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Meet Universal Office

A clinic management software that defines and automates three key functions in your office: Healthcare Practice, Office Management and Reception.


Capture, store and organize patient information. Manage MVA, WSIB, OHIP, Extended Health, Slip & Fall, and Private case types.

Claim Forms

Create your OCFs, WSIB and Extended Health claim forms right inside the system. Speed up the documentation process by using pre-defined templates.

Email & SMS Notifications

Notify clients when new appointments are scheduled. Send out appointment reminders, birthday wishes, holiday hours and promotional emails & SMS.


Schedule appointments per provider and track down remaining visits on proposed Tx plans.


Issue invoices individually for each patient or use batch billing to issue hundreds of invoices in seconds.

Alerts & Reminders

Stay on top of time-sensitive activities such as patient reassessments, overdue invoices and much more.

Paperless Office

Scan and attach documents to patient files. Access attached documents from any networked workstation.

Powerful Reports

Access hundreds of financial and statistical reports, from A/R Aging Summaries to Collections by Adjuster. Extract what you need, when you need it.


Submit claims electronically to OHIP, TELUS Health and HCAI. Receive responses right to your system.

What People Are Saying

  • I switched from PMP a few months ago, and I have not looked back since. Universal Office meets all our needs, and has streamlined our office operations.  
    Dr. S. Rom
  • Universal Office has streamlined our business beyond our expectations. I recommend this exceptional system to all potential users.
    Dr. B. Grossman
  • I just wanted to drop you a line and let you know how thrilled I am with the Universal software. This is the best money I spend in my practice.
    Dr. A. Sidenberg

Frequently Answered Questions

Aside from the license fee, are there any other startup costs?

No. There are no additional startup costs. We prepare your Business Setup by entering your Providers, Service & Product prices, and Treatment Plan templates, and then install the system on the computers you designate. We provide remote support, unlimited access to Universal Office knowledge base, and 2 months subscription absolutely free. That means for the first two months there are NO bills and you will NOT incur any charges.

What does it cost to transfer data from our current system into Universal Office?

There are no additional fees to transfer patient demographic information, such as first name, last name, gender, date of birth, telephone numbers, and addresses. If you are looking to transfer additional data, such as appointments, case details, injuries, billing, treatment plans, invoices, reconciled payments, and so on, we will review and analyze your request, and then provide you with a quote.

What are the minimum system requirements for Universal Office?

A server consumes more resources than a client, and therefore, requires more processing power, memory, and disk space. The hardware requirements for a server will also depend on the number of simultaneous users. The CPU and memory requirements increase as the number of simultaneous users increases. For additional information, visit our Support page.

What HCAI functionality does Universal Office support?

Universal Office can submit OCF-18, OCF-21B, OCF-21C, OCF-23, and Form 1 to insurers electronically via HCAI. Universal Office also receives Adjuster Responses (Approved, Partially Approved, Not Approved) from HCAI. Any messages and comments on proposed goods and services that accompany Adjuster response are also delivered to Universal Office.

Is there a limit on the number of providers?

No. There are no limits on the number of providers. Every price plan includes unlimited providers.

Where is my data physically located?

Your information is stored at your office. The data resides on a computer you dedicate as the server.

What kind of reports can be extracted?

100s of statistical and financial reports, from simple lists to complex Collections and A/R, are readily available. With the integrated Report Builder, you can create custom report templates.

How do training and support work?

We offer remote training and support. Support calls are dealt with on the first-come-first-serve basis. One-on-one training is scheduled ahead of time. We pride ourselves with fast and friendly service.