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Introducing the next phase of Sovica: the architecture for agentic care

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Sovica for patient-led growth

Introduction to navigating Sovica

Introduction to inbox sync

Introduction to data importing

Sovica’s data model

Introduction to communication intelligence

Introduction to notes

Introduction to tasks

Introduction to workflows

Sovica glossary

The Activities page

Getting started with activity boards

Assign activities to patients

Assign activities to leads

Edit activities

Delete an activity

Create an activities board

A tour of an activities board

Work an activities board

The activities table view

Board privacy, members and sharing

Link patient records in an activity note

How Sovica supports US patient privacy

How Sovica supports CQC compliance

Check your setup with Clinic readiness

Run a mock inspection

How Data Sync works

How the Business Central integration works

How the GoHighLevel integration works

How the Shopify integration works

How the data-sync connector works

Your setup score

Turn on key features

Optimise your clinical setup

Your revenue score

Understand your setup scores

Use the getting started journey

Request a feature

Email campaign best practices

SMS campaign best practices

Services best practices

Business details best practices

Medical form best practices

Email notification best practices

SMS notification best practices

Online booking best practices

Patient portal best practices

Precare email best practices

Aftercare email best practices

Review settings best practices

Invoice template best practices

Export your data

Move to a paperless system

Post-import checklist

Transfer your data from another system

Account & Billing

Business Details

Services & Packages

Online Bookings

Products & Stock

App Marketplace

FAQs & Troubleshooting

Developer & Other

Help
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Reference
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Sovica 101

Sovica 101

Begin your journey with the AI OS for modern clinics.

1
Introduction
Begin your journey with Sovica.
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2
Introduction to navigating Sovica
Learn the sidebar, search and Setup.
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3
Introduction to inbox sync
Connect your email and calendar.
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4
Introduction to data importing
Bring your existing data into Sovica.
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5
Sovica’s data model
See how your clinic’s records fit together.
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6
Introduction to communication intelligence
Keep calls and consults on the record.
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7
Introduction to notes
Share what the team needs to know.
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8
Introduction to tasks
Track follow-ups with activities.
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9
Introduction to workflows
Automate the routine work between visits.
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10
Sovica glossary
The words Sovica uses, in plain language.
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11
The Activities page
See every follow-up, call and reminder across your clinic in one place.
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12
Getting started with activity boards
Run a specific piece of work on its own board, split into groups.
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13
Assign activities to patients
Create a to-do linked to a patient so the whole team can see it.
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14
Assign activities to leads
Keep every call and email attached to the enquiry it belongs to.
Read more
15
Edit activities
Change one activity, or reassign and complete several at once.
Read more
16
Delete an activity
Remove one or several activities that are no longer needed.
Read more
17
Create an activities board
Set up a new board with a name, privacy setting and purpose.
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18
A tour of an activities board
What you will find on a board: groups, columns, filters and workflows.
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19
Work an activities board
Add groups and items, set owners and statuses, and move work along.
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20
The activities table view
One date-ordered list of work across every board, so nothing is missed.
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21
Board privacy, members and sharing
Control who can see a board, and why a board may be missing for someone.
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22
Link patient records in an activity note
Point straight to an appointment or invoice from an activity note.
Read more
23
How Sovica supports US patient privacy
Settings that help US clinics protect patient information.
Read more
24
How Sovica supports CQC compliance
How digital records help UK clinics prepare for CQC inspections.
Read more
25
Check your setup with Clinic readiness
See how security, consent and records stand, all on one page.
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26
Run a mock inspection
Rehearse an inspection using your records and track each issue found.
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27
How Data Sync works
Keep your records in step with the other systems your clinic uses.
Read more
28
How the Business Central integration works
Send patient records to customers in Microsoft Dynamics 365 Business Central.
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29
How the GoHighLevel integration works
Sync patients with contacts in a GoHighLevel sub-account, both ways.
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30
How the Shopify integration works
Keep Shopify stock levels in step with retail sales at your clinic.
Read more
31
How the data-sync connector works
Keep patients and leads in step with your other system.
Read more
32
Your setup score
The steps that take your account to a complete foundation setup.
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33
Turn on key features
Features worth switching on once your basics are in place.
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34
Optimise your clinical setup
Clinical tools to set up so documentation is quick and accurate.
Read more
35
Your revenue score
Features that help you get paid and grow what your clinic earns.
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36
Understand your setup scores
What each score measures, and how they fit together.
Read more
37
Use the getting started journey
Follow a staged checklist that ticks itself off as your clinic is set up.
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38
Request a feature
Suggest an idea, vote on others and follow them through to release.
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39
Email campaign best practices
Design email campaigns that are clear, on-brand and easy to read.
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40
SMS campaign best practices
Write short texts that get a response and stay within the rules.
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41
Services best practices
Organise and name services so booking and reporting stay simple.
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42
Business details best practices
Set up the details that appear on your invoices, emails and messages.
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43
Medical form best practices
Build forms that save time, protect your clinic and are easy to complete.
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44
Email notification best practices
Make your automatic patient emails look polished and build trust.
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45
SMS notification best practices
Write clear appointment texts that fit in one message.
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46
Online booking best practices
Settings that bring in more bookings and protect your calendar.
Read more
47
Patient portal best practices
Keep your portal simple for patients and easy for your team.
Read more
48
Precare email best practices
Prepare patients for their appointment and help reduce no-shows.
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49
Aftercare email best practices
Support patients after treatment and cut down on follow-up questions.
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50
Review settings best practices
Collect more feedback and present it well to future patients.
Read more
51
Invoice template best practices
Create professional invoices that patients trust and can pay easily.
Read more
52
Export your data
Get your patient, appointment and financial records out of Sovica.
Read more
53
Move to a paperless system
What to expect when you switch from paper to digital records.
Read more
54
Post-import checklist
Check that your staff, patients and history arrived correctly.
Read more
55
Transfer your data from another system
How to bring records across from your old practice software into Sovica.
Read more

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