Features & Functions

Everything your clinic runs on, connected in Relify.

Explore the platform feature by feature, from registration, patient portal and clinical care to pharmacy, laboratory, CRM, HR, accounting, analytics and AI.

204 capabilities 15 modules 1 connected record
01 · Patient & Portal 12 features

Patient records and self-service, connected from the start.

Registration, patient history and the patient portal stay connected to appointments, documents and billing.

Patient Registration

Create a complete patient profile with demographic and contact information.

Quick Registration

Register walk-in patients quickly without slowing the front desk.

Patient Profiles

Keep visits, appointments, files, billing and clinical context together.

Patient Search

Find existing patients quickly across the records the user is allowed to access.

Patient Medical History

Review previous consultations and relevant longitudinal patient information.

Patient Files

Attach and organise patient-related documents and files in one record.

Patient Portal

Give patients secure access to the information and services made available to them.

Portal Appointments

Let patients view upcoming and previous appointments from their portal.

Portal Booking

Allow patients to book appointments directly from their portal.

Patient Data Access

Let patients view the personal and healthcare information shared with them.

Patient Documents

Make selected clinical documents available without a front-desk request.

Invoices & Receipts

Give patients access to relevant billing documents and receipts online.

02 · Appointments 12 features

Every way a patient books, in one appointment workflow.

Clinic-created bookings and patient self-booking feed the same calendar, check-in and visit flow.

Appointment Calendar

Manage clinic bookings with clear scheduling views for day-to-day operations.

Create Appointments

Book patients directly from the clinic and assign the relevant service and doctor.

Online Booking

Let patients select available services and appointment times online.

Public Booking Links

Share a clinic booking link on your website, social pages or messages.

Private Booking Links

Create dedicated booking links for selected services, campaigns or audiences.

Service Selection

Show the services patients can choose when they book online.

Booking Payments

Collect supported online payments or deposits as part of the booking flow.

Appointment Status

Track scheduled, arrived, completed, cancelled and other booking states.

Rescheduling

Move appointments while keeping the patient and booking history connected.

Cancellations

Handle cancelled appointments cleanly from the same scheduling workflow.

Appointment Reminders

Trigger supported reminders before upcoming appointments.

Appointment Insights

Review appointment volume, attendance, cancellations and booking patterns.

03 · Queue 12 features

See the whole patient visit, not just the waiting list.

Track patients from arrival to consultation completion, display the live queue and measure how the clinic is moving.

Live Queue

See who is waiting, being called, consulting or already completed.

TV Queue Display

Show the live patient queue on a dedicated waiting-room screen.

Waiting Time

Measure how long each patient waits before being seen.

Consultation Time

Measure how long the patient spends in the consultation stage.

Total Visit Time

Track the full patient journey from arrival until the visit is completed.

Queue Performance

Analyse waiting and processing times to identify operational bottlenecks.

Doctor Queue

Give clinicians a focused view of the patients currently waiting for them.

Patient Check-In

Move arriving appointments or walk-ins into the active clinic flow.

Queue Tickets

Create and print queue tickets for front-desk and waiting-room workflows.

Room Calling

Call the next patient and move them to the appropriate room or clinician.

Queue Status

Keep each patient's current stage visible throughout the visit.

Branch Queue Insights

Compare queue and visit-time performance across authorised branches.

04 · EMR & Clinical 16 features

The consultation, clinical record and doctor AI in one workspace.

Document the visit, review patient context, order care and use clinical AI without leaving the EMR.

Consultation Records

Document the complete patient encounter inside one connected clinical record.

Clinical Notes

Capture structured and free-text consultation notes without breaking the doctor workflow.

Vitals

Record and review vital signs alongside the active consultation.

Allergies

Keep patient allergies visible while documenting and prescribing.

Chronic Conditions

Maintain important long-term conditions in the patient record.

Diagnoses

Record diagnoses directly against the current consultation.

Medication Orders

Add prescribed medicines to the visit and pass them into pharmacy workflows.

Services & Consumables

Record services, equipment and consumables used during care.

Clinical Files

Attach relevant clinical files and supporting documents to the visit.

Previous Visits

Review earlier consultations without leaving the EMR.

AI Doctor Assist

Analyse the current consultation and patient context to support the doctor's review.

AI Visit Summary

Generate a concise clinical summary from the consultation for doctor review.

