What DoctoPoint does.
Eight areas of daily work, backed by 24 compliance modules. What the platform does — and how you show, on demand, that it did it.
ICD-10-CA · M54.5
Current — no deprecation flag
No-shorthand mode
Abbreviations expanded on save
AB-2 instance · this visit
Per-visit, not copied forward
Outcome measure · NPRS
Due at visit 6
Checks run at entry, not at audit. Nothing silently carries over.
Eight areas. One record.
Each area names the modules that stand behind it. Each module links to the clause it implements.
One chart. Every touch.
Patients, treatment episodes and SOAP entries in one record. The exam library is yours to configure, consent is captured inside the note, and every field renders exactly as it was defined when it was entered.
- Patient charts with a live list and a command-palette jump to any record
- Cases: one treatment episode per presenting complaint, with a care plan per case
- SOAP entry with signposting and consent to touch; unsigned drafts sit in a queue until signed
- Configurable exam library, side-tested findings, ICD-10-CA coding with deprecation flags
The day, on one page.
A calendar per practitioner with arrival, wait time and scheduled-versus-actual duration. Waitlist, recalls and tasks are queues the front desk works — not spreadsheets kept beside the software.
- Calendar with per-practitioner colours and a day sheet grouped by practitioner
- Arrival, wait time and actual duration recorded on every visit
- Waitlist: book the next freed slot and the entry clears itself
- Recalls and no-shows flagged by the daily check and reminded through the secure channel
Invoices come from the visit.
A line item exists because a signed encounter exists. Fee schedules carry effective dates, payers drive the routing, and the prepayment caps of SP 2.3 are enforced by the software rather than remembered by the front desk.
- Invoices composed from the appointment picker: a visit is billable only with a signed SOAP note; billed and blocked states are shown, cancelled and no-show visits are never billable
- Payments recorded against invoices; outstanding-balance report across the clinic
- Payers for AHA, WCB, MVA and extended benefits with per-patient coverage — policy, primary or secondary, visits remaining; an insurer-facing invoice references the coverage record before it leaves draft
- Fee schedule with effective dates and legislated fees checked; price changes cascade into draft invoices
Filed the moment it exists.
Per-visit Alberta forms, an append-only document vault, imaging requisitions and reports attached to the chart, and signatures collected by link — all on the patient record, none in an inbox.
- AB-2 / AB-4 lifecycle: AB-2 requires the claimant’s signature before submission, AB-4 submits directly
- Form templates and a field mapper for intake and jurisdiction forms; AB forms prefilled from records already held, with visit-series counts capped at the insurer’s protocol limit
- Documents are append-only — archive instead of delete
- Imaging requisitions and reports linked; unsolicited reports triaged; significant findings queued for follow-up
One channel, and it is secured.
Health information leaves the chart through a secured path with a record on the patient’s file. Disclosures need an authorisation. Copy the clinic publishes is scanned before it goes out.
- Secured messaging with every communication filed on the patient record
- Disclosure authorisations with all required fields; a revocation blocks any further disclosure
- Per-patient disclosure log for HIA §41 requests
- Recall and reminder messages through the secure channel only — never SMS or messenger apps
Bounded at save time.
Intake screening, the restricted-activity register, the boundary checkpoint and the harm-disclosure record run inside the chart. The practitioner does not have to remember them; the record will not sign without them.
- Red, orange and yellow flags from intake, persisting across every encounter until closed with evidence
- Restricted-activity register checks charts, treatment plans and invoice lines against the CCOA directives
- Boundary checkpoint required whenever contact in a sensitive area is recorded
- Disclosure-of-harm workflow from the chart, a critical event or a secure message
The recurring obligations, on a schedule.
A practitioner roster, policies staff sign, equipment that gets maintained, critical events that get closed, competence credits that get counted — with a reminder whenever something is due.
- Practitioner roster with licence, college, signature image and calendar colour
- Support-staff register with assignable activities and the SP 4.2 blocklist enforced
- IPC, equipment and support-staff policies adopted per clinic; acknowledgements per member and policy
- Critical events with corrective actions; equipment maintenance cadence with quarantine on recall
Regulator-ready, every day.
Onboarding is gated: the regulatory authority, the IMA, the HIA officer, the retention policy and an approved PIA come before the first patient. From then on a daily check keeps every lifecycle gate visible.
- Onboarding checklist per module: authority, IMA with the Appendix 4 check, PIA, retention, HIA §62 officer, §63 policies
- Daily check surfaces overdue PIA reviews, expiring IMAs, MFA gaps, backup failures, restore drills and key rotation
- Append-only audit log with export per patient, per user, per time range
- Retention floors and a disposal ledger; IMA renewal before expiry keeps patient creation unlocked
A. Mbeki
PT-04182 · 1987-03-11
Consent to touch captured 09:14 — before the entry, in the same flow.
