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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
Calendar Legends
Case Paper Assigned Appointment for patient with assigned Case Paper ID
No Case Paper ID Patient profile has no Case Paper ID yet
Saving Booking sync in progress
Slot Held (Unavailable) Doctor-held slot unavailable for public booking

Settings & Configuration

Practice Identity & Branding
Primary phone displayed on receipts and patient communications.
Patient Booking Portal
Live
Share this link with patients to book appointments online.
Public Booking Buffer
Prevent bookings for slots less than X hours from now. Set to 0 to disable buffer.
Patient ID Generation
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Email & Calendar Notifications
Customize the subject of calendar booking invitation emails. Placeholders: {clinicName} {patientName} {doctorName}
Website Booking Widget

Embed the responsive booking widget directly on your clinic's website.

Pre-visit Patient Form Link

Configure patient intake forms sent automatically in WhatsApp confirmations.

Sends a digital pre-visit intake link to collect complaints, allergies, and history before arrival.
Analytics & Conversion Tracking

Measure booking conversions and pre-visit form submissions using Google Ads & Tag Manager.

Used by the website widget for direct booking conversions.
Conversion action configured in Google Ads. Used for offline logging and retractions.
Automatic Drive Logging: Offline conversions ([Clinic Name] - Ad Conversions) and cancellation retractions ([Clinic Name] - Ad Retractions) are automatically recorded to Google Drive spreadsheets.
Configured Clinics
Configured Doctors
Doctor Schedules & Shifts
Personal Details
?
User Account
user@example.com
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Notification Preferences

Control push notifications and alerts on this device.

Master switch — disabling this turns off all push alerts below.
Alert when staff books an appointment.
Alert when patients book via the public widget.
Alert when patients submit pre-visit medical information.
Session & Security
Active Session
Securely end session on this device.

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.
Event Counts / Telemetry Summary
Event Type Description Count
PAGE_LOAD Direct Booking Webpage Load 0
WIDGET_LOAD Booking Widget Script Loaded on Parent Site 0
WIDGET_OPEN Widget Booking Dialog Opened 0
PRE_VISIT_OPEN Pre-Visit Patient Form Opened 0
PRE_VISIT_SUBMIT Pre-Visit Patient Form Submitted Successfully 0
Hold Slots
0 selected
Click empty slots to select/unselect them for hold.