Checklist
A front desk runs the same loop all day: book, check in, send to the doctor, bill, and follow up. This checklist splits that loop into what to check before the first patient, during the day, and before closing — see the patient visit workflow diagram for the steps in order.
Buyer checklist
The problem
A patient is seated but not sent to the doctor, seen but not billed, billed but not marked paid. Each gap is small; by afternoon the queue looks nothing like the diary.
How Clinov solves it
Open with yesterday's loose ends, keep every visit moving through check-in, doctor and billing without a gap, and close with the numbers reviewed and tomorrow's recalls confirmed.
What Yuktii covers
Yesterday's pending payments and unclosed visits reviewed
Today's booked appointments checked against doctor availability
Low-stock and expiring inventory alerts checked
Recall list for the day pulled up
Walk-in and emergency booking tested and ready
Every arriving patient checked in on arrival, not after
Patients moved to the doctor as soon as they're seated
Every consultation followed by a bill before the patient leaves
Payments recorded and pending balances noted
Today's snapshot report reviewed before closing
Tomorrow's recalls and follow-ups confirmed
Check yesterday's invoices for anything still pending and any visit that was never checked out. Look at today's booked appointments against who is actually in. If the clinic tracks stock, check for low-stock and expiring items before the day starts, not when a consumable runs out mid-procedure.
A booked patient is checked in on arrival. A walk-in or an emergency is checked in as part of booking them; both join the same queue with a token. The habit that keeps a queue honest is checking in the moment someone arrives, not after they've been waiting for ten minutes.
Once the doctor completes the consultation, move the patient to billing before they leave the building, not at the end of the day from memory. Record the payment or note the pending balance immediately; a bill created but never marked paid is the most common gap in the queue.
Review the day's snapshot: what was billed, what is still pending, and who was seen. Confirm tomorrow's recall list and any follow-up messages that need to go out. A short daily close is what keeps the recall list trustworthy instead of something nobody looks at.
A walk-in or emergency should never mean losing track of a booked patient. Keeping every visit — scheduled, walk-in or emergency — in the one queue with a token and a priority is what lets reception see the true order, rather than guessing from memory who came first.
Yesterday's pending payments and any visit that was never checked out, today's booked appointments against doctor availability, and stock alerts if the clinic tracks inventory.
A walk-in or emergency is checked in as part of booking, and joins the same queue as scheduled visits with its own token, so reception works from one list, not two.
A visit that reaches the doctor but is never billed, or is billed but never marked paid. Moving straight from consultation to billing before the patient leaves closes that gap.
The day's snapshot of billing and pending balances, and tomorrow's recall and follow-up list, so nothing carries over silently to the next day.
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Your data
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.
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.
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
Create your clinic and pick your specialty in the setup wizard. No card needed.
Edit the presets, procedure templates, consent forms and prescription templates, and add your letterhead and hours.
Most clinics are live in under 10 minutes, with appointments, records and billing already connected.
Keep the queue moving without losing a walk-in
Or start for free.
