Sampurna Clinic CRM

Doctor Schedule

Visit-day updates will appear here.

Month Planning

Planning Month

Source Mix

Treatment Pipeline

Recent Activity

Appointments, counselling, ET and calls

Patient Follow-up Tracksheet

Patient Registry

Patient	Status

Patient Update List

Patient	Status

Doctor Visit

GPS location required

Patient Lead

No location required

Marketing Activity

Follow up dashboard

Date

Reception Dashboard

WhatsApp status will appear here after confirming an appointment.

Marketing Lead Queue

Appointment Confirmation Queue

Referred Worklist

After Counselling Follow-up

USG Department Dashboard

IVF Lab Dashboard

Dietitian Worklist

Dietitian Follow-up Dashboard

Follow-up Worklist

Online Prescription

Select a patient

Patient

Find a patient to create or review prescriptions.

Clinical Update Builder

Select a patient

Patient	Referring Doctor	Treatment

Clinic Branding

Logo and report identity

S

Clinic Name Upload Logo Report Footer

Dropdown Options

All CRM dropdown master lists editable by Admin

Field New Option Options

Prescription Masters

Editable searchable lists used by the prescription form

Master List New Option Options

Custom Columns

Add fields without editing Excel

Column Name Input Type Dropdown Values

PDF Templates

Edit report text and placeholders

Template Available Placeholders Upload Word Template Uploaded Template Template Text

Team Management

Only Super Admin can add staff login details before first login

Name Role Email Phone Number Access

Doctors

Used in appointment scheduling

Doctor Name

Backend & Storage

Implementation notes for the real server

Hostinger package storage MySQL shared state + imported Excel seed data

Production database Hostinger MySQL with .udayan backup

File storage Hostinger files now, Google Drive backup later

Backend README

Import .udayan Backup Upload .debanwita App Update

Android App Updates

Publish one latest APK per staff app. Older APKs are removed automatically.

App Version Name Version Code Release Date Mandatory After APK File What Changed

Send Test Backup Email

Daily 7 AM email backup: add a Hostinger Cron Job for api/cron-backup-email.php?secret=sampurna-7am-backup-change-this. Change the secret in config.php before routine use.

Management Audit Log

Who updated which tab and information

Time	User	Role	Tab	Action	Patient / Field

Dashboard