Complete Medical CRM Solution

Everything You Need to Run Your Practice

From appointment scheduling to AI-powered call management, IntelligoAI provides all the tools modern medical practices need to thrive.

Practice Management

Core tools to manage your calendar, patients, and daily operations efficiently.

Scheduling

Calendar & Slots

Visual calendar view with comprehensive slot management for all your practitioners. Create time slots, define availability windows, and see your entire schedule at a glance. The calendar adapts to desktop, tablet, and mobile screens so you can manage bookings from anywhere.

  • Multi-doctor calendar with individual views
  • Waiting list for fully booked slots
  • Slot notes and daily summaries
  • Responsive design for any device
Patients

Patient Management

Complete patient profiles with all the information you need in one place. Store personal details, tax codes, contact information, and link all related documents directly to each patient. Manage family relationships like guardians and dependents, and quickly search across your entire patient database.

  • Full profiles with tax code and contacts
  • Document linking per patient
  • Guardian/dependent relationships
  • Quick search and filtering

Configuration & Insights

Set up your practice exactly how you need it, and gain valuable insights into your performance.

Team

Doctors Management

Manage your entire medical team from one place. Add multiple practitioners with their specializations, assign specific services each doctor can perform, and track their activity. Perfect for multi-specialty clinics and practices with multiple doctors sharing the same space.

  • Unlimited doctors and practitioners
  • Individual specializations and notes
  • Service assignments per doctor
  • Active/inactive status management
Catalog

Services Catalog

Define all your medical services with complete control over pricing and tax settings. Set custom VAT rates for each service type, define standard durations for scheduling, and assign services to specific doctors. Your service catalog integrates directly with invoicing for accurate billing.

  • Custom VAT rates per service
  • Pricing and duration settings
  • Service descriptions for clarity
  • Direct integration with invoicing
Overview

Dashboard

Start your day with a complete overview of your practice. See today's appointments, active doctors, and unique patients at a glance. The daily timeline shows your schedule visually, while the activity log keeps you updated on recent changes. Auto-refreshes every 5 minutes to stay current.

  • Today's key metrics at a glance
  • Daily appointments timeline
  • Real-time activity log
  • Auto-refresh every 5 minutes
Analytics

Reports & Analytics

Understand your practice performance with detailed analytics. Track appointments, patient visits, and revenue over time. Compare month-to-month to identify growth trends. Choose from 6-month, 12-month, or all-time views to analyze your data at the right scale for your needs.

  • Appointments and patient trends
  • Monthly comparisons with growth indicators
  • Flexible time ranges (6mo, 12mo, all-time)
  • Revenue and performance tracking

Platform Capabilities

Built-in features that make your daily work easier and keep your data secure.

Search

Smart Search

Find anything in your practice instantly. Search across patients, appointments, invoices, and documents with a single query. Results are organized by category for quick navigation, and you can jump directly to any record with one click.

  • Global search across all data
  • Results organized by category
  • One-click navigation to records
  • Fast keyword filtering
Notes

Notes System

Keep track of important clinical information with notes at every level. Add notes to individual appointments for treatment details, slot-level notes for the day's observations, and doctor notes on patient profiles. All notes are searchable and visible in the patient timeline.

  • Appointment-level notes
  • Slot and daily notes
  • Doctor notes on patients
  • Searchable note history
Mobile

Mobile Access

Access your practice from anywhere on any device. The fully responsive design adapts to smartphones, tablets, and desktops. Manage appointments, view patient records, and handle urgent tasks on the go. Special tablet mode for document signing in waiting rooms.

  • Fully responsive design
  • Works on any modern browser
  • Tablet-optimized document signing
  • Touch-friendly interface
Security

GDPR Compliant

Your patients' data is protected with enterprise-grade security. All data is encrypted at rest and in transit, stored on EU-based servers. Full GDPR compliance with support for data export and right to deletion. Digital signatures are legally valid under Italian and EU regulations.

  • End-to-end encryption
  • EU-based data storage
  • Data export and deletion support
  • Legally compliant signatures

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