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Patient CRM for Your Clinic

Why is a Patient CRM Necessary for Your Clinic?

Everything you need to manage patient details with our integrated patient CRM.

Basic Details

Basic information such as name, address, date of birth and contact details.


Keep track of client contacts include parents, partners, children and next of kin.


Securely store client private health and other required insurance details.


File referral information including provider numbers and duration.


All past and future appointments, including attendance history.


Complete invoicing and payment history, including outstanding amounts.


Create custom classifications for diagnosis, health status, etc.


Set preferences such as preferred service and reminder method.

How Clinicians and Practice
Managers can use CRM for Clinics

Power Diary’s robust patient management system features integrate seamlessly into your workflow, helping clinicians and practice managers streamline processes and improve the overall patient experience. From secure online intake forms to appointment scheduling and invoice management, you’ll gain a holistic view of your practice, enabling you to provide the best possible care.

Patient Correspondence

Seamless communication without ever having to leave your account

With our instant letter writer, email communication, and 2-way SMS chat, keeping up with patients is a piece of cake. Gone are the days of pulling up your email account, sorting through a desktop calendar, and flipping rapidly through your weekly schedule. And, with our handy recall functionality, you can set custom communication templates at an individual level. Bottom line? We don’t want patient communication to be seen as yet another administrative heavyweight.

Instant Letter Writer

Clinic CRM Letter Writer

Save time and increase productivity with our Instant Letter Writer. Generate letters with client or referrer information already merged. When you’re finished, export to Microsoft Word, PDF, or simply print. Then, save the letter as sent or as a draft. Don’t forget to create a letter template that you can quickly reference in the future. Want to keep permanent track of the correspondence? Save the letter to your client’s record. Bottom line, our instant letter writer helps you spend less time on sorting paperwork and more time on treatment.

Advanced Data Tagging

Manage your clinic CRM data with file tagging, classifications, and more

File Tagging

At Power Diary, “easy as” isn’t easy enough. File tagging allows you to mark your uploads with unique tags that help you sort files on your terms.

Custom Classifications

With client classifications, you can tag each patient with a custom label, and use this as a sorting identifier when running reports or viewing your data.

Multiple Gender Options

As proud supporters of the LGBTQ community, this feature was a no brainer. Set custom gender options that match your client’s identity.

Adaptable Preferences

Each of your patients is unique, so we allow you to set preferences for each individual. For example, maybe your older clients don’t enjoy SMS reminders – not a problem. Mark their preferred reminder type as email only. Plus, our preferred notice periods allow you to override default settings for each individual. Finally, automated event reminders remember the important things so you don’t have to (patient birthdays, session pack expiration and more).

Secure Patient Data

With Power Diary, your data is secure. The protection of your patient information is top priority, and we’ve taken extra measures to ensure the safety of your data is never compromised. We safeguard all personal and sensitive information, and you can trust that your data is owned by you. We never use your patient information for 3rd party research, and you can export any information at any time.

Did you know our practice management system boasts over 100 features? Click here to view the full list.

Practice Management Software for Every Clinic

Power Diary’s clinic management software was designed to meet the needs of clinics across a variety of healthcare disciplines, including:

  • Physiotherapists clinics: Use treatment notes with body charts, and benefit from Power Diary’s integration with Physitrack.
  • Chiropractors clinics: Manage a busy calendar efficiently while also storing x-rays and MRIs securely.
  • Mental health clinics: Power Diary offers high levels of data security, session notes and the ability to create time-saving custom note templates.
  • Podiatry clinics: Update client information from anywhere, whether in the clinic or conducting an in-home appointment.
  • Massage therapy clinics: Allow clients to book their own appointments online, record treatment notes and offer follow-ups in just a few clicks.
  • Speech therapy clinics: Link family contacts and start telehealth appointments without leaving Power Diary.
  • Acupuncture & Chinese medicine clinics: Keep your practice organised and manage clients seamlessly.
  • Osteopathic clinics: Update custom client note templates and send automated follow-ups.
  • Homeopathic clinics: Provide services and have the flexibility to sell products, with or without an appointment.
  • Dietary clinics: Maintain detailed notes about client progress and never lose track of a payment.
  • Occupational therapy clinics: Update client notes quickly and easily from anywhere.
  • Social work clinics: Keep your records current on the go, and manage multiple locations as needed.
  • Counseling clinics: Remove the stress from practice administration with cloud-based clinic management software.
  • Therapy clinics: Reminders, notes, online bookings invoicing and marketing integrations empower you to streamline your practice.
  • Naturopathy clinics: Complete detailed notes post-session, securely stored with the client’s information and history.
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