User Guide Doctor

Doctor's Guide

Everything you need to know to manage your clinic with OPD Desk Pro — from login to revenue insights.

1. Login 2. Dashboard 3. OPD List 4. New Token 5. Update Status 6. Patients 7. Settings 8. Schedule 9. Blocked Dates
1

Signing In

Use your registered mobile number and password to log in.

1

Open the app and enter your mobile number

Enter your 10-digit registered mobile number in the Mobile Number field. This is the number your clinic was registered with.

Login screen
2

Enter your password and tap Sign In

Use the eye icon to show or hide your password. Tap Sign In → to proceed.

💡 Forgot your password? Call us on +91-8444833444 and we'll reset it for you.
3

Select your clinic

If you have more than one clinic, you'll see a list. Each card shows the clinic name, location, and whether it's Open Today or Closed Today based on your schedule. Tap a clinic to enter.

✓ Single-clinic doctors are taken straight to the OPD screen automatically.
Clinic selector

2

Your Dashboard

A quick overview of today's revenue, patients, and weekly trends.

1

Today's snapshot

The large teal card shows Today's Revenue with patient count and pending count. Below it is this month's total revenue.

Doctor home screen
2

7-day bar chart

The bar chart shows patient count for the last 7 days. Use it to spot busy days and plan your schedule.

3

Quick actions

Three shortcuts at the bottom: Today's OPD (see today's appointments), New Token (create an appointment), and Patients (search patient history).


3

OPD List — Today's Appointments

See all tokens for any date. This is your main working screen.

1

Browse dates with the date strip

Swipe the date bar at the top to switch between days. Closed days are greyed out. Tap the calendar icon to jump to any date.

OPD list screen
2

Read the stats bar

Below the date strip you'll see Total, Waiting (scheduled + arrived), and Done counts for the selected day.

3

Understand the token cards

Each card shows the token number, patient name, phone, fee, and a colour-coded status badge:

Scheduled Arrived Done Missed
📞 Tap the phone icon on any card to call the patient directly.
4

Tap a token to take action

Tapping any token opens the Status Update Sheet where you can mark the patient as Arrived, Done, or Missed, reschedule, or send a WhatsApp reminder.

Status update sheet

4

Creating a New Token

Register a new patient appointment in under 30 seconds.

1

Tap the + New Token button

Tap the New Token floating button (bottom-right) or the quick action card on the dashboard. A sheet slides up from the bottom.

New token sheet
2

Pick the appointment date

Swipe through the next 14 days and tap the desired date. Only your working days are selectable.

3

Search for the patient by phone

Enter the patient's 10-digit mobile number. If they've visited before, their details auto-fill. If new, fill in their name and age.

✓ Age is optional but helps track paediatric patients.
4

Select a time slot (if applicable)

If you have multiple slots on that day (e.g., morning and evening), choose the correct one. If only one slot exists, it's selected automatically.

5

Set the fee and tap Create Token

The fee is pre-filled with your clinic's default. Change it if needed. Tap Create Token — the token is added instantly to the OPD list.


5

Updating Appointment Status

Keep your OPD list accurate throughout the day.

ℹ️ Tap any token card in the OPD list to open the status panel. Actions available depend on whether you're on the appointment date or viewing a past/future date.
1

Mark as Arrived

When the patient reaches your clinic, tap Mark Arrived. The token badge turns teal. Your compounder can also do this.

2

Mark as Done

After consultation, tap Mark Done + Fee Collected. This moves the patient to Done and records the fee as collected. The token badge turns green.

3

Reschedule

Tap Reschedule, then pick a new date from the calendar. The token moves to the new date. You cannot reschedule to a blocked date.

4

Send a WhatsApp reminder

Tap Send WhatsApp to open a pre-filled WhatsApp message to the patient with their appointment details.

5

Mark as Missed

If the patient didn't show up, tap Mark Missed. The token badge turns red. Missed tokens still appear in patient history.


6

Patient Records

Find any patient and view their complete visit history.

1

Open the Patients tab

Tap Patients in the bottom navigation bar. All patients are listed alphabetically with A–Z jump navigation on the right side.

Patients screen
2

Search by phone number

Type a patient's mobile number in the search bar. Results appear instantly as you type. Tap a result to open their history.

3

View patient history

Each visit card shows the clinic, date, status, fee charged, and any notes. All past visits across all your clinics are visible here.

Patient history

7

Settings

Control your clinic's fee, staff, and account from one place.

1

Change your default consultation fee

Go to Settings → Consultation Fee. Enter the new fee amount and tap Save. New tokens will use this fee by default.

Settings screen
2

Switch clinics

Tap Switch Clinic to return to the clinic selector and choose a different clinic. Useful if you manage two or more locations.

3

Read the policies and get help

Under the Legal section you'll find Privacy Policy, Terms & Conditions, About, and Help Center — all readable inside the app.


8

Managing Your Weekly Schedule

Define which days and time slots you see patients.

⚠️ Only doctors can change the schedule. Compounders can view it but cannot edit it.
1

Go to Settings → Weekly Schedule

You'll see Monday through Sunday listed. Days with no slots are treated as off days — no tokens can be booked on them.

Weekly schedule
2

Add a time slot

Tap + Add Slot under any day. Enter a start time, end time, and an optional label (e.g., "Morning", "Evening"). Tap Save.

💡 You can add multiple slots per day — e.g., 9:00–12:00 Morning + 5:00–8:00 Evening.
3

Delete a slot

Tap the ✕ button next to any slot to remove it. If a day has no slots left, it becomes a closed day automatically.


9

Blocking Dates (Holidays & Leave)

Mark dates when your clinic will be closed so no tokens can be booked.

1

Go to Settings → Blocked Dates

A calendar opens. Dates already blocked are shown with a red circle. Today is highlighted in teal.

Blocked dates
2

Block a single date

Tap any date on the calendar. A dialog asks for an optional reason (e.g., "National Holiday", "Conference"). Tap Block Date to confirm.

3

Block a date range

Tap the Block Range button (bottom-right). Pick a From date, a To date, add an optional reason, and tap Block All. Perfect for vacations.

4

Unblock a date

Tap a red (blocked) date on the calendar and confirm the unblock dialog, OR tap the ✕ button next to any date in the list below the calendar.