Features
What Cedar does today
Everything on this page is built and working. Each clinic gets its own settings, staff, clients and data, kept apart from every other clinic on Cedar.
Scheduling
A day view with a column per practitioner, plus week and list views. Drag a visit to a new time or practitioner.
- Day view with one column per practitioner, a week view per practitioner and a list view
- Drag a visit to another time, day or practitioner
- Recurring series, changed for one visit or for this and later visits
- Double bookings and bookings outside working hours warn first, then go ahead with an override
- Weekly shifts, time off and extra hours, which practitioners can enter themselves
- Treatment types and disciplines with durations, prices, who offers them and whether they can be booked online
- A waitlist that staff book from and clients can join from the booking site
- Book several family members back to back in one go
- Several locations, with reports by location
- A private calendar feed for Google Calendar or Outlook
Online booking
Your own booking site, in your clinic's logo and colours, where clients book, reschedule and cancel.
- A booking site for your clinic with your logo and accent colour
- Clients see open times and book, reschedule or cancel within your rules
- Sign-in with a 6-digit email code or Google, so there's no password to forget
- An optional card on file to hold a booking
- A waitlist when nothing fits
Reminders
Email and SMS reminders sent at the time each client chooses, and a call list for everyone else.
- Email reminders 2 days, 2 hours or 1 hour before, as each client prefers
- SMS reminders with your clinic's name in the message
- A daily call list of clients who can't be emailed or texted
- Return-visit reminders for clients who are due to come back
- Payment requests by email or text
- Every message sent to a client, on their record
Clients & forms
Client records, alerts and files, plus intake and consent forms that go out before the first visit.
- Client profiles with contact details, relationships, medications and alerts
- Clinical alerts shown only to the roles that need them
- An intake and consent form builder, with versions kept
- Forms emailed automatically before a client's first visit, with answers filed to the chart
- Typed signatures on consent forms
- Files up to 25 MB (PDFs, images and documents), stored privately in Canada
Charting
SOAP and general notes that autosave as you write and are locked once signed.
- SOAP and general note templates
- Drafts autosave, and only their author can edit them
- A signed note is locked by the database itself, so nobody can change it later
- Corrections go in as dated addenda, and the original note stays as it was
- A chart history for every client, with notes imported from Jane attached as read-only PDFs
Billing & payments
Invoices, receipts and packages, with card payments through your own Stripe account.
- Invoices, receipts and statements with your tax numbers and practitioners' registration numbers, emailed or printed
- Cash (with change worked out), e-transfer, cheque and card
- Card payments through your clinic's own Stripe account, with Stripe Terminal readers for credit and Interac tap
- Saved cards, and refunds back to the card
- Late-cancellation and no-show fees, optionally charged to the card on file
- Packages: session packs, mixed packs and prepaid credit, used up automatically at each visit
- Taxes per item and your own invoice numbering
Insurance
Split a visit between the client and their insurer, and track every claim until it's paid.
- Insurers, each with its own price per treatment
- Split billing between the client and one or more insurers
- Claims tracked by status and amount paid, so every invoice shows what's still owed
- Works alongside the insurer portals you already submit claims in
Reports & staff
Business earnings with practitioner commission, plus the reports a front desk and bookkeeper use every day.
- Business earnings, payments, accounts receivable aging, claims and hours
- New clients, clients with no visit booked, and appointment reports
- CSV export and print on every report
- Commission per practitioner and a compensation report
- Six roles, from owner to bookkeeper, with staff invited by email
Import from Jane
Bring your clients, appointments, charts and balances over from Jane, with a preview before anything changes.
- Clients, including their medical alerts
- Appointments, creating staff, treatments and locations that don't exist yet
- Chart PDFs, attached to each client as read-only chart entries
- Package balances, opening balances and open claims
- A preview before anything is imported, and re-running an import updates records instead of duplicating them
Privacy & security
Clinic data stored in Canada, two-factor sign-in for every staff member, and an audit log of who viewed what.
- Clinic data, files and email hosted in Canada, on AWS and PlanetScale in Montreal (ca-central-1)
- Each clinic's data kept separate from every other clinic's
- Two-factor authentication required for every staff login
- An audit log of who viewed or changed each record, open only to your super admin, and reading the log is logged too
- Signed notes that can't be changed, by anyone
Ready to try it with your clinic?
Free while you set up your clinic. Pricing is agreed with you before your clinic goes live.