Lower-back pain, 4 days. Worse on rising. NPRS 6/10, down from 8.
L4–L5 restriction, paraspinal guarding. SLR negative bilaterally.
Mechanical low-back pain. M54.5 · ICD-10-CA
Diversified adjustment L4–L5. Home extension protocol. Review in 7 days.
- 09:14:02
consent.captured
Consent to touch · lumbar
j.park
- 09:14:02
soap.opened
Visit 0412 · case MVA-118
j.park
- 09:21:47
soap.signed
Locked · hash 9f2c…a41e
j.park
- 09:21:47
retention.set
Floor 2036-09-17 · CCOA s.7
system
- 09:22:10
invoice.drafted
From visit · payer WCB
system
No row is deletable. Every line cryptographically bound.
One chart. Every touch.
Patients, treatment episodes and SOAP entries in one record. The exam library is yours to configure, consent is captured inside the note, and every field renders exactly as it was defined when it was entered.
- Patient charts with a live list and a command-palette jump to any record
- Cases: one treatment episode per presenting complaint, with a care plan per case
- SOAP entry with signposting and consent to touch; unsigned drafts sit in a queue until signed
- Configurable exam library, side-tested findings, ICD-10-CA coding with deprecation flags
- Validated outcome measures — NDI, Oswestry, NPRS — scored on the chart and charted over time
- Clinical alerts such as allergies and critical notes, acknowledged per clinician and re-armed on change
- Documentation-quality report: unsigned, unlocked, missing consent, empty sections
- AI-drafted notes carry provenance, stay unsigned, and need a review attestation before signing
- 08:00A. MbekiMVAConsent due
- 08:30R. OseiWCBAB-2 due
- 09:00L. FontaineSelf-payReady
- 09:30T. BraunExtendedReady
One page. No tabs, no second login, no hunting for the chart.
The day, on one page.
A calendar per practitioner with arrival, wait time and scheduled-versus-actual duration. Waitlist, recalls and tasks are queues the front desk works — not spreadsheets kept beside the software.
- Calendar with per-practitioner colours and a day sheet grouped by practitioner
- Arrival, wait time and actual duration recorded on every visit
- Waitlist: book the next freed slot and the entry clears itself
- Recalls and no-shows flagged by the daily check and reminded through the secure channel
- Operational tasks tied to a patient, assigned to a team member, updated live across the clinic
- Off-hours or single-staff bookings prompt a chaperone decision or a documented reason
- Bookings refused for a practitioner in a cease-of-practice state
Prepayment · C$900 of C$1,000 cap
SP 2.3 · 8 % admin discount (max 10 %)
Refund SLA · 7 business days, no fee
Queued 2026-09-15 · due 2026-09-24
Invoice line 02C · matches signed visit 0412
Date, patient, rate, single payer verified
Financial agreement · clause check
Termination clause wording · SP 2.4(j) required
Legislated fees present: WCB tariff · MVA Minor Injury Protocol · HIA chart copies
Caps and clause checks are structural. Goodwill write-offs are documented exceptions, not bypasses.
Invoices come from the visit.
A line item exists because a signed encounter exists. Fee schedules carry effective dates, payers drive the routing, and the prepayment caps of SP 2.3 are enforced by the software rather than remembered by the front desk.
- Invoices composed from the appointment picker: a visit is billable only with a signed SOAP note; billed and blocked states are shown, cancelled and no-show visits are never billable
- Payments recorded against invoices; outstanding-balance report across the clinic
- Payers for AHA, WCB, MVA and extended benefits with per-patient coverage — policy, primary or secondary, visits remaining; an insurer-facing invoice references the coverage record before it leaves draft
- Fee schedule with effective dates and legislated fees checked; price changes cascade into draft invoices
- Invoice templates per payer — columns, labels, header, footer, patient copy — with template and billing address snapshotted at issue so a reprint matches the original
- Billing protocols: a course of care such as the Alberta Diagnostic and Treatment Protocol billed in one action, skipping visits already billed
- Prepayment capped at $1,000 and 10 % discount; refunds inside 7 business days with no fee
- Financial-agreement composer with the mandatory clauses; one payer per line, always
- Study
- Lumbar spine · 2 views
- Issued
- 2026-09-17 09:31
- Filed to
- Case MVA-118
Clinically significant finding — follow-up queued
Filed the moment it exists.
Per-visit Alberta forms, an append-only document vault, imaging requisitions and reports attached to the chart, and signatures collected by link — all on the patient record, none in an inbox.
