Drpro Support

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Getting Start

Author name: Drpro Support

DrPro Help & Learning, Getting Started, Lab, Laboratory Management

How to Configure Your Lab Settings in DrPro

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The Setting section is the control center for your Lab module. Here, you can manage your master list of available tests, set their prices, and customize the sources from which you receive orders. Properly configuring these settings ensures your lab operates smoothly and efficiently. Step-by-Step Guide   Part A: Manage Your Lab Test Catalog (Pricing & Orders)   This is where you define every test your lab can perform. Step 1: Navigate to Pricing & Orders From the main sidebar, click the Setting icon at the bottom. The menu will expand. Under the “ORDERS” category, select Pricing & Orders. Step 2: Understand Your Master Test List This screen shows a complete list of all the diagnostic tests your lab offers. This is your master price list. Name: The name of the test (e.g., CBC – Haemogram). Company Name: The associated clinic or company for that test. Price (₹): The price you charge for the test. Action: Tools to manage each entry. Step 3: Add a New Lab Test Click the Add New Lab Order button in the top-right corner. A form will likely appear asking for the Test Name, Price, and other relevant details. Fill in the information and save it. The new test will now be available to select when creating a new order. Step 4: Manage Existing Tests Use the icons in the Action column to: Edit (Pencil Icon): Update the name or price of a test. Delete (Trash Can Icon): Permanently remove a test from your master list. Enable/Disable (Toggle Icon): Temporarily make a test active or inactive. Use the Search Order bar to quickly find any test in your list.   Part B: Customize Your Order Entry Forms (Order Sources)   This section allows you to control how and from where orders can be created. Step 5: Navigate to Order Sources In the Setting menu, under the “MANAGE” category, select Order Sources. Step 6: Configure Your Order Networks This screen helps you customize the data entry form for new orders by enabling or disabling specific networks. DrPro Patient Network: Activating this toggle likely allows patients to request tests directly through a patient portal or network. DrPro Clinic Network: Activating this toggle likely allows other clinics within the DrPro network to send referral orders directly to your lab. By enabling these options, you can streamline the process of receiving orders from different sources, reducing manual entry and potential errors. 👉 Once your settings are configured, you’re ready for daily operations. Check out our guide on How to Manage Pharmacy module in DrPro!

DrPro Help & Learning, Pharmacy

How to Manage Your Master Medicine List in DrPro Settings

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The foundation of an organized pharmacy is its master medicine database. This section in Settings is where you define every single product you can potentially stock or sell. Keeping this list accurate ensures that pricing, composition, and other details are consistent across your entire pharmacy operation.   Step-by-Step Guide Step 1: Navigate to the Medicine Settings   From the main sidebar on the left, click on the Setting icon at the bottom. The Medicine(s) list will be displayed as the primary configuration page for your pharmacy module.   Step 2: Understand Your Master Medicine List   This screen is your pharmacy’s complete formulary or master catalog. It is not your current stock, but rather the list of all medicines the system knows about. Each row contains crucial details: Name, Manufacturer, Marketer: Basic identification of the product. Composition: The active ingredients in the medicine. Pack Size & Quantity: Details on how the medicine is packaged. Rx Required?: A “Yes/No” flag indicating if a prescription is mandatory for dispensing. Price & Selling Price (₹): The purchase cost and the retail price you charge customers (MRP).   Step 3: Add a New Medicine to the Master List   While not pictured, this screen would typically have an “Add New Medicine” button. Click this button to open a form for a new drug entry. Carefully fill in all the details, including the medicine’s name, manufacturer, composition, pack size, whether a prescription is required, and both the purchase and selling prices. Save the form. The new medicine will now be available to add to your stock and include in orders.   Step 4: Edit Existing Medicine Details   Over time, you may need to update information, such as a change in the selling price or a new marketer. Locate the medicine you need to update in the list. You can use the Search Medicine bar at the top to find it quickly. In the Action column on the far right, click the Edit (pencil) icon. A form or pop-up will appear, allowing you to modify all the details for that medicine. Make the necessary changes and save them. The master list will be updated instantly. 👉 With your master list in order, you’re ready to manage your live inventory. Check out our guide on How to Manage Your Pharmacy Stock in DrPro.

