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Explore demo
EXPLORE THE WORKING DEMO

A practice already in motion.
Room to try things yourself.

Step into Summit Eye Institute, our fictional ophthalmology practice. Explore the records, change a status, and see how the next step stays in view.

Enter the demoPick a starting point

No account. No setup. Fictional records throughout.

18 monthsof sample activity
2 workspacesplus Practice overview
Your browserkeeps your demo edits
YOUR FIRST FEW MINUTES

Start with a question
your practice already has.

Choose a path, then follow the links into the working demo. You can explore in any order.

Follow an online booking into your day.

Work in Patient Intake. An appointment links to its patient journey, keeping the source and next action in context.

Start this path
  1. 1

    Review a booking

    Open a scheduled booking and review its appointment details and status.

  2. 2

    Explore the linked patient journey

    Select the patient’s name in the booking table to see its source and next action, or browse the patient funnel here.

  3. 3

    Plan the patient follow-up

    Review My day, select an upcoming date, and try completing a sample task.

BEFORE YOU EXPLORE

Try the workflow.
Make yourself at home.

Review, edit, and experiment with the sample data. You can restore the starter records whenever you want.

More about the demo

A walkthrough when you arrive

The first visit introduces the workspace. Use Demo guide in the sidebar to replay the walkthrough at any time.

Changes stay in this browser

Your edits survive refresh here. They are not shared with other visitors or synced across devices.

A fresh start is always available

Open Demo guide, choose Demo data & reset, and restore the fictional starter records.

WHAT YOU CAN TRY

Real interactions with sample records

  • Review My work and Team work in My day
  • Schedule, complete, and reschedule tasks
  • Update bookings and linked patient journeys
  • Drag provider prospects between development stages
  • Edit provider profiles and log outreach
  • Manage marketing vendors, projects, contracts, and costs
  • Log completed marketing activity and export work reports
  • Explore charts, filters, and supported exports
WHAT TO DISCUSS BEFORE ROLLOUT

Your practice’s production requirements

EHR synchronization, document delivery, and payments are simulations. External calendars and the public booking form are not connected. Marketing reminders appear in the app; email and push notifications are not connected.

Use fictional information only. Review your integration, privacy, security, access, and implementation needs with us before considering real patient workflows.

Read the setup questions
YOUR NEXT STEP

Find the part that matters to your practice.

Try it yourself, then bring us your questions about fit, pricing, and rollout.

Try the demo