- AB-2 / AB-4 lifecycle: AB-2 requires the claimant’s signature before submission, AB-4 submits directly
- Form templates and a field mapper for intake and jurisdiction forms; AB forms prefilled from records already held, with visit-series counts capped at the insurer’s protocol limit
- Documents are append-only — archive instead of delete
- Imaging requisitions and reports linked; unsolicited reports triaged; significant findings queued for follow-up
- Signature requests by public link, recorded against the record
- Patient portal terms: enable, bind to a version, capture and withdraw acceptance per patient
- Missing-consent report: charts with no valid, expired or re-consent-due CCPA consent
- Opened 08:41
Intake form
A. Mbeki
- Acknowledged
Signposting doc
A. Mbeki
- Sent 09:22
Invoice · WCB
Billing
Sent from the chart, tracked on the chart. Consent state travels with every send.
One channel, and it is secured.
Health information leaves the chart through a secured path with a record on the patient’s file. Disclosures need an authorisation. Copy the clinic publishes is scanned before it goes out.
- Secured messaging with every communication filed on the patient record
- Disclosure authorisations with all required fields; a revocation blocks any further disclosure
- Per-patient disclosure log for HIA §41 requests
- Recall and reminder messages through the secure channel only — never SMS or messenger apps
- Composer scanning for website, social, brochure and recall copy against the Communication Directive
- Testimonial workflow with consent, the unedited original and a takedown on withdrawal
Red · Night pain, unremitting · weight loss
ReferredReferral sent 09:02 · family physician
Orange · Disclosed PTSD history
Decline recordedReferral declined · MSK-only plan signed
Yellow · Fear-avoidance beliefs
Plan adjustedPlan adjusted · avoid passive-only care
Chaperone considered · patient companion present
Sign blocked until every red or orange flag carries a referral or a recorded decline.
Bounded at save time.
Intake screening, the restricted-activity register, the boundary checkpoint and the harm-disclosure record run inside the chart. The practitioner does not have to remember them; the record will not sign without them.
- Red, orange and yellow flags from intake, persisting across every encounter until closed with evidence
- Restricted-activity register checks charts, treatment plans and invoice lines against the CCOA directives
- Boundary checkpoint required whenever contact in a sensitive area is recorded
- Disclosure-of-harm workflow from the chart, a critical event or a secure message
- Mandatory reporting: duty-to-report, Criminal Code disclosure and HPA s. 127.2 — every transmission an append-only trail
- Female genital mutilation categorically blocked as a procedure in every clinic
- 12Verified
Spinal manipulation update · 2 days
Certificate attached
- 6Verified
IPC refresher · online
Attendance record attached
- 8Pending
Radiography safety · workshop
Evidence pending · reminded 09-16
Practice-visit pack · 14 module exports · 2024-09 → 2026-09
Eligibility is checked before permit renewal. Credits without evidence stay pending until the file is attached.
The recurring obligations, on a schedule.
A practitioner roster, policies staff sign, equipment that gets maintained, critical events that get closed, competence credits that get counted — with a reminder whenever something is due.
- Practitioner roster with licence, college, signature image and calendar colour
- Support-staff register with assignable activities and the SP 4.2 blocklist enforced
- IPC, equipment and support-staff policies adopted per clinic; acknowledgements per member and policy
- Critical events with corrective actions; equipment maintenance cadence with quarantine on recall
- Continuing competence: cycle enrolment, credit log, renewal-eligibility check before permit renewal
- Fitness-to-practice cease or limit state, and the 30-day discharge workflow with immediate refund
- Status
- Approved · v12
- Fact-graph pin
- fg-2026-09-14 · 184 facts
- Next review
- 2027-09-14 · 12-month cadence
- Gates evaluated
- 1,062 · 0 blocked
Drift detected · sub-processor list changed → workbook set to review pending
- data_residencysystem-warranted
- retention.clinical_records_yearstenant-configured
- training.cadence_monthscustomer-attested
Every assertion is a typed, sourced fact. When a fact drifts, dependent features fail closed until the review completes.
Regulator-ready, every day.
Onboarding is gated: the regulatory authority, the IMA, the HIA officer, the retention policy and an approved PIA come before the first patient. From then on a daily check keeps every lifecycle gate visible.
- Onboarding checklist per module: authority, IMA with the Appendix 4 check, PIA, retention, HIA §62 officer, §63 policies
- Daily check surfaces overdue PIA reviews, expiring IMAs, MFA gaps, backup failures, restore drills and key rotation
- Append-only audit log with export per patient, per user, per time range
- Retention floors and a disposal ledger; IMA renewal before expiry keeps patient creation unlocked
- HIA administration: designated officer, request register, training plan, status-quo assessment
- One-shot evidence bundles per module and date range for regulators, insurers and practice visits
- AI assistant locked by default: session-bound patient grants, human-confirmed actions, tamper-evident AI ledger