Flowtly for medical service providers

Unite scheduling, compliance, and finance for clinics and diagnostic centers.

Try flowtly

Built for new teams

Get structured even when capital is tight

Flowtly helps young companies replace scattered spreadsheets with a connected operating system. Sales, delivery, staffing, cashflow, and reporting live together, so you see the full picture even before you can afford a large ops team.

  • Automate onboarding, invoices, and approvals instead of hiring operations too early.
  • Understand runway and hiring impact with cash, receivables, and projects in one view.
  • Give founders, investors, and first hires the same playbook for daily execution.

Clinical ops

Scheduling, compliance, and billing on one track

Coordinate multidisciplinary rosters, audits, and payors without juggling spreadsheets or inboxes.

24/7

Coverage of on-call and compliance monitoring

-40%

Reduction in overtime chasing shift swaps and paperwork

+3pt

Increase in SLA or patient experience scores

Flowtly playbooks for your industry

Pick an operational challenge and see how teams solve it with Flowtly.

Filter by focus

Problem

Licenses, sterilization logs, and equipment checks spread across binders?

Small clinics rely on email reminders and spreadsheets to track credentials or autoclave maintenance, so compliance surprises trigger last-minute scrambles.

Solution

Store credentials, expirations, and device maintenance plans inside Flowtly. Automated reminders, checklists, and audit-ready folders keep inspections predictable.

Flowtly

Compliance hub

Compliance queue

99%
Expirations caught before deadline

99%

Owners

Assigned per asset

Record Deadline Status
CA Dental License · Dr. Patel Jun 20 Due in 3d
Sterilizer log · Lakeshore Completed Synced
Autoclave PM · Downtown Jul 02 Scheduled

State audit folder

18 files · 4 checklists Ready

Radiology QA

9 files · 2 checklists Compiling
99% Expirations caught before deadline
  • Licenses, calibrations, and SOP checks tracked with owners
  • Audit packets export in minutes with attachments

Problem

Insurance claims and payouts reconciled manually?

Billing teams copy EHR exports into spreadsheets, chase insurers via phone, and reconcile deposits days later, leaving leadership blind to cash.

Solution

Connect claims, remittances, and deposits in Flowtly. Track claim status, required documents, and payouts in one queue so finance sees confirmed cash per insurer and clinic.

Flowtly

Claims tracker

Claims & payouts

Next-day
Days to reconcile deposits

Next-day

Queue filtered by

Insurer + clinic

Payer Claim Clinic Status
Delta Dental #CL-3921 · $14.8k Northside Posted
Blue Shield #CL-4010 · $8.1k Downtown Docs needed
Aetna #CL-3989 · $6.4k Lakeshore In review

Documentation checklist

  • EOB attached
  • XR results uploaded
  • Remittance matched
  • Claims, remits, and payouts linked to the right clinic
  • Billing sees pending docs and insurer follow-ups in one queue

Problem

No visibility into staffing and performance per clinic?

Owners guess which location needs extra hygienists or where overtime explodes because reports require exporting data from multiple systems.

Solution

Flowtly dashboards slice schedules, appointments, and costs by clinic. See utilization, overtime, and profitability per site so you adjust staffing before patient experience is impacted.

Flowtly

Location dashboard

Site performance

All clinics
Sites with real-time staffing view

All clinics

Reporting slice

This week · cost & appointments

Site Utilization Overtime Action
Northside Dental 86% 1.2h Hygienist OT ↓
Lakeshore Ortho 74% 0.4h Bench slots open
Downtown Imaging 93% 3.8h Add per-diem

Live alerts

2

  • Bench alert

    Lakeshore · 2 assistants idle next week 5m ago

  • Overtime alert

    Downtown · Agency hours rising 18% 1h ago
  • Utilization, overtime, and appointments filtered per site
  • Bench and overtime alerts trigger staffing actions early

Problem

Multi-location schedules live in different calendars?

Dentists and nurses text each other when they swap shifts, so coverage gaps and overtime penalties show up when the day already started.

Solution

Flowtly keeps every clinic, provider, and chair in one rota. Swaps respect credentials, rest rules, and on-call coverage before they are approved, and managers see the impact per location.

Flowtly

Clinic rota

Multi-location rota

5 sites
Locations covered

5 sites

Credential gate

Rest + licenses verified

Clinic Resources Status
Northside Dental 6 chairs On-call ready
Lakeshore Ortho 4 chairs Swap pending
Downtown Imaging 5 rooms Agency booked

Shift swaps

2
  • Dr. M. Lee · Downtown → Northside Approved
  • Nurse Silva · Lakeshore → Lakeshore Waiting rest check
5 sites Locations covered
  • Cross-location shifts and chairs viewable in one board
  • Swaps respect credentials and rest windows automatically
Flowtly for medical services

Medical Operations Hub

Protect compliance while keeping schedules full

Flowtly unifies scheduling, billing, and vendor oversight so clinics run smoothly.

  • Patient and vendor workflows with auditable steps.
  • Inventory and services tied to finance and approval rules.
  • Compliance evidence collected automatically during delivery.

FAQ

Medical operations FAQs

See how Flowtly keeps shifts, audits, and finances synced for medical teams.

How are credentials and expirations monitored?

Store licenses, documents, and expiration dates for every clinician. Flowtly reminds coordinators ahead of time and blocks scheduling once a credential lapses.

How is PHI protected inside Flowtly?

Granular permissions, field-level audit logs, encryption at rest and in transit, plus SSO integrations keep medical data compliant in every region.

Can we coordinate multi-location schedules?

Yes. Build shift templates per site, drag and drop teams into rosters, and enforce skills, contracts, and rest rules automatically.

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