Scheduling, intake, insurance and patient flow — the front-desk engine that keeps the day full, keeps every patient on their care plan, and runs the busywork on its own.
A visual, drag-and-drop schedule with real-time availability — patients book online, reminders go out automatically, and open slots fill themselves from the waitlist.
Four figures the team watches every week — how full the day is, how many patients show, how long check-in takes, and how many hours come back.
Platinum PMS handles the operational detail so your front desk can focus on the patient standing in front of them — not the screen.
Visual day, week and month views with drag-and-drop, provider color coding, room assignment and an automated waitlist. Linked appointments run sequential treatments on a single check-in, and bulk changes reschedule a closure or a snow day in minutes.
What it means: a full schedule with no double-booking — and cancellations that fill themselves.
Digital forms, insurance card capture, demographics and consents — completed before the patient arrives.
What it means: check-in takes seconds, and the waiting room keeps moving.
Provider schedules, treatment rooms, equipment and capacity — managed from one dashboard.
What it means: no idle rooms and no bottlenecks — the clinic flows at full capacity.
Store and verify coverage, track benefits, manage authorizations and run eligibility checks — integrated with billing. Eligibility re-runs automatically on the cadence you set, and staff are alerted before treatment when an authorization is missing, expired or nearly used up.
What it means: coverage surprises get caught before the visit — not after the claim bounces.
Custom payment plans, balance tracking, automated recurring charges and patient financial agreements.
What it means: predictable revenue — and fewer balance conversations at the front desk.
Automated reminders, no-show alerts, recall notifications, birthdays and custom alert rules.
What it means: fewer no-shows and steady recalls — without anyone working a call list.
The schedule knows the plan. Booking suggestions match each patient’s prescribed frequency, guardrails stop off-plan bookings, and the desk is alerted when a patient falls behind — one click books the whole phase.
What it means: patients finish their care plans — and the visits that used to quietly disappear, don’t.
Kiosk, mobile and family check-in feed a live flow board — arrived, roomed, treated, checked out. Room-lock prevents double-calling, and providers are notified the moment their patient is ready. Pre-arrival checks flag missing forms, consents and payments before the patient even reaches the desk.
What it means: shorter waits, faster room turnover, and nobody guessing who’s next.
Schedule across locations, providers and rooms from one centralized view — included at every tier, not sold as an upgrade.
What it means: a group runs like one practice, not five.
Patient Quick Info shows insurance status, care plan, financial plan and upcoming appointments the moment the chart opens. Search finds a patient from almost any field, duplicate-prevention keeps one record per patient across locations, and smart flags surface who needs attention — no separate CRM tool.
What it means: staff stop hunting across screens — the answer is one glance away.
SMS, email, push and app messages in one shared, two-way inbox — every conversation tied to the patient and the appointment, with internal staff messaging alongside.
What it means: no phone tag, no separate texting app, and a complete communication record on the chart.
Automation isn’t a separate product bolted on top — it’s built into the schedule, working in the background all day.
Sequences go out automatically by text and email — patients confirm with one tap, and no-show risks are flagged early.
Cancellations trigger the waitlist automatically — open slots are offered and filled without a single phone call.
Coverage is verified before the visit, so surprises are caught at booking — not at billing.
A missed or cancelled visit triggers the follow-up and the rebooking prompt automatically at the patient’s preferred day/time — and care-plan gaps surface to the desk before the patient drifts.
Keep track of missed, rescheduled or cancelled appointments over time alongside the reason — metrics reflect what’s really happening in the clinic and allow conversations with patient and doctor.
A denial, a missed visit, an expiring authorization or an unpaid balance creates a task automatically — routed to the right role, with due dates, escalation and manager visibility. What it means: follow-ups stop living on sticky notes.
Nobody works a call list. The schedule confirms, fills and verifies itself while the desk looks after the person in front of them.
Explore the AI layer →One day, one screen — but what it does for you depends on where you stand in the clinic.
You open one screen and the day is already laid out — who has checked in, which room is free, who confirmed for tomorrow. Reminders went out overnight, and this morning’s cancellation has already been offered to the waitlist.
You see the day the way you actually work it — your column, your rooms, your appointment types. New patients arrive with intake and coverage already handled, so the visit starts on time instead of ten minutes late.
Fill rate, no-show trend and provider utilization move as the day runs, so a soft week shows up while there is still time to fill it — and balances stay visible instead of drifting.
Nothing about the day changes on paper. What changes is how much of it the desk has to drive by hand.
Set provider availability, rooms, appointment types and scheduling rules — and turn on online booking so patients self-schedule 24/7.
Set up onceReminders, confirmations and waitlist notifications go out automatically. Intake is sent before each visit — check-in takes seconds.
Runs on its ownTrack fill rates, no-show trends and provider utilization in real time — and fill open slots straight from the waitlist.
A soft week shows earlySame team, same rooms. A different amount of the day spent on the phone.
Everything the front desk touches flows across the platform instantly — no re-entry, no gaps.
Scheduled visits auto-create encounter records — demographics stay in sync.
Patients book and reschedule from the app — reminders go out automatically.
Copays are collected at check-in — financial plans managed right from the schedule.
Fill rates, no-show trends and provider utilization feed live dashboards.
Yes, Online booking shows your real availability and writes straight into the schedule — a patient books at 9 pm on a Sunday and the slot is held the moment they tap confirm. And because patients can see which hours run busy and which run quiet, they spread themselves across the day. Fewer crowded waiting rooms, fewer empty afternoons, without anyone making a phone call.
The open slot is offered to the waitlist automatically. Nobody has to work down a call list — the first patient to accept takes the time.
No. Reminder and confirmation sequences go out by text and email on their own, patients confirm with one tap, and no-show risks are flagged early so the desk only chases the ones that matter.
Yes. Provider schedules, treatment rooms, equipment and capacity are managed from one dashboard, with provider colour coding and room assignment on the same view.
Yes — this is the difference. Booking suggestions match the prescribed frequency, guardrails prevent off-plan bookings, and one click schedules a full phase of recurring visits. When a patient falls behind, the desk is alerted.
Yes. Family and group visits are scheduled in one workflow, checked in together, and can be paid in one transaction.
No. Multi-location scheduling comes standard, from one centralized view.
At check-in, from the schedule. Payment plans, balance tracking and recurring charges live in the same place, so the desk is not switching systems mid-conversation.
Eligibility runs automatically ahead of the appointment, so a coverage problem is caught at booking rather than after the claim bounces.
When the schedule runs itself, the front desk can look up from the screen — and greet the person walking in the door.
“Great for a busy chiropractic office! Platinum allows us to spend more time with our patients rather than doing paperwork. We’ve used it for almost 10 years now. We couldn’t function without it!”
See Platinum PMS run a real clinic day — booking, intake, eligibility and reminders, on one screen.
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