One source of truth per client
Every interaction with a client lives on their profile. Past visits, signed forms, payment history, clinical notes. Pull it up in one click.
Patient Management
Every client's full story, in one clean dashboard.
Stop juggling 5 tabs to find one client's info. Click a name and see appointments, notes, invoices, and documents, all linked, all current, all in one place.
Security & Compliance
HIPAA Compliant
PIPEDA Compliant
SSL Secured
What it does
Built for clinicians who don't have time to dig through folders
Every contact, document, calendar event, note, and invoice is automatically linked to the right client. No more lost paperwork. No more double entry.
Access anywhere, on any device
Phone, tablet, or desktop. The same data, securely synced. Pull up a chart in the parking lot before a home visit. Update it on the train home.
Cut admin time, keep more revenue
Going digital removes paper, ink, filing cabinets, and the hours you spend chasing them. Practices using CompanyOn report saving 6 to 8 admin hours per week.
Stay PIPEDA & HIPAA compliant
Client records are encrypted in transit and at rest, stored on Canadian servers, and only visible to authorized users. Compliance is built in, not bolted on.
Live in your dashboard
See exactly where your practice stands
The dashboard surfaces what matters today, like upcoming visits, pending invoices, recent notes, and clients who need follow-up, without you having to dig.
- Today's appointments and any rescheduling needed
- Outstanding invoices and recent payments at a glance
- Quick search across every client, document, and note
- Recent activity log for full audit visibility
How it works in real life
A few ways clinicians actually use this every day
01
Pre-visit prep in 30 seconds
Before walking into a home visit, pull up the client's last 3 notes, current meds, and recent invoices on your phone. Walk in fully prepped.
02
Onboarding a new client without paper
Send intake forms, consent forms, and assessments digitally. They sign, you receive, and everything auto-files to the right profile.
03
Clean handoffs between team members
When a colleague covers your visit, they see the full client history without you having to forward emails or print packets.
Why CompanyOn
Designed for clinicians, not enterprise IT teams
- Built for solo practitioners and small teams, no 6-month rollout
- Canadian-hosted servers with PIPEDA compliance baked in
- Works offline in the field, syncs the moment you reconnect
- Real human support based in Canada, not bot replies
- No setup fees, no implementation consultants, no hidden costs
Works with everything else in CompanyOn
Patient management is the spine, and everything connects to it
Each appointment, invoice, claim, and clinical note automatically links back to the right client profile. No duplicate entry. No reconciliation headaches.
FAQ
Common questions about Patient Management
What is patient management software?
Patient management software is one platform where a healthcare practice keeps everything about each client, like appointments, clinical notes, documents, and invoices, linked in a single record instead of scattered across separate tools. CompanyOn is patient management software built for multi-provider clinics across Canada and the US, with PIPEDA and HIPAA compliant records your whole team can access securely.
Does CompanyOn work for multi-provider or multi-location clinics?
Yes. CompanyOn is built for multi-provider clinics and scaling health organizations, not just solo practitioners. Role-based permissions let each team member see only what they need, real-time sync keeps everyone on the same page, and you can manage every provider and location from one dashboard.
Can I use CompanyOn on my phone during home visits?
Yes. CompanyOn works on any device, and the mobile app caches client records so you can review history and add notes during home visits with no signal. Everything syncs automatically the moment you reconnect.
How long does it take to migrate my existing client records?
Most solo practitioners are fully migrated within 1 to 2 days. We provide a CSV import tool, and our support team can help with bulk imports of contacts, past appointments, and historical notes if you need it.
Can I access client records when I'm offline in the field?
Yes. The CompanyOn mobile app caches client records on your device so you can review and add notes during home visits with no connectivity. Everything syncs the moment you're back online.
Where is my client data stored?
Your data is hosted on encrypted servers physically located in Canada. We're PIPEDA-compliant by default and HIPAA-aligned for US-based practices. Only authorized users on your team can access records.
Can multiple team members work on the same client at once?
Yes. Real-time sync means your team sees updates immediately. You can also set role-based permissions so each team member only accesses what they need.
What happens to my data if I cancel?
You own your data. You can export everything (clients, notes, invoices, documents) as CSV or PDF at any time, including after canceling. We never lock you in.
Every client, fully in view. Less time lost to admin.
Join healthcare providers who use CompanyOn to keep every client's story in one place, get paid faster, and spend more time on care.
1,000+Healthcare Providers
1M+Visits Completed
40%Less Administrative Work
PIPEDA & HIPAACompliant
- 14 Day Free Trial
- Guided Onboarding
- Setup in Minutes