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Guide

Ayurveda clinic records: Prakriti assessment, Panchakarma courses and progress tracking

An Ayurvedic clinic's record is different from a general OPD's: assessment by dosha, therapies delivered as a course, and prescriptions in classical formulations. This guide explains how to structure each, and how Yuktii does it.

Buyer checklist

  • 01Record dosha, Agni and Nadi findings consistently
  • 02Book Panchakarma as a course of sittings
  • 03Prescribe classical and proprietary medicines
  • 04Track progress and bill per sitting

The problem

Manual case sheets and hand-drawn therapy schedules

A paper on Panchakarma patient management (AyurSutra, Zenodo) notes that many Ayurvedic wellness centres still use manual means of handling patient records and therapy schedules, which it says has created inefficiencies and issues. For a clinic this means Prakriti/Vikriti assessments, diet advice and herbal prescriptions are hard to retrieve from paper, and a generic clinic system books a seven-day course as seven unrelated appointments.

How Clinov solves it

A record shaped like an Ayurvedic consultation

Yuktii offers assessment presets for dosha imbalance, Agni and Nadi, therapy courses booked as sittings (Abhyanga, Shirodhara, Basti, full Panchakarma), consent forms, classical and proprietary prescriptions, progress tracking and billing per sitting.

Record Prakriti and Vikriti in a consistent format

Assess and record Prakriti and Vikriti the same way at the first visit and at each review, with Nidana notes beside them, so change is visible. Yuktii's Ayurvedic assessment presets and diagnosis presets give this a consistent vocabulary.

Book a therapy as a course, not as separate appointments

Panchakarma and therapies such as Abhyanga, Shirodhara and Basti run over several days. Booking them as one course of sittings lets the clinic see how many are done, which are due, and when a patient has dropped out. This is how Yuktii schedules therapy courses.

Take consent for the therapy

Record consent before procedures such as Basti or a full Panchakarma course and keep it linked to the patient. Yuktii's consent forms sit on the same record as the course.

Prescribe classical and proprietary medicines

Many Ayurvedic prescriptions mix classical formulations with proprietary products. Yuktii supports both in one prescription, with the follow-up and progress notes tracked across the course.

Bill per sitting

Charging per sitting matches how the therapy is delivered and keeps part-payments clear. Billing per sitting is built into the Ayurveda workflow in Yuktii.

Common questions

Does Yuktii support Panchakarma scheduling?

Yes. Therapy courses such as Abhyanga, Shirodhara, Basti and full Panchakarma are booked as sittings against the patient, with progress tracking and per-sitting billing.

Does it manage herbal medicine stock?

Yuktii includes pharmacy and inventory features for clinics. Confirm the specific stock workflow you need in a free trial before relying on it for herbal formulation inventory.

Can a combined Ayurveda, yoga and naturopathy centre use it?

Yes. Combined practices such as Ayurveda with yoga and naturopathy are supported on the same platform.

Your data

Your data, your reports, your call

Everything you enter belongs to your clinic

Clinic and patient data is the clinic’s own. A clinic admin can download all of it whenever needed as one Excel workbook, with a sheet each for patients, appointments, treatments, prescriptions, billing, payments, inventory and staff.

Moving from another software?

Send us your existing records as an Excel or CSV file. Our team maps the columns, checks every row for problems and imports your patients, appointments, treatments, prescriptions, invoices and payments after review. An import can be rolled back if something is wrong. Talk to us about switching.

Reports you can download as PDF

Download the overview, today’s snapshot, revenue, expenses, patients, doctors, treatments, medicines, lab cases, stock and doctor commission as PDF reports. The analytics cover clinical, revenue, patient, doctor, inventory and operations views for any period you choose, with AI insights on top.

How it works

Live in three steps

  1. 01

    Sign up and set up

    Create your clinic and pick your specialty in the setup wizard. No card needed.

  2. 02

    Make it yours

    Edit the presets, procedure templates, consent forms and prescription templates, and add your letterhead and hours.

  3. 03

    See your first patient

    Most clinics are live in under 10 minutes, with appointments, records and billing already connected.

Try Ayurveda Panchakarma course and Prakriti records on your own patients

Book Panchakarma as a course of sittings

Or start for free.

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  • No credit card
  • Every specialty workflow
  • GST-ready billing
  • WhatsApp reminders
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