Backup & Restore

MediNITS uses a 6-layer automatic backup system. Your data is never lost. Here is exactly how it works and how to take manual backups.

How Automatic Backup Works

Every time you save a patient, create an invoice, or update settings, MediNITS automatically writes your data to 6 different storage locations simultaneously:

How to Take a Manual Backup

Method 1: Export Settings Backup (Recommended)

Method 2: Cloud Backup (Supabase)

How to Restore Data

Restore from Settings Backup File

Restore from Supabase Cloud

If you lose all local data (e.g. switched devices or cleared browser), configure Supabase credentials in Settings and click 🔄 Sync Data. All your backed-up patient records, invoices and appointments will re-download.

Moving to a New Device

1. On old device: Settings → Export Backup → download JSON file
2. On new device: Open app.medinits.com → login with credentials
3. Settings → Import Backup → select the JSON file
4. If using Supabase: paste credentials → click Sync Data

Dashboard

The Dashboard is your clinic's command center — real-time stats, today's appointments, OPD queue, and quick-action shortcuts, all in one glance.

Dashboard Cards

Quick Actions

The Dashboard includes one-click shortcuts to the most common workflows: Add Patient, New Appointment, Generate Invoice, and Send WhatsApp Reminder.

Recent Activity Feed

Shows the last 10 actions across all modules — new patients added, invoices created, appointments confirmed, prescriptions printed. Each item links to the relevant record.

Patient Management (EMR)

Add, search and manage patient records. Every patient has a full Electronic Medical Record (EMR) with visit history, prescriptions, invoices, lab reports and insurance details.

Adding a Patient

1. Click 👥 Patients in sidebar → click + Add Patient
2. Fill: Full Name (required), WhatsApp number, Date of Birth, Blood Group, ABHA ID (optional)
3. Add Allergies, Chronic Conditions, Emergency Contact
4. Toggle DPDP Consent if the patient has given verbal consent
5. Click Save Patient

Patient Record Sections

Searching Patients

Use the search bar at the top of the Patients section. Search by name, phone number, ABHA ID or registration number. Results appear instantly as you type.

Patient Limit by Plan

Basic: 100 patients | Professional: 500 patients | Enterprise: 1,000 patients | White-Label: Unlimited. When you reach the limit, MediNITS shows an upgrade prompt. Upgrade by contacting +91 9663769576.

EMR & AI Prescriptions

Record patient visits with full clinical notes and generate AI-powered prescriptions in 30 seconds using Google Gemini or Groq Llama — both completely free.

Recording a Visit

1. Patients → click patient name → + Add Visit
2. Enter: Date, Chief Complaint, Vital Signs (BP, Temp, Weight, SpO2, Pulse)
3. Enter Diagnosis
4. Add Drugs manually OR click 🤖 AI Generate Drugs
5. Add Clinical Notes, Follow-up Date
6. Click Save Visit

AI Prescription Generation Enterprise

Prescription PDF Format

Every printed prescription includes: Clinic name & logo, Doctor name & qualification, Patient name & age, Date, Rx symbol, Drug list with dosage, Advice/notes section, Doctor signature area, and a unique Rx number for record-keeping.

Getting Your Free AI Key

1. Go to aistudio.google.com
2. Sign in with any Google account
3. Click "Get API Key" → Create API Key in new project
4. Copy the key (starts with AIzaSy...)
5. In MediNITS: Settings → AI Models → Gemini → paste key → Set Default → Save

Billing & Payments

Create professional GST invoices with UPI QR codes, track paid/partial/pending status, send WhatsApp reminders, and export reports for your CA — all in one place.

Creating an Invoice

1. Click 🧾 Billing in sidebar
2. Select Patient from the dropdown — their name and phone auto-fill. Any outstanding invoices are highlighted.
3. Enter date and select payment mode (Cash, UPI, Card, Cheque)
4. Click + Add Item — enter description, quantity, rate
5. Toggle GST if applicable — enter GSTIN and tax rate
6. Click Generate Invoice — a professional PDF-ready invoice is created

Invoice History & Payment Status

Every invoice appears in the Invoice History panel below the billing form. You can filter by: All | Pending | Partial | Paid. Search by patient name or invoice number.

UPI QR Code on Invoices

Add your UPI ID in Settings → Clinic Profile → UPI ID. Every invoice will have a scannable UPI QR code — patients scan and pay instantly with GPay, PhonePe, Paytm or any UPI app.

GST Report (GSTR-1)

Analytics → GST Helper shows a complete month-by-month GST breakdown: Taxable Value, CGST, SGST, totals — ready for your CA to file GSTR-1. Click Print to download as PDF.

Appointment Calendar

Full drag-and-drop calendar for scheduling, rescheduling and managing appointments. WhatsApp confirmations sent automatically.

Booking an Appointment

1. Click 📅 Calendar → click on any time slot
2. Select patient from dropdown (or type to search)
3. Set appointment type (Consultation, Follow-up, Procedure, Emergency)
4. Add notes if needed
5. Click Save — WhatsApp confirmation auto-sent to patient

Views Available

Day view (hourly slots), Week view, Month view. Use the arrows to navigate between dates. Today button jumps to current date.

Drag & Drop Reschedule

Simply drag an appointment block to a new time slot to reschedule. A WhatsApp reschedule notification is sent automatically.

QR Code Booking Page

Analytics → Share QR Code to give patients a link where they can self-book appointments. Confirmed bookings appear in your calendar instantly.

OPD Queue & Token System

Issue numbered tokens to walk-in patients. Display the live queue on a waiting room TV or screen. Patients know exactly when their turn is coming.

