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OpenPiMS

Practice management software for clinics and healthcare teams.

OpenPiMS is a configurable practice management platform that brings appointments, billing, forms, communications, referrals, reporting and operational workflows into one connected view. It supports day-to-day clinic administration without a full clinical patient record module.

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OpenPiMS

Features and workflows

Built for busy practices

OpenPiMS is designed to support clinics, departments and healthcare teams that need reliable practice administration. Templates, workflows, event types, correspondence and reporting can be configured around the way your team works.

Part of the MDIT ecosystem

OpenPiMS works alongside Panacea360, OpenEyes and Syndesis. Use it for day-to-day practice administration while keeping referrals, communications and operational reporting connected to the wider MDIT platform.

From appointments to operations

OpenPiMS supports clinic appointments, theatre and procedure workflows, worklists, forms, remote document upload, patient communication and operational visibility.

OpenPiMS

Modules and workflows

Explore every OpenPiMS platform module on one connected page.

OpenPiMS module

Booking and worklists

OpenPiMS helps teams manage appointments, clinician availability, theatre and procedure workflows, worklists, reminders, online booking, forms and patient communication from one secure calendar and operational view.

  • Centralised calendar: agenda, day, work week, week, month, year and timeline/resource views.
  • Clinician availability: working patterns, leave, clinic sessions, cross-site schedules and capacity rules.
  • Slot finder: find suitable appointments based on service duration, location, clinician availability and rules.
  • Clinic appointments: patient-first booking flow with billing, forms, documents and confirmations.
  • Theatre and procedures: structured operation/procedure booking with theatre availability, pre-assessment, attachments, inventory and billing context.
  • Worklists: daily clinical and administrative lists for appointments, procedures and follow-up actions.
  • Confirmations and reminders: email/SMS confirmations, reminders, map links, video call instructions and attendance tracking.
  • Online booking: branded patient-facing booking or request flows where configured.
  • Remote upload during booking: patients or staff can scan a QR code or use a link to upload documents securely before the visit.

OpenPiMS module

Clinical documentation

OpenPiMS gives clinicians configurable examination events, operation notes, templates, dictation support, correspondence workflows and Iris AI-assisted draft content for review.

  • Examination events: structured templates by specialty, department, clinician or service.
  • Operation notes: configurable procedure and operation note templates.
  • Template library: centrally managed templates that keep documentation consistent.
  • Timed editing and audit: safer documentation control, traceability and review.
  • Iris AI support: generate draft summaries, SOAP-style notes, letters and examination content for clinician review.
  • Correspondence: produce letters from selected clinical events, not only the latest visit.
  • Attachments and evidence: link documents, media and previous events into clinical records.
  • Clinician review first: AI output remains draft content until reviewed and approved.

OpenPiMS module

Billing and payments

OpenPiMS connects services, appointments, clinicians, referrers, insurers, payments, invoices and receipts so finance activity reflects what actually happened in the clinic.

  • Service pricing at booking: add or edit service pricing during the appointment workflow.
  • Payments before invoices: record payment activity without being forced to generate an invoice first.
  • Invoices and receipts: generate, review, print or send billing documents from the worklist or patient record.
  • Insurance, referrers and clinicians: record amounts linked to insurance, referrers, secondary clinicians or agreed workflows.
  • Appointment and billing context: billing remains connected to the clinical/administrative pathway.
  • Reporting: understand billed services, payments, outstanding balances and activity across sites.

OpenPiMS module

Digital forms and consent

OpenPiMS helps clinics send, collect, review and store clinical forms, consent forms and marketing forms securely as part of the appointment, patient record and communication workflow.

  • Clinical forms: collect structured clinical information before or during the visit.
  • Consent forms: send and sign consent forms digitally.
  • Marketing forms: capture agreed communication or campaign preferences.
  • Booking automation: automatically send forms based on service or appointment type.
  • Review workflow: returned forms can be reviewed before they are added to the record.
  • Patient record integration: completed forms are stored in the right context.
  • Audit and traceability: form completion, review and acceptance can be tracked.

OpenPiMS module

Communications and CliniCom

CliniCom brings email, SMS, patient messages, delivery status, templates, previews and communication history into the OpenPiMS workflow.

  • Email and SMS: send appointment confirmations, reminders, instructions, letters and service updates.
  • Delivery tracking: view whether communications were sent successfully and to which address or phone number.
  • Patient communication history: see related messages by patient, email, phone number, name or MRN.
  • Templates: standardise communication while keeping messages relevant to each service.
  • Secure patient messaging: support email/SMS-led communication and future patient message workflows.
  • Linked to booking and patient record: communications sit alongside the relevant appointment or patient record.
  • Campaign and form communication: support digital forms, consent, marketing and recall workflows.

OpenPiMS module

Remote document upload

OpenPiMS allows clinics to request documents from patients or staff using a secure link or QR code, reducing scanning, email attachments and manual chasing.

  • QR upload: generate a QR code from the booking or patient record.
  • Email/SMS link: send a secure upload link to the patient.
  • Mobile-friendly upload: patients can upload photos, forms, documents or images from their phone.
  • Pending review: uploaded files appear as pending until staff review and classify them.
  • Classify individually or add as one: staff can decide how received files should be stored.
  • Countdown and expiry: upload sessions can expire automatically.
  • Patient record banner: pending uploads can be highlighted so staff know action is required.
  • Audit: uploads are linked to the session, patient and user workflow.

