She Delhi CRM

Doctor Schedule

Visit-day updates will appear here.

Month Planning

Planning Month

Source Mix

Treatment Pipeline

Recent Activity

Appointments, counselling, ET and calls

Patient Registry

Patient	Status

Patient Update List

Patient	Status

Doctor Visit

GPS location required

Patient Lead

No location required

Marketing Activity

Follow up dashboard

Reception Schedule

WhatsApp status will appear here after confirming an appointment.

Marketing Lead Queue

Appointment Confirmation Queue

Referred Worklist

Post-Counselling Follow-up Dashboard

USG Department Dashboard

IVF Lab Dashboard

Dietitian Worklist

Time	Patient	Diet Status	Ref Doctor	Visit-Day

Follow-up Worklist

Clinical Update Builder

Select a patient

Patient	Referring Doctor	Treatment

Clinic Branding

Logo and report identity

S

Clinic Name Upload Logo Report Footer

Dropdown Options

Loaded from Excel and editable here

Field New Option Options

Custom Columns

Add fields without editing Excel

Column Name Input Type Dropdown Values

PDF Templates

Edit report text and placeholders

Template Available Placeholders Upload Word Template Uploaded Template Template Text

Team Management

Only Super Admin can add staff login details before first login

Name Role Email Phone Number Access

Source Attribution Team

Map marketing/source names to attribution roles

Name Role

Doctors

Used in appointment scheduling

Doctor Name

Backend & Storage

Implementation notes for the real server

Hostinger package storage MySQL shared state + imported Excel seed data

Production database Hostinger MySQL with .udayan backup

File storage Hostinger files now, Google Drive backup later

Backend README

Import .udayan Backup Upload .debanwita App Update

Download .udayan Backup Send Test Backup Email

Daily 7 AM email backup: add a Hostinger Cron Job for api/cron-backup-email.php?secret=sampurna-7am-backup-change-this. Change the secret in config.php before routine use.

Management Audit Log

Who updated which tab and information

Time	User	Role	Tab	Action	Patient / Field