Features

Everything your practice needs, in one platform

Ceveta is a complete practice management system for UK private healthcare clinics. Here is a detailed look at every feature.

Complete patient records, organised your way

Ceveta gives you a single, comprehensive view of every patient. Store demographics, contact details, NHS and hospital numbers, drug allergies, and clinical notes. Track insurance information and assign payor types — self-pay, insurance, NHS, or medico-legal — so billing is always accurate.

  • Full patient demographics with title, name, date of birth, and contact details
  • Multiple phone numbers (mobile, home, work) and email addresses
  • NHS number and hospital number tracking
  • Drug allergy recording for clinical safety
  • Insurance details with policy and membership numbers
  • Flexible payor types: self-pay, insurance, NHS, medico-legal
  • Account balance tracking per patient
  • Assigned clinician management
  • Internal clinical notes visible only to staff
  • Full address recording with postcode

Patient Management screenshot

A calendar built for clinical workflows

Manage your entire appointment book from a clear, visual calendar. Every appointment tracks its full lifecycle — from scheduled through confirmed, arrived, in progress, and completed. Link appointments to specific clinicians, services, and locations, with support for daycase, inpatient, and outpatient settings.

  • Visual calendar with day, week, and month views
  • Full status workflow: scheduled, confirmed, arrived, in progress, completed, cancelled, no-show
  • Link appointments to clinicians, services, and locations
  • Appointment settings: daycase, inpatient, outpatient
  • Service-based booking with configurable durations and fees
  • Payment status tracking per appointment
  • Multiple service types: consultation, follow-up, procedure, investigation
  • Delivery modes: in-person, video, phone

Appointment Scheduling screenshot

Professional documents in minutes, not hours

Write letters, reports, prescriptions, and referrals using a rich text editor built into Ceveta. Create reusable templates with dynamic variables that auto-fill with patient and clinician details. Share documents securely via time-limited links and export to PDF with your custom letterhead and branding.

  • Rich text editor with full formatting support
  • Document types: letters, reports, prescriptions, referrals
  • Reusable templates with dynamic variable substitution
  • Custom letterhead with headers and footers
  • Secure document sharing via time-limited public links
  • PDF generation with professional formatting
  • Author and signing clinician attribution
  • Draft and sent status tracking
  • Organisation-branded document output

Document Composer screenshot

Get paid faster with integrated billing

Create professional invoices with line items, track payment status, and accept payments through multiple channels. Ceveta integrates with Stripe for online payments, and supports card terminals, bank transfers, cash, and cheques. Invoice patients, insurers, or solicitors with custom branding and automatic numbering.

  • Professional invoices with line items and tax calculation
  • Stripe integration for online payments
  • Multiple payment methods: card terminal, bank transfer, cash, cheque, insurance
  • Invoice to patients, insurers, or solicitors
  • Custom invoice branding: logo, colours, footnotes, bank details
  • Automatic invoice numbering
  • Status tracking: draft, sent, paid, overdue, cancelled, refunded
  • Stripe payment links sent directly to patients
  • CCSD and ISC billing codes support
  • Due date tracking and overdue management

Invoicing & Payments screenshot

A better experience for your patients

Give your patients a branded portal where they can view shared documents and invoices at any time. Authentication is handled via magic links — patients receive an email, click a link, and they are in. No passwords to remember, no accounts to create. You control which documents and invoices are visible.

  • Organisation-branded patient portal
  • Magic link authentication — no passwords for patients
  • Secure access to shared documents
  • Invoice viewing and payment via the portal
  • Enable or disable per organisation
  • Time-limited document share links

Patient Portal screenshot

The right access for every team member

Manage your practice team with role-based access controls. Owners have full access to all settings and data. Clinicians see their patients, appointments, and documents. Secretaries handle administrative tasks without accessing clinical data. Every team member sees only what they need.

  • Three roles: Owner, Clinician, Secretary
  • Role-based access to features and data
  • Clinician profiles with GMC numbers and qualifications
  • Specialty and professional bio fields
  • Digital signature storage for clinicians
  • Active/inactive status management
  • Invite and manage team members from the dashboard

Team & Role Management screenshot

One account, multiple practice locations

If your practice operates from more than one location, Ceveta handles it. Add multiple locations with their own addresses, phone numbers, and email addresses. Link services and appointments to specific locations for accurate scheduling and reporting.

  • Multiple practice locations per organisation
  • Full address and contact details per location
  • Location-specific service offerings
  • Appointment booking linked to locations
  • Service pricing variants by location

Multi-Location Support screenshot

Every action tracked, every change recorded

Ceveta maintains a comprehensive audit log of all actions taken within your organisation. Every patient record change, appointment update, document edit, and invoice modification is recorded with the user, timestamp, and IP address. This gives you a complete compliance trail for regulatory requirements.

  • Automatic logging of all data changes
  • Actor tracking with user ID and user type
  • IP address recording for every action
  • Detailed change diffs stored as structured data
  • Filterable audit log by entity type and date
  • Organisation-scoped — each practice sees only their own logs
  • Supports healthcare compliance and data governance requirements

Audit Trail & Compliance screenshot

Make Ceveta yours

Customise Ceveta to match your practice. Set your organisation branding with logos and accent colours. Configure invoice templates with custom footnotes and bank details. Create document templates with your letterhead. Define your service types, fees, and consultation settings.

  • Organisation logo and branding
  • Custom invoice accent colours
  • Invoice footnotes and bank details
  • Document letterhead and footer configuration
  • Configurable service types and pricing
  • Billing code support (CCSD, ISC)
  • Service variants by clinician and location

Settings & Customisation screenshot

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