Platform Overview

EVERY FEATURE YOUR
CLINIC NEEDS.

From first appointment to final invoice — one platform, zero compromises.

Scheduling

Scheduling & Booking

A multi-practitioner calendar that fills itself. Online booking, smart waitlists, and gap detection keep your schedule running at full capacity.

  • Multi-practitioner calendar with day, week, and month views
  • Online self-service booking for patients
  • Waitlist with automatic notification when slots open
  • Smart gap detection to maximise utilisation
  • Drag-and-drop rescheduling and recurring appointments
  • Room and resource management
  • Patient self-service via the portal
Today's Schedule 3 practitioners
9:00

S. Chen

Physiotherapy - Initial Assessment

Confirmed
9:30

M. Torres

Massage Therapy - Follow-up

Checked In
10:00

Gap detected

Waitlist patient notified

10:30

E. Wright

Occupational Therapy - Treatment

Confirmed
11:30

J. Patel

Chiropractic - Adjustment

Confirmed
SC

Sarah Chen

Patient since Jan 2024 · Last visit 3 days ago

Physiotherapy Active Plan Sun Life

Mar 17, 2026

Treatment session completed

Mar 14, 2026

Insurance claim submitted · Sun Life

Mar 10, 2026

Intake form completed via portal

Mar 8, 2026

Initial assessment · SOAP note saved

Patients

Patient Management

A complete 360-degree view of every patient. See their full history, insurance details, and activity timeline in one place.

  • Patient 360 view with all details at a glance
  • Chronological activity timeline
  • Insurance information tracking per patient
  • Tags and segmentation for patient groups
  • Auto-deduplication of patient records
  • Patient merge with full audit trail
Charting

Clinical Charting

SOAP notes, intake forms, and e-signatures — all built around a practitioner-first workflow. Start your day, chart your sessions, bill, and rebook without leaving the page.

  • SOAP notes with customisable templates
  • Template library with versioning
  • 13 field types for flexible form building
  • Intake and consent forms with e-signatures
  • Practitioner day view: Start, Chart, Bill, Rebook
SOAP Note Saved

Subjective

Patient reports decreased shoulder pain since last visit. ROM improving. Sleep no longer disrupted.

Objective

Active ROM: Flexion 160 deg (prev 140). Abduction 150 deg (prev 130). Strength 4/5 rotator cuff.

Assessment

Progressing well. On track for discharge within 2-3 sessions.

Plan

Continue strengthening programme. Home exercises updated. Follow-up in 1 week.

Start
Chart
Bill
Rebook
Hearth Patient Portal
Logged In
Appointments
Forms
Invoices
Profile

Physiotherapy Follow-up

Mar 24, 2026 at 10:00 AM · Dr. Rivera

Reschedule Cancel

Massage Therapy

Mar 28, 2026 at 2:30 PM · J. Wong

Confirmed
Secure magic link login — no password required
Portal

Patient Portal

Give your patients the self-service experience they expect. Book, reschedule, complete forms, and pay invoices — all from a beautifully branded portal.

  • View, cancel, and reschedule appointments
  • Complete intake and consent forms online
  • View invoices and make payments online
  • Update personal and profile information
  • Magic link login — no password to remember
  • Automatic portal invite sent after booking
Billing

Billing & Payments

Get paid faster with integrated Stripe payments. Create invoices, accept online payments, and keep cards on file — all while staying PIPEDA compliant.

  • Stripe Connect integration for seamless payouts
  • Invoice creation with automatic tracking
  • Online payment via Stripe Elements
  • Card on file with PIPEDA-compliant opt-in
  • Automated payment receipts
  • Insurance claims tracking and reconciliation
Recent Invoices $4,280 this week

INV-1042 · S. Chen

Paid via card on file

$150.00

INV-1043 · M. Torres

Awaiting payment

$120.00

INV-1044 · E. Wright

Insurance claim pending

$95.00
Powered by Stripe Connect
eClaims Dashboard
TELUS Health

47

Submitted

42

Accepted

5

Pending

Supported Carriers

Sun Life Manulife Great-West Life Canada Life Desjardins Blue Cross Industrial Alliance + more
Acceptance Rate 89.4%
Built for Canada

Canadian Insurance Billing

Direct integration with TELUS Health eClaims. Submit, track, and reconcile insurance claims without leaving Hearth. Built specifically for Canadian allied health practitioners.

  • TELUS Health eClaims integration
  • Claims submission, tracking, and reconciliation
  • All major Canadian carriers supported
  • Province-specific billing rules built in
Analytics

Reporting & Analytics

Understand what is working and where to improve. Real-time dashboards give you visibility into revenue, utilisation, and patient trends.

  • Revenue trends and financial reporting
  • Appointment utilisation analysis
  • No-show analysis and reduction insights
  • Practitioner performance metrics
  • Patient acquisition trends
  • Claims acceptance rate tracking
Clinic Overview
This Month

Revenue

$48,200

+12% vs last month

Utilisation

87%

+5% vs last month

No-shows

3.2%

-1.8% vs last month

New Patients

34

+8 vs last month

Revenue Trend

AprMayJunJulAugSepOctNovDecJanFebMar
Team & Permissions
DR

Dr. Rivera

Physiotherapist

Owner
JW

J. Wong

Massage Therapist

Practitioner
KL

K. Lee

Front Desk

Front Desk
AP

A. Patel

Billing Coordinator

Custom

Clinic Theme

Administration

Clinic Administration

Run a single location or multiple clinics from one dashboard. Control who sees what with granular, role-based permissions.

  • Multi-location support
  • Role-based access: Owner, Practitioner, Front Desk, and custom roles
  • Granular permissions for every feature
  • Customisable branding with 10 themes
  • Complete audit logging for accountability
Security

Compliance & Security

Your patients trust you with their data. We take that seriously. PIPEDA-compliant infrastructure, Canadian data residency, and enterprise-grade security from day one.

  • PIPEDA compliant by design
  • Canadian data residency (AWS ca-central-1)
  • Row-level security for data isolation
  • PCI DSS compliance via Stripe
  • Tamper-resistant audit trail
  • Tiered compliance: Standard, Enhanced, and Enterprise
Security Status All Systems Operational

PIPEDA Compliant

Personal Information Protection and Electronic Documents Act

Canadian Data Residency

AWS ca-central-1 (Montreal) · Data never leaves Canada

Row-Level Security

Complete data isolation between clinics

PCI DSS via Stripe

Payment card data never touches our servers

Compliance Tiers

Standard Enhanced Enterprise

READY TO SEE IT
IN ACTION?

Join clinics across Canada who have simplified their practice with Hearth. Start your free trial today or book a personalised demo.

No credit card required · 14-day trial · PIPEDA compliant