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Polyclinic

Configure departments, practitioners, queues and branch-wise billing for a multi-specialty clinic.

Who can do this: Owner/Super Admin for setup (settings.manage, branches.manage, services.manage, users.manage); Receptionist for front desk (patient.create, appointment.manage, queue.manage, billing.create); Practitioner for clinical work (encounter.write, rx.write, clinical.document.sign). Where: Settings (/app/system-settings), Branches (/app/branches), Services (/app/services), Employees (/app/employees), Patients (/app/patients), Queue (/app/queue) or Appointments (/app/appointments), Clinical Documents (/app/clinical-documents), Billing (/app/billing).

Who it is for and plan fit​

  • Owners and administrators of clinics with several practitioners, specialties or branches.
  • Use Polyclinic ₹1,499/branch/month. There is no per-doctor fee and all specialty packs are included.

Before you start​

  • Department list, room/counter names and branch addresses.
  • Practitioner list with qualifications, registration numbers and specialties.
  • Fee schedule by department and taxable item list.
  • Queue prefixes and whether you use appointments, walk-in tokens or both.

First-day checklist​

  1. Sign up and choose facility type POLYCLINIC ? Polyclinic. Suggested specialties are GENERAL_OPD, PEDIATRICS, GYNAECOLOGY, DENTAL, ENT, DERMATOLOGY and OPHTHALMOLOGY; add therapy or nutrition if offered. Result: the right modules, terminology, services and templates are enabled.
  2. Complete the Onboarding wizard at /app/onboarding: clinic, departments, practitioners, branding, services, templates, gst, import and goLive. Result: the go-live checklist is ready.
  3. Save Settings (/app/system-settings) and create one Branch (/app/branches). Result: the forced setup block clears.
  4. Open Services (/app/services) and review seeded services: each enabled specialty seeds its services; General OPD adds GEN_CONSULT, GEN_FOLLOW_UP and GEN_CERTIFICATE. Set prices and GST before billing. Result: service lines are ready.
  5. Open Employees (/app/employees) ? Create Employee. Fill Full Name, Phone Number, Email Address, Allow app login for this employee, Employee Role (RECEPTIONIST, DOCTOR, THERAPIST, ACCOUNTANT, BRANCH_MANAGER, SUPER_ADMIN) and Branch; for doctors/therapists add Professional Details. Result: staff receives a set-password email when login is enabled.
  6. Register the first patient from Patients (/app/patients/register); use a fictitious dry-run patient such as Asha Verma. Result: the file is ready for queue, appointment, documents and billing.
  7. Issue a walk-in token from Queue (/app/queue) or book from Appointments (/app/appointments/book). Result: the practitioner can open the visit.
  8. Start the encounter workspace (/app/patients/:patientId/encounters/:encounterId), record vitals where relevant and save notes. Result: the encounter is in the timeline.
  9. Use the Rx pad in the encounter, save and print/share the prescription. Result: Rx is available for print and portal sharing.
  10. Open Clinical Documents (/app/clinical-documents) ? New Document (/app/clinical-documents/new), choose the patient and pack template, complete fields and sign. Result: first signed document is ready in under 15 minutes.
  11. Open Billing (/app/billing/create), add service lines and collect cash/UPI/card. Healthcare services are usually GST-exempt; add GST only to taxable medicines, consumables or products. Result: first bill is ready in under 10 minutes.
  12. Share Rx, clinical document or bill from print/share or WhatsApp Inbox (/app/whatsapp-inbox). Result: the patient receives the selected PDF or link.
note

Screens for signup and the onboarding wizard ship with release R1; labels may differ slightly. New owners are still redirected to Settings (/app/system-settings) and Branches (/app/branches) until organisation settings and one branch exist.

  • Create departments matching real counters: OPD, Dental, Pediatrics, ENT, Eye and Billing.
  • Use token prefixes such as GEN, DEN, PED, ENT, EYE and GYN.
  • Restrict staff memberships by branch/department.
  • Create brand profiles per branch if addresses or logos differ.
  • Review every specialty's services and prices before go-live.

Templates included​

  • Every enabled specialty adds its own pack. Medical departments also get OPD consultation (SOAP), Informed consent ? procedure, Teleconsultation consent, Guardian consent for a minor, Referral letter, Medical certificate (sickness) and Fitness certificate.
  • See the specialty guides for dental tooth chart, ENT audiogram, pediatrics growth chart, eye refraction, dermatology body map, ANC card and mental-health scales.

Good to know​

  • The price is per branch, not per doctor.
  • Run one fictitious patient through every department before inviting the full team.