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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
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}.
Logging & Reporting

Track ad conversions separately for offline conversion tracking (Google Ads, Facebook Ads, etc.)

Default Upload Behaviors
Browser Alerts (Push Notifications) FCM

Enable real-time notifications on your desktop/browser when appointments are booked or cancelled.

Appointment Reminders

Enable and configure automated WhatsApp reminders for patients.

Website Integration & Tracking

Configure tracking IDs for your booking widget and website.

Add a "Book Appointment" button to your existing website.

Visit Record Configuration

Configure prescription header fields and required vitals for visit capture forms.

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.