My Page

Take Patient History / Diet Recall

Use this link to

  1. Open Your take patient history / diet recall
  2. Record all patient details while consulting

Please note, Registered email address and Mobile Number are mandatory to fill in to go all the new updates to correct patients. If new email address is used to record history, or consultation notes, it may create confusion & the record might go missing in CRM.

Patient Profiling Page

Open Webmail

Use this link to access your emails in a browser. You can also configure your emails in Outlook or Mobile Device. Use configuration settings given below to set up your emails in any email app on your Mobile or Computer.

Access E-mails

Log in to Hubspot CRM

Use this link to

  1. Record the interaction with client
  2. View patient information
  3. Previous history of the client if any
  4. Add tasks for your self or for your team members
  5. Add call notes
  6. Log all communication with patients, including messeges, whats app etc. & much more

You can download Hubspot App from play store and log in using ID and password to use in on your Mobile 

Open Hubspot

Log in to Dialler
Callers Desk

Use this link to log in to dialler to make calls and connect to patients. 

Mobile application is not available for this dialler but still we can use it on our mobile through our browser

Open Dialler

Log in to Cashfree Payments

Use this link to log in to Cashfree Payments to generate the payment links, You can generate Links to collect payment from the customer / Patient

  1. You create UPI link by selecting the check box in Upper Right Corner of the pop Up
  2. Payment For – This will be visibile to patient and you can write package name and any other information you want to show to customer
  3. You can add the any amount you want to collect from patient from Rs. 0 to anything.
  4. Link Expiry should be kept for 1 Day (24 Hours) though you can set any duration upto 30 days. 
  5. It is always advised to fill in all the details Name, Mobile Number & Email address. Select all the options to send link via SMS and Email.

You can download Cashfree App from the Play store to use in on your mobile device and generate customized links.

Open Cashfree