💡 Pending = Package Total − Amount Paid today. Each subsequent visit logs a payment against this package.
Pending Bills & Packages
Patient
Type
Pending
Last Entry
Total outstanding₹0
Add Treatment Record
Recent Treatment Notes
Date
Patient
Doctor
Procedure
Billing History
Date
Patient
Procedure
Fee
Discount
Net
Paid
Balance
Mode
Invoice
Entered By
Actions
Treatment Notes History
Date
Patient
Doctor
Procedure
Done
Next Plan
Send to Lab
Active Lab Cases
Patient
Work Type
Lab
Sent
Expected
Fee
Status
Actions
Completed Cases
Patient
Work Type
Lab
Sent
Completed
Fee
Total Items
—
Low Stock
—
Need reorder
Critical
—
Immediate order
Stock Items
Item
Category
In Stock
Unit
Reorder At
Level
Status
Actions
Financial Analysis
💰 Income
Total Revenue
—
Collected MTD
—
Outstanding AR
—
Gross Profit
—
💸 Expenses
Direct Costs
—
Lab + Materials
Consultant Payouts
—
Doctor share, fixed, incentives
Staff Costs
—
Overhead
—
Marketing
—
EMI / Finance
—
Savings Provision
—
📊 Net Result
Net Surplus
—
Net Cash Position
—
Profit & Loss Summary
🎯 Clinic Health Dial — how far this period's collections have covered the month's costs
🔴 Planned Fixed Expenses—
🟡 Variable Monthly Expenses—
Total Monthly Costs—
🟢 Operating Profit (Collected − Costs)—
Revenue by Procedure
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Expense Breakdown
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Transaction Ledger (Revenue)
Date
Patient
Procedure
Fee
Collected
Mode
Balance
Entered By
Revenue by Clinician
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Revenue by Category
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Collection vs Billing Trend
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Dr. Shashank — Production
Dr. Sowmya — Production
Procedure-wise Profitability
Procedure
Cases
Revenue
Avg per Case
% of Total
Total Provisioned MTD
—
Operating Reserve
—
Equipment Reserve
—
Expansion Reserve
—
Tax Reserve
—
Marketing Reserve
—
Reserve Entries
Date
Reserve Type
Amount
Notes
Total EMI MTD
—
Loan Repayments
—
Interest Paid
—
Equipment Finance
—
EMI & Loan Entries
Date
Description
Payee
Amount
Mode
Notes
Revenue MoM
—
Revenue YoY
—
Expenses MoM
—
Net Surplus MoM
—
Revenue vs Expenses — Month on Month
Year on Year Comparison — Revenue by Month
Expense Breakdown — This Month vs Last Month
Revenue by Procedure — This Month vs Last Month
🔒 Owner's True Cash Position — visible to admins only, for period:
Unlike the P&L above, this counts every rupee out the door — including Capital and Personal/Home spends — then also nets off money moved into personal investments, so you see what's truly left.
Total Income (Collected)
—
Total Expenses (All Categories)
—
Total Personal Investments
—
True Net Position
—
— of which, Cash
—
— of which, UPI / Card / Other Digital
—
Investments by Instrument
Expenses by Category (incl. Capital & Personal)
Personal Investment Ledger
Date
Instrument
Amount
Notes
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Active Coupons
—
Total Used
—
Total Discount Given
—
% of Revenue
—
Create Coupon
Discount Analytics
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All Coupons
Code
Description
Discount
Min Bill
Usage
Uses Left
Valid Until
Status
Actions
Coupon Usage History
Date
Code
Patient
Procedure
Original Fee
Discount
Net Paid
Used By
Total Patients
—
Total Treatments
—
Revenue YTD
—
Lab Cases Total
—
⏱️ Chair-Time Efficiency
How full the schedule actually was, and how much revenue each hour of booked chair time brought in — the two levers that move Money Left the most alongside pricing.
Appointments Booked
—
Completed
—
Missed (past due, still Pending)
—
Revenue per Chair-Hour
—
Export Reports
KPIs
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Doctor Revenue & Payout Engine
Monthly Payout Statement
Doctor
Type
Cases
Revenue Generated
Base / Fixed
% Share Earned
Incentive
Total Payout
Status
Treatment-level Revenue Attribution
Date
Patient
Doctor
Procedure
Fee
Collected
Doc Share %
Doc Earning
Log Visiting Consultant Payout
Date
Consultant
Procedure
Patient
Fee Charged
Consultant Payout
Mode
Status
🕐
—
Checking location…
—
📍 Verifying location…
You can check in and out multiple times a day (e.g. breaks) — each session is tracked and totaled.
