Software  /  Medical, dental and physio clinics

Clinic platform

Scheduling, patient records, intake forms and billing in one platform, under your clinic’s brand.

Try your brand colour
Sample data · interactive demo
app.codema.ai/today

Today at the clinic

Tue Oct 13 · 3 practitioners in
Search…
Waiting room
+ Book appointment
AM
Appointments today
42
6 open slots
Checked in
11
3 waiting now
No-shows this week
4
-2 vs last week
Billed today
$6,840
+8%
Dr. ShahPhysio
Dr. OkaforDental
Dr. LindGP
09:00
Ella NovakInitial assessment
Leo ParkCleaning
Mia RossFollow-up
09:30
Omar HaddadKnee rehab
Iris LamCheck-up
10:00
Noah BellFilling
10:30
Ava ChenFollow-up
Lucas DiazConsult
11:00
Zoe WardX-ray review

Waiting room

3 waiting
EN
Ella Novak
Arrived 08:52 · Dr. Shah
Checked in
LP
Leo Park
Arrived 08:58 · Dr. Okafor
MR
Mia Ross
Arrived 09:01 · Dr. Lind
Checked in
Room utilization72%

Click around: book an open slot, check a patient in with code 5101, collect a balance, or open the patient app. Screens with a lock are shown in a live demo.

Inside the platform

Every screen, your brand

A complete platform for medical, dental and physio clinics. Pre-built, customized to your practice, branded as yours and owned by you. Names and figures below are fictional sample data.

Try your brand colour
01 / 05

Day view

Every practitioner’s day side by side, with the waiting room live.

  • Columns per practitioner
  • Who has arrived and who is waiting
  • Room utilization
Sample data
app.codema.ai/today

Today at the clinic

Tue Oct 13 · 3 practitioners in
Search…
Waiting room
+ Book appointment
AM
Appointments today
42
6 open slots
Checked in
11
3 waiting now
No-shows this week
4
-2 vs last week
Billed today
$6,840
+8%
Dr. ShahPhysio
Dr. OkaforDental
Dr. LindGP
09:00
Ella NovakInitial assessment
Leo ParkCleaning
Mia RossFollow-up
09:30
Omar HaddadKnee rehab
Iris LamCheck-up
10:00
Noah BellFilling
10:30
Ava ChenFollow-up
Lucas DiazConsult
11:00
Zoe WardX-ray review

Waiting room

3 waiting
EN
Ella Novak
Arrived 08:52 · Dr. Shah
Checked in
LP
Leo Park
Arrived 08:58 · Dr. Okafor
MR
Mia Ross
Arrived 09:01 · Dr. Lind
Checked in
Room utilization72%
02 / 05

Patient records

Profiles with treatment plans, visit notes and balances.

  • Treatment plan progress
  • Visit notes timeline
  • Allergies and key details up front
Sample data
app.codema.ai/patients

Patients

2,184 patient records
Search…
+ New patient
AM
PatientLast visitPractitionerBalance
EN
Ella NovakDOB 1988 · #P-2291
TodayDr. Shah$0
OH
Omar HaddadDOB 1975 · #P-1840
Oct 6Dr. Shah
IL
Iris LamDOB 1992 · #P-2017
Sep 29Dr. Lind$0
NB
Noah BellDOB 2001 · #P-2410
Sep 21Dr. Okafor$0
AC
Ava ChenDOB 1969 · #P-0932
Sep 14Dr. Lind

Ella Novak

#P-2291
OverviewNotesFiles
AllergiesPenicillin
PrimaryDr. Shah
PlanLower back, 6 sessions
Sessions3 of 6
Treatment plan50%
Visit notes
Session 3 · TodayMobility improved, add core work
Session 2 · Oct 6Pain 4/10, home exercises given
Initial assessment · Sep 29Lower back strain
03 / 05

Intake forms

Patients complete forms before they arrive.

  • Custom form builder
  • Consent captured digitally
  • Status per patient with reminders
Sample data
app.codema.ai/forms

Intake forms

Sent before every first visit
Search…
Templates
+ New form
AM

New patient intake

Preview
Ella Novak
Apr 3, 1988
On file
Lower back pain after lifting, about two weeks
NonePain reliefOther
I consent to treatment
I agree to the privacy policy

Form status

This week
EN
Ella Novak
New patient intake
Completed
LP
Leo Park
Dental history
ZW
Zoe Ward
New patient intake
Completed
LD
Lucas Diaz
Consent form
Not started
Send reminders
04 / 05

Billing and claims

Invoices and insurance claims in one list.

  • Patient and insurer billing
  • Claim status tracking
  • Overdue follow-up
Sample data
app.codema.ai/billing

Billing

Invoices and insurance claims
Search…
Export
+ New invoice
AM
Invoiced this month
$84,210
+5%
Insurance pending
$12,480
38 claims
Paid by patients
$41,900
This month
Overdue
$3,260
14 invoices
InvoicePatientServiceInsurerAmountStatus
INV-3310Ella NovakPhysio sessionSample Health Co.$95.00Paid
INV-3309Omar HaddadKnee rehabExample Mutual$110.00
INV-3308Leo ParkCleaning—$140.00Paid
INV-3307Ava ChenFollow-upSample Health Co.$65.00Rejected
INV-3306Noah BellFilling—$220.00
05 / 05

Patient app

Patients book visits and follow their home program.

