How to set up patient visits

Set up patient visits

Patient visit settings define how patients can visit your clinic and how related interactions are managed. You can configure whether your clinic accepts walk-ins, appointments, or both, along with the accepted payment methods, and the channels used to send patient reminders.

Patient visit

  1. Select the ways patients can visit your clinic:

    • Walk-ins: Enable this option if your clinic accepts walk-in patients.

    • Appointments: Enable this option if your clinic accepts appointments.

  2. Click Save & continue.


Payment options

  1. Select the payment methods accepted by your clinic.

    • UPI

    • Cash

    • Card

    • Net-banking

  2. Click Save & continue.


Patient reminders

  1. Choose how appointment reminders are sent to your patients. Once configured, reminders are sent automatically through the selected channels.

    • WhatsApp

    • SMS

    • Email

  1. Click Save & continue.