Everything Cliniwayz can do

Every patient gets a dedicated profile with a unique UHID (patient number), full medical history, all past visits, appointment timeline, invoices, and contact details — all in one place.

• Auto-generated UHID for every patient
• Full name, date of birth, gender, phone, email, and address
• Tags: active, inactive — filter your patient list in seconds
• Full visit history with diagnoses, prescriptions, and vitals
• Complete appointment timeline with status tracking
• Invoice and payment history linked to the patient
• Inline edit — update any field without leaving the profile
• Search by name, phone, or UHID across your entire patient list
• Add new patients manually or convert from a booking link lead

Create, reschedule, and cancel appointments from the appointments list or calendar. Each appointment tracks status through its full lifecycle: scheduled → confirmed → completed or no-show.

• Create appointments manually for any patient in seconds
• Status workflow: Scheduled → Confirmed → Completed / No-show / Cancelled
• Attach reason, type (consultation, follow-up, procedure), and notes
• Block time slots to prevent bookings during breaks or leave
• "Attend Now" button jumps straight into the visit recording flow
• "✓ Done" quick-mark button from the dashboard without opening a visit
• Appointments auto-marked completed when a visit is saved against them
• Filter by date, status, or patient
• Google Calendar sync — appointments appear in your personal calendar

The visit recorder guides you through each step of a consultation. Save as a draft mid-way and come back later, or complete it in one go and auto-generate an invoice.

• Chief complaint and detailed patient history
• Vital signs: blood pressure, heart rate, temperature, weight, height, oxygen saturation
• Clinical findings and examination notes
• Multiple diagnosis entries with free-text or structured input
• Treatment plan and procedure notes
• Prescriptions: medication, dosage, frequency, duration, and instructions
• Lab orders attached to the visit
• Follow-up date scheduling — auto-creates a follow-up reminder
• Save as draft and resume later without losing data
• Auto-generate an invoice from the visit in one click
• Per-medicine billing — add prescription items directly to the invoice
• Marks the linked appointment as completed automatically

Create invoices during a visit or standalone. Each invoice supports multiple line items (services and medicines), a global tax rate, per-item discounts, and a clinic-level discount. Print or download as PDF.

• Multiple line items: services, medicines, procedures
• Per-item discount percentage — shown on the printed invoice
• Per-item tax toggle — exempt specific items from GST
• Invoice-level discount in addition to per-item discounts
• GST / tax rate with automatic tax amount calculation
• Payment status: paid, unpaid, partial
• Payment methods: cash, UPI, card, bank transfer, insurance
• Collected-by field for multi-staff clinics
• Print-ready invoice with clinic logo, patient details, and itemized breakdown
• Auto-numbered invoices (INV-0001, INV-0002 …)
• Revenue reconciliation — see total billed vs collected
• Link invoices to a specific visit for full traceability

One-click WhatsApp links open the patient's chat with a pre-filled message. No API fees — it uses WhatsApp Web directly so there are no extra integration costs or compliance hurdles.

• Pre-built message templates for follow-ups, appointments, and birthday wishes
• Custom template editor — write and save your own clinic messages
• Dynamic variables: patient name, date, time, clinic name auto-filled
• Send from the follow-ups list, patient profile, or appointment panel
• Birthday reminders with special offer templates
• Works on any device — opens WhatsApp Web or the mobile app
• No API keys or WhatsApp Business account required

The Leads page is a lightweight CRM for prospects — people who have enquired or booked online but haven't become registered patients yet. Convert a lead to a patient in one click.

• Add manual leads: name, phone, email, source, and note
• Lead sources: Walk-in, Referral, Booking Link, Social Media, Google Search, WhatsApp, Advertisement, Health Camp, Insurance, Other
• Booking link appointments automatically appear as leads
• Deduplicated — existing patients are excluded from the leads list
• "Convert to Patient" flow pre-fills name and phone in the new patient form
• Delete leads that are not relevant
• Source badges for quick visual reference

When you set a follow-up date during a visit, a follow-up reminder is automatically created. The follow-ups page shows what's due today, overdue, and upcoming — so you always know who needs attention.

• Auto-created from visit recording when a follow-up date is set
• Add manual follow-ups from any patient profile
• Status: pending, done
• Overdue section — sorted by most overdue first
• Archived section — follow-ups 15+ days overdue, collapsed by default to reduce noise
• One-click WhatsApp reminder to the patient
• Mark as done without opening the patient profile
• Linked back to the originating visit for context

Maintain a full inventory of medicines and clinic supplies. Inventory items link to prescriptions and billing — so when you prescribe a medicine, the billing price is pulled automatically.

• Add medicines with generic name, potency, dosage form, and category
• Track quantity, unit, batch number, and expiry date
• Purchase price and billing price stored separately
• Supplier information for reordering
• Low-stock alerts when quantity falls below threshold
• Expiry date tracking — see what expires soon
• Inventory usage linked to prescriptions and invoices
• Filter by category, expiry status, or low-stock
• Export inventory as CSV

Invite receptionists and other staff with their own email-based login. Role-based access ensures staff see only what's relevant to their role — not billing details or sensitive clinical notes.

• Invite staff by email — they set up their own password
• Role: Receptionist — can manage appointments, patients, and check-ins
• Doctors retain full access to billing, reports, and clinical notes
• Staff see the same real-time data without sharing the doctor account
• Remove staff access instantly from Settings
• Each login is individually audited

Every clinic gets a unique public booking page at cliniwayz.com/book/your-slug. Patients pick a date, choose an available slot, and confirm — no account needed.

• Unique shareable URL — customize your slug in Settings
• Shows working hours and real-time slot availability
• Patients pick date → time → enter name, phone, and reason
• Step-by-step flow on mobile — no scrolling required
• Blocked dates and full-day leaves shown as unavailable
• Booking confirmations show clinic name and appointment details
• Booked appointments appear instantly in your appointments list
• Booking link patients automatically appear as leads for follow-up
• Verified Clinic badge displays your Cliniwayz verification

The Reports page gives you a live snapshot of patient growth, revenue trends, appointment volumes, and follow-up completion — everything you need to run a healthy clinic.

• Total revenue, monthly revenue, and payment collection rate
• Appointment volume — total, completed, no-shows, and upcoming
• New patient registrations over time
• Top diagnoses and most common chief complaints
• Follow-up completion rate
• Revenue breakdown by payment method
• Inventory usage and spending
• Date range filters for any time period
• Real-time data — refreshes as you work

The calendar overlays appointments, follow-ups, blocked slots, custom events, and patient birthdays on a single month grid. Click any date to see the day's full detail panel.

• Monthly grid view with colour-coded event dots
• Filter by: All, Appointments, Follow-ups, New Cases, Events, Birthdays
• Appointments with patient name, time, and type
• Follow-up reminders with WhatsApp quick-send
• Blocked slots shown as red — prevents accidental double-booking
• Custom events: all-day or timed, with description
• Patient birthday reminders with one-click birthday message
• Google Calendar sync — events flow both ways
• "Attend Now" shortcut from the calendar panel into the visit flow

Export all your clinic data as CSV files with one click from Settings. A password is required to prevent accidental exports.

• Patients CSV — UHID, name, DOB, gender, phone, email, address, status
• Visits CSV — patient, date, chief complaint, diagnosis, treatment, payment
• Appointments CSV — patient, date, time, type, reason, status, notes
• Invoices CSV — invoice number, patient, date, total, status, payment method
• Inventory CSV — name, generic, potency, dosage, quantity, price, expiry
• Password-protected export for security
• One-click download of all 5 files in sequence