Strictly sits above the PMS and connects the work that usually breaks across tabs, teams and follow-up lists. Eight modules share one operating model while the existing system stays in place.
One connected operating path moves from PMS context through booking, the visit, claims, payments and follow-up.
Foundation
Existing PMS
System of record
Connect
PMS Sync Bridge
Book
Financial-Aware Scheduler
Visit
Patient Flow Board
Claim
Open Claims & Aging
Pay
Payments Everywhere + Financing & Plans
Follow-up
Messaging Engine + Patient Portal & Intake
One command layer keeps the next operational and revenue action connected.
The work moves as one system.
These conceptual workflow views follow the operating path from PMS context to booking, the visit, claims, payment and the next action. All eight modules remain visible inside the stages they move forward.
Connect
Bring PMS context into one command layer.
PMS context in view
The sync bridge keeps patients, providers, rooms, appointments and claims connected while the existing PMS remains the system of record.
PMS Sync Bridge
Two-way sync of patients, providers, rooms, appointments and claims via SIKKA or direct API.
Existing PMSCommand layer
Patients
Providers + rooms
Appointments
Claims
Shared context
One operating surface
The PMS remains the system of record while surrounding work stays coordinated.
Book
Schedule with the financial picture already present.
Appointment ready
Day and week views bring balance and eligibility context to the appointment, organized by room or provider.
Financial-Aware Scheduler
Day and week views by room or provider, with balance and eligibility shown on the appointment.
Day view · by roomFinancial context on
08:30AppointmentEligibility visible
10:00AppointmentBalance in context
11:30AppointmentProvider + room
Visit
Move the patient through live operational states.
Live flow visible
The flow board makes the visit visible from scheduled through checkout and completion, including the sub-states the team needs during the day.
Patient flowLive state
ScheduledPatient
Checked-InPatient
In RoomPatient
Ready for CheckoutPatient
CompletedPatient
Patient Flow Board
Scheduled → Checked-In → In Room → Ready for Checkout → Completed, with live sub-states.
Claim
Keep open work connected as balances age.
Aging work in context
Claims remain filterable by patient, payer or status across the full 0–150+ day aging view, with tasks and follow-up notes in context.
Open Claims & Aging
Filter by patient, payer or status across 0–30 to 150+ buckets, with tasks and follow-up notes.
Open claims + aging0–150+ days
0–30
31–60
61–90
91–120
121–150
150+
PatientPayerStatusTasks + follow-up notes
Pay
Resolve the financial path without leaving the workflow.
Path to payment visible
Payment methods, financing pre-approval and in-house recurring plans stay connected to billing, retries and posting.
Payments Everywhere
Terminal, tap-to-pay, card, ACH, e-check, wallets and text-to-pay—with split and multi-tender support.
Financing & Plans
Third-party pre-approval plus in-house recurring plans, membership billing and retry logic.
Financial pathResolve + post
Payments everywhere
Financing pre-approval
In-house plans
Connected outcome
Billing + posting
Recurring billing, retries and payment posting stay in the same workflow.
Follow-up
Carry the next action beyond the front desk.
Next action coordinated
Messaging, digital intake, self-scheduling and self-service payment continue the workflow with consent context intact.
Next actionConsent context
BeforeReminder + confirmation
DuringDigital forms + intake
AfterThank-you + review ask
AnytimeSelf-scheduling + payment
Messaging Engine
Reminders, recalls, balance notices, post-visit thank-yous and review asks, with consent tracking.
Patient Portal & Intake
Magic-link or OTP login, digital forms, self-scheduling, confirmations and self-service payment.
Run the work around your PMS as one system.
See scheduling, claims, balances and follow-up moving through one Strictly operating surface in a 20-minute walkthrough.
