A front-desk operating system for busy clinics

Your front desk, finally in one place.

Practico brings appointments, client information, insurance workflows, follow-ups and everyday clinic operations into one clear workspace. Built for independent RMT, physiotherapy and allied-health clinics.

Early pilot for Ontario clinics · We'd like to understand how your clinic works today

One front desk, too many workflows

Running the front desk shouldn't mean juggling seven systems.

A calendar here, the phone there, paper forms, an insurer portal, invoices and a pile of voicemails — each handled separately, each easy to drop on a busy afternoon.

  • Phone calls
  • Appointments
  • Client forms
  • Insurance portals
  • Invoices
  • Voicemails
  • Follow-ups

Practico is the operational layer that brings them together.

One clear place for the front desk to see what needs attention next.

Front desk operations

Know what needs attention before it becomes a problem.

One timeline shows who has arrived, who is next, whose intake or insurance information is incomplete, and which balances and follow-ups are still open — so nothing depends on someone remembering.

Front desk · Today

Tuesday, 12 August · Bloor St. clinic

Live view
  1. 2:00 PM
    SW

    Sarah Wong

    RMT · John Chen

    ArrivedInsurance info complete
  2. 2:30 PM
    DL

    David Lee

    Physio · Amrit Kaur

    Intake incompleteSun Life info on file
  3. 3:00 PM
    KC

    Kelly Chan

    First visit · RMT · John Chen

    First visitInsurance info missing
  4. 3:30 PM
    MB

    Marcus Bell

    Chiro · Dr. Ova

    Checked inBalance due · $40

Needs attention

  • Insurance info missing1 client
  • Intake incomplete1 client
  • Outstanding balance$40
  • Missed calls to return3

Statuses reflect information entered by your team. Practico organizes it — it does not confirm insurer eligibility automatically.

One connected record

One record follows the entire visit.

From the first call to the follow-up, every step reads and writes to the same client and appointment record — bookings, intake, insurance notes and billing follow-ups stay together for RMT, physiotherapy and allied-health visits alike.

  1. Capture the request and keep it connected to the client and appointment workflow — whether it arrives by phone or at the front desk.

Insurance work queue

Keep insurance work from falling through the cracks.

Practico organizes insurance-related work — even before direct insurer integrations are available — so your team always knows what is ready, what is waiting, and what needs a follow-up.

6Ready to submit3Missing information5Submitted2Needs follow-up21Completed
  • SW

    Sarah Wong · GreenShield

    $120 · therapeutic massage

    Ready to submit
  • DL

    David Lee · Sun Life

    Missing policy information

    Missing information
  • AC

    Amy Chen · Canada Life

    Awaiting reconciliation

    Submitted
  • RP

    Raj Patel · Manulife

    Resubmit with corrected date

    Needs follow-up

Insurer names are shown as client-entered benefit information. Practico has no direct API connection to insurers — connected workflows are on our roadmap.

Step 1 · Prepare

Practico organizes the details

Client, benefit notes, service code, amount and receipt are pulled together from the appointment record.

Step 2 · Submit

Your team completes the insurer step

Staff finish the claim in the appropriate insurer portal — the way they do today.

Step 3 · Track

The result is recorded in Practico

Status and payment outcome are logged against the client so nothing is lost.

Designed to support increasingly connected insurer workflows as Practico grows.

Calls & voicemail

A missed call doesn't have to mean missed business.

Turn every voicemail into an actionable front-desk task instead of another message someone has to remember. Your team decides what happens next.

  • Missed calls and voicemails land in one shared inbox, not on a sticky note.
  • Transcripts make it easy to see what a caller needs at a glance.
  • Staff choose to call back, text, or rebook — nothing is sent automatically.
Missed callToday · 10:42 AM

416-555-0182

Unknown number · 1 voicemail

MC

Possible match: Michelle Chan

Fri 3:00 PM · E. Patel · Physiotherapy

AI-assisted transcription

"Hi, this is Michelle. I was hoping to move my massage appointment from Friday to Saturday afternoon if you have anything open. Thanks!"