Clinic Location Settings
Present Today
—
Absent Today
—
Your Hours Today
—
Total Hours (All)
—
Today's Attendance Log
Staff
Sessions
Hours
Location
Status
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My Attendance History
Date
Check In
Check Out
Hours
Status
Notes
Present: 0Absent: 0Total Hours: 0
All Staff Attendance
Staff
Days Present
Days Absent
Total Hours
Avg Hours/Day
Last Check-in
Manual Attendance Entry / Correction
Recent Manual Entries
Date
Staff
Status
Check In
Check Out
Adjusted By
Notes
Create Staff Account
All Staff Accounts
Name
Email
Role
Inventory Add
Created
Actions
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Total Entries
—
Possible Duplicates
—
Zero-fee Entries
—
Entries by Staff
—
⚠️ Possible Duplicate Entries
Same patient + procedure + date
Date
Patient
Procedure
Fee
Invoice
Created By
Actions
All Billing Entries
Date
Patient
Procedure
Fee
Discount
Net
Paid
Balance
Mode
Entered By
Actions
Add Custom Procedure
All Procedures
Procedure
Category
Default Fee
Duration
🧮 Treatment Fee Calculator
Works out a suggested fee from your actual costs, instead of guessing. Chair-time overhead is derived from your real Fixed Expense Plan and available chair hours — so the number reflects what it genuinely costs to run your clinic per hour.
Overhead rate (from your Fixed Expense Plan)
Chair-time overhead for this case
Total cost (lab + material + chair overhead)
Suggested Fee
Role Permissions
Module
Admin
Doctor
Receptionist
Overview (full)
✅
✅
⚠ No revenue
Appointments
✅
✅
✅
Patients
✅
✅
✅
Treatment & Billing
✅
✅
✅
Lab Work
✅
✅
✅
Inventory (view/adjust qty)
✅
✅
✅
Inventory (add item)
✅
✅
⚙️ Per-account grant
Financial Analysis
✅
✅
🚫
Coupons
✅ Create
✅ Create
✅ Apply only
Reports & Export
✅
✅
🚫
Staff Accounts
✅
🚫
🚫
Edit/Delete Billing
✅
✅
🚫
Attendance Override
✅
🚫
🚫
⚙️ Per-account grant: Receptionist accounts can't add inventory items by default. Enable it for a specific account (e.g. a head/senior staff member) from the Accounts tab.
Clinic Profile
This name and number appear in WhatsApp appointment notifications sent to patients and doctors for this clinic.
Choose which doctor(s) appear in the letterhead of printed/WhatsApp bills — not every doctor profile needs to show on every bill (e.g. visiting consultants).
✅ Saved
📌 Fixed Expense Planner
Set up recurring costs once (rent, salaries, EMI, subscriptions) — they show as planned every month automatically. Nothing is deducted from your cash figures until you mark it Paid for that month; until then it's just budgeted.
Name
Category
Planned Amount
Status This Month
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💸 All Expenses
Date
Category
Sub-category
Payee/Vendor
Amount
Mode
Voucher
Notes
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📣 WhatsApp Marketing
Meta requires marketing messages to go to patients who've specifically agreed to receive them — this is separate from appointment/billing notifications, which don't need opt-in. Sending unsolicited promos to everyone risks your WhatsApp number being quality-flagged or restricted.
Total Patients
—
Opted In to Marketing
—
Not Opted In
—
Send Broadcast
Requires an approved WhatsApp template in the Marketing category (not Utility) — submit one in WhatsApp Manager first. The template body should have exactly 2 variables: patient name, then your message text. The template must also include a Quick Reply button with the fixed payload STOP_MARKETING, so patients can opt out with one tap — see the setup notes in whatsappWebhook.js for the exact steps.
Manage Marketing Opt-in ✕
Only mark a patient as opted-in if they've actually agreed to receive promotional messages — verbally, on an intake form, or otherwise. This is your clinic's responsibility to track accurately; Anthropic/this portal can't verify consent on your behalf.
New Appointment✕
New Patient✕
📷
Import Patients from Excel ✕
Upload an Excel (.xlsx) or CSV file of patients. Not sure of the column format? Download the template, fill it in, and re-upload.
Name
Phone
Age/Sex
Clinician
Status
Patient Profile ✕
Send a PDF to WhatsApp ✕
Works for anything — post-surgery instructions, post-implant care, a festive greeting, or any other PDF you'd like this patient to have.
Review Possible Duplicates ✕
Pick one record to keep as primary — its billing, appointment, and lab history will be merged onto it, any details it's missing will be filled in from the others, and the remaining record(s) will be deleted. Or just remove a record on its own if it was a genuine mistaken entry.
Add Inventory Item ✕
💳 New Billing Entry ✕
₹0
Doctor Profile & Compensation✕
Log Visiting Consultant ✕
Overpayment Credits ✕
These bills have "Paid" recorded as more than the net fee — either a genuine advance payment, or a data-entry mistake (extra zero, wrong field). Correct the "Paid" amount below and press Save to fix any that were mistakes.
Date
Patient
Procedure
Fee
Discount
Net
Paid
Mode
Credit
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Daily Case Register — Tax Export ✕
Generates the Sl. No. / Date / Patient / Nature of services / Fees charged / Date of receipt register required under Section 44AA (Rule 6F) for professionals.