Software package

Doctor practice package

Condition pages, booking requests, pre-visit intake, referral upload and a secure patient message channel for one practitioner and the person who runs their diary.

Custom build Concept demo

Get a quote for this package

Who it is for

Built for

A good fit

Private GPs, consultants and independent practitioners who see patients under their own name, usually with a medical secretary or practice administrator handling the diary. It suits a practitioner who holds sessions at one or two locations, offers telephone or video follow-ups and wants new patients to arrive registered, with a referral on file and an intake form already read.

Not the right fit

It is not for multi-practitioner clinics with rooms and departments, which need the clinic booking package, nor for practices that want a full clinical record system with prescribing and results. Those are different products, and if your day depends on them we will say so rather than stretch this one.

The operational problem it solves

How it runs, step by step

The secretary logs in at nine and sees three new requests from overnight.

The first is a new patient asking for a first consultation about a condition listed on the site; the request form has already asked for a GP referral, and the letter is attached.
The secretary checks the practitioner's Thursday session, confirms a slot, and the system sends the confirmation and a link to the intake form.
The second request is a follow-up; the patient chose a video appointment type, so it is booked directly without the secretary touching it and appears in the diary with a video link attached.

The third is a request for a condition the practitioner does not see.

The secretary replies through the secure message channel with a short note rather than exposing the practice email.
By Wednesday the new patient has completed the intake form; the practitioner opens it on their phone the evening before clinic.
Reception never sees its clinical content, only that it is complete.
After the appointment the practitioner marks a follow-up interval and the secretary books it from a list of patients due, instead of relying on anyone's memory.

Features

What the package does

The package is organised into the public practice site, the request and diary module, pre-visit intake and uploads, and patient messaging. The feature list below shows what each module does and the comparison table shows which variant includes it.

Content and editorial

Condition and treatment pagesPages on the conditions and treatments you handle, each linked to the appointment type that fits.

Bookings and diary

Appointment types with modeSet the duration, lead time and location of each appointment type, and whether it is face to face, by telephone or by video.
Booking request or direct bookingFor each appointment type, choose whether a secretary confirms the request or the patient books a slot directly.

Scheduling

Working pattern and leaveYour working pattern and leave decide which times a patient can ask for.

Forms and requests

Pre-visit intake formPatients complete an intake form before the visit, and reception can see whether it has been done.
Condition-specific questionnairesAsk additional questions tailored to the condition the patient is booking for.

Documents and cases

Referral letter uploadPatients upload a referral letter when they book, so it is with the practice before the appointment.

Messaging and notifications

Secure patient messagingPatients and the practice exchange messages inside the site rather than by ordinary email.

Compliance and records

Role-based access with audit logDiary staff and clinicians see different things, and an audit log records who opened what.

Billing and payments

Online payment at bookingTake payment of the consultation fee when the patient books.

Roles and permissions

Who does what

Practitioner
- See their own diary across all locations and session types
- Read completed intake forms and uploaded referral letters
- Set a follow-up interval after an appointment
- Reply to patients through the secure message channel
Secretary
- Confirm, move and cancel requests and appointments
- See contact details and intake status but not clinical content
- Send confirmations, reminders and intake form links
- Maintain the fee list and record payments taken
Practice administrator
- Edit condition and treatment pages and the qualifications section
- Define appointment types, durations and lead times
- Set working patterns, leave and locations
- Export the audit log and run activity reports
Patient
- Request or book an appointment by type and location
- Upload a referral letter with the request
- Complete the intake form before the visit
- Read and reply to secure messages and see upcoming appointments

Example screen

Concept demo

Concept demo of the doctor practice package secretary view with pending requests, confirmed appointments grouped by location and intake status markers.

The secretary view: requests awaiting confirmation on the left, this week's confirmed appointments by location on the right, with an intake-complete tick on each new patient and no clinical content visible.

Scope and options

What is included and what is extra

In the base package

Public practice site with condition and treatment pages linked to appointment types
Appointment types with duration, lead time, location and face-to-face, telephone or video mode
Working pattern and leave driving what can be requested
Booking request with secretary confirmation, or direct booking per type
Pre-visit intake form with completion status visible to reception
Referral letter upload and secure patient messaging
Role-based access separating diary from clinical content, with an audit log

Common add-ons

Online payment of consultation fees at booking
Condition-specific intake questionnaires
Stored clinical notes under the separately scoped security item

Needs custom work

Integration with an existing clinical record system
Multi-practitioner diaries, rooms and departments
Insurer invoicing and claim submission

See the custom development service

Ownership, maintenance and pricing

After the build

Deployment and ownership

The package runs on hosting you choose or on hosting we manage; either way the practice owns the code and the data. Patient contact records, appointments, intake responses and uploaded documents can be exported in standard formats, and the audit log exports with them. Stored data is encrypted at rest and access is limited by role, and the retention schedule agreed at set-up is applied by the system rather than by hand.

Maintenance

Maintenance is optional and agreed separately from the set-up. When taken, it covers security updates to the platform and dependencies, monitoring of reminders, uploads and message delivery, backups with a tested restore, and a monthly window for small changes such as a new appointment type or an edited condition page. Larger changes are quoted against the original scope.

Pricing model

Priced per proposal.

The package is priced as a one-off set-up and customisation, with hosting and maintenance as separate optional recurring lines. What moves the set-up figure: the number of locations and session patterns, whether clinical notes are stored and the security scope therefore applies, the add-ons chosen, the providers connected for video, messaging and payments, and whether you host it yourself. The proposal lists each line on its own.

Software package

Custom build Concept demo

Variants

Website : quote for this variant

Public practice site with condition and treatment pages linked to appointment types
Appointment types with duration, lead time, location and face-to-face, telephone or video mode
Working pattern and leave driving what can be requested
Booking request with secretary confirmation, or direct booking per type

Priced per proposal. A written proposal is the only binding figure.

Get a quote for this package Prefer a fully custom build?

FAQ

Frequently asked questions

Does the secretary see the intake form answers?

No. The secretary role sees that a form is complete or outstanding and can resend the link, but the answers are visible only to the practitioner role. The practice administrator can change that if the practice genuinely needs it, and every change to roles is written to the audit log.

Can we run video consultations through it?

Video is an appointment mode. The package connects to a video platform chosen during set-up and places the link in the confirmation and the diary entry; it does not host the video itself.

What happens to a did-not-attend?

The secretary marks the appointment as not attended, the record is kept on the patient's history, and the practice's own policy text is sent if one is configured. Whether a fee is charged is a practice decision the system records rather than decides.

Is it a replacement for our clinical records system?

No. It handles the public site, requests, intake, uploads and messaging. Storing notes is an add-on with its own security scope, and connecting to an existing clinical system is custom work described on the doctor website development service page.

Is this a finished product I can log into today?

Not yet. The readiness badge on this page shows the real state: the package is assembled as a custom build from our practice modules for each practitioner, and the example screen is a labelled concept demo, not a live system.

Get a quote for Doctor practice package

Tell us about your locations, the people who will use it and the add-ons you need. We reply with a clear, competitive proposal.