Your clinic's details. They appear in WhatsApp messages, the booking page and the package page.
Sessions
Today
Today
This month
This year
Custom range
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Send manually
Sends a Meta-approved WhatsApp template to everyone booked on the chosen day (the automated midnight version is currently off) — press this whenever you want it sent instead.
By doctor — this month
Money ledger (match with the bank)
Every pound the app counts for one method, day by day: money in (patient payments, other income, transfers in) and money out (expenses, transfers out, doctor withdrawals). Put it next to your bank / InstaPay statement and find the day where the two stop agreeing. Type what the bank shows to see the difference.
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Duplicate payment check
Looks for the same patient (even if the name is spelled a little differently, like "mina" and "mina ishak"), same amount and same method recorded more than once — on one visit, on the same day, entered within a few hours of each other, or a big payment repeated within two weeks. These are only suspects: check each one before deleting anything. It also shows the total the app has recorded per method, to compare with the real account.
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Marked paid, no amount recorded
Appointments that were ticked as paid (usually with "Just mark paid") but have no money recorded, so they don't count in Cash/InstaPay and don't show in "Not paid yet". Package sessions, free sessions and cancelled visits are left out. Review each one: open it and record the real payment, or mark it unpaid if nothing was paid.
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Patient payment check
Type part of a patient's name to see every appointment under any similar spelling, whether a payment is recorded on it, and whether the Dashboard counts it.
Day Review (payments/packages, for month-end checks)
Doctor Payroll
Other Income (events, etc.)
Money that comes in from something other than a patient session — an event, a workshop, etc.
Expenses
Doctor Withdrawals (their own earnings, not a business cost)
When a doctor or partner takes some of their own earnings out of the cash/InstaPay pool — tracked separately from clinic Expenses above, and shown against what Payroll says they're owed.
Cash ↔ InstaPay Transfers
Moving money between the cash drawer and InstaPay — not new revenue, not an expense, just tracked so Net Cash/InstaPay stay accurate.
Export
Downloads a CSV file (date, patient, doctor, payment method, amount) for the range you pick below — open it in Excel, or upload/paste it into Google Sheets.
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Package balances owed
Everyone who still owes part of a package price — including packages that are already finished. Only packages sold with a total price are tracked here. To record a NEW payment, open the patient's appointment on the day they pay → Payment tab → Record payment (the money counts on that appointment's date). If the payment is ALREADY recorded on an appointment but the balance here didn't change, use the buttons under the name — they only fix the balance and add no money.
Duplicate packages — what happened
Only suspicious cases: a patient with two unfinished packages at the same time, or two packages created within minutes. A normal renewal (old package finished, new one started) is NOT listed. For each one you see when each package was created, how many visits are really marked "package" on the calendar, and the count the app should show.
Login activity
Who signed in or opened the app, when, and from which device. Red = wrong password. If you see a device or IP you do not know, change that person's password. Owner only.
Friday event duty
Pick who covers the event each Friday. The doctor gets a Telegram reminder 3 days before (Tuesday, 9 AM). The doctor must have linked Telegram. Owner only.
Online booking
Patients book from a public page. They pay half the fee by InstaPay (non-refundable) and upload the screenshot, then the visit appears in the calendar. Patients with an active package skip the deposit. Owner only.
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Training schedule
The doctors you chose for training. To add someone, open their card in "Training applicants" below and pick a Slot. From here send the confirmation, then the reminder the day before.
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Training applicants
People who applied through the training form. Send them the link, then filter here. Only the owner and people given the Training applicants permission can see this.
Active packages
Every patient whose package is not finished yet. The ones with the fewest sessions left are at the top. If a number looks wrong, open the patient → Payment tab → Fix session count.
Package policy check
Everyone with a package that isn't finished yet, and whether the package policy was sent. The app can only record that you opened the WhatsApp message to send it — it can't see whether you pressed send there.
