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Treatment management that keeps every stage and follow-up on track

Treatment management software: break a course of care into stages, book each step, set recalls and keep the invoice on the same record. Build your own treatment templates once and reuse them for every patient.

Free to start · No card · Works on web and mobile

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DR
Home · DashboardPreview

Wednesday, 28 August 2026

Good morning, Dr. Rao

See what’s happening in your clinic today

Today at a glance

The key numbers your front desk and clinical team need right now.

3 urgent2 failed messages4 stock risks5 labs due1 doctor behind

Today collections

₹42.3K

12% vs yesterday

Outstanding

₹18.9K

No overdue invoices

Appointments

18

6 completed

Checked in today

4/ 18

Clinic flow on time

Ongoing treatments

7

Treatments in progress

Recalls due

9

Due within 7 days

Monthly revenue₹6.1L 9% vs last month
Today’s schedule
tap a status to advance it
  • 09:00A•••• K••••Dr. Rao
  • 09:20S•••• M••••Dr. Rao
  • 09:40R•••• P••••Dr. Iyer
  • 10:00N•••• V••••Dr. Rao
  • 10:20K•••• J••••Dr. Iyer

New vs returning

New6
Returning12

Recall list: 9 patients due this week

August 2026

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The real Yuktii dashboard — interactive, canned data. Try tapping an appointment.

Free to start

Full platform, no card, no time limit

GST-ready billing

Invoices and receipts in ₹

DPDP tools

Consent, data copy and nominee

Encrypted patient details

Role-based access and an audit log

The problem, and how Yuktii solves it

Where clinics struggle, and how treatment management software helps

  1. The problem

    Multi-visit treatment lives in the doctor's memory

    A course of care runs over weeks. Which step is done, which is next and what it costs is scattered across notes.

    How Yuktii solves it

    Treatments broken into stages

    Each treatment holds its stages, so anyone opening it sees what is done and what is pending. Stages can be added later, with an optional extra cost.

  2. The problem

    The next step never gets booked

    The patient leaves, and nobody schedules the next stage until they call back, if they do.

    How Yuktii solves it

    Schedule each stage from the treatment

    Book an appointment straight from a stage, and follow up on treatment visits from the recall list.

  3. The problem

    Every doctor plans the same procedure differently

    Steps, recalls and reminders get rebuilt from scratch for each patient.

    How Yuktii solves it

    Reusable treatment templates

    Admins build a template with its stages and recall rules, publish it, duplicate it or archive it. Templates are versioned.

  4. The problem

    Recalls depend on someone remembering

    Post-treatment reviews slip because no one owns the follow-up.

    How Yuktii solves it

    Recall rules with reminder lead days

    Set a recall a number of days after treatment and choose how many days before it a reminder goes out.

  5. The problem

    Billing does not match the work done

    What was performed and what was invoiced drift apart over a long course.

    How Yuktii solves it

    Treatment and billing on one record

    Treatments sit on the same patient record as invoices and payments, so the work and the bill stay together.

What it does

Inside Treatment management software

Treatments split into stages, with notes per stage

Schedule an appointment from a stage

Reusable, versioned treatment templates

Recall rules with reminder lead days

Treatment visits list for follow-up

Treatment, invoice and payment on one patient record

How it works

On top of one connected platform

01

Plan once, reuse for every patient

Admins create a treatment template with its stages and recall rules, publish it, and clone or archive it later. Doctors start from the template and adjust for the patient.

02

See progress at a glance

Each treatment shows which stages are done and which are pending. Stage notes and extra costs are recorded where the work happened.

03

Follow-up that does not depend on memory

Recalls are set as a number of days after treatment with reminders ahead of it, and the treatment visits list shows who is due.

For every specialty

Adapted to how your field works

The workflow is the same; the examination, charting and templates change by specialty.

Common questions

Is treatment management only for dental clinics?

No. Treatments, stages and templates are part of the core app, so any specialty that runs a multi-visit course of care can use them. Dentistry also has tooth-level charting and treatment plans.

Can we create our own treatment templates?

Yes. Admins can create, edit, publish, duplicate and archive templates, including recall rules.

Can a stage be scheduled as an appointment?

Yes. You can schedule a stage from the treatment and it appears in the appointment calendar.

What teams want from it

  • 01Plan once, reuse for every patient
  • 02See progress at a glance
  • 03Follow-up that does not depend on memory

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.

Ready to try Treatment management software?

Discover how Yuktii adapts to the way your specialty and practice work.

Or start for free.

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