Criar Clinic
Complete management for your clinic.
Smart scheduling, integrated financial management, NFS-e issuing and omnichannel service. All in a single system to raise your efficiency and revenue.
New NFS-e issuing through the National System
No-shows
Technical
Your Clinic Deserves Modern Management
Leave spreadsheets and the paper diary behind. Centralise your operation, cut costs and improve your patients experience.
Disorganised Scheduling
ProblemPatient no-shows, double bookings and slow manual confirmations that eat up your team time.
SolutionAutomatic attendance confirmation over WhatsApp, plus a panel for the front desk to track who confirmed. Cut no-shows by up to 40%.
Finances Out of Control
ProblemConfusing spreadsheets, no view of cash flow, late payments and inaccurate reports.
SolutionFull finance module with accounts payable and receivable plus real-time reports for smarter decisions.
Broken Communication
ProblemHard to reach, bookings only during business hours, patients lost to competitors.
SolutionAn app for patients, doctors and the accountant + a WhatsApp Bot for bookings 24 hours a day, 7 days a week.
Disconnected Systems
ProblemMultiple tools that do not talk to each other, constant rework and rising subscription costs.
SolutionEverything integrated on one platform: scheduling, finance, invoicing and administration. One system. One monthly fee.
The invoice comes straight from the appointment
Criar Clinic issues, cancels and replaces NFS-e directly on Brazil's National NFS-e System, using your company's digital certificate. A paid appointment becomes an invoice in a few clicks — no city hall portal, no retyping and no separate invoicing tool to hire.
The appointment is paid
Consultation, exam, procedure or membership fee: the payment is recorded in finance, just as it is today.
The invoice goes out in a few clicks
Customer, amount, date and professional come pre-filled — for the patient, the health plan or another company. The system checks the invoice against the official standard before sending it.
Your accountant gets everything ready
The authorized invoice shows up in the accountant's area right away, with XML, spreadsheet and the monthly statement. Nobody has to gather files at month-end.
What your clinic gains
No more double data entry
The appointment data is already in the system. Nobody copies name, CPF and amount into another website, and typos stop turning into wrong invoices.
No appointment left uninvoiced
A report lists the payments received that still have no invoice. The gap shows up before it becomes a tax problem.
Fewer rejected invoices
Every invoice is validated against the official standard before it is sent. If something is wrong, the warning shows on screen so you can fix it right away.
Outages do not turn into duplicate invoices
If the National System does not respond, Criar Clinic retries on its own — and checks before resending, so the same invoice does not go out twice.
Cancel or replace without leaving the system
Wrong amount or customer? The invoice is cancelled or replaced right in Criar Clinic, and the history of each one is kept.
Tax reports ready to go
Invoices by period, service, customer and professional, plus the cancelled and rejected ones. Your clinic's tax revenue without building a spreadsheet.
Your accountant logs in on their own. You stop e-mailing XML files.
Your clinic's accountant gets their own restricted access, in the browser and in the app, with everything they need to close the month — and loses it the moment you deactivate them.
- Monthly statement by period, the basis for PGDAS and ISS
- Every XML of the month in a single ZIP file
- Excel spreadsheet with the invoices issued
- The accountant enters the month's Simples Nacional rate, and invoices go out with it
- The company's tax documents synced from the National Environment
Complete Features to Get Your Clinic Off the Ground
A Calendar That Works for You
From booking to calling the patient in, the schedule organizes the clinic's day and prevents the costly mistakes: double-booked rooms, forgotten appointments and patients who never show up.
- Time slots per doctor and specialty, with walk-in fitting
- Automatic attendance confirmation over WhatsApp
- Recurring appointments: the week's sessions are created on their own
- Waiting list, with appointment requests made by the patients themselves
- Room control: the schedule blocks two appointments in the same room at the same time
- Block single slots or whole days, such as vacations and holidays
- Track the day: on the way, waiting, late, in consultation
- Payment tracking per appointment
- Reports by doctor, status, output and weekday
Total Financial Control
Get a clear view of your clinic income and expenses with real-time reports for smarter decisions.
- Accounts receivable with tracking
- Accounts payable organised by due date
- Projected cash flow
- Detailed financial reports
- NFS-e issued from the payment received
Stock under control, from purchase to the exam room
Track what the clinic buys, stores and uses: from the purchase order to the supplier all the way to the supplies the doctor takes for each consultation, with cost and expiry always in sight.
- Suppliers and products, with NCM, CFOP and CST codes
- Purchase orders with approval and partial receiving
- Multiple storerooms, with minimum stock, reorder point and maximum
- Average cost recalculated on every receipt
- Lots and expiry dates: what expires first goes out first
- Doctor's kit: withdrawal, use per consultation and requests with approval
- 40 reports on purchasing, stock and movements
24/7 service with a ChatBot
Your patients can book, confirm and get reminders straight on WhatsApp, at any time, with no middleman.
