CLINIC GUIDECliniva Pro — Easy Feature Brochure & Specification Guide
EASY CLINIC SOFTWARE
CLINIVA PRO
Simple, Fast & Smart Clinic Software for Doctors and Healthcare Clinics
✓ Digital Prescriptions & Photo Logs✓ WhatsApp PDF Bills & Birthday Wishes✓ Cash vs. UPI Money Tracking✓ Low Stock Warning Alerts
Today's Clinic Dashboard
Total Patients1,248
Today's Income₹48,500
Cash In Hand:₹18,200
UPI / Online:₹30,300
100% Safe & PrivateYour Data is Completely Secure
Why Clinics Choose Cliniva Pro
Old Manual Way
Paper Files & Hard Work- • Paper files get lost easily in clinic
- • Hard-to-read handwritten prescriptions
- • No way to check past treatment photos
- • Missed patient follow-ups and lost income
Hard & Slow
Other Software
Too Complex & Expensive- • Hard to learn and confusing to use
- • Cash & UPI payments are not tracked
- • Manual messaging takes hours every day
- • Medicine stock runouts cause problems
High Hassle
Cliniva Pro Way
Simple & Automatic- • All patient records & photos in 1 click
- • Auto WhatsApp PDF bills & reminders
- • Clear daily Cash vs. UPI money summary
- • Low stock alerts before medicine runs out
⭐ Easy & Fast
Clinic Dashboard & Today's Summary
See everything happening in your clinic today on one simple screen.
- Income & Expense Summary: Clear totals of your total income, clinic expenses, and net profit.
- Cash vs. UPI Money Cards: See how much cash is in your drawer versus money received online on UPI.
- Doctor Cash Withdrawal Log: Track cash taken by clinic owners or doctors with a clear history log.
- Today's Follow-Ups Widget: Shows patients due for checkups today with a 1-click WhatsApp message button.
- Today's Patient Birthdays Widget: Lists patients celebrating birthdays today with a 1-click WhatsApp wish and offer voucher button.
- Low Stock Warning Limit Widget: Shows alerts when medicines or gloves cross your low stock limit.
- Quick Action Buttons: Fast buttons to Add Patient, Book Appointment, Add Income, or Add Expense.
Total Income₹62,400
Total Expenses₹14,200
Net Profit₹48,200
New Patients+28
Low Stock Warning Limit
Dental Syringe 2ml4 left (Limit: 5)
Today's Patient Birthday
Ananya GuptaWish WhatsApp
Patient Records & Treatment Photos
Keep full patient histories and treatment photos safe in one place.
- Fast Patient Search: Find any patient in 1 second by typing their Name, Mobile Number, or Patient ID (`P-1001`).
- Complete Details: Save patient age, gender, contact number, blood group, and emergency contact details.
- Medical History & Allergies: Write down past illnesses, medical history, and drug allergies (`Penicillin Allergy`).
- Before & After Treatment Photos: Upload photos by visit date to show patients how their treatment is progressing over time.
- Great for Dental & Skin Clinics: Perfect for Dental, Dermatology, Surgery, Orthopedics, and Beauty Treatments.
- Past Visit History: Read all past consultation notes, doctor advice, and medicines prescribed in previous visits.
P-1084 — Rajesh KumarAge: 38 | Male | B+ve
Treatment Photo Progress
Pre-Tx
01 Jun 2026Post-Tx
15 Jul 2026Appointment Calendar & Booking
Easy doctor schedule calendar for receptionists and staff.
- Day, Week & Month Views: See available doctor time slots on a clean, color-coded calendar grid.
- Quick Booking Form: Book slots easily by selecting doctor name, treatment service, date, time slot, and patient name.
- Clear Status Colors: Easily see who is Booked, Completed, Cancelled, or Rescheduled.
- Change Time in 1 Click: Move appointment times easily and auto-send WhatsApp updates to the patient.
- All Appointments List: Search and view all upcoming or past appointments anytime.
- No Double Booking: Prevents booking two patients in the same time slot for the same doctor.
Today's Doctor Schedule
10:00 AMSunita Roy — General ConsultBooked
10:45 AMAnil Verma — Skin CheckupCompleted
11:30 AM+ Book New Patient SlotOpen
Patient Follow-Ups & Reminders
Never forget a patient checkup date or post-treatment review.
- Treatment Follow-Up Dates: Set checkup dates linked to specific treatments (e.g. Root Canal Visit 2, Skin Review).
- Easy Follow-Up List: Filter checkups by Status: Pending, Contacted, or Completed.
- Write Doctor Advice Notes: Save recovery instructions, doctor notes, and checkup comments for every visit.
- 1-Click WhatsApp Reminder: Send follow-up reminder messages directly to patient WhatsApp with 1 button.
- Today's Due Reminders: Shows patients due for checkups today right on your main dashboard screen.
Scheduled Checkup Reminders
Amit Shah — Root Canal Visit 2Due: Today (15 Jul)
Meena Kapoor — Skin ReviewDue: Tomorrow (16 Jul)
Treatment Packages & Services
Offer multi-session package deals and track balance payments easily.
- Create Package Deals: Create multi-visit package deals (e.g. 5-Session Laser Treatment Package).
- Assign Package to Patient: Give package deals to patients and track how many visits are completed.
- Auto-Deduct Visits: Automatically deduct completed visits each time the patient comes to your clinic.
