Medoteca
RORequest a demo

Buy the suite. See only what you run.

Four suites, each a handful of modules. We switch on the modules and features your plan includes, so your team only sees the screens it actually uses.

Operations

Book the work, to the right person, in the right place.

The core most organisations start with: what is booked, who delivers it, where it happens and who it is for.

9 EUR / user / month

Included with this suite

  • Contacts
  • Documents
  • Integrations & webhooks
  • Comments
  • Notes

Scheduling

Appointments, and the people and rooms behind them.

Book appointments against providers, facilities and the people you serve. Allocate the resources each one needs, track where it has got to, and get warned when a booking falls outside opening hours.

  • Appointments with a full calendar view
  • Resource allocation with breakdowns and counts
  • Appointment statuses you define
  • Provider shifts and active-provider lookup
  • Opening-hours warnings before a clash becomes a problem
  • Status history on every appointment
IllustrationA week calendar with appointments for two providers, coloured by status.

Subjects

The people you serve, and their history.

One record per person, with everything that has happened to them attached: visits, recommendations, notes, comments and documents. Named "subjects" because a patient, a client, a student and a tenant are the same shape underneath.

  • Subject records with the fields your sector needs
  • Visits and visit statuses
  • Recommendations and recommendation types
  • Notes with revisions and reordering
  • Threaded comments and document storage
  • Counts visible straight from the list
  • Subject types and tags
  • Check-in and check-out on visits
  • Image previews for documents
IllustrationA client record with tags, recent visits with check-in and check-out, and an aftercare recommendation.

Providers

Who does the work.

The practitioners, contractors and specialists the schedule books against — what they are qualified for, and whether they are currently active.

  • Provider records with specializations
  • Provider types
  • Active-only lookup wherever a provider is picked
  • Documents and comments with mentions
IllustrationA list of providers with their specialization and whether they are active.

Facilities

Where the work happens.

Sites, the zones inside them and the equipment in those zones — so a booking can reserve a room and a machine, not just a person.

  • Facilities across multiple locations
  • Zones and zone types
  • Equipment and equipment types
  • Notes against any facility
  • Tags
  • Sector packs for room and equipment types
IllustrationTwo sites with their rooms and the equipment in each room.

Services

What you offer.

The catalogue the schedule draws on: what can be booked, how it is grouped and how it is priced.

  • Service records with notes
  • Service categories
  • Service types
  • Tags
IllustrationA service catalogue with category, type and tags.

People & time

Who is working, what they did, and what they are owed.

The HR side of the same people who appear on the schedule — engagement terms, leave, overtime and the hours actually worked.

6 EUR / user / month

Included with this suite

  • Contacts
  • Documents
  • Integrations & webhooks
  • Notes

Activity

Every task, call and meeting, on the record.

The working log that sits alongside the schedule. Record what was done, how long it took and what came of it — against any record in the platform, from a calendar or from a list.

  • Activities linked to appointments and records
  • Activity types, priorities and statuses
  • Outcomes, including outcomes that require a note
  • Effort types and time entries
  • Calendar view with time-off shown alongside
  • Tags for the way you actually group work
  • Board view with drag and drop
IllustrationA board of activities in three columns: planned, in progress and completed.

Workforce

Your team's time, off and on.

The employment side of the same people who appear on the schedule. Who is engaged on what terms, what leave they are entitled to, what they have requested, and what they actually worked.

  • Worker records and engagement types
  • Leave requests, raised from the calendar or a list
  • Leave types and leave entitlements
  • Leave-request statuses and approval trail
  • Overtime, with a note against each entry
  • Timesheets
  • Engagements per worker
  • Documents on workers and leave requests
IllustrationA leave calendar for three workers and their weekly timesheet hours.

Stock & supplies

What you sell, use and keep in stock.

The goods that pass through your visits, structured like services so both behave alike wherever they are picked.

5 EUR / user / month

Included with this suite

  • Integrations & webhooks
  • Notes

Products

What you sell, stock or consume.