Administration Module, DrPro Help & Learning

How to Set Up WhatsApp Integration in DrPro

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Integrating WhatsApp with DrPro allows you to automate communication with your patients, such as sending them reports, appointment reminders, and prescriptions directly. This guide will walk you through the initial registration process to connect your WhatsApp Business account with the DrPro application.   Step-by-Step Guide     Step 1: Navigate to WhatsApp Integration   From the main sidebar on the left, click on Administration, and then select WhatsApp Integration from the sub-menu. This will open the setup page.   Step 2: Understand the Setup Options   The page has two main tabs for managing your connection: Registration: This is the tab for the initial, one-time setup to link your WhatsApp Business API credentials with DrPro. User Login: This tab is used to log in and manage your integration settings after the initial registration is complete.   Step 3: Complete the Registration Process   The “Registration” tab will be selected by default for the first-time setup. User Name: Enter the username provided by your WhatsApp Business API provider (e.g., Meta, Twilio, or another service). Phone Number: Enter the official business phone number that is registered and verified with your WhatsApp Business account. Password: Enter the password or API key associated with your WhatsApp Business API account. Click the Register button to finalize the connection. Once successfully registered, DrPro will be authorized to send messages on your behalf through the connected WhatsApp number.   Step 4: Manage Your Connection   After the initial setup, you can use the User Login tab to reconnect, view your connection status, or manage your integration settings as needed. 👉 Continue learning with our next guide: How to Configure Automated WhatsApp Messages in DrPro.

Administration Module, DrPro Help & Learning

How to Define and Assign Roles in DrPro Administration

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The Role management section is a powerful tool that allows you to create specific job functions and control what each user can see and do within DrPro. By defining roles like “Receptionist,” “Pharmacist,” or “Lab Technician,” you can ensure that your staff only has access to the modules and features relevant to their job.   Step-by-Step Guide     Step 1: Navigate to the Role Section   From the main sidebar on the left, click on Administration, and then select Role. This will open the role management dashboard.   Step 2: Select the Correct Module   At the top of the screen, you will see tabs for each of your active modules: Clinic, Inventory, Supplier, Lab, and Pharmacy. Roles are specific to each module. Before adding a role, you must first click on the tab for the module where this role will be used. For example, a “Pharmacist” role should be created under the Pharmacy tab, and a “Technician” role under the Lab tab.   Step 3: Add a New Role   After selecting the appropriate module tab, click the Add Role [Module Name] button (e.g., “Add Role Clinic”). A “New Role” pop-up will appear. In the Name field, enter a clear and descriptive name for the role you are creating (e.g., Receptionist, Senior Doctor, Inventory Manager, Lab Assistant). Click Submit. The new role will now appear in the list under the selected module tab.   Step 4: Manage Existing Roles   The main screen lists all the roles you have created for the selected module, showing the Name and Date Created. To manage a role, use the icons in the Action column: Edit (Pencil Icon): Click this to rename an existing role. Delete (Trash Can Icon): Click this to permanently remove a role. Be cautious, as this may affect any users currently assigned to this role.   Step 5: Assign Roles to Users   Once you have created your roles, the final step is to assign them to your users in the User section. Assigning a role to a user will grant them the permissions and access levels that you have defined for that specific role. 👉 Before defining roles, make sure you have your team set up. Check out our guide on How to Manage Users in DrPro Administration!

