Help centre

1. Press Start free trial on this site. The trial lasts one month and needs no card.
2. Your account: enter your name, email, country, phone and a password (or choose Sign up with Google), then press Continue.
3. Review & create: check the details and press Start free trial.
4. Check your email: type the 4-digit code we send and press Verify and start trial. The code lasts 15 minutes; Didn’t get it? Send a new code sends another.
5. Set up your clinic: add the clinic’s name and logo, pick a look, then press Finish setup (or Skip for now).

A new clinic opens with sample patients so you can try things safely. The owner can clear them with Remove sample data.

1. As the owner, open Settings → Team → Invite a teammate.
2. Enter their email and choose a role: Therapist, Receptionist or Receptionist + PT.
3. Press Send invite. They receive an email link, press Accept invite (or Create your account) and confirm a code.

Invites expire after 7 days; cancel a pending one with Revoke. If the email fails to send, the app gives you the link to share yourself.

Only therapist accounts count toward your plan: 5 on Starter and during the trial, 10 on Professional, unlimited on Clinic Group. Reception accounts are free.

Each booking link is made for one patient.

1. Open the patient’s profile and press Booking link.
2. Press Copy, or Send via WhatsApp.
3. The patient opens it on their phone (no account needed), picks a free time, can add a note, and presses Confirm the appointment.

The appointment goes straight into your calendar as scheduled; there is no separate approval step. A link works once and expires after 14 days.

1. On the Dashboard, the Reminders · today & tomorrow card lists the visits that need one.
2. Press Send WhatsApp beside a patient.
3. If your clinic’s number is connected, the message goes from your number using a template Meta has approved, and the button shows Sent, or Not delivered with Try again. If no number is connected, WhatsApp opens with the message ready and you press send.

To connect your clinic’s number, the owner opens Settings → WhatsApp Reminders → Connect WhatsApp and follows Meta’s steps.

1. Open the patient’s profile and press + New Session.
2. Type quick bullet points, or press Dictate and speak for up to 3 minutes in Arabic or English.
3. Press Draft with AI. It turns your bullets into the structured note, marked “AI draft — review and edit before saving.”
4. Read it, correct it, then press Save Session (or Save as draft).

The AI writes from what you typed or said. It does not examine, diagnose or decide treatment; the note is yours. On the AI Assistant page it can also propose actions such as booking an appointment; each one waits on a card until you press Confirm.

AI features send the text or audio to an outside provider. Read the app’s privacy policy first, and don’t dictate patient names or identifying details.

Under Billing you’ll find Prior auth., Claims, Insurers and Insurer payments.

1. Add each insurer once: Insurers → Add insurer.
2. Prior approval: New request → Send request records it. When the insurer answers, use Record the insurer’s answer: Approve (with sessions approved and an expiry date) or Deny.
3. Claims: New claim from an invoice, then move it through Submit, Mark as in review, and Approve, Partial payment or Reject. Press Record payment when the money arrives.

If an invoice line is ticked Needs pre-authorisation, its claim can’t be filed until you pick an approval that is approved, for the same insurer, still valid, with sessions left. Vertowise tracks requests and claims; it is not connected to insurers’ systems, so you still send them the usual way.

1. Billing → New Invoice, add lines with + Add line, then Create draft invoice.
2. Press Mark as sent. Payments can be recorded only after this.
3. Record payment: Cash, Card, Transfer or Other.
4. Print / PDF for the patient’s copy.

Void and Refund are there when needed. Invoices are in dinars by default, to three decimals (fils); change it in Settings → Invoice currency, and older invoices keep their own. Recording “Card” notes how the patient paid; Vertowise does not take card payments from patients.

1. As the owner, open Reports and set the date range.
2. Under Export this range, export patients, sessions, appointments, invoices, payments or insurance claims as CSV files.

Every export is written to the clinic’s access log.

Email abdulkareem@vertowise.com or message us on WhatsApp at +962 79 553 6485. We reply within one working day. Tell us your clinic’s name and what you were trying to do; a screenshot helps.

Is the app down? Check the system status page first.