📊 Dashboard
Real-time business overview
Total Patients
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Total Leads
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New Leads (Today)
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Converted Leads
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Pending Follow-ups
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Today's Sales
₹—
Total Sales
₹—
Cash in Counter
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📈 Sales Overview
🎯 Lead Status
📋 Recent Sales
| Invoice | Patient | Amount | Date |
|---|---|---|---|
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🔄 Recent Leads
| Name | Phone | Status | Date |
|---|---|---|---|
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👤 Patients
Manage patient records
| ID | Name | Phone | Address | Actions | |
|---|---|---|---|---|---|
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📋 Leads
All website, camp and CRM registrations appear here automatically • Newest first • 30-day recycle bin
| # | Date Added | Lead ID | Type | Name / Phone | Health | Activity | Status | Assigned | Next Follow-up | Actions | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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📞 Calling CRM
Call & follow-up management
New Leads
0
Pending Calls
0
Interested
0
Follow-ups Today
0
| Lead ID | Name | Phone | Status | Priority | Last Contact | Next Follow-up | Actions |
|---|---|---|---|---|---|---|---|
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💬 WhatsApp CRM
Send & log WhatsApp messages
| Date | Lead | Phone | Template | Status | Employee |
|---|---|---|---|---|---|
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📢 WhatsApp Broadcast Manager
Existing leads + new leads are automatically organized by Lab, Pharmacy, Clinic and other broadcast types
Leads With WhatsApp
0
Marketing Opt-in
0
Assigned to Broadcast
0
Broadcast Batches
0
➕ Add Contact to BroadcastDuplicate numbers are checked before adding
Broadcast Types
| Type | Contacts | Batches | Status |
|---|---|---|---|
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Broadcast BatchesNew batch is created automatically when capacity is reached
| Broadcast | Type | Contacts | Capacity | Status | Action |
|---|---|---|---|---|---|
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| Contact | Phone | Type | Broadcast | Lead | Status | Added | Actions |
|---|---|---|---|---|---|---|---|
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🧪 Service Delivery
Track lab, pharmacy and clinic services from sale to completion
Pending
0
Samples / Processing
0
Reports Ready
0
Due / Overdue
0
⏰ Alerts & RemindersDue within 24 hours or already due
No alerts.
| Order | Patient | Type | Service | Lab / Tests | Due | Status | Action |
|---|---|---|---|---|---|---|---|
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🧾 Sales
Manage sales & invoices
Opening Cash
₹0
Cash Sales
₹0
UPI Today
0
Total Cash
₹0
| Invoice | Patient | Type | Lead / Conversion | Date | Net Total | Service | Status | Actions |
|---|---|---|---|---|---|---|---|---|
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💰 Cash Management
Opening & closing cash sessions
📊 Current Session
No active session.
📋 Session History
| Date | Employee | Opening | Closing | Difference | Status |
|---|---|---|---|---|---|
| No sessions yet | |||||
📦 Products
Product catalog
| Barcode | Name | Category | Stock | MRP | Selling | Expiry | Status |
|---|---|---|---|---|---|---|---|
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📦 Inventory
Stock management
Products
0
Low Stock (≤5)
0
Out of Stock
0
Total Units
0
| Barcode | Product | Batch | Expiry | Stock | Status | Actions |
|---|---|---|---|---|---|---|
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👔 Employees
Staff management
| ID | Name | Phone | Role | Department | Salary | Actions | |
|---|---|---|---|---|---|---|---|
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📄 Reports
Export business analytics
Sales Report
with employee filterLead Report
CRM leadsProducts Report
inventory & stockExpenses Report
category wiseCall Report
call logsConversion Report
lead to patient📢 Campaigns
Marketing campaigns
| ID | Name | Source | Start | End | Status |
|---|---|---|---|---|---|
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📋 Audit Logs
System activity history
| Date | Time | User | Action | Module | Record |
|---|---|---|---|---|---|
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📍 Field Health
Employee location, battery and authorized live camera monitoring
Field Employees
Live status refreshes automatically while this page is open.
Loading field employees…
🧪 Lab Orders
Customer diagnostics bookings · statuses sync with the mobile app
| Order # | Patient | Type | Mode | Items | Date | Amount | Payment | Status |
|---|---|---|---|---|---|---|---|---|
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