Administration Module, DrPro Help & Learning

How to Manage Users in DrPro Administration

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The User section is where you control who has access to your DrPro application. Here, you can add new staff members, manage their credentials, and activate or deactivate their accounts, ensuring your system remains secure and organized.   Step-by-Step Guide     Step 1: Navigate to the User Section   From the main sidebar on the left, click on Administration, and then select User from the sub-menu. This will open your user management dashboard.   Step 2: Understand the User Dashboard   The main screen displays a list of all users registered in your system. You can see key details at a glance: Name & Email: The user’s identification details. Status: A toggle switch showing if the user’s account is currently Active (blue) or Inactive (grey). Action: A set of tools to manage the user account. To find a specific person, use the Search User bar at the top.   Step 3: Add a New User   Click the Add New User button in the top-right corner. A pop-up form will appear. Fill in the new user’s information: Full Name User Name (for logging in) Email address A secure Password Gender Are you a doctor?: Select “Yes” or “No”. This may assign specific privileges or roles to the user. Click Submit to create the new user account. The user will now appear in your main list.   Step 4: Manage Existing Users   The Action column next to each user provides three main functions: Status Toggle: Click this switch to quickly activate or deactivate a user’s account. An inactive user will not be able to log in. Edit (Pencil Icon): Click this to open the user’s details form and make changes to their name, email, or other information. Delete (Trash Can Icon): Click this to permanently remove a user from the system. This action should be used with caution. 👉 Continue learning with our next guide: How to Define and Assign Roles in DrPro Administration.

Administration Module, DrPro Help & Learning

How to Manage Your Product in DrPro Administration

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The Administration module is the central control panel for your entire DrPro application, and the Product section is where you manage which core functionalities are active for your organization. This guide explains how to enable or disable different modules like Clinic, Lab, or Pharmacy.   Step-by-Step Guide   Step 1: Navigate to the Administration Panel   From the main sidebar on the left, click on Administration. This will open the high-level settings for your account. Then, select Product from the options.   Step 2: Understand the Product Subscriptions Dashboard   This screen provides a clear overview of all the DrPro modules available to you and their current status: Name: Lists the core modules (e.g., Clinic, Inventory, Lab, Pharmacy). Subscriptions: A toggle switch that shows if a module is currently active (ON – blue) or inactive (OFF – grey). Start Date: Shows the date when the subscription for that specific module was initiated.   Step 3: Activate or Deactivate Modules   Managing your active modules is as simple as flipping a switch: To activate a module: Click the toggle switch so it turns blue. The corresponding module will now be accessible to users in your organization (based on their roles and permissions). To deactivate a module: Click the toggle switch so it turns grey. This will make the entire module and its features inaccessible to all users. Important Note: This is a high-level administrative action. Deactivating a module will affect your entire organization’s workflow until it is re-enabled.   Step 4: Review Your Subscription Start Dates   The Start Date column provides a helpful record of when each part of your DrPro service was activated, which can be useful for account management and history tracking. 👉 Continue learning with our next guide: How to Manage Users and Roles in DrPro Administration.

DrPro Help & Learning, Pharmacy

How to Analyze Your Pharmacy Performance with DrPro Reports

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Understanding your pharmacy’s performance is key to making informed business decisions. The Pharmacy Report section in DrPro provides powerful insights into your sales, top-selling products, doctor referrals, and tax collections, all in one place.   Step-by-Step Guide     Step 1: Navigate to the Reports Section   From the main sidebar on the left, click on Pharmacy and then select Pharmacy Report. This will open the main reporting dashboard.   Step 2: Select Your Desired Timeframe   At the top of the page, you can filter all reports by a specific period. Choose from predefined options like 1 Month, 3 Months, 6 Months, or 12 Months, or use the Date Range Picker to select a custom date range for your analysis.   Step 3: Explore the Different Report Types   The reporting tool is organized into several tabs, each offering a unique perspective on your business: 1. All Report (The Main Dashboard) This is your at-a-glance overview of the pharmacy’s key performance indicators. It visualizes important data like: Top Selling Medicines: A bar chart showing your most popular products by revenue, helping you identify what to keep in stock. Doctor Revenue: Tracks the revenue generated from prescriptions by specific doctors. 2. Sales Report This tab focuses purely on your sales performance. It provides key financial metrics: Total Revenue: The total amount of money generated from sales. Total Orders: The number of transactions completed. Average Order Value: The average amount spent per order. The Monthly Revenue Report graph gives you a visual breakdown of your gross revenue, net revenue, and discounts over time. 3. Doctor Referrals Report This report helps you understand the value of your relationships with referring doctors. Key metrics include: Total Referrals: The total number of orders referred by doctors. Active Doctors: The number of doctors who have sent prescriptions. Referrals Revenue: The total revenue generated from these referrals. The Monthly Referral Trends graph shows you how this channel is performing over the selected timeframe. 4. GST Report Essential for financial accounting and tax compliance, this report summarizes your GST collections: Total Sales & Net Sales: Sales figures before and after tax. Total GST: The total amount of GST collected. GST Rate: The effective GST rate on your sales. The Monthly GST Collection graph visually tracks the tax collected over time.   Step 4: Download Your Reports   On each report tab, you will find a Download Report or Download button. Click this to export the data as a file (e.g., PDF or CSV), which you can use for offline analysis, accounting, or record-keeping. 👉 Analyzing reports can help you make better purchasing decisions. Check out our guide on How to Manage Your Pharmacy Stock in DrPro!

