Dashboard
Today's pulse across appointments, patients, and doctors.
Today's Appointments
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Total appointments scheduled today
Waiting Patients
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Checked in but not yet consulted
Consultations Completed
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Patients completed today
Follow Ups Due
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Patients requiring a follow-up appointment
No Shows
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Patients who missed their appointment
Active Doctors Today
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Doctors available for consultation
Appointment Status
Doctor Performance · appointments
Department Performance · appointments
Recent Appointments
⏳ Loading recent appointments...
Patient History
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| Patient | Phone | Age / Gender | Assigned Doctor | Last Visit | Next Appointment | Status | Created | Actions |
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Doctors
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| Doctor | Department | Specialization | Experience | Consultation | Status | Actions |
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Departments
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| Department | Head Doctor | Doctors Count | Today's Appointments | Status | Actions |
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Knowledge Base
What the AI agent knows about your clinic beyond doctors/appointments — policies, facilities, insurance, and uploaded documents. It's fetched automatically and used to answer patients on WhatsApp.
💡 Suggested topics — what patients usually ask before booking. Click one to add it.
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| Title | Content | Status | Actions |
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Appointments
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| Patient | Phone | Doctor | Department | Date | Time | Source | Status | Created | Actions |
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Calendar
Appointments by day, week or month.
Confirmed
Checked In
Completed
Cancelled
No Show
Rescheduled
Reception Queue
Today
Queue Counter
0
Current Patient
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Next Patient
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Avg Waiting Time
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| Token | Patient | Doctor | Arrival Time | Status | Actions |
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Follow Ups
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| Patient | Doctor | Follow Up Date | Reason | Status | Actions |
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WhatsApp Inbox
Appointment booking, reminders and patient conversations.
Conversations
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Sent
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Received
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Patients via WA
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Select a conversation
Select a conversation to view messages
Reports
Appointments, doctors, departments, patients and follow-ups.
Appointments Report
Total Appointments
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All time
Completed
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Status = completed
Cancelled
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Status = cancelled
No Shows
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Status = no_show
Rescheduled
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Status = rescheduled
Doctors Report · appointments per doctor
Departments Report · utilization
Patients Report
New Patients
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Last 30 days
Returning Patients
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2+ appointments
Follow Up Patients
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Status = follow_up
Follow Up Report
Pending
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Completed
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Missed
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WhatsApp Report
Messages Sent
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Messages Received
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Settings
Manage your account preferences and company branding.
Account
Security
Change your CRM login password.
Session
Logged in as: checking...
Clinic Settings
Clinic Logo
Appears in your sidebar. Max 2MB. JPG, PNG, WEBP.
My Subscription
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Integrations Setup
Webhook / n8n
Your n8n automation webhook for lead capture and WhatsApp flows.
Lead Capture Form
This is YOUR unique lead-capture URL — no one else's submissions can land here. Use it for your own website form (snippet below), or paste it as the destination URL in Facebook/Instagram Lead Ads, Zapier, or any other tool that lets you send form data to a webhook.
WhatsApp Cloud API
Connect your WhatsApp Business account for automated messaging.
MISSED CALL AUTOMATION
Once your number is registered, click below to activate it on WhatsApp's network and subscribe to incoming messages.
Paste these into Meta App → WhatsApp → Configuration → Webhook:
Message Templates
These 5 templates must be created and approved in your own Meta Business Manager before the AI can send them. Once your Business Account ID and Access Token are saved above, submit all 5 in one click (uses your business name automatically) - Meta typically takes a few minutes to a few hours to approve them.
Approval Status
AI Provider
Powers your AI chatbot and lead counselor.
💡 Gemini: get key at aistudio.google.com · OpenAI: platform.openai.com · Anthropic: console.anthropic.com
Subscription Plan
Pick the plan this clinic is on — this drives which features and calling settings are active below. (Feature tiers only, not a payment gate.)
Standard plans:
Subscription 1 — Chat
✅ WhatsApp Inbox
✅ WhatsApp AI Agent
✅ Appointment Booking
✅ Reschedule / Cancel
✅ Follow-Ups
❌ AI Calling
❌ Missed Call Trigger
✅ WhatsApp AI Agent
✅ Appointment Booking
✅ Reschedule / Cancel
✅ Follow-Ups
❌ AI Calling
❌ Missed Call Trigger
Subscription 2 — WhatsApp + Calling
WhatsApp greeting + name, then:
✅ Outbound AI Calls
❌ Missed Call Trigger
✅ Outbound AI Calls
❌ Missed Call Trigger
e.g. Lead → AI Agent Calls → Books → WA Confirmation
Subscription 3 — Chat + Outbound Call
Everything in Sub 1, plus:
✅ Outbound AI Calls
✅ Patient chooses chat or call
❌ Missed Call Trigger
✅ Outbound AI Calls
✅ Patient chooses chat or call
❌ Missed Call Trigger
With Missed Call trigger (patient calls clinic → WhatsApp booking flow starts automatically):
Subscription 1 + Missed Call
✅ WhatsApp AI Chat Booking
✅ Follow-Ups
✅ Missed Call → WhatsApp trigger
❌ AI Calling
✅ Follow-Ups
✅ Missed Call → WhatsApp trigger
❌ AI Calling
Subscription 2 + Missed Call
✅ Outbound AI Calls
✅ Missed Call → WhatsApp trigger
❌ Full chat flow
✅ Missed Call → WhatsApp trigger
❌ Full chat flow
Subscription 3 + Missed Call
✅ Chat + Outbound Calls
✅ Patient chooses chat or call
✅ Missed Call → WhatsApp trigger
✅ Patient chooses chat or call
✅ Missed Call → WhatsApp trigger
AI Calling Settings
User Management
Reception staff and doctors who can log into this clinic's dashboard. Set a password for them directly below — share it with them yourself, there's no email invite sent.
| Member | Phone | Role | Status | Joined | Actions |
|---|---|---|---|---|---|
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Roles & Permissions
Each clinic only ever sees its own patients, doctors, appointments and messages — enforced at the database level, not just in this UI.
Admin — full access to all modules and settings.
Reception — Appointments, Calendar, Patients, Reception Queue.
Doctor — own Appointments, Calendar and assigned Patients only.