MARKETISE / CLINIC OPERATIONS

Good morning, Qasim.

Your clinic command center is ready. See what needs attention today, where enquiries are coming from, and what is moving toward treatment.

32%conversion

+32% leads

48 booked

86 active pts

NEW LEADS↗

186

+32% vs last month

BOOKED TODAY◷

08

06 confirmed · 02 pending

ACTIVE PATIENTS+

86

+18% this month

REVENUE₨

286.5K

+40% month to date

PIPELINE

Lead → Treatment journey

See exactly where enquiries are getting stuck.

StageVolumeConversionOwner

New leadsFresh enquiries waiting for first contact

74

Reception

ContactedConversation started

48

Qasim

Appointment bookedReady for clinic visit

31

Reception

In treatmentActive rehabilitation plan

21

Dr. Saiem

ConvertedCompleted / retained patient

12

Dr. Saiem

CHANNELSWhere demand is coming from

Last 30 days

Facebook4826%

Instagram3217%

WhatsApp2815%

Website169%

REVENUE SIGNALMonth-to-date

PKR

286,500

Collected₨ 238,000

Outstanding₨ 48,500

83% collected · 17% outstanding

Leads

Every enquiry from Facebook, Instagram, WhatsApp and your website in one pipeline.

Lead	Source	Interested In	Status	Assigned	Next Follow-up	Action

Conversations

Unified inbox with live WhatsApp Cloud API conversations and existing CRM channels.

Select a conversation

Appointments

Real appointment records with clinic-level isolation, status changes and audit logging.

Time	Patient / Lead	Service	Therapist	Status	Source	Action

Patients

Real patient records linked to leads and ready for appointments, treatment and billing.

Patient	Primary Concern	Contact	Status	Created	Action

Calendar

Appointments, treatments and follow-ups in one schedule.

October 2026

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CALENDARS

🔵 Appointments
🟢 Treatments
🟣 Follow-ups

Week of 28 Sep – 04 Oct

Mon
28 Sep

Tue
29 Sep

Wed
30 Sep

Thu
01 Oct

Fri
02 Oct

Sat
03 Oct

9 AM

Ali Raza
Knee Assessment

10 AM

Sara Khan
Shoulder Rehab

12 PM

Bilal Ahmed
Back Pain

2 PM

Ayesha Malik
Post Injury

Automation

Reliable event-driven workflows, scheduled jobs and n8n handoffs.

Workflow Engine0 active

Execution HealthLast 100

Successful0

Queued / Running0

Failed0

n8n WebhookUse the server-side webhook secret from api/config.php. CRM never exposes it to the browser.

Recent Executions

Every automation run is traceable and retry-safe.

Workflow	Trigger	Status	Entity	Created	Error

Analytics & ROI

Turn CRM activity into conversion, acquisition and revenue intelligence.

Leads◉

—

CRM enquiries

Appointments▣

—

Booked in period

Attendance✓

—

Completed / attended

Revenue₨

—

Recorded payments

Cost / Lead⌁

—

Ad spend efficiency

Conversion FunnelPeriod performance

Leads—

Appointments—

Attended—

Converted / active—

Channel PerformanceLeads and bookings

Top ServicesLead demand

Lead Volume—

Acquisition EconomicsRecorded marketing spend

Marketing spend—

Revenue—

ROAS—

Revenue / lead—

Conversion rate—

Billing & Payments

Record actual payments and keep revenue reporting tied to source transactions.

Patient	Amount	Method	Status	Reference	Paid At

Follow-ups

Every callback has an owner, due time, priority and completion state.

Lead / Patient	Reason	Due	Owner	Priority	Status	Action

Clinical Operations

SOAP-style treatment sessions, plans, exercises and patient progress.

Active Plans—

Sessions Logged—

Home Exercises—

Patient Documents—

Patient	Session	Therapist	Progress	Date	Action

Staff & Permissions

Manage clinic users with least-privilege roles. Server-side authorization remains the final control.

Team member	Role	Status	Created	Actions

PERMISSION MATRIXRole capabilities

Audit Log

A chronological security trail for staff access and CRM mutations in this clinic.

Time	User	Action	Entity	Details

Integrations

Connect external acquisition channels to the CRM without exposing credentials in the browser.

M

META LEAD ADS

Automatic lead capture

Webhook → Lead record → deduplication → assignment → audit trail.

The CRM receives Meta's webhook notification, securely fetches the lead fields server-side using the stored Page Access Token, creates the lead once, and records the external lead ID to prevent webhook retries from creating duplicates.

WEBHOOK ENDPOINT

Not configured

Configure the server URL first.

Verification token and Meta App Secret stay in api/config.php. They are never stored in this page.

CONNECTED PAGESMeta Page connections

0

Page	Status	Auto-assign	Actions

EVENT PIPELINERecent lead events

Deduplicated

Received	Lead	Status	External ID

◔

WHATSAPP CLOUD API

Two-way clinic messaging

Inbound webhook → conversation → staff reply → WhatsApp delivery.

Messages are processed server-side. Access tokens remain encrypted in the CRM. Incoming WhatsApp messages are deduplicated by Meta message ID and attached to the matching lead when a phone number is found.

WEBHOOK

Not configured

Configure the server URL first.

Use the same Meta App Secret and webhook verification token configured for the Meta integration. WhatsApp credentials are stored separately from Facebook Page tokens.

CONNECTED NUMBERSWhatsApp Cloud API

Number / Business	Status	Phone Number ID	Last Webhook	Actions

INGESTION FLOWWhat happens when a Meta lead arrives

01 · Meta sends a signed webhook eventVerify signature

02 · CRM matches the Page to a clinicTenant isolated

03 · CRM fetches lead fields server-sideToken never reaches browser

04 · External Lead ID is checkedDuplicate safe

05 · Lead is created and assignedAudit logged

Settings & Deployment

Production connection status and operational safeguards.

Clinic ProfileChecking

Clinic Name

Website

Timezone

Production Checklist

HTTPS—

Database API—

Secure sessionsEnabled

CSRF protectionEnabled

Login throttlingEnabled

Tenant isolationEnabled

Services

Clinic services used by the booking and lead qualification flows.

Service	Category	Starting Fee	Status
Neck Pain Treatment	Physiotherapy	₨ 4,500	Active
Shoulder Pain Treatment	Physiotherapy	₨ 4,500	Active
Low Back Pain Treatment	Physiotherapy	₨ 4,500	Active

Treatment Plans

Care plans are managed from Clinical Operations so the plan and session history stay linked.

Clinical records are tenant-isolated and write actions require authenticated staff permissions. Do not store unnecessary sensitive information in notes.

Plan	Patient	Sessions	Status	Dates	Action

Patient Documents

Controlled document storage for assessments, reports and home exercise plans.

Allowed: PDF, JPG, PNG, WEBP and TXT. Maximum 10 MB. Store the configured storage directory outside the public web root whenever possible.

Document	Patient	Type	Size	Uploaded	Action