From first tap to done — in five steps.
Create
Upload service, set cash and insurance prices.
Promote
Auto-included in local marketplace search.
Book
Patients book directly; deposit secured.
Deliver
Visit lands in your schedule; QR check-in.
Settle
Receivables posted to your ledger automatically.
What changes when you switch this on.
| Workflow | Before PatientMD | With PatientMD |
|---|---|---|
| New-patient discovery | Yelp + Google rankings only. | First-class listing in the PatientMD marketplace. |
| Price transparency | Surprise bills, bad reviews. | Cash + insurance side-by-side at booking. |
| Booking friction | Phone-only, business hours. | 24/7 booking with deposit + reminders. |
| Accounting | Receipts and statements pile up. | Booked revenue flows into your ledger. |
What's included out of the box.
Built around your workflow — not against it.
Promote your business packages effectively and keep track of your revenue efficiently
Talk to our team →
Everything you'd want to know.
Tap any question to expand the answer.
Business Contracts
Get a list of all your existing business contracts. Create new contacts by clicking on the “+” icon at the bottom of your screen or clicking on “Create New Contract”. Enter the start and end dates, your expected revenue and the commission rates. You can negotiate on the commission with our sales team. Upon agreeing to the terms and conditions, your new contact will be created. Its that simple!
You can extend your contract by selecting the extend duration and sending the request. You can also check your drafted, upcoming and historical contracts.
Market your services
Create attractive deals for your customers under your existing contracts. Select the branch location where you want to promote your deals, enter the deal details such as type of appointment, start and end dates, mark up price and deal price, deal highlights, set your promotional target, upload relevant images and videos and add the personnel who will execute your deal. Submit the details and your deal is live!
Submitted deals
Get a list of all your deals submitted so far. You can chat with our sales representatives on the latest updates on your deals submitted. Once approved, you can publish your deals to make them live, else you can make changes to your deal and re-submit again.
Deals Revenue
Get a complete summary of your total revenues earned, money withdrawn and the balance amount. Get a deal wise and branch wise segmentation of your deal revenues. Get the statistics of the fulfilled and unfulfilled sold deals. You can check your withdrawal status at any given point.
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