DrPro Help & Learning

The Billing & Payments module in DrPro helps hospitals and clinics handle patient invoices, payments, and receipts quickly — ensuring error-free transactions and better financial tracking.In this guide, you’ll learn how to generate bills, record payments, and manage outstanding balances seamlessly. 🎥 Video Walkthrough(Watch the video below for a complete step-by-step tutorial. If you prefer reading, continue with the guide.)   Step-by-Step Billing & Payment Guide Step 1: Open the Billing Section From your DrPro Dashboard, navigate to the “Billing” or “Payments” tab.You’ll see options like Create Bill, Pending Bills, and Payment Records. Step 2: Select the Patient Use the search bar to find the patient by name, ID, or visit number.All linked visit details, treatments, and services will automatically appear. Step 3: Add Services or Items Click Add Item to include services such as: Consultation Fees Lab Tests Pharmacy Orders Procedures or Room Charges Each item will auto-calculate based on your hospital’s price list. Step 4: Generate the Bill Once all services are added, review the total amount and applicable taxes.Click Generate Bill to finalize it.You can print or share the bill directly with the patient. Step 5: Record Payment Click on “Add Payment” to record received payments.Choose the mode of payment: Cash Card UPI Insurance Enter payment details, amount, and remarks if necessary. Step 6: Track and Manage Payments All payment entries will appear in the Payment Records section.You can check: Pending payments Completed bills Partially paid invoices 💡 Tip: Use the Outstanding Report to follow up with patients who have pending dues. Troubleshooting Tips Bill not generating?Make sure patient details and services are added correctly. Duplicate entry?Review existing bills before creating a new one. Payment mismatch?Recheck payment mode and transaction amount before saving. 👉 Continue learning with our next guide: How to Generate Reports in DrPro

The Orders module in DrPro helps hospitals and clinics manage lab, pharmacy, and radiology orders in one place — making the process faster and error-free.In this guide, you’ll learn step-by-step how to create, track, and manage patient orders efficiently. 🎥 Video Walkthrough(Watch the video below for a complete step-by-step tutorial. If you prefer reading, continue with the guide.)   Step-by-Step Order Management Guide Step 1: Open the Orders Section From your DrPro Dashboard, click on the “Orders” tab.Here, you’ll see different order types like Lab Orders, Pharmacy Orders, and Radiology Orders. Step 2: Select the Order Type Choose the type of order you want to create.For example: Lab Orders for tests like blood, urine, or imaging. Pharmacy Orders for prescribed medicines. Radiology Orders for X-rays, CT scans, or MRIs. Step 3: Add Patient Details Select the patient name from your registered list or use the search bar.Patient details like ID, age, and doctor will automatically appear. Step 4: Add Order Information Enter the required order details such as: Test or Medicine name Quantity or Dosage Doctor’s notes (optional)Click Add Item to include multiple orders in one go. Step 5: Submit and Track Order Once you’ve entered all the details, click Submit Order.You can track the order’s status — Pending, In Progress, or Completed — directly in the Orders section. 💡 Tip: Use filters like “Today’s Orders” or “Pending Approval” to manage large order volumes efficiently. Troubleshooting Tips Order not showing?Refresh the Orders page or check the date filter. Duplicate order created?Review recent entries before adding a new one. Need to update order status?Click Edit Order and update it from the status dropdown. 👉 Continue learning with our next guide: How to Manage Billing and Payments in DrPro