AI ICD-10 Coding

Suggest relevant ICD-10 codes from the documented clinical context.

AI ICD-11 Coding

Suggest relevant ICD-11 codes from the documented clinical context.

AI Discharge Summary Writer

Turn the clinical record into a structured discharge summary for review and completion.

AI Clinical Analysis

Ask for clinical analysis inside the EMR while keeping the patient context in view.

05 · Clinical Documents 12 features

Create the documents patients and clinicians need from the same record.

Generate patient-facing and clinical documents without retyping information already captured in Relify.

Medical Certificate

Create an MC directly from the patient consultation.

Referral Letter

Generate structured referral documentation for onward care.

Discharge Summary

Create a clear summary of the patient's episode of care.

Prescription Document

Generate a printable prescription from the consultation.

Refusal of Medical Advice

Document when a patient refuses recommended medical advice or treatment.

Visit Summary

Produce a clear summary of the completed visit for supported workflows.

Patient Letters

Create supporting patient or clinical letters without leaving Relify.

Clinical Forms

Generate supported clinic forms using connected patient and visit information.

Document Templates

Standardise commonly used documents across the clinic or group.

PDF Generation

Generate professional downloadable and printable PDF documents.

Document History

Keep previously generated documents connected to the patient record.

Portal Sharing

Make selected documents available through the patient portal when appropriate.

06 · Pharmacy 12 features

Prescribing, dispensing, labels and stock move together.

Medication orders flow from the consultation into pharmacy while inventory stays connected in the background.

Prescription Queue

Receive medication orders directly from the clinical workflow.

Medication Dispensing

Process prescribed medicines from order through final dispensing.

Pharmacy Labels

Print medication labels for dispensed items directly from the pharmacy workflow.

Dosage Instructions

Carry clear dosage instructions from prescribing into dispensing and labels.

Medication History

Review medicines previously prescribed and dispensed to the patient.

Inventory-Linked Medicines

Keep medication items connected to the clinic's stock catalogue.

Automatic Stock Deduction

Update medicine stock as dispensing activity is completed.

Batch Tracking

Track pharmacy stock according to batches where applicable.

Expiry Tracking

Identify stock that is approaching expiry.

Pharmacy Receiving

Record incoming pharmacy stock and update quantities.

Stock Adjustments

Correct pharmacy quantities while keeping movement history visible.

Pharmacy Reporting

Review dispensing and pharmacy operational information for analysis.

07 · Laboratory 10 features

Orders, results and specimen labels stay attached to the patient.

Move investigations from the consultation into a clear laboratory workflow with status tracking and patient history.

Lab Orders

Create investigation requests directly from the patient workflow.

Order Tracking

Follow requested investigations through pending, processing and completed stages.

Lab Results

Record and access patient laboratory results from the connected record.

Lab Labels

Print specimen or laboratory labels directly from the lab workflow.

Patient Result History

Review previous laboratory results from the patient profile.

Clinical Integration

Keep laboratory orders and results connected to the originating consultation.

Result Files

Attach laboratory reports and supporting files to the patient record.

Lab Status

See which tests are requested, in progress or completed.

Result Review

Keep completed investigation information available for clinical follow-up.

Lab Reporting

Review laboratory activity and operational information for analysis.

08 · Inventory 12 features

Know what the clinic has, what moved and what needs attention.

Track medicine, consumable and operational stock with receiving, adjustments, suppliers and branch visibility.

Inventory Catalogue

Maintain the clinic's stock items in one organised catalogue.

Live Stock Levels

See current quantities and availability across authorised inventory.

Low Stock

Identify items that need replenishment before operations are affected.

Stock Receiving

Record incoming stock and update available inventory.

Stock Adjustments

Correct stock quantities while keeping changes traceable.

Stock Movement

See how inventory entered, moved or left the clinic.

Suppliers

Maintain supplier information alongside purchasing workflows.

Batches

Track relevant inventory by batch for stronger stock control.

Expiry Dates

Monitor expiring medicine and consumable stock.

Consumables

Track non-medication items used during clinic operations.

Multi-Branch Stock

View authorised stock information across clinic locations.

Inventory Reports

Download and analyse inventory activity and stock information.

09 · Billing & Payers 14 features

From completed care to payment, payer tracking and receivables.

Build invoices from clinic activity, collect payments and keep patient, panel and third-party balances visible.

Patient Invoices

Create invoices directly from connected services, medicines and visit activity.

