically.
Every planProducts and lots are linked to the treatment; in and out by QR code.
Clineo SmartTasks, internal messaging and personal notes; team work stays in the clinic.
Every planFive ready-made roles; read, write or full access per module.
Every planPatients see their own appointments, payments and X-rays through a personal link.
Every planModules that work together
From patient registration to payment, each step feeds the next; the team works on the same up-to-date data.
Online booking, calls, check-in and new patient registration.
Examination, notes, media, treatment plan and consent.
Invoices, payments, instalments, expenses and collections.
Reminders, surveys, education, recall and reporting.
Definition
The name changes from product to product, but the job described is the same: gathering the clinic’s information in one place.
Patient management software is software that keeps the information of every patient who comes to the clinic digitally and links it to appointments, treatment, payments and reporting. Its aim is to end the scatter: you stop writing the same patient separately into a notebook, Excel and WhatsApp.
Clinic tracking software, patient management software and clinic management software mostly describe the same thing on the market. The real difference is not the name but the scope: some products only offer appointments and a patient card, others also cover finance, stock and team management. Clineo is in the second group — all 41 modules above are part of the same system. A single-doctor practice and a multi-doctor polyclinic use the same infrastructure; only the modules that open change.
Identity details, history, treatment, images, payments and notes sit on the same card. You don’t need to look in three places to see one patient.
The appointment links to the patient card, and a marked treatment goes onto the balance. You never enter the same thing twice.
No program is installed on the clinic’s computer. You sign in from the browser and open the same screen on your phone.
What it means day to day
The module list looks long. In the clinic’s day it comes down to these six areas.
an agenda in doctor columns; see free time and open the appointment on the same screen
patient history, documents and images on one card; no hunting for old files
tomorrow's appointments are listed and ready; send the SMS in one click
payments, outstanding balances and expenses on the same screen; who paid what never gets lost
today's revenue, appointment count and work per doctor at a glance
patients due for a check-up are listed; you send the recall one by one or in bulk
When deciding
Six questions to ask before a demo. We’ve written the answers for Clineo too — where we’re good and where we’re not.
A dental chart, session notes and diet tracking may not exist in the same product. Clineo opens separate screens for 18 specialties; see the list on the Specialties page.
Health data is sensitive. Backups and the separation of roles and permissions should be asked about before buying. We describe our side on the Security page.
A single-doctor practice and a three-chair clinic don’t need the same thing. Permissions should be module-based so the assistant doesn’t see the finance screen.
Migrating records from Excel or a notebook is a separate job. We explain how it goes in the article moving from Excel to clinic software.
Let’s be honest here: Clineo does not send data to MBYS and does not issue e-SMM receipts. If these two points are decisive for you, ask before deciding. We explain the topic itself in the MBYS guide.
Clineo is billed yearly; there is no monthly payment option. You can try it free for 14 days before deciding.
FAQ
Can’t find your answer? Open the demo and try it yourself. If you get stuck, the user guide is at hand.
Open the demoLet’s look together
Open the demo and try it with your own specialty and team. Your account opens right away, free for 14 days.