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Solo clinic

Get a one-practitioner clinic from signup to first bill in under 10 minutes and the first signed clinical document in under 15 minutes.

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​

  • Solo GPs, dentists, physiotherapists, therapists, dietitians or specialists with one branch and one helper.
  • Start on Free while trying the workflow. Use Clinic ₹499/month for live operations; move to Polyclinic ₹1,499/branch/month when you add departments or branches.

Before you start​

  • Owner mobile number and email.
  • Clinic name, address, registration number if applicable and one branch address.
  • Consultation, follow-up and certificate fees.
  • Optional logo, doctor signature, UPI ID and GSTIN for taxable items.

First-day checklist​

  1. Sign up and choose facility type CLINIC ? Clinic and specialty GENERAL_OPD ? General OPD, or choose your actual specialty if different. 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: GEN_CONSULT General Consultation, GEN_FOLLOW_UP Follow-up Consultation, GEN_CERTIFICATE Medical / Fitness 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.

  • Keep duplicate-patient matching strict on mobile number plus name.
  • Use one queue department OPD with token prefix OPD until you add more departments.
  • Set letterhead and doctor signature before printing Rx or certificates.
  • Create favourite Rx sets for common follow-ups.
  • Keep healthcare services GST-exempt; mark medicines or consumables taxable only when applicable.

Templates included​

  • OPD consultation (SOAP) ? complaint, HPI, vitals, systemic exam normal macro, ICD-10 diagnosis, plan and follow-up; BMI and Asian-Indian BMI category are computed.
  • Referral letter ? destination doctor/facility, urgency, reason, history, findings and request.
  • Medical certificate (sickness) ? rest dates, purpose, fit-to-resume and examined-in-person attestation.
  • Fitness certificate ? purpose, vision/hearing/BP, restrictions and examined-in-person attestation.
  • Discharge summary ? admission/discharge dates, diagnosis, procedures, course, discharge medicines and warning signs.
  • Informed consent ? procedure, Teleconsultation consent and Guardian consent for a minor ? signatory, witness, language, interpreter and signature-image fields.

Good to know​

  • Free plan warnings appear at 80 percent; hard limits return PLAN_LIMIT_EXCEEDED at 100 percent.
  • CSV import is through data import/export: UTF-8 only, up to 3 MB and 20,000 rows.