How to use the PhysioDesk web app.

The dashboard is the clinic command center for daily patient count, active cases, revenue, sessions and overall activity.

Why it helps — Gives you one screen to judge how the clinic is doing today, instead of opening five tabs to piece it together.

1. 1Log in as admin to land on Analytics.
2. 2Review active patients, monthly collections and recent clinic movement.
3. 3Use the bottom tabs on mobile or the left sidebar on desktop to move between Patients, Inquiry, Logs, Dispatch and Billing.
4. 4Use the online status bar to confirm that changes are syncing.

Use Enroll when a patient starts treatment or needs a profile in the clinic database.

Why it helps — A saved patient profile is what visits, bills, certificates and portal login all attach to, so treatment history is never lost between visits.

1. 1Tap Enroll or New Patient.
2. 2Enter patient name, age, gender, phone, address, diagnosis or condition and visit charge.
3. 3Save the profile so it appears in the Patients tab.
4. 4Open the patient card later to edit details, update clinical status, create portal login or add visits.

The Patients tab keeps demographics, clinical condition, charge, status and portal access in one place.

Why it helps — Keeps every patient searchable and up to date in one place, instead of scattered across paper files or old WhatsApp chats.

1. 1Search the patient list by name, phone or condition.
2. 2Open a patient to edit demographics, diagnosis, charges and notes.
3. 3Use status updates to mark active, paused, discharged or follow-up cases.
4. 4Use patient login controls to allow or restrict portal access for upcoming appointments, history and bills.

Inquiry sheets are for new leads, first evaluations and physiotherapy assessment notes before or during treatment.

Why it helps — Turns a first conversation into a proper clinical record and a shareable PDF, so nothing discussed at intake gets forgotten later.

1. 1Open Inquiry and add the patient or prospect details.
2. 2Record age, sex, phone, complaint, clinical notes and evaluation context.
3. 3Open the history sheet to write or draw on the body chart.
4. 4Save the sheet to generate a PDF, then share it on WhatsApp from the same screen.

The drawing canvas supports pen, eraser, undo and multiple evaluation pages for clinical marking.

Why it helps — Documents exactly where pain or findings are on the same standard page every time, without needing printed anatomy charts.

1. 1Choose the evaluation page you want to document.
2. 2Use Pen for pain areas, movement findings or treatment markings.
3. 3Use Eraser or Undo to correct marks before saving.
4. 4Save once to preserve the sheet, then open or share the generated PDF.

Visit logs create a chronological treatment history for each patient.

Why it helps — Builds an accurate session-by-session history that feeds straight into billing and certificates, so nothing has to be reconstructed from memory.

1. 1Open Logs and choose the patient.
2. 2Add date, time, treatment details, therapist notes, charge and session status.
3. 3Use history view to review previous visits before writing the next note.
4. 4Keep logs updated after each session so billing and certificates stay accurate.

Appointments help the clinic plan upcoming sessions and keep patients informed.

Why it helps — Keeps the schedule organized and lets patients confirm or request changes themselves, cutting down no-shows and back-and-forth calls.

1. 1Open Dispatch or the patient log flow and add a scheduled session.
2. 2Select patient, date, time and appointment details.
3. 3Use WhatsApp dispatch to send appointment information to the patient.
4. 4Track confirmed or reschedule-requested appointments from the patient portal.

Billing converts treatment sessions into clean statements and shareable PDFs.

Why it helps — Turns logged visits into a professional bill in seconds, so patients get clear paperwork and you get paid faster.

1. 1Open Billing from the admin workspace.
2. 2Select the patient and choose the visits or sessions to include.
3. 3Check charges, dates and totals before saving.
4. 4Open the PDF, download it or share the payment summary on WhatsApp.

Certificates use saved patient details and session dates to create professional treatment proof.

Why it helps — Gives patients ready-to-use proof of treatment for insurance or employer claims, without drafting a letter from scratch each time.

1. 1Open the billing or certificate flow for the patient.
2. 2Select session quantity, service name and date range.
3. 3Add any extra clinical line if needed.
4. 4Generate the certificate PDF for records, patient sharing or insurance support.

Patients can log in from their phone when the clinic creates portal access.

Why it helps — Cuts down "when is my next appointment" and "can you resend my bill" messages by letting patients check for themselves, any time.

