From offer note to finished offer
From the surgeon's dictated offer note, the AI automatically drafts a structured offer — introduction text, treatment variants and prices. Your team reviews and adjusts it.
The patient compares and accepts
The patient receives the offer via a secure link, compares the variants and accepts — no account, no app.
Acceptance turns into a contract automatically
As soon as the offer is accepted, the AI generates the treatment contract automatically. Individual paragraphs can be edited directly (optionally with AI), while protected placeholders — patient name, dates — can never be overwritten.
The clinic first, then the patient
The clinic signs first on behalf of the practice, then the patient signs digitally — place and date recorded, with the finished PDF on your letterhead carrying both signatures.
The invoice is created the moment it's signed
As soon as the contract is signed, Viali creates the patient as a contact in bexio and generates the invoice automatically. Sending runs through Viali (invoice PDF by email); bexio remains the source of truth for accounting and payment reconciliation.
Payment detected — surgery confirmed
Viali automatically reconciles incoming payment with bexio; once paid, the reserved OR slot becomes a confirmed surgery, and everyone involved is notified.