How to Use OPD Queue

1. Click 🏷️ Queue in the sidebar
2. Click + Issue Token — enter patient name or select existing patient
3. Token number is assigned automatically (1, 2, 3...)
4. Click Call Next to advance the queue counter
5. Click Display Mode to show full-screen queue for waiting room TV

Display Board

Click "📺 Display Board" to open a full-screen view showing: Current token being served (large), Next 3 tokens waiting, Total patients in queue, Average wait time. Perfect for a second monitor or TV in the waiting area.

WhatsApp Queue Updates

Optionally send WhatsApp messages when a patient's token is "called" — they can wait outside and come in when notified. Requires CallMeBot configuration in Settings.

WhatsApp & SMS Messaging

Send automated appointment reminders, post-visit follow-ups, invoice notifications and payment reminders via WhatsApp — completely free using CallMeBot.

Setup CallMeBot (Free, 5 Minutes)

What Gets Sent Automatically

Twilio (Professional WhatsApp API)

For high-volume practices, configure Twilio in Settings → WhatsApp & SMS → Twilio section. Requires a paid Twilio account but enables proper WhatsApp Business API with 1000+ messages/day.

Revenue Analytics

Understand your clinic's financial health. Revenue forecasts, patient loyalty tiers, retention scores, peak hours, and GST reports — all printable.

Main Analytics Dashboard

Click 📊 Revenue Analytics in the sidebar. Select time period (30/90/180/365 days). The dashboard shows: Total Billed, Total Collected, New Patients, Average Invoice Value, Patient Retention Rate, Peak Hours.

📈 Revenue Forecast Tab

AI-powered 3-month revenue projection using linear regression on your billing history. Shows monthly bar charts with trend direction (Upward/Downward). Requires at least 2 months of invoice data.

🏆 Loyalty Dashboard Tab

Segments all patients into 5 tiers based on visit count: Platinum (10+ visits), Gold (5-9), Silver (2-4), Bronze (1 visit), New. For each tier you can bulk-send WhatsApp appreciation messages.

📊 GST Helper Tab

Complete month-by-month GST breakdown: Taxable Value, CGST amount, SGST amount, Grand Total — per month and annual totals. Print or save as PDF for your CA's GSTR-1 filing.

Patient Portal

Give every patient a private health portal link where they can view their complete medical history, download prescription PDFs, and check invoice status — no app install needed.

How to Share Portal

1. Patients → click patient → scroll to bottom
2. Click 🔗 Share Patient Portal
3. A unique link is generated and copied to clipboard
4. Send via WhatsApp or SMS to the patient

What Patients Can See

The portal (accessible on any phone browser) shows: Visit history with dates and diagnoses, Prescription details for each visit, A "🖨️ Print / Download Prescription" button per visit, Invoice history with payment status, Doctor and clinic contact details.

Patient Prescription PDF

In the portal, each visit card has a "🖨️ Print / Download Prescription" button. Clicking it generates a professional prescription PDF with the clinic letterhead, opens it in a new tab, and auto-triggers the print dialog — patient can save as PDF directly.

Social Media AI Posts

Generate professional health tip posts, clinic announcements and health awareness content for Instagram, Facebook, WhatsApp Status, and LinkedIn — in seconds.

Generating a Post

1. Click 📱 Social + Media AI
2. Select post type: Health Tip, Clinic Announcement, Awareness Campaign, Festival Greeting, Service Promotion
3. Enter topic or let AI suggest one based on the season/current health calendar
4. Select language (English, Hindi, Hinglish)
5. Click Generate — post text appears in seconds
6. Edit if needed, then copy or share directly

Ad Campaign Generator

📢 Ad Campaigns tab lets you generate complete Google Ads and Meta Ads copy including headlines, descriptions and calls-to-action for your clinic's services.

Automation

Set up automated workflows that run without any manual intervention — follow-up reminders, recall campaigns, birthday greetings and preventive health reminders.

Available Automations

Settings & APIs

Configure your clinic profile, AI models, payment gateways, WhatsApp providers, and cloud backup — all with one-click "Set Default" for seamless integration.

AI Models

Configure keys for Gemini, Groq, OpenAI, Anthropic Claude, or DeepSeek. Click Set Default on any model — the entire app uses that model for all AI features. Click Test Key to verify it works.

Payment Gateways

Select default payment method: UPI (free), Razorpay (India cards/EMI), Stripe (international), or Cash. Add UPI ID for QR code invoices. Add Razorpay/Stripe keys for online payment links.

WhatsApp & SMS Providers

Select: CallMeBot (free, personal), Twilio (professional API), or WhatsApp Web (opens WA in browser). Set one as default — all messages across the app use it automatically.

Cloud Backup (Supabase)

Configure Supabase URL and anon key. Click Test Connection to verify. Click Backup Now for immediate sync. Toggle Auto-sync to back up after every save automatically.

Clinic Profile

Clinic name, doctor name, qualification, specialty, registration number, phone, email, address, GSTIN. This information appears on all prescriptions, invoices and the patient portal.

Signature, Stamp & Logo

Draw your signature directly on the canvas, upload a scanned image, or upload your clinic stamp and logo. These appear on printed prescriptions and invoices for a professional look.

DPDP & Compliance

MediNITS is fully compliant with India's Digital Personal Data Protection (DPDP) Act, 2023 and provides built-in tools to help you meet your legal obligations as a Data Fiduciary.

Your Responsibilities as a Doctor (Data Fiduciary)

• Obtain patient consent before collecting personal and health data
• Use data only for the purpose it was collected (treatment)
• Respond to patient data access and erasure requests
• Not share patient data with third parties without consent
• Report data breaches to authorities if they occur

MediNITS DPDP Tools