Updates
Product updates
From the Beyond Clinic team: shipped improvements, bigger bets, and guidance so your clinic knows what’s new and how to get value fast.
- Patient chart: billing, insurance, comms, consents, meds, procedures & audit — one longitudinal record
Your clinicians should not re-search the chart every time the conversation shifts from clinical to money to messaging. Beyond Clinic’s chart is built for continuity: dedicated tabs share the same patient identity, permissions, and audit trail so the story of care stays coherent.
- Clinic setup wizard: brand, catalog, roles, compliance, integrations & Luna — one guided path to go-live
New software fails when onboarding is 47 scattered screens. Beyond Clinic’s setup portal walks your team through identity, what you sell, who can sign in, how you comply, which channels connect, and how Luna behaves — in order, with the same permissions as production.
- Leads & pipeline: real stages, full history, conversion — plus webhooks that land beside reception
Demand is too valuable to live in personal inboxes. Model the funnel your clinic actually runs, record every stage change, convert qualified leads into patients without duplicate charts, and let landing pages post inbound events into the same system your front desk uses to book.
- Luna + social hub: one inbox, real campaigns, Meta & WhatsApp — with AI you can trust
Stop losing DMs between three apps. Beyond Clinic gives your clinic a single social workspace inside the same login as scheduling and billing — plus Luna to draft replies, respect quotas, and leave an audit trail your compliance officer can actually read.
- Finance portal: invoices, payments, insurance, and dashboards owners open on Monday morning
Give your clinic a money desk that matches how cash actually moves: invoices at the chair, quick card capture, payer directories, claims intake, and manager views that answer “how did last week look?” without exporting five spreadsheets.
- Inventory & catalog: products, stock movements, POs, vendors & branch pricing — accountable supply chain
Shrinkage and “mystery usage” eat margin. Beyond Clinic gives managers dashboards, SKU discipline, audited stock movements, purchase orders, vendor contracts, and branch-aware pricing — tied back to services so clinical consumption can be explained, not hand-waved.
- Procedure workflows: versioned templates, patient runs, SLAs & My Queue — lightweight BPM inside your EMR
Multi-step care paths should not live on sticky notes. Publish workflow templates, attach them to services, then run per-patient steps with timers, sign-offs, and overdue sweeps — so charge capture and clinical compliance stay aligned without exporting to a separate BPM tool.
- Scheduling & reception: calendar truth, live queue, walk-ins, invoices & shifts around one patient record
Friday afternoon is the test: chairs full, phones ringing, payments waiting. Beyond Clinic ties the schedule to rooms, waitlists, reception boards, quick pay, and shift open/close — so the calendar is not a pretty picture disconnected from cash and the chart.
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Schedules, charts, and pipeline — in one workspace.
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