Care pathways
Plan the steps of a course of treatment, start to finish.
Feature
What’s new
What shipped, with dates. Real work, every week.
Screens by role
Staff only see the pages their role allows them to open.
Enhancement
Changelog (October 18, 2026)
Edit services in the list.
Feature
Enhancement
Services that need an order
Flag a service that needs an order first.
Enhancement
Last-minute offers
Fill quiet hours in the calendar with a timed promotion.
Feature
Workflows that branch
Send patients down different paths, then check every run.
Feature
Feedback surveys
Ask patients how their visit went, from a question bank.
Feature
Enhancement
Write campaigns with AI
Start a broadcast from a short prompt.
Feature
Referral sources
Mark a marketing source as your referral source.
Enhancement
Referred friend experience
Choose how a referred friend sees the offer.
Enhancement
Eligibility check on the claim
A step on each claim to check the patient’s insurance cover.
Feature
Upload a remittance
Read a remittance from an insurer’s export.
Feature
Billing code defaults
Set default codes per insurer.
Enhancement
Coding suggestions
Rule-based suggestions in claims Data health.
Enhancement
Custom domains for booking
Put your booking page on your own web address.
Feature
Share a medical form
Send a form as a file another clinic can import.
Enhancement
AI Scribe prompt editor
Drag sections, preview a note and try a transcript.
Feature
IV infusions
Templates, plans and sessions on the patient card.
Feature
Nutrition plans
Menus, meals and foods, sent to the patient.
Feature
Vaccine catalog
Import vaccines and switch them active or inactive.
Enhancement
Finish a pathway safely
Finishing lists the aftercare and photos still missing.
Enhancement
Education on the client
See the aftercare and precare a patient was sent.
Feature
Medical history review
Record “No changes” when you review the history.
Enhancement
Allergen lookup
Search a reference database when adding an allergy.
Enhancement
Supplier injectables for charts
Install supplier injectables with a quick wizard.
Enhancement
Referral letters
Preview a referral and export it as a PDF.
Feature
Members at the till
The till says when a patient is a member.
Enhancement
Package upsell at the till
Adding a service offers the package that includes it.
Enhancement
Saved views on money lists
Save views and filter by owner on Money lists.
Enhancement
Custom voucher images
Upload your own art for gift vouchers.
Enhancement
Payment plans at the till
Split a sale into 2 to 12 payments.
Feature
Review badges
Basic and advanced badges for your rating.
Enhancement
Stock photos in email
Search and attach a photo in the email designer.
Enhancement
Refer a friend in the portal
Patients get their own referral link.
Feature
Workflow folders
Keep workflows in nested folders.
Enhancement
AI Scribe setup
Choose who can use AI Scribe and which note forms it fills.
Feature
Lab test catalog
Map a lab’s tests to your services and print requisitions.
Feature
Family memberships
Share one membership across a household.
Feature
Reports from a question
Describe the report you need and Sovica builds it.
Feature
Shared dashboards
Filter dashboards and share them with a person or a team.
Feature
Enhancement
Data Explorer
Query your clinic’s data directly, with every column.
Feature
Auto top-up
Top up SMS credits when a send runs out.
Feature
Visibility groups
Decide which areas and staff each group can see.
Enhancement
Move and clear shifts
Shorten repeats, copy or move shifts, clear a week.
Enhancement
Service name suggestions
Pick a name from a curated library of services.
Enhancement
Pathway report
See which visits missed a step, with a compliance rate.
Feature
Cancel an order
Cancel a purchase order and tell the supplier.
Enhancement
Peer reviews
Quarterly appraisal rounds for your team.
Feature
Manage client access
Set owners and access type, one patient or in bulk.
Feature
Change a staff email
A 24-hour link confirms the new sign-in address.
Enhancement
Quarterly review on Home
Your last full quarter against the one before.
Feature
Cc and Bcc on mail
Copy people on a new email, up to 10 addresses.
Enhancement
Compliance issue triage
Severity, owner, due date and snooze on each issue.
Enhancement
Secondary claims
Raise a claim to the next payer for what the first didn’t cover.
Feature
Record payer payments by line
Post a paper or phone payment line by line.
Feature
Claims that follow their invoice
Unsent claims stay in step with their invoice.
Enhancement
Claim attachments
Send documents with a claim.
Enhancement
Reverse a remittance line
Reverse or pay an unprocessed line.
Enhancement
Book several services at once
Patients add treatments to a basket on the booking page.
Enhancement
Portal content and sharing
Announcements, terms and privacy text for your portal.
Feature
Rooms and equipment when booking
Pick equipment and see which rooms are in use.
Enhancement
A fact sheet per client
Arrange the widgets you want to see first on each patient.
Design
Feature
GLP-1 and hormone tracking
Follow weight-loss and hormone results over time.
Feature
Community templates
Install email, SMS, letter and form templates.
Feature
Case uploads and notes
Attach files to a case, and keep notes inline.
Enhancement
Booking guardrails
Warn about or refuse a booking that breaks a rule.
Feature
Suggest times in email
Insert free slots into an email with one click.
Enhancement
Order scans from the client card
Order scans with side, urgency and history.
Feature
Bulk delete clients
Delete many patients, with the reason for any skipped.
Enhancement
Health records in the portal
Patients read their allergies, medications and history.
Feature
Discount rules at checkout
Set when a discount applies and let checkout enforce it.
Feature
Refunds and credit notes
Refund a payment or issue a credit note in one step.
Enhancement
Loyalty in the portal
Patients see their points and what they’re worth.
Feature
Bulk edits on services
Change colour, price, tax and more across services.
Enhancement
Echo AI on the schedule
Ask for a rota change, then confirm it.
Feature
Report folders and exports
Organise reports, and export them in the background.
Enhancement
Insured booking online
Patients with a policy book with an authorisation code.
Feature
Confirmations board
Sort appointments by who has confirmed.
Feature
Find the next free time
A scheduler for a service, and cancelled slots offered on.
Enhancement
Classes and photos on your booking page
Book a class online, and see service details.
Feature
Import a form with AI
Turn a PDF or Word document into a form.
Feature
Prescriptions
Write prescriptions with allergy checks, then sign them.
Feature
Choose your New Client fields
Decide which fields the form shows and requires.
Enhancement
Quotes
Build a quote, have the patient sign it, then invoice it.
Feature
Gift cards on your booking page
List gift cards online and look up a card’s code at booking.
Feature
Invoice templates
Style invoices and receipts, with a live PDF preview.
Design
Feature
Agent Hub
Approve what agents draft, and see what they did.
Design
Feature
Onboarding checklist
A card on Home walks you through setup.
Enhancement