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CaseIndex

SaaS Patient Management Platform

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CaseIndex
Patient Manager Calendar Board Practice Analytics Settings

Patient Manager

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Calendar Board

Total Appointments
0
Total visits booked
Pending Visits
0
Yet to attend or mark
No-Shows
0
Missed appointments
New Patients
0
Unlinked patient bookings

Settings & Configuration

Public Profile & Booking Live
Public Booking
Prevent bookings for slots less than X hours from now. Set to 0 to disable.
Patient ID Configuration

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Email & Calendar Settings
Customize the subject of calendar booking invitation emails. Placeholders: {clinicName}, {patientName}, {doctorName}.
Website Booking Widget

Get the setup instructions and HTML widget code to embed the booking button on your website.

Analytics & Conversion Tracking

Track website visits, bookings, and pre-visit form submissions using Google Ads and Tag Manager.

Used to track successful online bookings and pre-visit form submissions.
Logs booked appointments to a Google Spreadsheet for Google Ads offline conversions.
Pre-visit Patient Form Link

Configure patient pre-visit forms sent automatically in WhatsApp appointment confirmations.

Automatically sends a WhatsApp form to patients to share complaints/meds/allergies prior to their visit.

Practice Analytics

Overview of appointment scheduling, patient channels, and message communications.

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Widget Opened
0
Website widget button clicks
Booking From Widget
0
Appointments booked via widget
CaseIndex Hosted Page Views
0
Direct booking page loads
Appt Booked From CaseIndex Hosted Page
0
Bookings via hosted webpage
Staff Booked
0
Booked directly by clinic staff
Total Bookings
0
Total appointments scheduled
Daily Appointments Trend
Appointment Status Breakdown
WhatsApp Notifications Total Sent: 0
Practice Performance Tips
  • Boost Conversion: Promote your booking page URL slug in your clinic flyers or Google Maps description to drive more online self-bookings.
  • WhatsApp Reminders: Automated reminders keep patients informed and reduce no-shows. Always verify patients' mobile numbers are in standard formats.
  • Master Case Files: When appointments are completed, CaseIndex appends the details directly to the patient's Google Doc files to keep medical records synced.