- Do we have to leave our system?
- No. ClinicPilot works alongside Jane, Walnut EMR, Cliniko, Juvonno and Universal Office, not instead of them. It only reads your schedule. Every booking still happens in your own system, and nothing in it changes.
- Which systems does it work with?
- Jane and Walnut EMR, through the calendar links they give each practitioner. Cliniko and Juvonno, through an API key you make in them. Universal Office, through a small agent on the office server. On anything else, tell us what you run and we'll say honestly whether we can read it.
- Where is my data?
- On your clinic's computer. ClinicPilot reads your schedule onto it, and patients, appointments and reports stay there. We never receive patient information. Every night an encrypted backup is saved to a folder you choose.
- What leaves the computer?
- Four things only: a licence check once a day, the one-time code that links a computer to your account, diagnostics you choose to send after you have seen them, and support messages with patient names, phones and emails taken out first. A privacy gate blocks any request that contains a patient's name, phone, email or health-card number.
- Do you send messages to my patients?
- No. ClinicPilot never messages or calls a patient, and nothing goes out on its own. You send each offer yourself: from your own email app, your own phone (Messages on a Mac with an iPhone, or Phone Link on Windows), WhatsApp, Cliniko's own SMS, or by copying the message. For Jane clinics the offer carries your own Jane booking link, opened on the right week.
- How does it decide who to offer a slot to?
- Every patient gets a score for that exact slot: whether they are due back, have nothing booked, usually see that practitioner, usually book that day and time, and have taken offers before. The reasons are written next to each name, and you can search to add anyone else.
- What about consent?
- ClinicPilot shows who agreed, who declined and who opted out, read from your Jane patient export, from Cliniko, or recorded by the desk. It never reverses an opt-out. Your clinic stays responsible for consent.
- Where do patient phone numbers come from?
- On Jane, not from the calendar links: they carry only names and appointment times. Export your patient list from Jane as CSV or Excel and import it into ClinicPilot. One missing number can also be typed straight in.
- Do you read chart notes?
- Never. Notes are dropped where the schedule is read, before anything is stored.
- What does it cost?
- One plan: 49.99 a month per clinic, plus tax, the same number in your own currency (US, Canadian, Australian or New Zealand dollars, pounds or euros), and 14.99 a month for each extra front-desk person or location, plus tax. The tax is added at checkout based on your clinic's address. Every location runs ClinicPilot on its own computer, linked to one account. Try it free for 14 days, no card.
- How do we get it?
- Download it for Mac or Windows from the Download page. The website is only for your account, billing and downloads; the clinic's work happens in the app on your computer.
- I work the front desk. How do I get in?
- You don't sign up. Your clinic owner invites you from their Team page.