This guide takes a clinic from a fresh account to a full week of live work. Each day builds on the one before, so follow the order.
Day 1: Clinic profile and users
- Add the clinic name, address, GSTIN and logo under
Settings > Clinic. - Set the UHID format, for example a short prefix and a running number.
- Invite users with roles for doctor, reception, pharmacy, therapy and accounts.
Day 2: Masters
- Import your medicine list with HSN code, GST rate, unit and reorder level.
- Review the diagnosis and complaint lists, and add the terms your doctors use daily.
- Create prescription templates for your three most common conditions.
Day 3: Opening stock
- Enter opening stock batch by batch, with expiry date and MRP.
- Run the stock valuation report and match it against your last physical count.
Day 4: Front desk and prescriptions
- Register every patient in the system, even if a doctor still writes on paper today.
- Ask one doctor to write all of today's prescriptions on the pad and print them.
Day 5: Pharmacy and billing
- Dispense from finalised prescriptions, so stock moves by batch.
- Collect cash, UPI and card payments on a single bill.
Day 6: Reminders
- Switch on follow-up and refill reminders, and set quiet hours.
- Check the reception work queue for patients due today.
Day 7: Close the week
- Review the day book, collections and outstanding dues.
- Look at stock alerts and raise your first purchase order.
Tip: Run paper and software side by side for three days at most. After that, paper only slows everyone down.
Stuck on a step? Raise a ticket or browse more guides in the help centre.