Sovara Medical™ / Platform

Everything the practice runs on, in one place.

One patient record connects the schedule, the chart, the bill and the follow-up. Here is what Sovara Medical™ is being built to do.

Front desk

In development

See the whole day on one screen. Check patients in, move them to a room and send them to checkout with one click per step.

  • Schedule by provider, room or location
  • Book in a click, or press N from anywhere
  • Online booking with deposits
  • Self check-in kiosk for the waiting room
  • Waitlist that fills cancelled times
  • Text and email reminders sent automatically
The schedule grid with six providers across three locations and appointments color-coded by status.
Schedule. Design prototype, sample data.

Charting

In development

Chart the way the visit actually happens. Tap the face map to add injection sites. Type a short phrase to expand a full note. Attach before-and-after photos to the visit.

  • Injection maps with product, units and lot per site
  • Visit notes with templates and dot phrases
  • AI-drafted notes the clinician reviews and signs
  • Before-and-after photos, side by side
  • Signing a chart deducts the product used
  • A log of who viewed and changed each chart
An injection record with a face map, sites, units and lot numbers, a treatment note, and the patient's exam and consent status.
Injection record. Design prototype, sample data.

Exams and consents

In development

Treatment waits until the paperwork is done. Good-faith exams go to the medical director for sign-off, by video if needed, and consents are signed on the patient’s phone before the visit.

  • Sign-off queue for the medical director
  • Renewal reminders before an exam expires
  • Versioned consent forms, signed on any device
  • Treatment blocked until both are current
The good-faith exams screen: patients waiting for sign-off with video exam and sign-off buttons, and exams expiring soon.
Good-faith exams. Design prototype, sample data.

Payments

In development

The bill builds itself from the chart. Credits, memberships and gift cards apply in a set order, and the payment posts to the patient’s account the moment it is approved.

  • Terminal, tap-to-pay and card on file
  • Pay-by-text links and online bill pay
  • Payment plans with automatic charges
  • HSA and FSA cards
  • Retail sales and gift cards
  • Separate deposits for each location

More about payments

Checkout with the patient's service, total and card on file, beside a list of today's approved payments.
Checkout. Design prototype, sample data.

Memberships and packages

In development

Recurring revenue without a spreadsheet. Members are billed monthly to the card on file and can use their benefits at any of your locations.

  • Monthly plans with member pricing
  • Packages and banked units
  • Declined cards flagged for a retry or update link
  • Member benefits applied at checkout
The memberships screen: active members, monthly billing, plans and each member's next bill and card status.
Memberships. Design prototype, sample data.

Inventory

In development

Know what is on the shelf at every location, down to the lot and expiry date. When a chart is signed, the exact units used come off the count.

  • Lot and expiry tracking by location
  • Reorder alerts below a level you set
  • Transfers between locations
  • Purchase orders and receiving
The inventory table: products with lot numbers, expiry dates and counts at three locations, with low-stock flags.
Inventory. Design prototype, sample data.

Messages

In development

Every text, call, voicemail, form and payment link for a patient sits in one thread, in order. Anyone at the desk can pick up where the last person left off.

  • Two-way texting from the practice number
  • Missed calls answered by text
  • Send a form or a pay link from the thread
  • Review requests after a visit
The messages screen with a list of patient threads and an open conversation with reminders and replies.
Messages. Design prototype, sample data.

Reports

In development

See revenue by location, by provider and by how patients paid, rolled up across the practice. Rebooking rates show which providers keep patients coming back.

The reports screen: revenue by location, revenue by payment type, and visits, revenue and rebooking rate by provider.
Reports. Design prototype, sample data.

Locations and access

In development

Set up the practice the way it is actually organized: legal entities, the locations under each, and who can see what.

  • Multiple legal entities and states
  • A medical director and hours per location
  • Roles for owners, providers and front desk
  • Staff see only the locations they work at
  • Every sign-in and change recorded
  • Staff schedules and hours for payroll
The locations screen with two legal entities and their locations, medical directors and hours.
Locations. Design prototype, sample data.

Staff and patient apps

In development

Providers check the day and take payments from a phone. Patients book, sign forms and pay from theirs, in an app that carries your practice’s name.

Staff app: today's appointments, money collected and the next patients.
Staff app: the schedule for all locations.
Patient app: today's appointment, forms, balance and membership.

Staff app (left and center) and patient app (right). Design prototype, sample data.

Insurance and prescribing

Planned with partners

Practices that bill insurance need more than a schedule and a card reader. These parts depend on specialist partners. We will name them, and confirm what is included, before launch.

  • Insurance eligibility checks before the visit
  • Claims reviewed against payer rules before sending
  • Electronic prescribing
  • Lab orders and results

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