Calendar & scheduling
Plan operational meetings, training, shifts, and deadlines in one place.
Explore calendar & scheduling →Your personal administration workspace
Clinical
Assistant
Your day. Organized.
Calendar · Tasks · Meeting notes
AI transcription · Documents
Plan your day, capture ideas and turn conversations into clear next steps. Your administrative tools, together in one personal workspace.
Free core tools · Optional Pro and Plus plans
Built for clinical administrative assistants and professionals handling general operational work. Organize schedules, projects, meeting notes, documents and spreadsheet charts in one place.
Four tools. One working day.
Projects & tasks
Break work into tasks, set priorities and due dates, and track progress.
Explore projects & tasks →Meeting notes & AI transcription
Record or upload authorized audio, review the transcript, and draft minutes with follow-up actions.
Explore meeting notes & transcription →Documents & workspace
Organize your notes, minutes, documents, and spreadsheets. Export to Word, PDF, and Excel.
Explore documents & spreadsheets →Built for administrative work
Use Clinical Assistant for general operations. Do not upload patient or resident information, confidential incident or complaint details, or other sensitive personal records. Obtain permission before recording and review AI-generated output before using it. This app is not an electronic health record or a clinical decision tool.
Questions about Clinical Assistant
Who is Clinical Assistant for?
Clinical Assistant is a personal administration workspace for clinical administrative assistants, office coordinators and other professionals organizing general operational work. It combines scheduling, tasks, notes, meeting preparation, documents and spreadsheets.
Can I start for free?
Yes. Free includes the core calendar, task, note, document and spreadsheet tools. Pro and Plus add monthly AI credit allowances. Compare current CAD pricing and included credits on the plans page.
Does it connect directly to Microsoft Teams or Zoom?
You can save meeting links and import supported transcript files. The app does not automatically join calls, record external meetings or continuously synchronize Microsoft or Zoom accounts.
Can I use it for patient records or confidential meetings?
No. Keep patient and resident information, confidential incident and complaint details, and other sensitive personal records out of the app. Use only general operational material that you are authorized to process.
Can I export my work?
Yes. Depending on the tool, exports include Word, PDF, transcript text, ICS calendar files, CSV, Excel data with an embedded chart image, and PNG charts.