Careflow CMS
The clinic workspace you open every morning
Patients, appointments, the live queue, consultations, billing and WhatsApp in one installable app. Careflow CMS is the product every add-on plugs into, and it works on its own without any AI.
What Careflow CMS does
Today's queue
A live waiting list for the day: check patients in, see who is running late, and start the next consultation without leaving the screen.
Appointments and calendar
Book, reschedule and cancel visits, run a day list or a calendar view, and set per-doctor availability and leave.
Patient records
Registration, search, bulk import, photos, documents and full visit history, with clinical notes gated by role.
Consultations and prescriptions
Record complaint, diagnosis, plan and medicines, then confirm the visit to generate the invoice and follow-up in one action.
Billing and invoices
Invoices render on demand as PDF so they always reflect current payment status. UPI deep links let a patient pay from the invoice.
WhatsApp built in
Appointment confirmations, reminders, invoices and follow-ups. Use Simple WhatsApp from your own phone, or connect the Meta Business API for automatic sends.
Follow-ups and recalls
Automatic recall scheduling after a visit, with a board of who is due so nobody quietly drops off the list.
Google reviews
Review requests go out after a completed visit, with a feedback gate so unhappy patients reach you before they reach Google.
Marketing
Segment your patient list, run WhatsApp campaigns with opt-out and quiet-hour guardrails, and see which message produced a booking.
Your clinic website
A public page at /c/your-clinic with doctors, services, timings and directions, built from your clinic settings and ready to share.
Reports
Revenue trends, visit counts, outstanding balances and per-doctor breakdowns.
Installable and mobile first
Add Careflow to your phone home screen and run it full screen between patients. Built for one-handed use at 44px tap targets.
How it works
- 1
Create your clinic and finish the short setup: fee, doctor profile and WhatsApp mode.
- 2
Add patients, or import an existing list.
- 3
Book visits and work the day from the queue.
- 4
Confirm the consultation to bill, schedule the follow-up and message the patient in one step.
What to know first
WhatsApp Business API sending needs your own Meta number and credentials. Simple WhatsApp works immediately without it.
Careflow is a practice management system, not an EMR certified for any specific national standard.
Support
Careflow CMS questions
Common questions about Careflow CMS.
Still have questions? Contact us · Legal center
Other products
Trust & compliance
How Careflow approaches security and privacy
Controls and policies we document publicly. These are product summaries, not third-party certifications. Open any item for the full policy.
- DPDP ActIndia privacy framework
- TLS 1.2+Encryption in transit
- Multi-tenantClinic data isolation
- eSign trailElectronic consent
- WhatsApp APIOfficial Cloud API
- DPAData processing terms
- Access controlAuth & session scope
- Legal hubPublic policy library
Full documents: Legal center·Privacy·Security·DPDP