Every person who logs into your clinic's CliniqPulse account has one of three roles. Your role decides exactly what shows up in your sidebar — so if your screen looks different from a colleague's, that's expected, not a bug.
| Role | What they can do |
|---|
| Admin | Full access — every module, plus Settings, branches, and staff management. Usually the doctor / clinic owner. |
| Receptionist | Register patients, manage All Clients and Appointments, collect revenue. No access to Pharmacy, Analytics, or Settings. |
| Pharmacist | Pharmacy module only — inventory, prescriptions, and sales. Everything else is hidden. |
💡An Admin invites Receptionists and Pharmacists from Settings → Staff accounts (see the Settings section below) — they don't sign up on their own.
The first screen you see after signing in — a quick snapshot of the clinic, no setup required.
- Total clients and today's appointment count, at a glance
- A "How clients find us" chart — breakdown of referral sources (walk-in, doctor referral, online, social media, etc.)
- Upcoming appointments for today, with a quick WhatsApp icon to message the patient
- Recent registrations table — the last few patients added to the system
Used every time a new or returning patient walks in. Starter plan caps you at 50 patients total — Clinic Pro and Multi-Clinic are unlimited.
1
Click Register Client in the sidebar.
2
Fill in name, phone number, date of birth or age, gender, address, and how they found you (referral source).
3
Add their ABHA ID if they have one — optional, but useful for India's digital health records.
4
Pick visit type — the consultation fee auto-fills from your Fee Defaults, but you can always override it for this one visit.
5
Choose payment mode (Cash / UPI / Card) and fee status (Paid / Pending / Waived), then save.
⚠️If a name and phone number close to an existing record are entered, you'll see a duplicate warning before the record is created — check it before saving anyway.
Your full patient list — searchable, filterable, and the entry point into each patient's history.
- Search by name or phone, filter by visit type, and page through results for large patient lists
- Click any row to open the full patient timeline — every past visit, appointment, transaction, and receipt in one place
- ABHA ID, if added, shows in the patient detail view
- Export to CSV (Clinic Pro and above) — download your full patient list for backup or external use, anytime, no lock-in
A daily time-slot calendar for booking and tracking visits.
1
Click an open time slot on the calendar to book a new appointment.
2
Search for an existing patient or register a new one right from the booking modal.
3
Add a reason for the visit, then confirm the booking.
4
When the patient is seen, mark the appointment Completed — this opens a Collect Fee panel right there so you can log the visit's transaction without leaving the screen.
Statuses you'll see: Confirmed, Pending, Walk-in, Completed, Cancelled. Today's upcoming appointments also surface on the Dashboard.
Three tabs, all working together: stock you hold, prescriptions you write, and what's actually been sold.
- Inventory — add medicines, restock existing stock, and get a low-stock badge on the sidebar before you run out of something important
- Prescriptions — write a prescription tied to a patient visit; the medicines dispensed automatically deduct from Inventory
- Sales — a running log of every medicine sale, useful for reconciling stock against revenue
Where your money is tracked — what's been paid, what's pending, and what's been waived.
- Monthly bar chart of Paid / Pending / Waived fees
- Full transaction log below the chart, with payment mode shown per entry
- Export CSV (Clinic Pro and above) — download any month's report
- Every transaction can be turned into a printable or WhatsApp-shareable receipt directly from this page
The story behind your numbers — who's coming in, how often, and from where.
- Monthly and yearly revenue trend charts
- Top referring doctors — see which referral sources actually bring in patients
- Patient demographics — age and gender breakdown of your registered patients
- New vs. returning patient ratio, tracked over time, not just a one-time snapshot
🏢
Multi-Clinic plan: a Cross-Branch sub-tab appears here for Admins, with a per-branch scorecard (revenue, pending fees, appointment completion %), revenue and patient-growth charts by branch, and CSV exports across all branches at once.
The full Settings page is reserved for the Multi-Clinic plan, since most of what's in it is branch and team management. If you're on Starter or Clinic Pro, see Clinic Profile & Fees below instead — that covers what you need day-to-day.
- Staff accounts — invite team members by email, assign their role and branch, and change either later from the Staff tab
- Branches — add a new branch with its own address, phone, UPI ID, and invoice prefix. Your first branch is marked HQ and can't be deleted. Use the suspend/activate toggle to pause a branch temporarily without deleting its data
- Data & export — CSV export and import options for the whole clinic
💡The branch switcher in the top bar lets you swap which branch's data you're viewing — switching is instant, no page reload, and everyone sees the same data in real time.
Click your name and avatar at the bottom of the sidebar to open this — it's available on every plan, including Starter.
- Clinic profile — specialty, registration number, UPI ID, invoice prefix, and your receipt language (more on this below)
- Fee defaults — set your standard New Patient and Returning Patient consultation fees. These auto-fill every new registration, and you can still override the fee for any individual visit
Available from any client's visit or a pharmacy prescription — not its own sidebar page, since it's something you'll use everywhere.
1
Open the receipt preview from a patient's visit or prescription — you'll see clinic info, patient details, fees, and any medicines dispensed.
2
Download PDF — generated instantly in your browser, no server delay, works even on a slow connection.
3
Share on WhatsApp — sends a fully formatted receipt straight to the patient's number in one tap.
🌐
Receipts in your patient's own language. Set a receipt language once in Clinic Profile, and every PDF and WhatsApp receipt after that goes out in it automatically — English, Hindi, Gujarati, Marathi, Tamil, Telugu, Kannada, or Bengali. The clinic name, doctor name, and phone number stay as you entered them; everything else translates.
A quick reference for what each plan unlocks. For current pricing, check the upgrade prompt in-app or the Pricing section on the website — it's kept up to date there rather than duplicated here.
| Plan | What you get |
|---|
| Starter | Dashboard, Register Client, All Clients, Appointments, Revenue. Capped at 50 patients. No CSV export/import. |
| Clinic Pro | Everything in Starter, plus unlimited patients, Pharmacy, Analytics, and CSV export/import. |
| Multi-Clinic | Everything in Clinic Pro, plus the full Settings page, multiple branches, staff & branch management, the branch switcher, and Cross-Branch Analytics. |
💡A locked nav item shows a small lock icon — clicking it opens an upgrade prompt rather than the page, so you always know exactly why something isn't available yet.
Why can't I see Pharmacy / Analytics / Settings?
Either your plan doesn't include it (check
Plans & features) or your account role doesn't have access (check
Welcome & roles). Ask your clinic's Admin if you're unsure which one applies.
I changed a patient's fee defaults — why didn't an old visit update?
Fee defaults only apply going forward, to new registrations. Past visits keep the fee that was set at the time, which is exactly what should happen for accurate revenue history.
Can I get my data out if I ever want to leave?
Yes — CSV export (Clinic Pro and above) covers your patient list and revenue reports. Your data is yours; there's no lock-in.
Something here doesn't match what I'm seeing on screen.
This manual is updated alongside the product, but if something feels out of date, reach out at
hello@updates.cliniqpulse.in and we'll fix it.