Receipts

Generate receipts for completed patient and payer payments.

Patient Payments

Record and track payments against the relevant billing record.

Online Payments

Accept supported digital payments through connected patient workflows.

Booking Deposits

Collect supported deposits as part of online appointment booking.

Insurance Billing

Handle visits paid through supported insurance arrangements.

Panel Billing

Track services billed to panel organisations.

Corporate Billing

Support employer and corporate payer arrangements.

Government & TPA

Record supported government and third-party administrator payer workflows.

Outstanding Balances

See amounts that remain unpaid across patient and payer accounts.

Accounts Receivable

Track money owed to the organisation over time.

AR Ageing

Understand how long outstanding balances have remained unpaid.

Billing Reports

Download billing information for analysis and reconciliation.

LHDN e-Invoice

Support applicable Malaysian electronic invoicing workflows.

10 · CRM & Engagement 19 features

Conversations, broadcasts and follow-ups in one clinic CRM.

Bring Messenger, WhatsApp and Instagram into one inbox, then segment contacts, send broadcasts and campaign blasts, build reusable templates and automate reminders and follow-ups.

Unified Inbox

Bring supported Messenger, WhatsApp and Instagram conversations into one workspace.

WhatsApp

Manage supported WhatsApp lead and patient conversations from the CRM.

Instagram

Connect Instagram messaging to the same contact and engagement workflow.

Messenger

Handle supported Facebook Messenger conversations without switching systems.

Patient & Lead Contacts

Keep people, conversation history and engagement information organised.

Contact Segments

Create targeted groups for outreach, follow-up and campaigns.

Campaign Blasts

Send one-time promotional, awareness or re-engagement blasts to selected contact segments.

Broadcast Messaging

Broadcast updates and announcements to a chosen audience without messaging contacts one by one.

Audience Segmentation

Choose exactly who receives a blast or broadcast using saved contact segments and filters.

Message Templates

Create reusable templates for broadcasts, follow-ups, reminders and everyday patient communication.

Automated Reminder Templates

Prepare reusable reminder templates that can be sent automatically when a scheduled trigger is reached.

Appointment Reminders

Automatically send appointment reminders using the clinic's selected template and supported channel.

CRM Automations

Trigger messages, reminders and follow-up actions automatically from defined events and timing rules.

Automated Follow-Ups

Automatically continue lead and patient conversations after bookings, visits, enquiries or other configured events.

Engagement History

See prior conversations and touchpoints on the contact record.

Broadcast & Campaign Analytics

Review delivery, engagement and campaign performance across supported outreach workflows.

AI Lead Replies

Use AI to answer and assist leads across the connected unified inbox.

AI Conversation Context

Let CRM AI use the active conversation and contact context when helping with replies.

Human Handoff

Let staff take over the conversation whenever a human response is needed.

11 · HR & Workforce 15 features

Manage the people running the clinic, including staff who never log in.

Keep organisation structure, attendance, leave, payroll and employee self-service connected across branches.

Employee Records

Maintain workforce profiles and employment information in one place.

Non-System Employees

Manage cleaners, support workers and other staff who do not need Relify login access.

Departments

Organise employees according to the clinic's department structure.

Positions

Define the positions employees hold within the organisation.

Organisation Structure

See how teams, departments and employees fit together.

Attendance

Track staff attendance digitally.

Branch Clock-In

Allow staff to clock in according to their assigned workplace.

GPS Attendance

Verify attendance location where the organisation enables it.

Camera Clock-In

Capture attendance verification with the configured camera workflow.

Leave

Manage employee leave requests and records.

Rosters

Plan staff schedules and workforce coverage.

Payroll

Manage payroll-related workforce workflows.

Employee Documents

Keep relevant workforce documents attached to the employee.

Self Service

Give employees access to their own supported workforce information and actions.

Multi-Branch Workforce

Manage staff across multiple clinic locations from the same organisation.

12 · Accounting 10 features

Keep clinic finance connected to the operation that created it.

Track expenses, supplier payments, receivables and financial records alongside the rest of the clinic platform.

Expenses

Record and categorise clinic expenditure.

Supplier Payments

Track payments made to clinic suppliers.

Accounts Receivable

Monitor money owed to the clinic or group.

Financial Transactions

Maintain organised records of relevant financial activity.

Billing Connection

Keep invoices and payment activity connected to finance workflows.

