Prevent bookings for slots less than X hours from now. Set to 0 to disable.
Patient ID Configuration
Preview: Loading...
Email & Calendar Settings
Customize the subject of calendar booking invitation emails. Placeholders:
{clinicName}, {patientName}, {doctorName}.
Pre-Visit Information Workflow
Automatically sends a WhatsApp form to patients to share complaints/meds/allergies prior to their visit.
Analytics & Conversion Tracking
Logs booked appointments to a Google Spreadsheet for Google Ads offline conversions.
Practice Analytics
Overview of appointment scheduling, patient channels, and message communications.
to
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 NotificationsTotal 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.
Register New Patient
New Appointment
Choose doctor and clinic combination
Click a slot to select booking time
Select any custom appointment time
Type to search. If not found, enter details below.
System Status
Processing request...
Link to Patient
OR
Clinic Configuration
Doctor Configuration
Schedule Configuration
Welcome to CaseIndex!
Let's set up your business profile to get started with professional patient
management.
1Business Identity
2Clinics & Locations
3Doctors & Practitioners
4Weekly Schedule
5Additional Settings
6Ready!
Step 1 of 6
Business Identity
Enter your clinic or business group name. This will be visible on patient
notifications and your public booking page.
Authorize Workspace
To manage appointments and medical records, CaseIndex needs access to
your Google Calendar and Drive.
Google Workspace
Authorized
We'll automatically generate a public booking URL for you based on this name.
Clinics & Branches
Add your physical locations. You can add more later.
Add Location
Staff & Practitioners
Add your doctors and administrative staff. Doctors can manage medical records,
while receptionists can manage bookings.
Add Staff Member
Calendar preview color
Weekly Schedule
Set up typical working hours for each doctor at each clinic.
Add Shift
Please add at least one doctor and clinic
first.
Additional Settings
Fine-tune your patient management and marketing settings.
Next Generated ID: CS-2026-1
Setup Complete!
Your clinic space is ready. Here are your public booking links:
Privacy Note: Your logs are stored privately. For the public booking page to work, you
may need to manually share the "Booking_Logs" sheet with the system email shown in settings.
Get Widget Code
Configure optional tracking IDs to measure ad conversions when patients book appointments.
We will email the integration checks and code snippets to your registered email.
Visit Record
Loading visit data...
Add Medication
No medications added yet
File uploads are done from the appointment card. Files attached to this visit appear below.
No files attached
Prescription generation (Google Doc / PDF) will be available in the next release.
Prescription preview will appear here after generation.
Visit Record
Customize Layout
Select visible fields and drag to reorder. Active fields will appear in the specified order on capture and view screens.
Active Fields (Drag to Reorder)
Available Fields (Check to Activate)
Patient Timeline
?
Mobile:
Email:
Gender:
Age / DOB:
City:
Area:
Additional Info:
Request Google Review
No clinics have a Google Maps link configured. Please add GMap links in Clinic settings.