Templates
A simple clinic management system, built your way
A clinic management system brings patients, the schedule, visit history and billing into one place. With theo you start from the ready-made clinic template — or describe how your practice works — and get the complete app, with database, team login and screens for phone and desktop. It suits small practices: physiotherapy, aesthetics, psychology, dentistry.
What the template includes
- Patients: name, contact, date of birth, insurance and notes.
- Appointments: date, time, professional and what was done.
- History per patient: every visit linked to the record.
- Billing: what each visit brought in, what is open and the monthly total.
The screenshot above is the template running for real, with sample data.
Your team, each in their role
Reception books and reschedules, the professional records the visit, the owner sees billing. Invite your team and set roles and permissions.
What this system is NOT
theo builds a custom management system — records, schedule, history and billing. It is not a certified electronic health record, it does not issue invoices by itself and it does not handle insurance billing standards. If your clinic needs those, use a certified system for them and theo for the rest of the operation.
Frequently asked questions
- Can it be used as an electronic health record?
- Not as a certified one. You can record visit history and notes, but theo has no health-record certification or digital signature of clinical documents.
- Can my team use it at the same time?
- Yes. Everyone signs in with their own account, and you set what each role can see and edit.
- How much does it cost?
- theo starts free, with no credit card and no time limit.
Start from the clinic template
Open it, see it working and create your own empty copy. Free, no credit card.
Free, no credit card · Database hosted in Brazil