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.
One workspace, the whole way through
A schedule that runs the whole practice day
The next action is visible from the appointment
Find the right patient quickly
A clear view of the patient base
Every patient, fully in context
Clinical notes shaped around the way you work
An AI scribe for every kind of clinical document
Send invoices and messages from the workspace
Invoicing and billing without the busywork
Tariffs, stock, and balances stay together
Account movement stays tied to the patient
Medical aid submission, built in
Inventory that stays in sync
Reporting that makes the practice legible
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.
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.
- Multi-provider day, week, and month views
- Schedule blocks and live availability
- New appointments without leaving the calendar
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 and doctor context from the calendar
- Reminder and invoice actions in the appointment flow
- No separate lookup before the consult starts
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.
- Search across patient records
- Quick entry into the full patient workspace
- Built for repeated front-desk use
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.
- Structured patient list view
- Visible practice population at a glance
- Direct path into patient 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.
- Unified demographics, medical aid, and documents
- Transactions and account statements in one view
- Fast patient search across the practice
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.
- Reusable note templates created by the practice
- Rich text structure for clinical documentation
- Linked to the full patient timeline
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.
- Ambient transcription and dictation, captured anywhere
- Turns any transcript or unstructured notes into structured documents
- Notes, referral letters, and summaries in your own templates
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.
- Email preview before sending
- Encrypted PDF attachment option
- Message history tied to the patient record
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 list and payment status tracking
- Patient ledgers and account statements
- A clear path from schedule 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.
- Tariff and stock line items in one invoice
- Balance and payment movement visible
- Ready for patient communication and payer submission
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.
- Patient account movement in context
- Charges and payments visible together
- Financial history close to the record
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.
- Submit claims directly from billing
- Track submission status end to end
- Built into patient payer context
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.
- Stock and consumable tracking
- Usage tied to clinical activity
- One source of truth for supplies
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.
- Turnover and performance reporting
- Live operational and financial views
- Insight without manual data wrangling
Ready to see it on your own workflow?
We will walk through the parts of the workspace that matter most to your practice using real product.