1. 1Admin creates or updates patient login from the patient profile.
2. 2Share the patient login link and access key with the patient.
3. 3Patients can view allowed tabs: Upcoming, History and Bills.
4. 4Admin can hide any portal section when records should stay private.

Admin users can add staff accounts for clinic team members while keeping owner controls separate.

Why it helps — Lets your team help run the clinic day to day without ever handing over owner-level control of the account.

1. 1Open the Staff control from the admin header.
2. 2Create staff login ID, password and basic staff details.
3. 3Staff can manage operational workflows assigned to them.
4. 4Deactivate or update staff accounts when team access changes.

Reach turns your clinic profile into a public, Google-visible listing and shows you exactly how people find and contact you.

Why it helps — Puts your clinic on Google with a public profile and shows real numbers — views, calls, WhatsApp clicks — so you can see whether it is actually bringing in new patients, at no extra cost.

1. 1Open Reach and fill in your clinic profile: services, specialities, service area, timings, photos and a short description.
2. 2Submit the profile for review; the status shows Pending, Approved or Needs changes.
3. 3Once approved, your public clinic page goes live and can appear in Google search and local results.
4. 4Return to Reach any time to see profile views, WhatsApp clicks, call clicks and map clicks, plus where visitors came from.
5. 5Update services or details whenever they change — a current profile performs better in search than a stale one.

Analytics and lead views help owners understand clinic activity, demos, inquiries and business flow.

Why it helps — Tells you at a glance whether the clinic is growing, so a slow month gets noticed early instead of at the end of the quarter.

1. 1Use Analytics for patient, session and revenue summaries.
2. 2Review Demo and Buy inquiries when using the master/admin lead view.
3. 3Check promo code usage where applicable.
4. 4Use these numbers for follow-ups, renewal planning and clinic growth decisions.

The Subscription tab is where you pay for and track your own PhysioDesk plan — separate from billing your patients.

Why it helps — Auto-pay means your PhysioDesk access never lapses by accident, and every payment comes with an emailed, downloadable invoice for your records.

1. 1Open Subscription from the admin menu to see your current plan and the date access is valid until.
2. 2Choose Pay Once for a single payment that extends access by one billing cycle, or Subscribe & Auto-pay Monthly to have the same card or UPI charged automatically every month.
3. 3With auto-pay active, access renews itself each month with no manual action, and every successful charge emails a receipt with a View Invoice link.
4. 4If a payment fails or the checkout is closed before finishing, a clear result screen shows what happened and lets you retry immediately.
5. 5To stop auto-pay, cancel the mandate from your UPI app or bank/card portal — there is no separate cancel button inside PhysioDesk once auto-pay is active, by design, to prevent accidental cancellations.

PhysioDesk is built around fast WhatsApp communication for Indian clinics.

Why it helps — Delivers documents where patients actually read them, instead of relying on email or paper that gets misplaced.

1. 1Use WhatsApp buttons from inquiry PDFs, bills, appointments and purchase inquiries.
2. 2Confirm the mobile number is valid before sending.
3. 3Review the pre-filled message in WhatsApp before delivery.
4. 4Use direct WhatsApp follow-up for renewals, appointment changes and patient documents.

The public demo lets clinic owners try the product before creating a full trial profile.

Why it helps — Lets a new clinic try the real product risk-free before paying anything.

1. 1Open physiodesk.in/demo and enter doctor, clinic and WhatsApp details.
2. 2Use promo code PHYSIO to unlock a 7 day free full features trial.
3. 3Create a clinic login ID and password after the promo code is validated.
4. 4Use the demo timer as a quick preview, or use the trial profile for fuller testing.

PhysioDesk runs in the browser and can be added to mobile home screens for app-like use.

Why it helps — Feels like a proper app — one tap to open, keeps working on a weak connection — without needing an app store install.

1. 1Open PhysioDesk in Chrome, Safari or your preferred mobile browser.
2. 2On iPhone, use Share, then Add to Home Screen.
3. 3On Android, use browser menu, then Add to Home screen or Install app.
4. 4Keep the browser online for live sync; offline changes are queued where supported and applied when internet returns.

A familiar layout on whichever device you pick up means less relearning and faster access mid-consultation.