- Track Advance Payments: Record advance money paid and see remaining balance amounts clearly.
- Clinic Services Catalog: Keep a clean list of all consultation fees, tests, and procedure prices for fast billing.
Skin Renewal Package (5 Visits)
Assigned To: Suresh Patel
Visits Completed: 3 / 5
Package Price: ₹12,000
Amount Paid: ₹8,000
Remaining Balance: ₹4,000
Clinic Stock & Inventory
Track medicines, gloves, syringes, and clinic tools with stock limits.
- Items Stock List: Keep a clear list of all medicines, gloves, syringes, and surgical items in your clinic.
- Add & Update Stock: Record item names, item category, buying price, supplier details, and current stock quantity.
- Set Low Stock Alert Limit: Set custom low stock limits per item (e.g. warn when syringe stock falls to 5 boxes).
- Dashboard Low Stock Alert: Get automatic warning alerts on your main screen when any item hits the low stock limit.
- Supplier Records: Save supplier names, contact numbers, and buying prices for easy re-ordering.
Item NameQtyStock Limit
Surgical Gloves (M)250 BoxIn Stock
Dental Syringe 2ml4 BoxLimit: 5 (Low)
Amoxicillin 250mg8 BoxLimit: 10 (Low)
Accounts, Income & Expenses
Complete view of clinic earnings, daily expenses, and profit reports.
- Income Records: Log and check all daily income from patient consultations, treatments, and package sales.
- Expense Records: Record daily clinic expenses (Staff Salaries, Clinic Rent, Utility Bills, Supply purchases).
- Treatment-Based Income Report: See which treatment package or doctor generates the most income for your clinic.
- Top Summary Cards on All Pages: Every account page shows top summary cards (Total Income, Total Expense, Net Profit, Cash vs. UPI Money).
- Doctor / Owner Cash Withdrawal Log: Track cash taken by clinic owners or doctors with a clear withdrawal history log.
Treatment Income Reports & Summary Cards
Clinic Billing & WhatsApp Bills
Print clean PDF receipts and send bills directly to patient WhatsApp.
- Printable PDF Bills: Create clean PDF bills with your clinic logo, doctor name, treatment items, and patient name.
- Send Bill on WhatsApp: Automatically send PDF bill receipts directly to patient WhatsApp after checkup.
- Record Payment Method: Record payments received by Cash, UPI / GPay / PhonePe, Card, or Package redemptions.
- Itemized Line Charges: Easily add consultation fees, procedure charges, and medicines into 1 bill.
- Find & Print Past Bills: Search any past bill by Bill Number or Patient Name and print duplicate copies anytime.
Doctor Consultation: ₹500
Dental Treatment: ₹2,000
Total Bill Amount: ₹2,500
Cash: ₹1,000 | GPay / UPI: ₹1,500
WhatsApp Messages & Outreach
Connect your clinic WhatsApp by scanning a simple QR code.
- Scan QR Code to Connect: Link your clinic WhatsApp phone number by scanning the QR code in the app.
- Auto WhatsApp PDF Bills: Send PDF receipts directly to patient WhatsApp upon billing checkout.
- Follow-Up Checkup Reminders: Send 1-click checkup reminders directly from the follow-up module.
- Birthday Wishes & Offer Vouchers: Auto-detect patient birthdays and send birthday wishes with discount vouchers.
- Live Connection Status: Live indicator shows if your WhatsApp is connected and ready.
🎉 Happy Birthday Ananya! Here is your 20% clinic voucher offer!09:00 AM
Thank you Dr. Sharma! I will book my checkup today.09:05 AM
User Accounts & Staff Roles (Admin vs. Staff)
Doctor / Admin Role
Full Control: Full access to income & expense reports, financial charts, user account management, doctor withdrawal logs, package prices, and clinic settings.
Receptionist / Staff Role
Front-Desk Access: Access for registering new patients, booking appointment slots, scheduling follow-ups, billing checkouts, and sending WhatsApp messages.
Staff Directory & Control
Add staff accounts, assign specific roles, change passwords, and manage active/inactive status logs for all staff members.
High Data Security & Safety
Private Clinic Account
Your clinic data is completely isolated in a private database schema ensuring 100% data privacy from other clinics.
Automatic Cloud Backups
Hosted on reliable cloud servers with automatic daily backups so your patient records are safe and never lost.
Works on Phone & Laptop
Access your clinic software anytime from desktop computers, laptops, tablets, or mobile phones safely.
What Happens When You Join Cliniva Pro
Day 1
Clinic Onboarding & Setup
- Clinic account setup & database configuration
- Add your clinic services, package deals & fees
- Scan WhatsApp QR code to link clinic phone
- Set up staff accounts and quick 10-minute training
Day 2+
Live Operations & Growth
- Fast digital patient checkouts & WhatsApp PDF bills
- 65% fewer missed checkups with WhatsApp reminders
- Clear Cash vs. UPI tracking prevents money leaks
- Low stock alerts prevent medicine runouts
Get Started With Cliniva Pro Today
Book a free 1-on-1 personal demo for your clinic today.
Scan QR Code to Book Free DemoOr visit www.clinivapro.com
www.clinivapro.com
contact@clinivapro.com
+91 98765 43210 / Sales Team
Cliniva Pro Technologies, Healthcare IT Tower, Bengaluru, India