FyzioPlan Try it free

Help

Short guides to each part of FyzioPlan. On any screen, the question mark button in the top bar opens help for that screen.

Getting started

  • Getting started with FyzioPlan

    What to set up first so you can book patients and take payments.

  • Clinic settings

    Services, rooms, working hours, record templates, integrity and your account.

  • Team and roles

    Who may do what in the clinic, changing roles, removing members, transferring ownership and invitations.

  • FyzioPlan subscription

    Solo and Clinic plans, card payments, subscription invoices and what happens when a payment fails.

Daily work

  • Calendar

    Appointments by therapist or room, creating, moving, series and finding a free slot.

  • Waiting list

    Patients waiting for an earlier appointment, acute substitutes and automatic offers of cancelled appointments.

  • Patients

    Patient list, search, duplicates, archiving and the patient card timeline.

  • Patient account

    Patients sign in with an e-mail code, request a link with their record, reception confirms it and patients then manage their appointments.

  • Messages with patients

    A patient with a linked account writes to the clinic, the reception or a therapist handles it on the Messages screen and the patient sees the reply after signing in.

  • Clinical records

    Visit records, signing, correction by a new version, episodes of care and referrals.

  • Report to the general practitioner

    Prepare a report for the GP from an episode, sign it and send it via a secure link or hand over a printed copy – always only with the patient’s consent.

  • Referral watch

    Referral deadlines at risk and missed, offering the remaining sessions and recall after an episode.

  • No-show prevention

    Risk score from the visit history, attendance confirmation, deposit for online bookings, no-show fee and waivers.

  • Exercise library

    Your own exercises with photos and videos, patient programs and sending via a secure link.

  • GDPR and consents

    Privacy notice, patient consents, access overview and export for the patient.

Money

  • Payments

    Taking payment for visits, QR payment, refunds, debtors and payment settings.

  • Closing

    Daily cash register closing: cash and terminal card payments, checking and closing the day.

  • Debtors and reminders

    Overview of patients past the due date, reminders with a QR payment and payments not collected.

  • Invoices

    Invoice from a paid payment, number series, PDF, sending by email and credit note.

  • Buyers

    Companies, institutions and employee benefit funds as invoice buyers, details from ARES.

  • Bank

    Statement import or Fio connection, matching by variable symbol and confirmation.

  • For the accountant

    Monthly accounting package: payments as CSV, invoices as PDF and ISDOC, summaries.

  • Passes and gift cards

    Pass templates, selling to a patient, redeeming on payment and gift cards.

Online and messaging

  • Online booking

    The clinic booking page, booking rules, approval and prepayment.

  • Appearance and public profile

    Clinic logo, colour and public contact on the booking page, in the widget, in e-mails and on documents.

  • Embed on website

    Booking widget code for your website, guides for site builders, QR and verification.

  • Notifications

    SMS and email rules for patients, templates, conditions and delivery log.

  • Automations

    The master switch, the message after a no-show, waitlist fill, payment reminders and the automation run log.

Data

  • Reports

    Utilisation, no-shows and cancellations, patient retention, revenue per hour and location comparison for a period.

  • Data import

    Bring over patients and visit history from another system or a spreadsheet (Excel, CSV).

  • Clinic data export

    A complete clinic export for the owner: data as JSON and records as PDF.

Try FyzioPlan in your practice

Calendar, patient records, payments and online booking in one place. Try the demo or start for real.

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