• Desktop uses the left sidebar for Analytics, Patients, Inquiry, Logs, Dispatch, Billing, Leads and Clinic.
• Mobile keeps core actions in the bottom tab bar and groups secondary pages inside More.
• The active page is highlighted, and the header title confirms the current workspace.

You can keep working through a weak signal and trust that nothing is lost once the connection returns.

• Online means changes can save directly to the server.
• Offline means the app cannot reach the server.
• Queued means supported changes are saved locally and waiting for internet.
• Syncing means queued changes are being sent; Applied means they were saved.
• Do not close the app while Syncing is visible.

A quick self-check usually clears a stuck screen without needing to contact support.

• If Loading clinic data stays on screen, check internet and tap Retry.
• Use Refresh in admin or business panels when you need the newest server data.
• If cached offline data appears, continue supported work and let it sync later.

Finds one record among hundreds in seconds instead of scrolling a long list.

• Use search to find patients, clinics, phones, usernames, conditions, leads or subscribers.
• Use status filters to separate active, expired, locked, trial and paid users where available.
• Clear search text to return to the full list.

Easier on the eyes during evening charting or in a dim clinic room.

• Tap the moon icon to switch to dark mode.
• Tap the sun icon to return to light mode.
• The choice is saved in the browser and does not affect PDFs or patient data.

Protects patient data if the device is shared or left unattended.

• Tap the power icon when leaving a shared device.
• Logout clears the saved user session from the browser.
• Demo sessions also auto-logout after the timer ends.

Complete, accurate details up front mean WhatsApp, billing and portal login all work correctly the first time.

• Enter full name, age, gender, mobile number, address, diagnosis or condition and visit charge.
• Use a valid mobile number because WhatsApp, portal login and billing messages depend on it.
• Edit the old profile instead of creating duplicates for returning patients.

Lets you decide exactly what a patient can see, keeping sensitive notes private while sharing what is genuinely useful to them.

• Upcoming allows patients to see scheduled appointments.
• History allows patients to see treatment logs.
• Bills allows patients to see statement PDFs.
• If all are off, the patient sees a restricted-access message.

Gives every patient their own secure login without you having to manage separate usernames and passwords.

• Create patient login access from the patient profile.
• Patient usually logs in with registered mobile number plus the access key.
• Change the key if the old key should no longer work.

Captures a lead properly the first time, so a follow-up call has real context instead of a blank slate.

• Use inquiry for new leads, first assessments and pre-treatment records.
• Record name, age, sex, phone, complaint and notes.
• Open the sheet view when you need body marking or a PDF assessment record.

Fast corrections keep the drawing clinically accurate without redoing the whole page.

• Pen marks pain areas or findings.
• Eraser removes marks, Undo removes the latest stroke, and Clear Page removes the selected page.
• On iPad, turn off Apple Pencil Scribble if handwriting creates broken letters.

Turns a written assessment into something you can hand to the patient or their doctor right away.

• Save the sheet before opening or sharing the PDF.
• Open PDF shows the generated document.
• WhatsApp PDF opens a pre-filled message with the document link.
• If offline, PDF generation and WhatsApp dispatch may complete after sync.

An accurate log is what makes later bills and certificates trustworthy, so getting it right per session saves rework later.

• Choose patient and date before writing treatment notes.
• Use multi-date logging when the same treatment note applies across several sessions.
• Visit charges feed into billing, so keep them accurate.
• Delete wrong entries carefully because logs are part of clinical history.

Prevents accidental double-booking and keeps the day's schedule realistic.

• Dispatch schedules upcoming patient sessions.
• Choose patient, date, time and appointment message.
• Locked dates are blocked from normal selection.
• Scheduled appointments appear in patient portal only if Upcoming is enabled.

Patients confirming their own slot cuts down on no-shows and last-minute surprises.

• Patients can confirm upcoming appointments from the portal.
• Patients can request reschedule, which opens a WhatsApp message to the clinic.
• Clinic staff should update the schedule after handling the request.

Clear, itemised statements reduce billing disputes and get you paid faster.

• Select patient, session count, rate, billing date and payment date.
• Choose whether the statement displays billing date, payment date or both.
• Check total amount before saving.
• Saved bills can be opened, edited, resent or marked as shared.