AI-generated transcription may contain errors.

Client recovery

Know who hasn't come back.

Practico helps your team spot clients who may be due to return based on their typical visit interval, so follow-up does not depend on someone remembering.

41
Due for follow-up
18
Contacted
9
Rebooked
14
No action yet

Follow-up pipeline shown with sample data.

Clients due for follow-up

41 this month
  • SW

    Sarah Wong

    Last visit 37 days agoTypical interval 21 days

  • JL

    Jason Lee

    Last visit 64 days agoTypical interval 28 days

  • DR

    Dana Roy

    Last visit 52 days agoTypical interval 30 days

Suggestions are based on visit history only, never on clinical or medical judgment.

Daily clinic visibility

Open the day already knowing what needs your attention.

A calm manager view that answers one question — what needs attention today — without burying it under vanity metrics.

Today

Tuesday, 12 August

47

Appointments

6

Available slots

$640

Outstanding balances

8

Insurance tasks

3

Missed calls to follow up

This month

Rolling 30 days · sample data

68%

Returning clients

41

Clients due for follow-up

Core capabilities

Everything the front desk touches, in one workspace.

Capabilities are at different stages as we shape Practico with pilot clinics — the focus is operational visibility, not another long feature checklist.

Appointment & practitioner scheduling
Client profiles
Digital intake
Insurance information management
Insurance work queue
Invoice & payment tracking
Outstanding balance tracking
SMS appointment reminders
Communication inbox
Voicemail transcription
Follow-up & rebooking
Multi-location visibility
Staff permissions
Audit history
Early-access pilot

Help shape Practico around the way your clinic actually works.

We're working closely with a small group of independent RMT, physiotherapy and allied-health clinics to validate real front-desk workflows before a broader launch. Tell us a little about your clinic and we'll be in touch.

Early pilot program

One clinic, fully understood

Pilot scope is shaped around your clinic's size and the way your front desk already works.

  • Appointment and practitioner scheduling
  • Searchable client records and intake
  • Insurance work queue and receipts
  • Missed-call and voicemail follow-up
  • Client recovery and rebooking
  • Onboarding and data-import support

Do not submit patient records, insurance identification numbers, medical information or other personal health information through this website or by email.

Early-stage product · Limited pilot conversations

Frequently asked questions

Honest answers about how Practico fits an independent clinic's front desk and billing workflow.

  • Independent, insurance-heavy clinics — registered massage therapy, physiotherapy, chiropractic and other allied-health practices — where a busy front desk juggles bookings, insurance work, calls and follow-ups every day.

  • No. Practico organizes insurance-related work — benefit notes, service details, invoices, receipts and follow-ups — and your team completes the claim in the appropriate insurer portal. There is no direct API connection to insurers; connected workflows are on our roadmap.

  • Missed calls and voicemails arrive in one shared inbox with an AI-assisted transcript, so staff can quickly call back, text, or rebook. Nothing is sent to a client automatically — your team decides every action.

  • It looks at visit history and each client’s typical visit interval to surface who may be due to return. Suggestions are based on scheduling patterns only, never on clinical or medical judgment.

  • Yes. Most pilots start by running Practico alongside your existing tools on a focused part of the front desk — a single location, service line or workflow — so your team can evaluate it without disrupting day-to-day operations. You decide if and when to move more over.

  • The pilot includes a practical migration plan for the records your team needs most. Paper files may require scanning or structured data entry.

  • Yes. Practico is designed to provide shared client context with location-level schedules, visibility and reporting.

  • Practico focuses on front-desk operations, client administration and insurance workflow. It is not a replacement for regulated clinical documentation unless that capability is later validated.

Ready for a calmer front desk?

See how one connected workflow can reduce paper chasing, repetitive calls and missed follow-ups.

Discuss a Pilot