The Marketing module in DrPro helps you connect with your patients through reminders, promotional campaigns, and updates.In this guide, you’ll learn how to create, send, and track marketing campaigns directly from your DrPro dashboard. 🎥 Video Walkthrough(Watch the video below for a complete step-by-step tutorial. If you prefer reading, continue with the guide.) Step-by-Step Marketing Guide Step 1: Go to the Marketing Section From the DrPro Dashboard, open the “Marketing” tab in the main menu.You’ll see options like SMS Campaigns, Email Campaigns, and Templates. Step 2: Create a New Campaign Click on “Create Campaign.”Select the type of campaign you want to run — SMS, Email, or Notification. Step 3: Choose Your Audience Select the target audience from your existing patient list.You can filter by: Appointment Status (e.g., follow-up due) Treatment Type Last Visit Date Specific Doctors or Departments 💡 Tip: Use filters to send more personalized messages for higher engagement. Step 4: Write Your Message Enter your campaign message — like a health tip, offer, or reminder.You can also use pre-designed templates available in DrPro for quick setup. Example messages: “Reminder: Your follow-up appointment with Dr. Mehta is tomorrow at 10 AM.” “This Diwali, get 20% off on full body check-ups at DrPro Clinics!” Step 5: Schedule or Send Campaign Choose whether to send your message instantly or schedule it for a later date/time.Click Send Now or Schedule Campaign. Step 6: Track Campaign Performance Once sent, you can monitor delivery reports, open rates (for emails), and response metrics directly from the Campaign Report tab. Troubleshooting Tips Message not delivered?Check patient contact details and ensure valid phone numbers or emails. Duplicate messages sent?Review your recipient list before confirming the campaign. Need a reusable format?Save your message as a Template for future campaigns. 👉 Continue learning with our next guide: How to Manage Reports and Analytics in DrPro

Adding a new patient to your clinic or hospital system is the first step toward managing appointments, visits, and treatment records efficiently.In this guide, you’ll learn how to add and manage patient details in DrPro. 🎥 Video Walkthrough(Watch the video below for a complete step-by-step tutorial. If you prefer reading, continue with the guide.) Step-by-Step Patient Registration Guide Step 1: Go to the Patient Section From your DrPro Dashboard, click on the “Patients” tab in the main menu.You’ll see a list of all existing patients along with a search bar and filters. Step 2: Click on “Add Patient” Tap the Add Patient button to open the registration form.Here you’ll enter the patient’s basic information. Step 3: Enter Basic Details Fill out key fields such as: Full Name Gender Age / Date of Birth Contact Number Email ID (optional) 💡 You can also add Patient ID, Referred By, or Emergency Contact if required. Step 4: Add Address and Medical Information Enter the Address, Blood Group, and Known Allergies (if any).These details help doctors access complete health information during visits. Step 5: Upload Documents (Optional) You can upload important documents like previous prescriptions, reports, or ID proofs for quick reference. Step 6: Save the Patient Record After entering all details, click Save Patient.The new patient will now appear in your list, and their record will be linked to appointments, visits, and billing. Troubleshooting Tips Duplicate entry showing?Check the contact number or ID before adding a new patient. Details missing in list?Refresh the dashboard or use the search filter to find the record. Need to edit a record?Open the patient profile, make the changes, and click Update Patient. 👉 Continue learning with our next guide: How to Manage Appointments in DrPro

Managing admitted patients is simple and efficient with DrPro’s IPD (In-Patient Department) module.This guide will walk you through how to admit a patient, assign a room, and manage their treatment and discharge. 🎥 Video Walkthrough(Watch the video below for a complete step-by-step tutorial. If you prefer reading, continue with the guide.) Step-by-Step IPD Guide Step 1: Go to the IPD Section After logging into your DrPro Dashboard, open the IPD module from the side menu.Here, you’ll see the list of all current in-patients and their admission details. Step 2: Admit a Patient Click on the “Admit Patient” button.Select the patient from your registered list or add a new one if needed.Enter admission details such as Admission Date, Doctor, Ward, Bed Number, and Reason for Admission. Step 3: Assign Room and Bed Choose the ward type (General, Semi-Private, Private, ICU, etc.).Select the available room and bed from the list. 💡 You can check bed availability in real-time from the same screen. Step 4: Add Treatment Details Once the patient is admitted, you can start recording daily treatment updates —including diagnosis notes, medicines, investigations, and doctor rounds. Step 5: Manage Billing and Reports DrPro automatically generates daily charges based on room, services, and medicines.You can view, update, or print IPD bills anytime.All reports, prescriptions, and treatment history stay linked to the same admission record. Step 6: Discharge the Patient When the treatment is complete, click on “Discharge Patient.”Add discharge notes, final bill summary, and doctor’s remarks.DrPro saves the complete discharge summary automatically in the patient’s profile. Troubleshooting Tips Bed not showing as available?Check if it’s already assigned to another patient under IPD. Need to transfer a patient?Use the Transfer Bed option to move patients between wards without losing data. Billing not updating?Verify that all chargeable services are marked correctly in the IPD record. 👉 Continue learning with our next guide: How to Manage Pharmacy Orders in DrPro