Saves you from retyping a certificate from scratch every time a patient needs proof of treatment.

• Certificate text uses patient name, age, gender, address, diagnosis, doctor name and clinic name.
• Choose service name, session quantity and treatment date range.
• Use the optional note for insurance claim, rest advice or special remarks.
• Correct source details before regenerating the PDF.

Every document is easy to save, forward or print from any device, no special software needed.

• PDF links open in a new browser tab.
• Allow pop-ups if the browser blocks the PDF.
• On mobile, use the browser share button to save, print or forward.
• Do not manually edit PDFs; update the record and generate again.

Reaches patients on the app they actually check, instead of relying on calls or paper that gets lost.

• WhatsApp buttons appear for inquiries, bills, appointments, renewals and purchase inquiries.
• The app prepares the message; read it before sending.
• If WhatsApp does not open, check the phone number and whether WhatsApp is installed or logged in.

Your team can help run daily work without ever touching owner-level settings or billing.

• Admin uses the staff/shield control to add team members.
• Clinical Staff is for daily operations.
• Administrator has wider control.
• Remove or update staff access when team roles change.

One update here keeps your clinic name, logo and phone consistent across every bill, certificate and message automatically.

• Update clinic name, doctor name, phone and logo from Clinic settings.
• These details appear in headers, bills, certificates and WhatsApp messages.
• Use a clear square logo for best display.

One tap from the home screen, no app store needed, and it keeps working on a weak connection.

• On iPhone, open in Safari, tap Share, choose Add to Home Screen, then Add.
• On Android, open in Chrome, tap browser menu, then Install app or Add to Home screen.
• Launch from the home-screen icon for an app-like experience.

Alerts you the moment something needs attention, instead of having to keep the app open and check.

• Notifications require a supported browser, service worker and Push support.
• On iPhone, open PhysioDesk from the installed home-screen PWA before enabling alerts.
• Tap PWA Alerts or Enable PWA Alerts where shown in admin, master or reseller panels.
• Allow notification permission when the browser asks.
• If permission was denied, re-enable notifications in browser or device settings and try again.
• If unsupported appears, update the browser or install the PWA first.

Lets you try the real product free before committing to a paid plan.

• Timed demo sessions expire after 30 minutes and show a countdown in the header.
• On physiodesk.in/demo, enter promo code PHYSIO for a 7 day free full features trial.
• After promo validation, create your clinic login ID and password.
• Without a valid promo, the app opens the limited timed demo.

One extra check before deleting protects clinical history from an accidental tap.

• Read confirmation dialogs before deleting.
• Deleting patients, visits, bills, staff, leads or promo records can affect reports and history.
• Prefer editing when the record should remain part of clinic history.

Auto-pay means access never lapses by accident, and every charge is documented with an emailed invoice.

• If subscription access expires, the renewal screen appears instead of clinic data.
• Open the Subscription tab to Pay Once for a single renewal, or Subscribe & Auto-pay Monthly so the same card or UPI is charged automatically each month.
• A payment receipt with a View Invoice link is emailed after every successful charge, one-time or auto-pay.
• If a payment fails or checkout is closed early, a result screen shows what happened with a Retry option.
• After renewal, log in again or refresh to load active access.

A verified public listing is what actually shows up in Google and local search — free visibility you would otherwise pay for.

• A submitted Reach profile is reviewed before it goes live; status shows Pending, Approved or Needs changes.
• Approved profiles get a public clinic page that can appear in Google search and local results.
• Edits to an approved profile stay live immediately; only the initial submission needs review.

Real numbers on views, calls and WhatsApp clicks let you judge whether your public listing is actually working, instead of guessing.

• The Reach tab shows profile views, WhatsApp clicks, call clicks and map clicks for your clinic.
• A source breakdown shows whether visitors arrived from Google, direct links or social platforms.
• Use rising or falling numbers to decide whether the profile needs fresher photos, services or details.

Everyone sees exactly what is relevant to their role and nothing they should not have access to.

• Admin sees analytics, billing, staff and clinic controls.
• Staff sees operational clinic workflows.
• Patients see only allowed portal tabs.
• Master admin manages subscribers, plans, promo codes, resellers, inquiries, email logs and audit records.
• Reseller users review assigned promo codes, leads and subscriber activity.