Clinic360: patient records, appointments, payments
The industry solution for clinics: patient files, appointment calendar and payment management in one app.
Tabs#
Clinic360: Home, Patients, Appointments, Payments.
Patient records#
- Every patient is a numbered file: identity and contact details, notes and history.
- The patient page combines appointment history, payments, files (test results, consent forms) and the activity feed.
Appointments#
- An appointment record: patient + date/time + branch or specialist + status (Planned, Arrived, No-show, Cancelled).
- The Today's Appointments section on the home page is the control panel of the daily flow.
- Set up automatic tasks or reminder flows for no-shows.
Payments#
- Payment records link to the patient: amount, date, method.
- The Pending Payments list on the home page shows open balances.
Clinic management#
KPI cards show daily appointments, new patients and payment totals. Reports track occupancy, no-show rate and revenue per specialist.
Enabling it and the package#
Clinic360 is enabled from the Marketplace as an industry solution (250 € per month, per organization). Click its card and press Enable: there is no install, download or waiting, the app opens within seconds. The price is per organization rather than per user, and billing is annual (see Pricing).
Where does it appear once enabled?
| Where | What you see |
|---|---|
| App launcher | A Clinic360 tile in the grid menu at the top left; this is how you move between apps |
| Tab bar | Home, Accounts, Contacts, Tasks, Calendar, Patients, Appointments, Payments, Files, Reports, Dashboards |
| App home page | Today Panel, Object Inventory, Watch List and the Add-on Settings card |
| Objects | The Patient, Appointment and Payment objects open up. In the Object Manager you can add your own fields and picklists to them |
| Reports and dashboards | The new objects join the object list in the Report Builder, and standard reports and dashboards open from the app's last tabs |
| Automation | The flow canvas, scheduled flows, validation and assignment rules can now select these objects |
| Search, data and access | The new objects appear in global search results, in import and export screens and in the sharing rules list |
| Page layouts | This app's home page joins the list under Setup > Page Layouts: you can hide sections or reorder them |
| Settings | Managed from the Add-on Settings card on the home page (specialties, appointment types, working hours). |
| Privacy | Patient files carry special-category data: keep the org-wide default Private and open access through profiles and sharing rules |
What happens if you turn it off?
Turning it off is also one click in the Marketplace. Tabs, records, report and search results disappear, and object pickers are filtered too, so the team cannot accidentally pick an object from a disabled app. Data is not deleted, it goes to sleep: when you enable the app again every record comes back exactly as you left it.