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

The real-time CRM for growing clinics.

One record with agents on it, Sovica is built for every stage of your clinic – from first patient to every site.

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1,538 of 9,273 in Patients

Sarah Whitfield

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Details

NameSarah Whitfield
SummaryAIKnee physio, week 4 of 6
Emailssarah@example.com
LocationLondon, UK
SiteHHarbour Street

Lists3

⭐Physio plans

HHarbour Street
020 7946 0142

Show all 2

🗓️Knee rehab, 6 visits

Knee physio, week 4 of 6
sarah@example.com
Consent signed

Show all 3

👋Recalls due

Overview Activity Messages217 Notes8 Tasks13 Files25

Highlights

Summary

Sarah is on visit 4 of 6. Forms are signed, her insurer has authorised the plan and the next visit is booked for Apr 29.

Portal

sarahwhitfield

Upcoming

Follow-up visitTHU29

Apr 29, 10:30 AM

Site

Harbour StreetH

London, UK

Recall sequence

Step 2Automated message

Activity

Sovica agentdrafted the visit note6 hours ago

Dr Asha Raosigned the visit note2 days ago

Tom Reidsent the insurer claim4 days ago

Show 26 more interactions

Messages28
  • [Clinic logo]
  • [Clinic logo]
  • [Clinic logo]
  • [Clinic logo]
  • [Clinic logo]
  • [Clinic logo]
  • [Clinic logo]
  • [Clinic logo]
  • [Clinic logo]
  • [Clinic logo]
  • [Clinic logo]
  • [Clinic logo]

From one to many

Build your follow-through engine.

Create, iterate and scale everything from enquiry pipelines to recalls, to one standard at every site.

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Patients+1
Patients dueView Settings
Import / ExportNew patient
SortFilter
Patient
Emails
Plans
Next step due
Last contact
Follow-through
Sarah Whitfield
sarah@example.com
Knee rehabKnee rehab - visit 4
In 2 weeks
about 2 hours ago
Done
Daniel Okafor
daniel@example.com
Back pain
This week
about 3 hours ago
On track
Priya Nair
priya@example.com
Skin consult
Today
about 6 hours ago
On track
James Holt
james@example.com
Annual check
Today
about 7 hours ago
With agent
Ellen Marsh
ellen@example.com
Mole check - x6
This week
about 8 hours ago
Done
Omar Haddad
omar@example.com
Follow-up
Next week
about 10 hours ago
With staff
Grace Kim
grace@example.com
Knee rehab
Next week
about 12 hours ago
Overdue
Luke Bennett
luke@example.com
Back painBack pain - visit 4
In 2 weeks
about 13 hours ago
With agent
Nora Quinn
nora@example.com
Skin consult
Today
about 20 hours ago
With agent
Ravi Shah
ravi@example.com
Annual check - x6
In a month
2 days ago
On track
Hannah Cole
hannah@example.com
Mole check
In a month
2 days ago
Overdue
Ben Doyle
ben@example.com
Follow-up
In 3 months
3 days ago
With agent
Isla Grant
isla@example.com
Knee rehab
Today
3 days ago
With agent
Marta Silva
marta@example.com
Back pain
In 3 months
4 days ago
On track
Theo Wells
theo@example.com
Skin consultSkin consult - visit 4
In 6 months
4 days ago
Done
Ella Ford
ella@example.com
Annual check
In 6 months
6 days ago
With agent
Max Young
max@example.com
Mole check
Next week
11 days ago
With staff
June Carr
june@example.com
Follow-up
In 3 months
11 days ago
With agent
Dan Webb
dan@example.com
Knee rehab
In a month
14 days ago
On track
9:41
⭐Recalls due
Patients due
Patient Emails Last
Sarah Whitfieldsarah@example.com2 hours ago
Daniel Okafordaniel@example.com3 hours ago
Priya Nairpriya@example.com6 hours ago
James Holtjames@example.com7 hours ago
Ellen Marshellen@example.com8 hours ago
Omar Haddadomar@example.com10 hours ago
Grace Kimgrace@example.com12 hours ago
Luke Bennettluke@example.com13 hours ago
Nora Quinnnora@example.com20 hours ago
Ravi Shahravi@example.com2 days ago
Hannah Colehannah@example.com2 days ago
Ben Doyleben@example.com3 days ago
Isla Grantisla@example.com3 days ago
Marta Silvamarta@example.com4 days ago
Theo Wellstheo@example.com4 days ago
9:41
Patient path
All patients
Enquiry24

Daniel Okafor

Replied

daniel@example.com

1 1 1 1d

Priya Nair

Replied

priya@example.com

3 1 3 1d

Luke Bennett

Needs a call

luke@example.com

3 1 3 1d

Booked61

James Holt

Deposit paid

james@example.com

1 1 1 1d

Grace Kim

Forms sent

grace@example.com

2 1 2 1d

Ravi Shah

Forms signed

ravi@example.com

2 2 2 1d

9:41
Sarah Whitfield
Overview Details Activity Messages

Highlights

Summary

Sarah is on visit 4 of 6. Forms are signed, her insurer has authorised the plan and the next visit is booked for Apr 29.

Site

Harbour Street

London, UK

Portal

sarahwhitfield

Last message

Your claim has gone in

1 hour ago

Next due task

Follow-up visit

Tomorrow

Details See all

NameSarah Whitfield
SummaryKnee physio
Emailssarah@ex…
LocationLondon, UK
SiteHHarbour Street

Activity See all

Sovica agent drafted the visit note6 hours ago

Patient path

Workflows thatwork for you.

Design your patient path from first enquiry to next visit, so every step is done or with a named person.

Start from our templates or building blocks, then run the same process at every site.

Visits

All patientsView Settings
SortAdvanced filter2Stageis notDischarged
Enquiry24

Daniel Okafor

HHarbour Street
£140
Replied
3 2 2 8d

Priya Nair

NNorthgate
£940
Replied
1 2 5 22d
Booked61

James Holt

HHarbour Street
£860
Deposit paid
3 4 5 20d

Grace Kim

MMill Lane
£120
Forms sent
1 5 2 18d

Ravi Shah

MMill Lane
£210
Forms signed
4 4 1 21d

And that's not all...

Advanced permission control

Be as specific as you need, so each role sees only the records it should.

True multiplayer collaboration

Keep your staff and agents on the same facts with real-time collaboration.

Fully logged, fully yours

Each clinic's records stay separate, every change is logged, export any time.

Sovica is the most flexible system [Clinic name] has come across. We run [00] sites on one record, from first enquiry to recall, and every next step is done or sitting with someone we can name. [Outcome in the owner’s own words].

[Name]

[Role], [Clinic name]

Clinic intelligenceruns on Sovica.

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