Features
ProIntel by AZR Consulting
Everything ProIntel does, by plan
One app for the whole practice: the AI scribe, scheduling, patient records, documents, claim forms, patient email, invoicing, meetings, insights and the SOP assistant. Solo, Solo+ and Clinic each start with a 14-day free trial.
Modules by plan
Clinical work
AI scribe and notes
The note writes itself while you consult, in your templates and style, ready for your approval before the patient leaves.
- Solo
- Included
- Solo+
- Included
- Clinic
- Included
Patient records and documents
One patient file with notes, documents, forms, appointments, recalls and message history in tabs, and a chart that updates when you approve a consult.
- Solo
- Included
- Solo+
- Included
- Clinic
- Included
Scheduling
A calendar for each practitioner, recalls tracked to done, a waitlist that offers a freed slot, and a whole day imported from one photo of a paper list.
- Solo
- Included
- Solo+
- Included
- Clinic
- Included
Clinical documents
Referral letters, medical and medico-legal reports and certificates, written from the patient's own record.
- Solo
- Included
- Solo+
- Included
- Clinic
- Included
Insurance claim forms
Claim forms fill themselves from the patient record, with a print-exact preview, ready to print, stamp and sign.
- Solo
- Included
- Solo+
- Included
- Clinic
- Included
Patient email
Email a patient from their file with templates and attachments, kept on the file as Communications history.
- Solo
- Included
- Solo+
- Included
- Clinic
- Included
Running the practice
Invoicing and payments
Raise invoices, record payments against them, and download each one as a PDF, from inside ProIntel.
- Solo
- Included on a higher plan
- Solo+
- Included
- Clinic
- Included
Meetings and minutes
Minutes and documents written from the discussion, a live summary while you talk, and a library of every meeting.
- Solo
- Included
- Solo+
- Included
- Clinic
- Included
Business insights
Dashboards of bookings, money collected and outstanding, and how the practice is trending.
- Solo
- Your own week
- Solo+
- Your own week, plus finance
- Clinic
- Whole practice
SOP assistant
Staff ask how something is done here and get the practice's own procedure as the answer.
- Solo
- Included on a higher plan
- Solo+
- Included on a higher plan
- Clinic
- Included
Marketing and leads
Lead pipeline with response-time tracking
Every enquiry in one pipeline, with how quickly the practice replied.
- Solo
- Included on a higher plan
- Solo+
- Included on a higher plan
- Clinic
- Coming soon
Website enquiry capture + instant notifications
Enquiries from the practice's website land in ProIntel, with an instant notification.
- Solo
- Included on a higher plan
- Solo+
- Included on a higher plan
- Clinic
- Coming soon
Ad results: conversions, cost per patient, return
Advertising conversions, cost per new patient, and return.
- Solo
- Included on a higher plan
- Solo+
- Included on a higher plan
- Clinic
- Coming soon
Teams and practices
Clinicians
Clinic is priced per clinician, so the practice adds clinicians as it grows.
- Solo
- 1 clinician
- Solo+
- 1 clinician
- Clinic
- Clinicians as you need them
Free staff seats
Staff who do not see patients never pay for a seat.
- Solo
- 1 staff seat
- Solo+
- 3 staff seats
- Clinic
- Staff seats as you need them
One shared patient database, chart and schedule
Every clinician in the practice works from the same patient files and the same calendar.
- Solo
- Included on a higher plan
- Solo+
- Included on a higher plan
- Clinic
- Included
Roles and per-member permissions
The owner sets what each person can do from Team: bookings, filing incoming documents, viewing patient documents, and reading consult notes are separate permissions.
- Solo
- Included on a higher plan
- Solo+
- Included
- Clinic
- Included
Audit log of every record access
Every view, download, export, approval and change to a patient record is logged with who did it and when.
- Solo
- Included
- Solo+
- Included
- Clinic
- Included
How ProIntel works with Cliniko
For a practice that keeps its records and bookings in Cliniko, ProIntel works beside it.
- Connect ClinikoEach clinician adds their own Cliniko API key in Settings, so everything filed carries their name in Cliniko.
- Your day comes from ClinikoThe schedule reads your Cliniko bookings, and opening the calendar keeps the whole week current.
- Open the patient and consultPick the patient, press Record, and consult normally. ProIntel briefs you from their Cliniko notes and files first.
- Review and approveThe note is drafted while you talk. Edit anything, then approve it.
- The note files into ClinikoThe approved note lands in Cliniko as a draft treatment note under your own Cliniko identity, ready to finalise there.
- Amend without rewritingReopen a finished note to correct it and the change files as an appended amendment. The original stays as written.
How ProIntel works on its own
For a practice with no other clinical system, ProIntel is the record.
- Register the patientAdd the patient in ProIntel. Their file lives in ProIntel, encrypted, with no other system needed.
- Book and consultBook them on the ProIntel schedule, and when they arrive, start the consult from their file.
- Approve into the recordThe approved note files into the patient's ProIntel record, and the chart updates as you confirm each change.
- Everything in one fileNotes, documents, claim forms and emails all sit on the same patient file, and the whole record exports in one action.
What ProIntel replaces, and what it works beside
- A practice starting fresh. ProIntel is the whole system: schedule, patient records, notes, documents, claim forms, patient email and insights in one place, with invoicing on Solo+ and Clinic.
- Beside Cliniko.The schedule reads your Cliniko bookings and approved notes file into Cliniko as draft treatment notes, under each clinician’s own Cliniko identity.
- Beside QuickBooks. On Solo+ and Clinic, ProIntel reads your QuickBooks books, so the finance view shows what has been collected, what is outstanding and what is projected.
Try it on your own practice
Solo, Solo+ and Clinic each start with a 14-day free trial.
Start 14-day free trial