Everything You Need to Run Your Practice
Promptly combines scheduling, notes, intake forms, secure messaging, and AI assistance into one modern platform.
Smart Scheduling
Online booking with automatic reminders. Patients book directly from your website or our hosted page. Email and SMS reminders reduce no-shows.
- Online booking widget
- Automatic email reminders
- Recurring appointments
- Buffer time management
AI-Powered Notes
Turn session recordings or quick notes into structured clinical documentation. SOAP, DAP, or custom templates—generated in seconds.
- Audio transcription
- SOAP/DAP note generation
- Custom templates
- Edit before finalizing
Intake Forms
Beautiful, mobile-friendly intake forms with conditional logic. AI interprets responses and highlights key information.
- Drag-and-drop builder
- Conditional logic
- AI interpretation
- Pre-session reminders
Patient Records
Comprehensive patient profiles with timeline view. See appointments, notes, forms, files, and messages in one place.
- Complete patient timeline
- Quick search
- Custom fields
- Import from Jane
Secure Messaging
PHIPA-compliant messaging between you and your patients. Internal team chat for clinic staff.
- End-to-end encryption
- Read receipts
- File attachments
- Team channels
Document Management
Store and organize clinical documents. Automatic PII detection and tagging. Patient-facing or clinician-only visibility.
- Automatic tagging
- PII detection
- Version history
- Secure sharing
Why Choose Promptly
Privacy-First
All data stored in Canada. PHIPA, PIPEDA, Law 25 compliant. Your patients' data never leaves the country.
AI-Native
Built with AI at the core, not bolted on. Reduce admin time by 50% with intelligent automation.
Embed Anywhere
Add booking, intake forms, and patient portal to your existing website with simple widgets.