Filters
→
Advisor dashboard
Assigned leads 0
| Date & Time | Lead | Source · Lang | Campaign | Assigned to | Status | Action |
|---|
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Assigned leads history 0
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3:09
SLA · 4h
Basic info ▾
Sugar & medical profile ▾
sugar_report_may26.pdf Add report
Assignment & pipeline ▾
★★★
0%
Call status NEW ▾
WhatsApp messaging — WATI templates NEW ▾
Visited status NEW ▾
Set automatically when the receptionist confirms check-in.
Enrolled status NEW ▾
Set automatically when the health coach marks the client Enrolled.
Sales caller self-audit ▾
Self evaluation
BDM audit NEW ▾
BDM evaluation
Remarks ▾
Activity log NEW ▾
No activity recorded for this lead yet.
→
Health Coach dashboard By consultation status & program · click a card to filter
Visited clients 0
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Zoom check-in 0Appointments fixed as “Appointment Fixed – Zoom” · checked in by Reception
| Client | Phone | Appointment Fixed Date & Time | Status |
|---|
—
Status: —
Score card Patient health scores
Follow-up Score AUTO
—
Attendance Score AUTO
—
Overall Health Score
—
Lead recap & walk-in ▾
Screening results — clinic floor Awaiting screening ▾
Client is at reception / screening. The moment the screening desk saves the M0 baseline, the vitals appear here automatically — read-only, locked as baseline.
Health assessment In progress ▾
Basic health info
Lifestyle & diet
Symptoms reported
Consultation status & program ▾
Start office-visit recording
In-clinic Audio — Auto-saved to this Customer Profile
Feedback call ▾
Welcome kit ▾
Lead import & intake
Real-time Meta capture, every source, bulk CSV fallback — with control.
Viewing as ABM / Admin
to
Source connections ▾
| Total leads | Lead source | Status | Today | Last lead | Mode | Valid | Unique | Duplicate | Assigned | Unassigned |
|---|
Alert: notify ABM if no Meta lead for 30 min during campaign hoursMonitoring
Live incoming feed Connecting to Meta… ▾
| Date & Time (IST) | Campaign | Ad Name | Lead Name | Phone Number | Sugar Poll | City | Street | Source | Service | Language | Received | Dedup | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading live leads from Meta ad accounts… | |||||||||||||
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Bulk CSV import — wizard ▾
✓ Upload
2 Map columns
3 De-dupe & import
Upload a CSV to see the de-dupe summary
Assign & approve
Distribute, rescue aging leads, gate sensitive actions.
⏱ Time range
From
To
Showing: all time
Unassigned pool (0)
| Lead | Leads Number | Date & Time | Source · lang | Sugar | Waiting | Action |
|---|
Assign to:
Tick 1 advisor, or 2+ for round-robin
Advisor load — click an advisor to see their leads below
| Advisor | Role | Branch | Active leads | Status |
|---|
Advisor Load Leads — all advisors 0
Advisor
Lead search
| Select an advisor in Advisor load to see their leads. |
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REVENUE
₹0
│
Appointments 0 Click row → full record ▾
Client cross-check ▾
Check-in — ▾
Zoom check-in 0 ▾
| Client | Phone | Appointment Fixed Date & Time | Status | Action |
|---|
Collect payment ▾
Health screening
Previous screenings — same client ▾
Open a client to see history.
Queue 0
No clients in screening queue.
Breakdown
—
Quick test order
Blood test — Thyrocare
TOTAL BILLED
₹0
THYROCARE COST
₹0
OUR MARGIN
₹0
PAID TO THYROCARE
₹0
Worklist ▾
Loading blood test data…
Outcome reminders ▾
Loading…
💪 Physiotherapy
Revenue ₹0 Sessions
Loading physiotherapy data…
Active patients (0)
No patients yet.
Pricing from Settings
| Consultation | ₹500 |
| Per session | ₹800–1,200 |
| 6-session pack | ₹4,200 |
| 8-session pack | ₹6,400 |
| 12-session pack | ₹10,800 |
Configurable in Settings → Service pricing
Accounts & finance
Gross vs net always two numbers. Verification closes the loop.
Transactions
Loading transactions…
Reports centre
Every report = a slice of the same event stream.
Filters
Lead report
Loading report data…
Recordings
All in-clinic office-visit audio and Zoom consultation recordings across customers.
Office Visit Recordings 0
Date
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Zoom Meeting Recordings 0
Date
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Settings & masters
Control plane — configure every screen's fields, pricing, roles, integrations.
Service pricing — all services, all variations · dynamic
🩺 Diabetes reversal
| Item | Price | Status | |
|---|---|---|---|
| Consultation (first visit) | Free phase | ||
| Consultation (repeat / future) | Planned | ||
| L1 · standard | Active | ||
| L1 · offer | Active | ||
| L2 · full | Active | ||
| L2 · installment (2×) | Active | ||
| L2 · EMI | Active |
🩸 Blood test (Thyrocare partnership)
| Panel | Our price | Thyrocare cost | Margin |
|---|---|---|---|
| HbA1c | ₹200 | ||
| FBS | ₹200 | ||
| Lipid profile | ₹300 | ||
| Thyroid | ₹250 |
💪 Physiotherapy
| Item | Price | |
|---|---|---|
| Initial consultation | ||
| Per session (standard) | ||
| Per session (complex) | ||
| 6-session pack | ||
| 8-session pack | ||
| 12-session pack | ||
| Equipment rental (per item/day) | ||
| Extended sessions (per session) |