Your practice, from the first booking to the last invoice
Wholiva gives independent practitioners and medical centers one place for the agenda, consultations, prescriptions, certificates and billing, and shows your profile to patients looking for care.
Every plan starts with a free trial.
Appointment booked online from your profile
Patient
Confirmation sent to the patient
Automatic
Consultation recorded with your form
Doctor
Prescription issued and printed
Doctor
10:30 patient checked in at the front desk
Assistant
Medical certificate issued from your template
Doctor
Visits invoiced and payments recorded
Assistant
Made for the way you practice
What a private practice needs every day, without a separate tool for each task.
- Agenda and availability
- Set your hours, visit types and durations. Patients only see the slots you open.
- Online booking
- Patients book from your public profile. You confirm, move or cancel from your agenda.
- Patient records
- History, consultation forms and attachments such as results and scans, in one file per patient.
- Prescriptions and certificates
- Issue them during the visit from your own templates, ready to print or share.
- Billing
- Invoice each visit and record how the patient paid.
- Your assistant
- Give your assistant the agenda and front desk, and only the access you choose.
One visit, start to finish
Each step feeds the next, so nothing is typed twice.
- 1
Booking
The patient books online or through your assistant. The slot leaves your agenda.
- 2
Consultation
You open the patient's file, fill in your form and attach results.
- 3
Prescription and certificate
Issued from the consultation, with the patient's details already filled in.
- 4
Billing
The visit is invoiced and the payment recorded before the patient leaves.
Set it up your way
Forms, templates and workflows follow the way you already work. Change them at any time from your settings.
Consultation
- Your consultation forms
- Build diagnosis forms section by section, in the order you examine.
- Certificate templates
- Write each certificate once. Patient details, dates and your information fill in by themselves.
- Four kinds of prescriptions
- Medication, lab tests, imaging and referrals to another doctor.
- Consultation statuses
- Choose the steps a consultation goes through and the order they follow.
- Your reason lists
- Keep your own lists of visit reasons, so records stay consistent.
Agenda
- Working hours
- Set your hours day by day and the length of each visit.
- Time off
- Block holidays and absences. Patients can't book those days.
- Booking approval
- Decide whether online bookings arrive confirmed or wait for your approval.
Office and billing
- Shared records, or not
- In a center, choose whether practitioners see each other's patient records.
- Assistant permissions
- Give each assistant only the actions their work needs.
- Payment methods
- Record payments by cash, card, cheque or transfer for your own books.
- Corrections with a reason
- Voiding or writing off a charge always asks for a reason, kept with the record.
Four roles, one office
Invite your team and give each person the access their work needs.
- Owner
- Holds the office, its plan and its members. Does not need to be a doctor.
- Manager
- Runs the office day to day on the owner's behalf. Does not need to be a doctor.
- Practitioner
- Sees patients and keeps an agenda. Requires a verified doctor profile.
- Assistant
- Handles appointments and the front desk for the practitioners they support.
Patients find you
Your agenda is connected to Wholiva, where patients look for a doctor or a center near them.
See practitioner profiles- A public profile with your specialty, address, services and fees
- Booking from your open slots, at any hour
- Your center's page, listing each of your practitioners
Getting started
Tell us about your practice. We'll show you the platform with your own case.
- 1
Send your request
Fill in the form. It takes a minute.
- 2
Set up your office together
We create your office, your services and your agenda with you.
- 3
Start with a free trial
Use the platform with your patients before you choose a plan.
Already a partner? Sign in to your pro space