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Xfatora Clinic Management 2.5

Run every clinic visit—from booking to payment—in one connected system.

Coordinate reception, practitioners, clinical records, billing, insurance, and reporting while keeping each role’s access appropriately separated.

Arabic and EnglishMulti-specialtyMulti-branch readyRole-aware accessConnected to Xfatora billing
Xfatora product interface showing appointments, patient record, specialty workspace, invoice and reporting.
Appointment to payment

Specialty workflows

Built around the way each specialty works.

Choose a specialty to see the clinical workspace and capabilities available for it.

Ophthalmology

  • Structured OD and OS examinations
  • Visual acuity and IOP
  • Refraction and anterior/posterior findings
  • Optical prescriptions and longitudinal trends
  • Cataract, glaucoma, retina and cornea templates
  • Pediatric, refractive and follow-up templates
English product walkthrough3:52

The operating problem

Four small gaps quickly become delays and billing errors.

Appointments are spread across calls, messages and spreadsheets.

Reception and practitioners do not share one reliable visit status.

Completed visits are not always converted into accurate invoices.

Financial users may receive more clinical information than they need.

Connected clinic workflow

A clear record from patient to payment—with purpose and access separated.

A connected visual journey through patient registration, appointment, check-in, encounter, services, invoice, payment, and reporting.
  1. 1Patient registration
  2. 2Appointment
  3. 3Check-in
  4. 4Encounter
  5. 5Services
  6. 6Invoice
  7. 7Payment
  8. 8Reporting
  • The patient record is separate from the CRM billing customer.
  • A payer may be the patient, guardian, company, or insurer.
  • Clinic services map to existing Xfatora items and services.
  • Xfatora invoices and payments remain the financial source of truth.
  • Diagnosis and protected clinical notes do not appear on standard invoices.

Product capabilities

Four connected capability areas—not a wall of features.

Clinic Operations

  • Appointments, types and status tracking
  • Practitioner schedules and exceptions
  • Rooms, dental chairs and equipment
  • Multi-branch operations

Clinical Workspace

  • Versioned templates, SOAP and vitals
  • Prescriptions, plans, orders and referrals
  • Consents and protected documents
  • Audit history and finalized-record amendments

Billing and Payers

  • Draft invoices and service mapping
  • Patient and payer separation
  • Insurance policies and payer price lists
  • Authorization codes and service packages

Patient Access and Integrations

  • Optional Portal and booking requests
  • Email through configured SMTP
  • Supported SMS and WhatsApp adapters
  • Scoped API keys and HMAC-signed Webhooks

Role-based experience

Every team sees what it needs to do its job.

Reception

Registration, appointments and check-in

No protected clinical notes

Practitioner

Clinical record, prescriptions and plan

Specialty and permission scoped

Clinic manager

Operations, capacity and reports

Controlled management view

Finance

Services, invoices and payments

No clinical notes required

Administrator

Configuration, roles and audit

Governance permissions apply

Patient / payer

Appointments, invoices, approved documents

No internal clinical record
Patient record stays separate from the billing customer
Payer: patient, guardian, company, or insurer
Diagnoses and protected notes stay off standard invoices

Choose your capacity

Clinic · plans & pricing

Patient records, appointments, consultations and clinic billing.

Full package details ↗

All prices exclude applicable taxes.

Solo

2 logins
$13/ month

$156 billed upfront every year

Save $24 a year versus monthly billing

Start Solo

14-day trial on normal new registrations

Named user accounts
2
Storage (GB)
5
Clinic practitioners
1
Clinic branches
1

Included business modules

Clinic management, Internal approvals with staff signatures

Practice

6 logins
$80/ month

$960 billed upfront every year

Save $192 a year versus monthly billing

Start Practice

14-day trial on normal new registrations

Named user accounts
6
Storage (GB)
10
Clinic practitioners
2
Clinic branches
1
Clinic support users
4
Clinic specialties
1

Included business modules

Clinic management, Internal approvals with staff signatures

Growth

16 logins
$173/ month

$2,076 billed upfront every year

Save $420 a year versus monthly billing

Start Growth

14-day trial on normal new registrations

Named user accounts
16
Storage (GB)
50
Clinic practitioners
6
Clinic branches
1
Clinic support users
10
Clinic specialties
4

Included business modules

Clinic management, Internal approvals with staff signatures

Network

40 logins
$373/ month

$4,476 billed upfront every year

Save $900 a year versus monthly billing

Start Network

14-day trial on normal new registrations

Named user accounts
40
Storage (GB)
150
Clinic practitioners
15
Clinic branches
3
Clinic support users
25
Clinic specialties
4

Included business modules

Clinic management, Internal approvals with staff signatures

Solo includes one active doctor and one receptionist login. There is no separate patient or appointment count cap; storage applies. Messaging, migration and assisted onboarding are quoted separately.

One workspace. Shared web and mobile access.

Core CRM, sales documents, customer support, data export, backup and Arabic/global PDF support are included. Supported mobile apps use the same seats. Confirm app availability and customer-specific tax connector setup.

Regional e-invoicing is included in every current package: ZATCA for companies in Saudi Arabia and EU e-invoicing for companies in the European Union. Availability follows your company country; each connector still requires setup.

Add modules, users or storage ↗

Implementation and onboarding

Launch one proven workflow, then expand from stable data.