The goods side of the catalogue, structured the same way as services so both behave alike wherever they are picked.

  • Product records with notes
  • Product categories
  • Product types
  • Tags
IllustrationA product catalogue with category, type and tags.

StockIn development

What is on the shelf, and what is left.

Not released yet. It will draw down products used at a visit from real stock levels, with batch and expiry tracked for vaccines, medicines and injectables.

  • Stock levels per location
  • Batch and expiry tracking
  • Goods in and goods out
  • Draw-down from the products used at a visit

ProcurementIn development

What you buy, and from whom.

Not released yet. It will cover the buying side: suppliers, purchase orders and what was received against them.

  • Suppliers
  • Purchase orders
  • Goods received

Commercial

Who you sell to, on what terms, and what they owe.

The business side of the same work: the customers you invoice, the contracts you hold with them and the invoices that follow.

4 EUR / user / month

Included at no extra cost with Operations or Stock & supplies

Included with this suite

  • Contacts
  • Documents
  • Integrations & webhooks
  • Comments
  • Notes

Customers

The companies and people you invoice.

One record per customer, company or person, with everything an invoice needs already on it: tax details, addresses, bank accounts and the terms you agreed. For a Romanian company, enter the tax ID and the details are filled in from ANAF.

  • Companies and individuals
  • Company details from ANAF, by tax ID
  • Addresses, bank accounts and tax registrations
  • Default currency, payment terms and invoice language
  • Who each customer pays for, linked to their records
  • Customer types and tags
  • Notes, comments, documents and contacts
IllustrationA list of customers with their type, payment terms and status.

Contracts

What was agreed, in writing.

Each contract sits next to its customer: what it covers, how long it runs, how it renews and when it is billed. Take it from draft to signature to active, and record every later change as an addendum instead of overwriting the original.

  • Sale and purchase contracts
  • Lines with quantities, prices and recurring items
  • Stages from draft and signature to active, suspended and ended
  • Parties, with their signatures recorded
  • Annexes and addenda
  • A billing schedule you invoice from
  • Renewal and notice terms
  • Change history and saved versions
  • Your own numbering series, types and statuses
  • Access granted person by person
IllustrationA list of contracts with the customer and the stage each one has reached.

Invoices

What is owed, for what was done.

Draft an invoice, a proforma or an advance invoice, issue it under your own numbering series and record the payments against it. An issued document is never edited; corrections go through a storno. Sending to e-Factura is still in development.

  • Invoices, proformas and advance invoices
  • Your own numbering series
  • Storno, down to a line and a quantity
  • A proforma turned into an invoice
  • Payments recorded and advances deducted
  • VAT per line, with a VAT summary
  • Drafts from a contract’s billing schedule
  • Other currencies, with the exchange rate
  • Export for SAGA accounting
  • Your company details filled in from ANAF
IllustrationA list of invoices with their number, total and payment status.

Discounts

A lower price, with rules attached.

Set a discount once: a percentage or a fixed amount, valid between two dates, for the products and services you choose. Limit it to named customers or to a customer tag, and switch it off without deleting it.

  • Percentage or fixed amount
  • A validity window
  • The products and services it applies to
  • Limited to chosen customers or customer tags
  • Clone, reorder and switch on or off
IllustrationA list of discounts with their value, validity and status.

Memberships

The plans and packages you sell.

Today you can set up the plans you intend to sell, with their prices and terms. Selling a plan to a client and counting down what they have used are still in development.

  • Plans with a sale window
  • Prices for each plan
  • How many people a plan can cover
  • Grace, notice and carry-over terms
  • Clone, reorder and switch on or off
IllustrationA list of membership plans with their price, sale window and status.

Included with every organisation

Not a suite. Nobody buys these separately.

Whatever you run, your organisation gets a shared contact book, its own configuration, a dashboard, an assistant and each person’s own account.

Contacts

Everyone you deal with, in one book.

