Sovica’s data model
See how your clinic’s records fit together.
Everything in Sovica links back to the patient. Knowing the main records makes it easier to find things, build reports and set up workflows.
The main records
Clients are your patients. Each has a card with tabs such as Appointments, EMR and Financial.
Leads are people who have enquired but are not yet patients. Click Mark as won to convert a lead into a patient, or link it to an existing one.
Services are what you sell and book, with prices and durations, set up under Setup.
Appointments link a patient, a service, a practitioner and a time.
Invoices record what a patient owes and pays, and live under Money.
Custom fields
When you need to track something extra, go to Setup, then Fields. Pick a Field Type, such as a dropdown or date. The new field then appears on the record, in filters and in reports.
Up next
Next, read Introduction to communication intelligence.