Features

One workspace for the clinical and financial day

TrueX is one native operating system for the full practice day. Everything is already built in, nothing is stitched together. Explore every part of the workspace below.

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One patient day

One workspace, the whole way through

Follow a single patient from the morning schedule to the end-of-day report. The same workspace carries every step.

Scheduling

A schedule that runs the whole practice day

Multi-provider scheduling with day, week, and month views, schedule blocks, and live availability. The front desk sees the entire practice at a glance and books in seconds.

Appointment context

The next action is visible from the appointment

Open the appointment and the right context is already there: patient details, doctor details, reminders, and invoice creation without losing the schedule.

Patient search

Find the right patient quickly

Fast patient search gives the front desk and clinical team a clean way into the record, so the day keeps moving without hunting through separate systems.

Patients

A clear view of the patient base

The patient list keeps the practice population visible with the operational detail teams need before moving into individual records.

Patient context

Every patient, fully in context

Identity, contact details, medical aid, documents, and history in one record. Clinical and financial teams work from the same source of truth, no tab-switching required.

Clinical notes

Clinical notes shaped around the way you work

A focused editor for reusable practice note templates. SOAP can be one structured example, but each practice can create the clinical note formats that suit its own workflows.

AI scribe

An AI scribe for every kind of clinical document

Capture a consult as it happens or dictate on the move, and the AI scribe turns that transcript, or any unstructured notes, into whatever you need, structured notes, referral letters, summaries, and more, shaped by the practice's own templates. The clinician reviews and signs off, and it lands in the patient record.

Communication

Send invoices and messages from the workspace

Preview the patient email, send invoices, and attach protected PDFs without leaving the account workflow. Communication stays tied to the record and the document trail.

Billing

Invoicing and billing without the busywork

Generate invoices, track balances, and reconcile patient accounts in one place. The financial picture stays accurate from consult to payment.

Invoice detail

Tariffs, stock, and balances stay together

The invoice detail keeps procedure tariffs, stock and NAPPI items, payments, and balance movement in one coherent billing surface.

Ledger

Account movement stays tied to the patient

The ledger gives the team a clear view of charges, payments, and account movement without exporting financial context elsewhere.

Payer submission

Medical aid submission, built in

Submit claims to payers directly from the billing workflow and track their status. No exports, no separate systems, no lost claims.

Inventory

Inventory that stays in sync

Track stock, consumables, and usage tied to clinical activity. Know what you have and what you need without a separate spreadsheet.

Reporting

Reporting that makes the practice legible

Turnover, performance, and operational reports built from live data. Understand the practice without exporting and rebuilding numbers by hand.

Scheduling Appointment context Patient search Patients Patient context Clinical notes AI scribe Communication Billing Invoice detail Ledger Payer submission Inventory Reporting

What's included

Every capability, built into the same workspace

The full reference for what lives inside TrueX. Each part shares the same data, so the practice runs as one system instead of a stack of separate tools.