The people behind your records — a client’s relative, a customer’s accountant, an employee’s emergency contact — kept once and attached wherever they matter, so nobody is typed twice.

  • One contact, attached to many records
  • Phone numbers, emails and addresses
  • The relationship on each record, with a primary contact
  • An owner for every contact
  • Filters by record type and relationship
  • Permanent erase on request
IllustrationThe shared contact book: people and organisations, their relationship and status.

Dashboard

The numbers, on one screen.

Tiles fed by the modules you run, arranged by drag and drop. Give a tile a target and it becomes a scorecard: how far along you are, whether that is good, and how it compares with the period before. Each tile reports over the period you pick, or inherits the dashboard’s — and you can keep several dashboards side by side as tabs.

  • Widget tiles contributed by every module
  • Scorecards: a target, progress towards it and a status colour
  • Change against the previous period
  • A trend line on the tile
  • Bar and pie breakdowns
  • Drag-and-drop arrangement, with resizable tiles
  • Per-tile period, or inherit the dashboard’s
  • Custom date ranges and grouped period presets
  • Several dashboards as browser-style tabs
  • The same tiles above each module’s list
IllustrationFour dashboard tiles with small charts for appointments, visits, room use and leave. Two of them track a target.

Configuration

Make the platform yours.

Where an organisation sets itself up: its identity and branding, the roles it uses, and the people who hold them.

  • Company profile and logo upload
  • Roles, with the permissions behind them
  • Users, invitations and invitation status
  • Seat quota tracking
  • Currencies
  • Service accounts for integrations
  • Public holiday packs
IllustrationUsers with their roles and invitation status, and the seats used out of the plan.

Account

Each person's own settings.

The part of the platform that belongs to the individual rather than the organisation — their details, how the platform looks and behaves for them, and the security on their sign-in.

  • Profile, avatar and contact details
  • Language, theme, accent, currency and timezone
  • Password change and multi-factor setup
  • Trusted devices — revoke or untrust individually
  • Sign out everywhere
  • Your plan and what it includes, at a glance
IllustrationPersonal preferences and sign-in security for one person.

Assistant

Ask instead of searching.

An AI assistant that works across the modules your organisation has, within what your role allows. It looks things up, answers with links to the page, and acts on your own settings when you ask it to.

  • Answers across the modules you have
  • Portal search with AI answers that link to the page
  • Changes your settings when you ask
  • Sees only what your role is allowed to see
  • Suggested prompts to start from
  • A monthly message counter, always on screen
IllustrationThe assistant answering which users hold the Manager role, with suggested prompts and a monthly message counter.

What would it cost?

Combine suites and see an honest range for your team.

Free forever for up to 3 people. Larger teams get the first month free.

Your platform

Larger team? Type any number — for 500+ people, talk to us.

A suite is switched on for your whole organisation, so everyone on the team works in the same ones. You pay per user, per month, for each suite you run — and the first 3 users are always free.

Suites

Operations

Includes: Scheduling, Subjects, Providers, Facilities, Services, Contacts, Documents, Integrations & webhooks, Comments, Notes

People & time

Includes: Activity, Workforce, Contacts, Documents, Integrations & webhooks, Notes

Stock & supplies

Includes: Products, Integrations & webhooks, Notes

Commercial

Included at no extra cost with Operations or Stock & supplies

Includes: Customers, Contracts, Invoices, Discounts, Memberships, Contacts, Documents, Integrations & webhooks, Comments, Notes

Included with your suites
  • Contacts
  • Documents
  • Integrations & webhooks
  • Comments
  • Notes

Getting in.

Sign-in is its own module, so an organisation can put its own branding on the front door.

  • Email and password sign-in
  • Single sign-on with an external provider
  • Multi-factor challenge and recovery
  • Forgotten-password and reset flows
  • First-time account setup from an invitation
  • Per-organisation branding on the sign-in screen

Which of these do you actually need?

Most businesses run four or five. Tell us how your week works and we will show you the set that fits.

Request a demo