Send package link to patients
Everyone with sessions left in their package. Tap Send next to a name — WhatsApp opens with the message ready, you press send there, and the name moves to "sent". The app can only record that WhatsApp was opened, not that you pressed send.
Package follow-up (not coming)
Patients who still have sessions left in their package, haven't been in for a while, and have no visit booked. Message them, then record what they said so you know who to chase and who is not continuing.
Register an existing package
For a patient who already started a package before this system existed — no need to remember dates, just how many sessions they've used so far.
total,already used
This browser doesn't support audio recording (getUserMedia). Try Safari or Chrome on a recent
iOS/Android device.
Confirm the patient has agreed to this session being recorded before you start.
➕ Add a doctor to the roster (owner only — no sign-in needed yet)
📱 Send appointment reminders
Don't forget — patients to book this day
Mark a doctor unavailable this day
Doctor
Patient
0:00Recording — tap the mic again to stop
Patient
Tick every session this payment covers (unpaid sessions for this patient are listed below — untick any that aren't included).
No active package on file for this patient — register their existing one now?
total,already used
Patient is also paying today for a NEW package they'll start using on a future visit (e.g. paid on their last session of the current package):
Leave "Paid now" equal to the total if they're paying in full. If they're paying part now, or nothing yet (type 0), the rest shows as a remaining balance until you record it.
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💸 Not paid yet
📋 Intake forms
🗑️ Trash
Deleted days from the last 7 days — restore any of them before they're gone for good.
Import from TimeTree
Easiest: take a screenshot of your TimeTree calendar and upload it — Claude will read the appointments out of the picture. This only reads events — nothing gets added until you pick which ones further down.
— or paste a .ics file's content —
— or, if you have a live link —
+ Book appointment
:
Referral Summary
AI-generated summary from all sessions on file — review carefully before sending to the referring physician.
Prescription (روشتة)
Uses the patient name above. Write freely below (referrals, imaging requests, instructions, etc.) — it will be laid out on the clinic letterhead when printed.
Invoice (Payment receipt)
🌐 Online bookings
Check each deposit screenshot, then press OK or Reject. Message the people who did not finish booking on WhatsApp.
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Booking deposits
Check each screenshot against your InstaPay. Press OK if the money arrived. Press Reject if it is fake or missing — the visit is cancelled from the calendar.
Incomplete bookings
People who entered their name and number on the booking page but did not finish booking. Message them on WhatsApp to help. Press ✕ when done.
Videos: up to 50 MB each (about 30–60 seconds from a phone) — keep clips short.
Record the session
Say something — the bar should move as you speak.
For best accuracy: lay the phone flat on the table roughly equidistant between doctor and patient, away from AC vents or equipment noise, and try not to talk over each other.
Recording only the clinical discussion: tap Pause during hands-on treatment, small talk, or breaks — resume when you're back to discussing history, findings, or instructions. A shorter, focused recording transcribes faster and more accurately than one continuous session.
recording
This now accepts any file type — some phones hide audio recordings when the picker is filtered to "audio only". Pick the recording file directly; we'll detect it's audio automatically.
Record the whole session in one go — the AI will separate doctor and patient speech automatically afterward.
Struck-through = what was heard. Green = what it was changed to. Worth a quick glance before trusting the note.
Your recording is saved on this device, separate from the transcript above. If transcription ever fails, your audio is safe and you can retry.
Structured clinical note
AI-generated draft — review and edit before saving to the chart. Any diagnosis suggestion below is a prompt for your judgment, not a conclusion.
Heard/documented Manually selected AI-inferred
recording
Add positive special tests to Objective (assessment only)
Pick the body region, then check only the tests that came back POSITIVE.
🏋️ Suggest exercises for the Plan (avoids relying on speech-to-text getting the name right)
📁 Clinic templates (reusable bundles)
🖐️ Add manual therapy performed (mobilization / manual release) to the Plan