OpenPiMS module

Video consultations and Meet Now

OpenPiMS supports remote care through video consultation workflows, including planned video appointments and Meet Now sessions from the patient record.

  • Scheduled video appointments: create appointments with video call instructions and communication links.
  • Meet Now: start a video session from the patient record without creating a full appointment first.
  • Patient link: send the patient a secure link by email or SMS.
  • Up to three participants: support focused clinical video calls with the patient and relevant clinician/team members.
  • Clinician side panel: during a call, clinicians can select the relevant examination event and use Iris AI support for documentation.
  • Draft examination event: after the recording/documentation flow, a draft clinical event can be made available for review.
  • Communication history: call invitations and messages are linked to the patient communication record.
  • CliniCom positioning: Meet Now sits under the wider CliniCom communication and virtual care experience.

Video consultation documentation remains subject to clinician review and local consent/workflow policies.

OpenPiMS module

Referrals and Syndesis

OpenPiMS connects with Syndesis to support referral management, external referrers, collaboration, correspondence, attachments, cloud PACS workflows and shared care updates.

  • Referral portal: receive and manage external referrals securely.
  • Web referrals: support public or authenticated referral forms where configured.
  • Triage workflow: accept, reject, request information, place on hold, book or complete referrals.
  • Patient matching: identify possible existing patients before creating duplicates.
  • Internal and external notes: separate internal notes from shared conversation where required.
  • Correspondence and attachments: keep referral documents, messages and supporting evidence together.
  • Cloud PACS workflows: support imaging-related collaboration and review workflows through Syndesis positioning.
  • Appointment links: booking activity can update referral progress.
  • KPI / RTT visibility: support pathway and service visibility where configured.

OpenPiMS module

Reporting and visibility

OpenPiMS helps teams understand activity, demand, appointment flow, theatre and procedure visibility, billing, referrals and outcomes through configurable reports.

  • Clinic appointment reporting
  • Theatre and procedure reporting
  • Billing and payment visibility
  • Referral and pathway reporting
  • DNA and attendance tracking
  • Smart List and cohort reporting
  • Site, clinician and service-level views
  • Export and management visibility where configured

OpenPiMS module

Integrations

OpenPiMS connects with medical equipment, any application that offers HL7 and/or APIs, and a growing set of payment, communication, accounting and patient-facing services - including the partners below.

  • Connect with any application that offers HL7 and/or APIs
  • Medical equipment and diagnostic device integrations where configured
  • Panacea360, OpenEyes and Syndesis healthcare platform workflows
  • Payments, accounting, SMS and patient-facing booking services
  • Implementation planning and testing for third-party systems

Example integration partners

OpenEyes
OpenEyes

Connect ophthalmology EPR workflows with OpenPiMS practice administration.

Dialpad
Dialpad

Integrate with Dialpad to send SMS messages to clients via the Dialpad API.

DoctorAnytime.gr
DoctorAnytime.gr

Sync patients and appointments with DoctorAnytime.gr.

Healthcode
Healthcode

Healthcode streamlines medical billing and patient management, making healthcare admin easier.

Phonovation
Phonovation

Send and receive SMS via Phonovation (OAuth v2 Campaign API and inbound message relays).

Sage
Sage

Sage integration offers powerful accounting tools tailored to your business needs.

sms4u.eu
sms4u.eu

Integrate with sms4u.eu to send automated SMS notifications to clients, ensuring clear communication.

Square Payments
Square Payments

Integrate Square to manage online payments seamlessly through our platform. Secure and reliable transactions made easy.

Stripe Payments
Stripe Payments

Integrate Stripe to handle your payment needs, synchronise invoices and streamline financial management.

Xero Accounting
Xero Accounting

Connect Xero to handle your accounting needs, synchronise invoices and streamline financial management.

Yuboto
Yuboto

Integrate with Yuboto to send automated SMS notifications to clients, ensuring clear communication.

OpenPiMS module

Inventory management

OpenPiMS inventory helps teams track, allocate, reorder and manage stock with expiry-aware workflows, supporting safer use of clinical supplies and better operational visibility.

  • Stock items and categories
  • Expiry-aware stock management
  • Allocation to procedures or services
  • Reorder alerts
  • Site/location visibility
  • Audit of stock movement
  • Links to procedure and booking workflows where configured
  • FIFO and FEFO stock use where required

OpenPiMS module

OpenPiMS implementation

MDIT works with your team to understand current workflows, configure OpenPiMS, migrate or import agreed data, train users and support the transition to live use.

  • Discovery and workflow review
  • Module recommendation
  • Configuration and templates
  • Data migration/import planning
  • Training and user onboarding
  • Integrations and testing
  • Go-live support
  • Continuous improvement

OpenPiMS module

Security and governance

OpenPiMS is designed for healthcare teams that need controlled access, traceability, structured workflows, secure communication and safer handling of sensitive patient information.

  • Role-based access and permissions
  • Audit trails and timestamps
  • Secure document handling
  • Controlled communication workflows
  • Review and approval steps
  • Hosting and backup approach to be defined per deployment
  • Data protection and privacy-aware workflows
  • Compliance support through configuration and reporting

OpenPiMS

See how OpenPiMS can support your workflow.

Talk to MD IT about a demo, proposal or initial workflow review.

Book a demo Talk to MD IT