A change or issue on existing work
Care Task
A follow-up to book, a result to chase, a question about ongoing care.
Klientele runs the care episode and the billing in one place — every follow-up is a care task on one board with its due date, and bills go out the day the work is done. It sits beside your clinical records, not in place of them.
Published findings, not vendor claims. Each figure names its source.
Mean rate of missed appointments across 26 studies — the single largest source of lost clinic capacity.
Parsons J, Bryce C, Atherton H · British Journal of General Practice, 2021 (systematic review)
Registration queue time after digital intake replaced paper — down from 30–40 minutes.
Ayushman Bharat Digital Mission · Scan-and-Share, Ministry of Health & Family Welfare
Every care task follows the stages your practice already uses, in your words. A step cannot be skipped, a stage cannot be entered with its details missing, and each role does only its own part.
A call the front desk noted. A message on the clinic number. A walk-in that never made it into the register. Three care episodes, three places, one forgotten.
Your practice gets its own intake address and a Patient portal. A request raised in the portal lands on that patient’s record; one emailed in gets a reference number back and joins the same queue. Same queue, same clock.
Each new care task is assigned as it arrives: by the rules you set, to the person who looks after that patient, or in turn around the team. Anything no rule matches waits in the queue, and intake is told.
A follow-up to book, a result to chase, a question about ongoing care.
A new course of care to plan and agree before it starts.
Both sit in one numbered queue. Your patients raise care tasks from the portal; your team raises both from anywhere. Email intake and the API are on Team and Agency. Open care tasks and care plans come across from a spreadsheet, up to 100 rows per import, on Team and Agency.
Needs before entering: Appointment Date
Needs before entering: Outcome Summary
Intake → In care
“A care task must be triaged before care begins.”
The words your team sees when they try it.
Runs the practice. Full access.
Delivers care. Owns care episodes, tasks and plans; bills nothing. Confidentiality wall: sees only the patients they are assigned to.
Registers patients and runs the clinic diary. No clinical plans, no billing. Firm-wide: sees every patient.
Owns bills, payments and care packages. No clinical work. Firm-wide: sees every patient.
Read-only access for clinical audit and compliance. Firm-wide: sees every patient.
Switch on slicing for a role and its members see only the locations, patients or care episodes you assign them, enforced on the server, not hidden by a filter.
New workspaces put the Clinician role behind a wall: they see only the patients they are assigned to. You can also keep a named person away from any patient.
Every role is a set of permissions you can edit under Team → Roles, and Klientele will not let a change lock the last person who manages roles out of the workspace.
A daily check tells the lead on a care episode when its budget is running out, its end date is close, or a care milestone or billing milestone comes due. Each warning is sent once per crossing, not every morning.
Half the interruptions in a working week are patients asking where things stand. Give each Patient their own login, and let the portal answer.
They raise a care task and attach files from the portal, and see where it stands.
Care Milestones waiting on them: they accept, or request changes with a note and files. Every round stays on the record.
Where you bill in stages, let them approve each milestone in the portal: approving it drafts that milestone’s bill (Team and Agency).
The shared conversation on each care task, their bills, payments and a running statement of what they owe. When they reply to one of your emails, the reply lands on the same care task.
Per-visit time, fixed fees and prepaid packages, billed from the same record the care was run on — not reconstructed at month-end.
Retainers start on Team. Every plan covers the queue, deliverables, time tracking and invoicing.
You won't migrate to a 'real' system later. The one you start on is the one that scales.
Every care task numbered in one queue, a request button on your website, deliverables, a full export of your data and bills, without an office manager. One seat, 10 patients. Retainers that count their own hours, the intake email address, weekly capacity plans and custom fields start on Team.
Solo · ₹3,999/moFive seats and 50 patients. Retainers that count their own hours, the intake email address, weekly capacity plans and custom fields, in one place instead of one person’s memory.
Team · ₹11,999/moUp to 20 seats and unlimited patients, plus a tamper-evident audit log kept for three years: the record your profession expects.
Agency · ₹29,999/moFive seats: Clinician, Front Desk and Billing Specialist each take one, as does anyone else on staff who signs in; client logins don’t. 50 patients, plus retainers that count their own hours, the intake email address, weekly capacity plans and custom fields. 14 days with everything unlocked: decide after you have run a real care task through it. Prices include GST.
Bring your open care tasks and care plans across by spreadsheet import (Team and Agency, up to 100 rows at a time). Because the vocabulary and workflow are already right, your team is not learning a new mental model — and the trial unlocks everything, so you prove it before you commit.
Each practice’s data is fully isolated, and every record keeps its own history of who changed what. On Agency, a tamper-evident audit log is kept for three years. A Patient sees only their own care tasks and bills, never another patient’s.
Good — Klientele conforms to it. Rename stages, reorder them and edit roles in the workflow editor and under Team → Roles. It starts with a sensible default for your trade and gets out of your way.
Start smaller and grow into the rest without ever changing systems. The trial has everything on, so you can feel the ceiling before you pay for it.
Request to bill, end to end, in an afternoon. Fourteen days, everything unlocked, no card.