How DocBase Works
Complete Healthcare Workflow
Follow our comprehensive visual guide covering admin management, WhatsApp automation, AI-powered insights, and doctor dashboard features.
Initial Setup & Doctor Management
Register your clinic and set up doctor profiles with schedules
Create your admin account and set up clinic details
Sign up with your clinic information, verify your account, and access the admin dashboard
Create comprehensive doctor profiles with specializations
Add doctor names, specializations, qualifications, consultation fees, and contact information
Configure working hours and available time slots
Define working days, hours, break times, and slot durations for each doctor
Set up notifications, policies, and clinic preferences
Configure WhatsApp notifications, appointment policies, and clinic operating procedures
Patient Management & Appointments
Manage patients and book appointments efficiently
Register new patients with complete medical details
Enter patient personal information, medical history, emergency contacts, and insurance details
Find existing patients using search functionality
Use name, phone number, or patient ID to quickly locate patient records
Select preferred date for the appointment
Pick a date from the calendar, view doctor availability, and check for conflicts
Choose the appropriate doctor for the consultation
Browse available doctors, view specializations, and select based on patient needs
Choose from available appointment slots
View real-time availability, select duration, and confirm the time slot
Review details and save the appointment
Verify all information, add notes if needed, and confirm the booking
Visit Recording & Documentation
Record patient visits and maintain medical records
Start recording from the appointment or visits section
Click 'Record Visit' button from appointments list or visits management page
System automatically populates patient and doctor information
Patient details and assigned doctor information are pre-filled from the appointment
Enter patient's vital signs and measurements
Record blood pressure, temperature, weight, height, and other vital measurements
Record the primary reason for the visit
Document patient's main symptoms, concerns, and reason for seeking medical attention
Record physical examination findings
Document examination results, observations, and clinical findings
Record diagnosis and prescribed treatment plan
Enter diagnosis, treatment recommendations, and follow-up instructions
Add medications from the medication library
Search pre-configured medication database, add dosage, frequency, duration, route of administration, and instructions
Fill specialty-specific fields if applicable
For Cardiology, Ophthalmology, or other specialties - fill custom template fields relevant to the diagnosis
System generates comprehensive health insights
AI analyzes visit data, medication interactions, differential diagnosis, and provides personalized recommendations
Complete and save the visit documentation
Review all entered information including AI analysis, and save the complete medical record
WhatsApp Communication & Automation
Automated patient communication through WhatsApp
Patient receives instant WhatsApp confirmation
Upon appointment booking, system automatically sends WhatsApp message with appointment details, doctor info, and clinic address
Automated reminders before appointments
System sends timely WhatsApp reminders 24 hours and 2 hours before the appointment with all details
Patients can reschedule or cancel via WhatsApp
Patients respond to WhatsApp messages to reschedule or cancel appointments without calling the clinic
Doctor Dashboard & Quick Access
Streamlined interface for doctors to manage appointments
Quick overview of all today's appointments
See patient names, appointment times, chief complaints, and status - expandable cards show full patient details
Access critical patient information instantly
View age, gender, blood group, allergies, current medications, and last 3 visit records with one click
Handle urgent appointments with priority
Emergency appointments are highlighted with urgency indicators and shown in dedicated section
Convert waiting list entries to appointments
View waiting list with urgency levels, patient preferences, and quickly convert to scheduled appointments
Instantly call patients from appointment cards
Click phone button on any appointment card to directly call the patient - no need to manually dial
Why This Workflow Works
Our streamlined process ensures efficiency and accuracy at every step
Systematic
Logical workflows reduce errors and training time
AI-Powered
Intelligent insights and automated health analysis
Automated
WhatsApp notifications without manual intervention
Complete
Comprehensive documentation and patient history
Ready to Get Started?
Follow these workflows and transform your clinic's efficiency today. Start your free trial and experience the difference.