Run your clinic from one intelligent workspace.
Appointments, patient records, a live queue, consultations, billing, reports, reminders and role-based access — with AI document chat to ground every answer in your patient's own records. Everything a clinic runs on, in one place.
Appointments Today
38
Checked In
12
In Consultation
7
Waiting
5
Revenue this week
Live Queue
LiveAnanya Sharma
09:30 · Dr. Roy
Ravi Patel
09:45 · Dr. Sen
Meera Nair
10:00 · Dr. Verma
Karan Joshi
10:15 · Dr. Iyer
Likitha Rao
10:30 · Dr. Roy
Appointments
Patients
Live Queue
Consultations
Billing
AI Answers
Clinic operations shouldn’t feel fragmented
Most small clinics juggle the same daily loop across several disconnected tools and stacks of paper. That is where information gets lost and time gets spent on chasing instead of caring.
Appointments scattered across spreadsheets and paper diaries
Patient files living in separate folders, cabinets or systems
Queue status tracked by word of mouth at the front desk
Billing, reminders and reports handled in disconnected tools
One shared record for every patient, visit and treatment
A live queue that updates the moment someone checks in
Consultations, prescriptions and invoices on the same screen
Roles that show each team member exactly what they need
Every clinic workflow, covered
From front desk to follow-up, Clinic CRM brings the full day-to-day of running a clinic into one interface.
Appointments
Schedule and manage appointments in table and calendar views, with 30-minute slots, status updates and one-click queue transitions.
Patient records
Searchable records with a full profile — summary cards, documents, prescriptions, billing, notes and a dated activity timeline.
Live queue
A kanban-style board moving patients from waiting to checked in, in consultation and completed — in real time.
Doctor workspace
A consultation workspace with patient context, clinical notes, diagnosis and a prescription builder all in one view.
Billing
Invoices that reconcile with line items, patient balances and outstanding totals — generated straight from the visit.
Reports
Revenue, doctor performance, no-show rate and patient growth analytics that keep you on track week to week.
Reminders
Track follow-ups and reminders with status and type, so no patient falls between the cracks.
Role-based access
Receptionist, doctor and admin roles backed by a permission map, so teams only see what they need.
One clear flow, from booking to follow-up
Clinic CRM mirrors exactly how a clinic runs, so every step of the patient visit moves through the same connected workflow.
- Appointment
- Check In
- Queue
- Consultation
- Prescription
- Billing
- Follow-up
- 1Appointment
- 2Check In
- 3Queue
- 4Consultation
- 5Prescription
- 6Billing
- 7Follow-up
Answers grounded in your patient’s own records
Upload a patient’s medical PDFs and ask questions about that patient. Every response is built only from their documents, retrieved by relevance and backed with source citations you can open.
How it works
1. Upload PDF
A patient’s medical document is attached to their record.
2. Process
Text is extracted, cleaned and split into chunks.
3. Embed
Each chunk becomes a vector stored with pgvector.
4. Patient-scoped retrieval
Only that patient’s ready documents are searched.
5. Grounded answer
The model answers using only the retrieved context with citations.
Retrieval is isolated to the patient and limited to processed, ready documents — so the answer always stays grounded in what is on file, with inline [N] citations to the source and chunk.
Medical records chat
Patient · Anita Deshmukh
On 18 Feb 2026 the patient was prescribed Metoprolol 25 mg, once daily, to manage her blood pressure, with a follow-up after six weeks ([1][2]).
Sources
[1] labs_feb_2026.pdf
Lab Report · Chunk #3 · 92% match
[2] medication_history.pdf
Prescription · Chunk #5 · 87% match
A closer look at the interface
The same surfaces you’ll work in every day — designed to be dense where it matters and quiet where it can be.
Dashboard
KPI cards and trend charts
Today
38
Checked in
12
Revenue
₹34k
Outstanding
₹9.2k
Appointments this week
Patient profile
Summary, timeline and quick actions
Ananya Sharma
Female · 34 · A+ · +91 98•••• ••21
Queue & appointments
Today’s schedule with statuses
Ananya Sharma
09:00 · Follow-up
Ravi Patel
10:30 · Consultation
Meera Nair
11:15 · New patient
Karan Joshi
12:00 · Consultation
AI document chat
Grounded patient-record answers
Yes — pollen allergy with seasonal rhinitis recorded on 5 Jan 2026 ([1]).
Sources
[1] intake_records.pdf · Chunk #2 · 90% match
The right workspace for every member of the team
Each role sees the tools it needs — protected by role-based authorization, so permissions stay clear and consistent.
Receptionist
- Book and manage appointments
- Check patients in and move the live queue
- Capture billing and raise invoices
- Keep patient records and reminders current
Doctor
- See today’s consultations and queue at a glance
- Run the consultation and build prescriptions
- Review the patient timeline and history
- Ask grounded questions against the patient’s documents
Admin
- Oversee KPIs, reports and clinic performance
- Manage staff and fine-tune role permissions
- Configure clinic details, notifications, and access
- Keep the whole operation aligned
A serious stack behind the interface
Clinic CRM is built on production infrastructure — authentication, authorization, a real database, vector search and object storage.
Auth.js authentication
Google OAuth with JWT sessions keeps access flowing through a single, proven sign-in flow.
Role-based authorization
Receptionist, doctor and admin roles are enforced by a permission map on every action.
PostgreSQL · Drizzle ORM
A relational schema with typed, tested repositories keeps clinical data consistent.
Patient-scoped document access
Uploaded documents are authorized per patient — retrieval never crosses into another patient’s records.
R2 object storage
Original medical documents are stored durably and retrieved with short-lived, signed URLs.
Server-side AI processing
PDF parsing, embeddings and answer generation run on the server, never in the browser.
AI document chat is a staff assistance tool that grounds answers in the documents you upload. It does not provide medical diagnosis, replace clinical judgement, or substitute for a treating doctor.
Ready to bring your clinic into one workspace?
Sign in to start managing appointments, patients, consultations, billing and reports — with grounded AI document chat for your staff.