Project Overview
Afecto PMS is a comprehensive Practice Management System built for a multi-branch homeopathic clinic chain. The platform handles the complete patient lifecycle — from initial appointment booking through long-term treatment tracking — across multiple clinic locations under a single unified system. At its core, the system manages patient registration, doctor assignments, branch allocation, and treatment history. Doctors can record homeopathic prescriptions with remedy, potency, frequency, and dosage details, track acute medicines separately, and maintain detailed follow-up schedules with visit records and clinical notes. The system captures vitals, lab reports across 17 categories (CBC, lipid profile, diabetes panel, serology, USG, X-ray, and more), medical examination records, and patient files uploaded to cloud storage. The billing module handles registration fees, treatment plan invoicing, partial payments, pending tracking, and refund workflows. A courier pickup module manages medicine dispatch logistics. Branch fund management tracks allocations and expense usage per branch. HR gets staff performance reporting, and accountants get dedicated revenue, refund, and courier reports filtered by branch and date range. Role-based access controls the entire system — Admin, Doctor, Receptionist, Clinic Incharge, Telecaller, Accountant, HR, and Dispenser each see only what their role permits, with branch-scoped data for non-admin users. Communication is built in with SMS dispatch history, call logs, and bulk SMS campaigns. An audit trail logs every data modification with field-level change history. The admin dashboard provides cross-branch appointment and patient analytics. Telecallers manage leads and conversion tracking. The system also generates printable prescriptions, health certificates, test advice slips, and patient stickers. A referral tree tracks which patients were referred by whom, supporting word-of-mouth conversion analysis.