- Natural booking through conversation
- Automatic appointment confirmation
- Automatic appointment reminders
- Handover to a human when needed
A calm front desk: ticket kiosk and calls on the TV
Patients take a ticket at the kiosk, the front desk calls them to a desk, and the waiting-room TV shows and announces the call — and, in between calls, shows the clinic's banners. All tied to the schedule, with no other system to maintain.
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Step 01
The patient takes a ticket
At the kiosk, they choose regular or priority service and get a printed ticket. Large buttons and high contrast, designed for older adults and people with disabilities.
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Step 02
The front desk calls them over
The system suggests the next ticket. The front desk registers the patient on the spot and books them at their arrival time, without leaving the schedule.
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Step 03
The TV shows and announces the call
Ticket and desk appear on screen and are read out loud. When it is time for the consultation, the doctor calls the patient from their own screen.
- N012Desk 2
- P002Desk 1
- N011Desk 3
One screen, two jobs: calls and promotion
Each TV picks how it works. In hybrid mode, the waiting room becomes the clinic's showcase without missing a single call.
Calls only
The TV shows only the tickets and patients being called, with voice. Ideal for the busiest waiting room.
Hybrid
The clinic's banners play on screen and, when someone is called, the call takes over right away. With no new calls, the TV goes back to the banners on its own, after the time you set.
Banners only
The TV becomes a promotion board: the clinic's campaigns, services and notices, in any room.
Priority without stalling the line
Older adults and people with disabilities are called first, but every two priority tickets a regular one goes in. Nobody gets forgotten.
One TV for each waiting room
Up to 20 screens, each with its own kiosk and line. The call only shows up on the TV of the right room.
Privacy on screen
Tickets never show the patient's name. For the doctor's call, the clinic chooses to show the full name or just the first name and initial.
Works on the TV you already have
No special equipment: all it takes is a TV with a browser, or hooked up to a computer, open on the screen's link.
One app, three areas: patient, doctor and accountant
Everyone logs in and finds only what is theirs: patients handle appointments and payments, doctors work from their phone, and the accountant closes the month without asking for files. Anyone with more than one role switches profiles without leaving the app.
Patient
Fewer calls to the front desk: patients sort things out on their own, from their phone.
- Upcoming appointments and visit history
- Appointment requests by picking doctor, day and open slot
- Payments: generate PIX or boleto and copy the code right away
- Exam results as PDF
- Subscription plans and how much of each was used
- Health readings: blood pressure, glucose, oxygen saturation and weight
Doctor
The practice in your pocket, between one patient and the next.
- Today's schedule by specialty, with the open slots
- Consultation: call or message on WhatsApp, record readings and finish
- Medical record progress notes written right on the phone
- Prescriptions, certificates, anamneses and reports they wrote, as PDF
- Exams under their responsibility and the status of each one
- Notes and day blocking
Accountant
The clinic's tax close with no e-mail back-and-forth.
- Monthly statement: gross revenue, ISS and amounts by service
- Effective Simples Nacional rate entered right in the app
- The month's invoices, with search, filters and XML
- ZIP with the XML files and the month's spreadsheet
- Sync with the National Environment
- Company switching for those who serve more than one CNPJ
Real Impact on Your Business
Companies using Criar Clinic report significant gains in productivity and revenue.
Frequently Asked Questions
Get your questions about Criar Clinic answered.
No. Criar Clinic is 100% cloud-based. You can access it from anywhere, on a computer, tablet or phone, with nothing to install. All you need is an internet connection.
We offer chat and e-mail support during business hours on every plan. The Enterprise plan includes dedicated 24/7 support and a named account manager.
Yes. We use end-to-end encryption and secure servers (AWS) with automatic daily backups. We strictly follow Brazilian data protection law (LGPD) to keep your patients data safe.
For the kiosk, a computer or touchscreen running Chrome and an 80 mm thermal printer (non-fiscal). For the TV, all it takes is a browser open on the screen's link. The kiosk is optional: the clinic turns it on per screen only if it wants to work with tickets.
Companies under Simples Nacional and MEI issue through the National NFS-e System. Lucro Presumido and Lucro Real companies can too, as long as the municipality has joined the National Environment — the system itself checks this before the first invoice. You need the company's A1 digital certificate (e-CNPJ) and its registration with the municipality.
Yes. The A1 certificate file and password are stored encrypted, and no screen or integration ever returns them. When the certificate is uploaded, the system checks that it is valid and belongs to the company's CNPJ.
Yes. Our team helps import patient and appointment data from your previous system via Excel or CSV files, at no extra cost.
The ChatBot is included from the Professional plan up. On the Essential plan you get manual or automatic reminders by e-mail and SMS (SMS bundle charged separately).
Transform Your Clinic Today
Try Criar Clinic free for 30 days. No credit card, no commitment. Cancel whenever you like.