Reconciliation

Support checking and reconciliation of clinic financial records.

Financial Reports

Generate management and accounting-oriented financial reports.

Multi-Branch Finance

Give authorised teams financial visibility across clinic locations.

Accounting Exports

Download financial information for further accounting or audit work.

Tax & e-Invoice Context

Keep applicable tax and e-Invoice information connected to clinic billing records.

13 · Insights & Reports 17 features

Turn everyday clinic activity into reports your team can actually use.

Analyse finance, patient flow, appointments, inventory, teams and payers with filters, comparisons and downloadable reports.

Financial Insights

Understand revenue, expenses and key financial performance.

Clinic Activity

Review patient and clinic activity over the selected reporting period.

Appointment Insights

Analyse bookings, attendance, cancellations and appointment patterns.

Queue Insights

Monitor waiting time, consultation time and overall patient visit duration.

Team Performance

Review supported workforce and operational performance indicators.

Inventory Insights

Analyse stock activity, movement and inventory conditions.

Payer Insights

Understand billing and revenue across different payer groups.

AR Ageing

Analyse outstanding balances according to how long they have remained unpaid.

Branch Dashboard

See key operational and financial information for an individual clinic.

HQ Finance

Give authorised finance teams cross-branch financial visibility.

HQ Operations

Review operational performance across the clinic group.

HQ Clinical

Give authorised clinical leadership group-wide clinical visibility.

Date Comparisons

Compare the selected period against previous dates and reporting windows.

Report Filters

Filter by the relevant date range, branch or supported dataset.

Download Reports

Download report data directly from Relify for analysis and record keeping.

Excel Export

Export supported reports and datasets to Excel.

PDF Export

Create portable reporting output where the report supports PDF export.

14 · Relify AI 16 features

One AI layer for general work, clinic data and patient context.

Use a ChatGPT-style assistant for everyday questions and authorised Relify data, while clinical AI remains embedded directly in the EMR.

Relify AI Chat

Use a ChatGPT-style conversational assistant directly inside Relify.

General Assistant

Ask everyday work questions, get explanations and draft content even when the question is not tied to one module.

Ask About Your Data

Ask questions about authorised clinic and business data without manually building a report.

Ask About a Patient

When the user has permission, ask about a patient and their connected clinical information from the EMR context.

Patient Visit Context

Continue questions around the active patient, previous visits and relevant authorised records.

Finance Questions

Ask about revenue, expenses, receivables and other available financial information.

Operations Questions

Investigate appointments, queues, inventory and clinic activity conversationally.

CRM Questions

Ask about supported contacts, conversations, engagement and CRM activity.

Cross-Branch Questions

Authorised HQ users can ask about activity across multiple branches.

AI Data Analysis

Have the assistant analyse relevant Relify datasets and explain what changed.

AI Summaries

Turn complex records, reports or activity into concise summaries.

Follow-Up Questions

Keep exploring the same topic without rebuilding the context from scratch.

Generate Reports

Ask Relify AI to assemble supported report outputs from authorised data.

Export AI Results

Export supported AI-generated tables and analysis for further work.

Supported Actions

Allow the assistant to perform permitted operational actions with the required controls.

Role & Branch Aware

AI access follows the user's role, branch scope and permissions.

15 · Multi-Branch & Admin 15 features

The controls behind every branch, user and workflow.

Configure the organisation once, control access carefully and operate single clinics or multi-branch groups from the same platform.

Clinic Groups

Manage multiple clinics under the same organisation.

Branch Management

Configure and operate individual clinic locations.

Branch Switching

Move between authorised branches without separate accounts.

HQ Access

Give authorised HQ teams cross-branch finance, operations and clinical views.

User Management

Create and manage the people who can sign in to Relify.

Roles

Assign roles that match each user's responsibilities.

Permissions

Control which modules, actions and records each role may access.

Audit Logs

Maintain records of relevant system and user activity.

Data Migration

Bring supported data from an existing clinic system into Relify.

CSV Import

Import supported datasets without recreating every record manually.

System Setup

Configure clinic and organisation settings for day-to-day operation.

Services & Categories

Manage services and operational categories used across the clinic.

Payers & Panels

Configure external payer and panel relationships.

Organisation Settings

Control group and branch-level configuration from one place.

Multi-Branch Controls

Apply the appropriate shared and branch-specific settings across a clinic group.

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