  • Online booking by practitioner
  • Appointment reminders
  • Home exercise checklists
Sample data

Hi, Ella

Your care at a glance

Next appointmentThu 15 · 10:30
Dr. Shah · Physiotherapy
Add to calendar

Home exercises

3 today
Cat-cow stretch2 × 10
Bird dog3 × 8
Glute bridge3 × 12
Powered by codema.

Book a visit

Choose a practitioner and time

Physiotherapy

Dr. Shah
Wed 14Thu 15Fri 16
09:0010:3011:0014:0015:3016:00
DS
Follow-up session
45 min · $95
Confirm 10:30
Powered by codema.

Features

What it handles

Typical modules for a clinic platform. Every feature can be adapted to your business.
Example features

Scheduling

  • Practitioner calendars
  • Online booking
  • Waitlist for cancellations

Patients

  • Patient records
  • Treatment plans
  • Visit notes and files

Intake

  • Digital intake forms
  • Consent capture
  • Pre-visit reminders

Billing

  • Invoices and receipts
  • Insurance claims
  • Payment plans

Communication

  • SMS and email reminders
  • Recall campaigns
  • Secure messaging

Insights

  • Utilization
  • No-show tracking
  • Revenue by service

Patient journey

From booking to follow-up

Every step your patients take runs through your platform, under your brand.

01

Book

Online booking.

  • Choose practitioner and time
  • Intake forms sent
  • Reminder before visit
02

Arrive

Quick check-in.

  • Check-in code
  • Forms already done
  • Waiting room status
03

Treat

Notes and plans.

  • Treatment plans
  • Visit notes
  • Home exercises in the app
04

Follow up

Stay on track.

  • Recall reminders
  • Insurance receipts
  • Balances paid online

Brand it yourself

See it with your brand

Upload your logo, type your name and pick your colour. The dashboard and patient app update live, and the demo above uses your brand too.

Your brand

Logo
No logo yet

PNG, JPG or SVG. Your logo is read in your browser and never uploaded. It is saved only on this device.

Brand colour

Button text switches to white automatically for readability.

Theme

Like it? Let’s launch yours

Talk about your platform

Integrations

Connects to what you use

Typical integration categories. We connect the providers you already work with.

Payments

Cards, pre-authorized debit and payouts.

Insurance

Direct billing to insurers.

Email and SMS

Reminders and recalls.

Accounting

Export to your accounting software.

Make it yours

Customize. Brand. Launch

The clinic platform is pre-built. We shape it around your business and launch it under your name.

01

Customize

We adapt features, workflows and screens to the way your business runs.

02

Brand

Your logo, colours and domain throughout, for your staff and your customers.

03

Launch

Your platform goes live as yours, hosted by you or by us.

Speed to launch

Launch in 2 weeks

A typical plan for a standard setup. Custom features or large data migrations can add time, and we’ll tell you upfront.

  1. Days 1–2

    Kickoff and brand

    We confirm your workflows, then apply your logo, colours and domain.

  2. Days 3–6

    Configure

    Services, pricing, staff roles, forms and notifications set up for how you work.

  3. Days 7–9

    Data import

    Clients, records and schedules brought over from your spreadsheets or current system.

  4. Days 10–12

    Training

    Short sessions with your team, plus a test run before anything goes live.

  5. Day 14

    Launch

    You go live on your own brand, with us on hand for the first weeks.

Cost calculator

Own it vs rent it

Compare per-user software fees with one flat monthly licence. Change the numbers to match your team.

Over
Per-user software$0
Codema Example price$0
Difference$0

Codema figure uses an example licence of $500 per month for illustration only, not a quote. Setup, hosting choices and custom work are discussed on a call.

Built for Canadian businesses

Clinic management software for Canadian clinics

Medical, dental and physio clinics need scheduling, intake, patient records and billing that fit how the front desk actually works. Codema builds that platform under your clinic’s brand, and because you own the database you decide where patient data is hosted.

See all platforms · Why own your software

Frequently asked questions

Where is patient data stored?

In your database. You can host the platform yourself or have us host it, and we’ll walk through your privacy obligations, such as PIPEDA and provincial health privacy rules, during setup.

Can patients fill in intake forms before they arrive?

Yes. Patients get forms and consents ahead of the visit, and answers land in their record.

Does it work for more than one practitioner type?

Yes. Physicians, dentists, hygienists and physiotherapists can each have their own calendars, appointment types and notes templates.

Do we own the software?

Yes. You own the code and the database. You can host it yourself or have us host it.

How long does setup take?

A standard setup typically takes about two weeks, from kickoff to launch. Custom features can add time.

Founding clients

Be one of our first clients

We’re taking on a small group of founding clients. You get founding-client pricing and priority support, and a direct say in what we build next for your industry.

Ownership and pricing

Yours to own. Simple to run

You own the code and the database. One monthly licence, no per-user fees, and your choice of hosting.

Pricing

One monthly licence.

A small monthly licensing fee compared to typical per-user SaaS. No per-user fees as your team and customers grow.

  • You own the code and database
  • No per-user or per-seat fees
  • Predictable as you grow
Ask for pricing
Option 1

Host it yourself

Run the platform on your own infrastructure, with full control over servers and data.

Option 2

We host it for you

We run it on Codema’s own database and servers, with different hosting options to suit you.

Launch your clinic platform

Tell us about your business and we’ll show you the clinic platform.

Talk about this platform