Rudra Acupuncture Clinic
Patient & Lead Tracking System
Today’s schedule at a glance, plus overall leads, visits and revenue.
Leads by Source
| Patient | Mobile | Source | Telecaller | Visit Date | Total | Paid | Balance | Mode | Next Scheduled | Status |
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Log every call — connected leads and not-connected attempts alike.
New Call Log
| Date | Telecaller | Patient | Mobile | Status | Reason | Notes |
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Record a patient visit — supports part payments and follow-up scheduling.
Find Patient
| Patient | Mobile | Source | Visits | Balance | Status |
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| Patient | Mobile | Visit Date | Total | Paid | Balance | Mode | Next Visit | Notes |
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Today’s summary, patient records, telecaller performance, reports and settings.
Pending Visit Details
| Patient | Mobile | Telecaller | Last Visit | Next Visit Due | Balance |
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| Patient | Mobile | Source | Telecaller | Total Visits | Last Visit | Total Paid | Balance | Status | Actions |
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Telecallers Performance
| Telecaller | Dialed | Connected | Not Connected | Connect Rate | Leads Created |
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Not-Connected Reasons Breakdown
| Reason | Count |
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| Date | Telecaller | Patient | Mobile | Status | Reason |
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Downloadable Reports
Generate an Excel workbook for any of the reports below.
Overall Report
Every patient and every visit with full payment breakdown.
Patient Data Report
One row per patient — visit counts, totals, paid & balance.
Telecallers Performance
Dialed, connected, not-connected and reasons per telecaller.
Pending Visits Report
Patients due for a follow-up visit, with last-visit context.
Payment & Balance Report
Every visit’s total, paid, balance and mode of payment.
Tab Passwords