Your Daily Workflow
Follow this flow every working day for a smooth OPD.
Signing In
Your login details are set up by the doctor. Contact them if you need your credentials.
Enter your mobile number and password
Open OPD Desk Pro. Enter your 10-digit registered mobile number and the password your doctor gave you. Tap Sign In →.
The app opens directly to the OPD list
Clinic Assistants are taken straight to today's OPD screen after login — no extra steps. The app shows your clinic name in the header.
Reading the OPD List
This is the main screen you'll use all day long.
The date strip at the top
Shows several days in a row. The selected day is highlighted in teal. Greyed-out dates are closed days (based on the doctor's schedule). Today has a white outline.
The stats bar
Just below the dates: Total (all tokens), Waiting (not yet seen), and Done. Glance here to know how busy the queue is.
Understanding each token card
Each card shows: token number, patient name, phone, fee (₹), and a colour-coded status badge:
Registering a New Patient Token
The most common task. Takes less than 30 seconds once you know the patient's phone number.
Tap the + New Token button
It's the teal floating button at the bottom-right of the OPD screen. A panel slides up from the bottom.
Pick the appointment date
The date row shows the next 14 days. Tap the date the patient is coming. Closed days are greyed out and cannot be selected.
Enter the patient's phone number
Type their 10-digit mobile number. If they are an existing patient, their name and age will auto-fill — just verify the details are correct.
Fill in details for a new patient
If the patient is new, fill in their Full Name. Age is optional. Double-check the phone number before saving — it's used to find them in future visits.
Select a time slot (if your clinic has multiple)
If the doctor has a morning and evening session, pick the correct one. If there is only one slot for that day, it is selected automatically.
Confirm the fee and tap Create Token
The consultation fee is pre-filled. You can change it only if the doctor has authorised a different charge. Tap Create Token. The token appears immediately in the OPD list.
Updating a Patient's Status
Keep the OPD list accurate as patients arrive and leave.
Tap any token card to open the action panel
A sheet slides up showing the patient's details and available actions.
Mark Arrived — when the patient walks in
As soon as a patient arrives at the clinic, tap their token and tap Mark Arrived. Their badge turns teal. This lets the doctor know who is waiting.
Mark Done — after the consultation
Once the doctor has seen the patient and the fee is collected, tap Mark Done + Fee Collected. The badge turns green. This updates the doctor's revenue count.
Mark Missed — if the patient didn't come
At the end of the day, go through any remaining Scheduled tokens and tap Mark Missed for patients who did not show up.
Reschedule — if the patient calls to change their date
Tap the token, then tap Reschedule, and pick the new date. The token will move to the new date automatically.
Searching Patient Records
Find any patient by name or phone number.
Open the Patients tab
Tap Patients in the bottom navigation. All patients are listed A–Z. Drag the letter bar on the right to jump to a section.
Search by phone number
Type the patient's 10-digit number in the search bar at the top. Matching patients appear instantly. Tap a result to view their visit history.
What you can see in patient history
Each past visit shows: clinic name, date, status (Done/Missed etc.), fee charged, and any notes. You cannot edit past visit records.
Sending WhatsApp Reminders
Remind patients about upcoming appointments with one tap.
Open the token and tap Send WhatsApp
Tap any token card → tap Send WhatsApp. WhatsApp opens with a pre-written message containing the patient's appointment date and time.
Review and send
The message is pre-filled. You can add a line if needed. Tap the send button in WhatsApp. That's it.
Settings
Limited settings are available to clinic assistants.
Sign Out
Go to Settings → Sign Out. Always sign out when handing the device to someone else or at the end of the day.
Read legal documents
Privacy Policy, Terms & Conditions, About, and Help Center are available under the Legal section.
- Changing the consultation fee
- Adding or deleting time slots (Weekly Schedule)
- Blocking or unblocking dates
- Deleting the account
Daily Tips for a Smooth OPD
Best practices to keep everything running efficiently.
Always search by phone number before creating a new patient
This avoids duplicate records. Even if the patient says they've never been here, type their number first — they may have visited under a different name entry.
Mark Arrived as soon as the patient enters
Don't wait until the doctor calls them in. The doctor checks their phone to see how many patients are waiting — real-time updates help them plan.
Clean up Missed tokens every evening
Before closing, go through today's list and mark any Scheduled patients who didn't show as Missed. This keeps the doctor's revenue data accurate.
Pull down to refresh if the list looks outdated
Swipe down on any list screen to reload the latest data from the server. Do this if you just came back from a break or if something looks off.
No internet? The app still works
OPD Desk Pro works offline. Data syncs automatically when you're back online. You'll see a small indicator when you're offline — don't panic, keep working.