Five connected modules. One clinic workflow.
MedFlo brings booking, visits, billing, patient engagement, reporting, and integrations into a cleaner operating system for modern clinics.
See the full operating model before diving into the details.
Each module handles a specific part of clinic work, while sharing the context teams need to move patients, tasks, and revenue forward.
Follow the patient journey from first booking to clinic reporting.
Visit
Pay
Engage
Report
Different clinic teams get the part of MedFlo that matches their work.
Front desk
Booking, queue movement, patient records, reminders, and daily visit coordination.
Clinicians
Patient history, clinical notes, documents, care touchpoints, and follow-up context.
Finance
Invoices, balances, payment status, portal visibility, and ERPNext-ready sync.
Marketing/Admin
Services, packages, promotions, news, offers, and content publishing workflows.
Managers
Dashboards, reports, permissions, operational visibility, and integration oversight.
Explore how each module supports the daily clinic workflow.
Patient & Clinical Management
- Keep patient history, visit context, and documents easy to find
- Support clinical notes and care touchpoints around each encounter
- Improve continuity with organized follow-ups and reminders
Scheduling & Operations
- Coordinate appointments, calendars, staff schedules, and availability
- Give teams clearer visibility into queue movement and daily flow
- Keep operational tasks, statuses, and reminders moving together
Billing, Payments & Patient Portal
- Move completed visits toward invoice and payment workflows
- Give patients clearer portal access to key billing touchpoints
- Connect clinic activity with ERPNext finance operations
MedFlo
Clinic workflow
Visit complete
Invoice trigger
Patient portal status
Secure sync
API
ERPNext
Finance backend
Accounts receivable
Ledger posting
Finance reports
Services, Packages & Promotions
- Create service packages and clinic promotions without extra tools
- Publish news, articles, offers, and patient-facing updates
- Keep service content aligned with the clinic experience
Administration, Dashboards & Integrations
- Give managers dashboards for daily operational visibility
- Control team permissions, access, and administrative settings
- Turn clinic activity into reports and integration-ready data
A quick view of where each module fits.
| Module | Primary clinic role | Core workflows | Data and integration value |
|---|---|---|---|
| Patient & Clinical Management | Clinicians and front desk | Profiles, visit history, notes, documents, follow-ups | Structured patient context for visits, reporting, and continuity |
| Scheduling & Operations | Front desk and operations | Appointments, calendars, queue, tasks, reminders | Operational status that supports capacity and daily flow decisions |
| Billing, Payments & Patient Portal | Finance and patient support | Invoices, payment status, portal access, billing handoff | ERPNext-ready finance flow and clearer patient payment visibility |
| Services, Packages & Promotions | Marketing and admin | Services, packages, offers, articles, clinic updates | Patient-facing service data that stays aligned with clinic operations |
| Administration, Dashboards & Integrations | Managers and administrators | Dashboards, permissions, reports, integrations | Management visibility and integration-ready operational data |