DrPro Help & Learning, Pharmacy

How to Manage Your Pharmacy Stock in DrPro

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Effective stock management is vital for any pharmacy to prevent shortages, track expiry dates, and ensure medications are always available for patients. The Stock Management section in DrPro is your central hub for controlling your entire inventory. Step-by-Step Guide     Step 1: Navigate to the Stock Management Section   From the main sidebar on the left, click on Pharmacy and then select Stock. This will open your main inventory dashboard.   Step 2: Understand Your Stock Dashboard   The dashboard provides an immediate overview of your inventory status: Summary Cards: At the top, you’ll find a quick summary: Current Stock: The total number of unique items available. Running Low: Items that have reached their pre-defined alert level. Out of Stock: Items that are completely unavailable. Main List: This table shows all your inventory items with details like Medicine Name, Current Stock, Price, MRP, and your set Alert Stock.   Step 3: Add a New Item to Your Inventory   To add a new medication or product to your stock for the first time: Click the Add New Item button in the top-right corner. An “Add New Item” pop-up will appear. Fill in the following details: Select Item: Choose the medicine from your master list. If it’s a brand-new medication that doesn’t exist in the system yet, you can click the + Item button to add it to your master database first. Quantity: Enter the total number of units you are adding to your stock. Alert stock: Set the minimum quantity threshold. When the stock level drops to this number, the item will appear in the “Running Low” category. Expiry date & Batch number: Enter these crucial details for tracking and safety. Click Save to add the item to your inventory.   Step 4: View, Search, and Manage Your Stock   Once added, the medicine will appear in your stock list. Use the Search Medicine bar to quickly find any item in your inventory. The Action column will allow you to make adjustments, view history, or update details for each item. For larger updates, you can use the Bulk items stock in and Bulk items stock out features to efficiently manage large quantities of multiple items at once. 👉 Ready to dispense medication from your updated inventory? Check out our guide on How to Manage Pharmacy Orders in DrPro.

DrPro Help & Learning, Pharmacy

How to Manage Patients in the DrPro Pharmacy Module

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Maintaining an accurate and easily accessible patient database is essential for any pharmacy. The Patients section in DrPro provides a comprehensive platform to manage patient information and view their complete prescription history, ensuring safe and efficient service. Step-by-Step Guide     Step 1: Navigate to the Patients Section   From the main sidebar on the left, click on Pharmacy and then select Patients. This will open your pharmacy’s central patient database.   Step 2: Add a New Patient   To add a new person to your records: Click the + Add Patient button located in the top-right corner. A pop-up form will appear. Fill in the patient’s necessary details, such as their Full Name, Age and/or Birth Date, Gender, and other contact information. Click Add Patient to save the record. The new patient will now be visible in your main list.   Step 3: View and Search Your Patient List   The main screen displays a list of all your patients, showing their name, contact details, and address. To quickly find a specific patient, simply type their name or phone number into the Search Patient bar at the top.   Step 4: Access Detailed Patient Information and History   To get a complete view of a patient’s profile and their interactions with your pharmacy, click View Patient in the “Action” column. A detailed pop-up will open with two tabs: Patient Info: This tab contains all the demographic information for the patient. You can view their general contact details, address, employment information, and any other custom data fields. Pharmacy Orders: This is a vital feature for pharmacists. This tab displays a complete history of all prescriptions and orders dispensed to that patient. You can instantly see the order number, prescribing doctor, and the status of each transaction, providing a full overview of their medication history. 👉 Ready to create a new prescription for a patient? Head over to our guide on How to Manage Pharmacy Stock in DrPro!

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