Managing patient visits is quick and efficient with DrPro. This guide will help you record complaints, diagnoses, and prescriptions — all in one place for a complete patient history. 🎥 Video Walkthrough(Watch the video below for a complete step-by-step tutorial. If you prefer reading, continue with the guide.)     Step-by-Step Visit Guide Step 1: Go to the Visit Section After logging into your DrPro Dashboard, open the Patient or Appointment module.Select the patient you want to create a visit for, and click Add Visit. Step 2: Add Visit Details Fill in the basic information such as Visit Date, Doctor, and Visit Type (e.g., follow-up, first visit, consultation). Step 3: Record Patient Complaints In the Complaints field, enter the patient’s primary symptoms or issues. 💡 Keep it brief but clear for better diagnosis tracking. Step 4: Add Diagnosis and Observations Enter the Diagnosis, Findings, and any relevant Notes for the visit.You can also attach lab results or previous records if needed. Step 5: Prescribe Medication Under the Prescription section, select medicines, dosages, and durations.DrPro automatically saves this under the patient’s prescription history. Step 6: Save and Review Visit Summary After adding all details, click Save Visit.You can review the Visit Summary, which includes complaints, diagnosis, and prescribed medicines — all linked to the patient’s record. Troubleshooting Tips Patient not found?Make sure the patient is registered before adding a visit. Missed appointment link?You can link a visit to an existing appointment by selecting it in the visit form. Need to edit details?Open the visit record, make changes, and click Update Visit — DrPro keeps versioned logs for accuracy. 👉 Continue learning with our next guide: How to Create a Prescription in DrPro

Scheduling and managing appointments is one of the most important parts of running your clinic efficiently. In this guide, you’ll learn how to create, view, and manage appointments in DrPro — step-by-step. 🎥 Video Walkthrough(Watch the video below for a complete tutorial. If you prefer reading, continue with the guide.)   Step-by-Step Appointment Guide Step 1: Go to the Appointment Section After logging into your DrPro dashboard, look for the “Appointments” tab on the main menu.Click it to open the appointment management screen. Step 2: Click on “Add Appointment” Tap the Add Appointment button to create a new booking.You’ll see input fields like Patient Name, Date, Time, Doctor, and Visit Type. Step 3: Select or Add a Patient Start typing the patient’s name — if they’re already registered, it will appear in the list.If it’s a new patient, you can add them directly using the “Add New Patient” option. Step 4: Choose the Doctor and Time Slot Select the doctor from the dropdown and pick an available time slot. 💡 You can view each doctor’s daily schedule to avoid overlapping bookings. Step 5: Confirm and Save Appointment After filling all the details, click on Save or Confirm Appointment.The appointment will appear in the doctor’s schedule and the patient’s record. Step 6: View or Edit Appointments You can view all booked appointments from the Appointment List or Calendar View.Need to make changes? Simply open the appointment and click Edit to update time, doctor, or notes. Troubleshooting Tips Patient not showing?Make sure they’re added to your clinic records before booking. Overlapping bookings?Check the doctor’s availability calendar before confirming. Need to cancel?Open the appointment and click Cancel Appointment — the slot will be freed automatically. 👉 Continue learning with our next guide: How to Add a Patient in DrPro