1

Configure scope

Configure clinic, branches, services, users, and permissions.

2

Import agreed data

Import agreed patient and service data after a quality review.

3

Validate scenarios

Test booking, check-in, encounter, invoice, and payment with real roles.

4

Launch in stages

Launch one branch or team first, then expand after adoption stabilizes.

What standard setup includes

Initial configurationRoles and permissionsBasic data importWorkflow validationAdministrator trainingGo-live checklist

Advanced data cleanup, custom integrations, and historical medical-record migration require separate scope and pricing. Enterprise implementation receives a custom quote.

Enterprise: custom implementation quote

Insurance and payers

Policies, payer price lists, and authorization codes are available; external insurer integration is custom scope.

Clinical prescriptions

Supported in the clinic; external e-prescription integration is custom scope.

Communication channels

Email uses configured SMTP. SMS and WhatsApp require a supported provider adapter and may carry separate charges.

Patient Portal and online booking

Available as optional features and remain disabled until configured.

Expand when you need more

Add users, storage, Accounting or other modules. Migration, messaging and integrations are quoted separately.

Compare add-ons ↗

Privacy and purpose-aware access

The right record, for the right role, for a clear purpose.

Each customer must confirm the privacy, medical-record retention, and regulatory obligations that apply in its country. This page does not claim legal compliance or medical certification.

Protected patient records with purpose-separated access for reception, practitioners, and finance.

Separated records

Patient records are separated by purpose from customer and billing records.

Different permissions

Reception, practitioners, and finance receive different access based on responsibility.

Auditable activity

Sensitive reads, edits, and exports can be audited within the agreed scope.

No diagnosis on invoices

Standard invoices should contain services and amounts, not clinical diagnoses.

Controlled final records

Amending a finalized clinical record requires a separate permission and creates an audit event.

Protected downloads

Protected document downloads are permission controlled and activity logged.

Configurable retention

Retention can be configured; each customer must approve the period appropriate to its country and policy.

Portal-approved documents

The Patient Portal exposes only documents explicitly approved for patient access.

Questions before the demo

Direct answers to help your team evaluate fit.

Is Xfatora Clinics a full hospital-management system?

No. It is designed for outpatient clinics and clinic networks, focusing on appointments, visit workflow, billing, and operating control. Inpatient, emergency, operating-theatre, and specialist hospital functions are outside the published scope.

Can we start with one clinic?

Yes. Starting with one branch or team is the recommended way to validate registration, booking, check-in, encounter, and invoice scenarios before expanding.

Can a patient have a different payer or guardian?

Yes. The patient record remains separate, while the payer may be the patient, a guardian, a company, or an insurer according to the configured workflow.

Does the clinic workflow connect to Xfatora invoices and payments?

Yes. Clinic services map to Xfatora items and services, while Xfatora invoices and payments remain the financial source of truth.

Are clinical notes visible to finance users?

Not by default. Clinical and financial access are separated, and a standard invoice should not expose a diagnosis or protected clinical note.

Does it support Arabic and RTL?

Yes. The product supports English and Arabic, including RTL-aware Arabic interfaces.

Can we migrate patients from spreadsheets?

Yes for agreed core fields after column, quality, and authorization review. Advanced cleanup and historical medical-record migration require separate scoping.

Are WhatsApp and SMS charges included?

No. Email uses the configured Xfatora SMTP service. SMS and WhatsApp require a supported provider adapter and may involve separate provider charges.

Does it support insurance and laboratory integrations?

Insurance policies, payer price lists, authorization codes, and service packages are available. External insurer and laboratory integrations require custom scope.

Can we add more branches or users later?

Yes, within package capacity and the current Xfatora user and storage expansion rules. Moving to a higher tier or Enterprise scope may be clearer than adding fragmented capacity.

Are prices monthly or annual?

Choose a monthly subscription or annual upfront payment. The annual monthly equivalent is for comparison only.

What should we prepare for a demo?

Bring one real patient-to-payment scenario covering registration, appointment, check-in, encounter, services, invoice, and payment, plus required roles and a sample data structure without sensitive medical data.

Does it support ophthalmology?

Yes. It includes structured OD/OS examinations, visual acuity, IOP, refraction, optical prescriptions, trends, and multiple ophthalmology templates.

Does it support dental clinics?

Yes. It includes an FDI odontogram, tooth and surface findings, procedures, phased treatment plans, consents, and attachments.

Can we configure another specialty or assign one practitioner to several specialties?

Yes. New outpatient specialties can use the shared record and configurable templates, while practitioners can work across specialties and branches subject to permissions and schedules.

Is the Patient Portal or online booking enabled automatically?

No. Both are available optional features and remain disabled until an administrator configures access and approved patient-facing content.

Can we connect another application through API or Webhooks?

Yes, according to package and scope. Scoped API keys and HMAC-signed Webhooks are available; enterprise integrations require review and an agreed scope.

Early Access

Validate Xfatora Clinics with one real patient-to-payment workflow.

Bring one scenario, the responsible roles, and a minimal non-sensitive data sample. We will show what is ready to evaluate, what needs custom scope, and what remains planned.

Clinic type and specialtiesNumber of branchesPractitioners and staffCurrent appointment processBilling and payer modelRequired integrations
Book a clinic workflow demo