Operations Dashboard
Live view across all bookings, providers and reports
Total Bookings
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All time
Awaiting Confirm
—
Needs action
Confirmed
—
Scheduled
In Digitization
—
Reports queue
Completed
—
Reports received
Gross Revenue
—
Confirmed+ value
Pipeline by StageLive
⚡ Action Center
| Apt ID | Patient | Package | Stage | Action |
|---|
Network Coverage
Live Activity Feed
No recent activity
Appointments & Operations
Full lifecycle control · override any status with audit trail
All 0
New 0
Confirmed 0
Report Uploaded 0
Partial 0
Received 0
Rejected 0
| Apt ID | Patient | Contact | Package | Lab / Branch | Date / Slot | Type | Amount | Stage | Actions |
|---|
Report Digitization & Verification
Verify uploaded reports test-by-test before they reach the patient
Flow: lab uploads report → First report = Verification Required → verify each test → some done = Partially Received → all checklist filled = Reports Received → invoice can be raised.
Verification Queue0
| Apt ID | Patient | Stage | Tests |
|---|
Report Detail
Select an appointment from the queue to verify its tests.
Customers (CRM)
Fetch any customer by name, company, masking ID, phone, email or appointment ID
Customers0
| Name | Company | Phone | Bookings |
|---|
Customer Profile · 360
Select a customer to view their full profile.
Corporate Leads
Sales pipeline for enterprise / SME deals
| Company | Contact | Employees | City | Source | Status |
|---|
System Setup
Companies, packages and the service catalog mapped to the network
Enterprises (Companies)
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Active Packages
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Catalog Tests
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Companies
| Company | Type | POC | Contract | Discount | Onboarding | Status |
|---|
Packages (Service Catalog)
| Package | Category | Tests | MRP | Price | Status |
|---|
Employee Roster (Eligibility)
The eligibility backbone: upload employees with grades; the moment an employee logs into the patient app with their phone, they're recognized and see only their grade's plan.
| Employee | Code | Grade | Phone | City |
|---|
Client Groups
Manage many companies as one account (conglomerates, regional panels, network types). Set the group's margin % once, then enable a package for the whole group — it propagates to every member and their employees instantly.
| Group | Region | Network | Margin | Members |
|---|
Partner Setup (Network & Supply)
Create enterprises, onboard providers, map packages and manage facility coverage
Enterprises
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Providers / Branches
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Company↔Package Maps
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NABL Certified
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Enterprises
| Enterprise | Type | Providers | Status |
|---|
Enterprise Detail
Select an enterprise to see its providers, facilities and mapped packages.
Provider Network
| Lab / Branch | Enterprise | City | Certifications | Home Coll. | TAT | Rating | Status |
|---|
Company → Package Mapping
This is what an employee sees in the patient app: a package is bookable by a company's staff only if it's mapped here, at the negotiated employee price.
| Company | Package | Grade | Cost | Employee Price | Margin | Annual Limit | Status |
|---|
Provider → Package Offeringswhich labs can fulfil which packages, at what cost
| Provider | Package | Provider Cost | MRP | Status |
|---|
Credit model (not commission): every test/package in an agreement has a masking ID and an agreed rate. Bookings are sent to the provider on credit at that rate; the provider invoices Checkupify; Finance reconciles & pays.
Agreements
| Agreement | Provider | Terms | Rate Lines | Status |
|---|
Agreement Detail · Rate Card
Select an agreement to view its masked rate card.
Provider Disruptions
An active disruption instantly removes the provider from the match engine (score → 0) and hides it from the patient app's lab list. Resolve it to restore the provider.
| Provider | Type | Reason | Window | Status |
|---|
Provider Match Enginecapability 35% · distance 25% · SLA 15% · margin 15% · rating 10%
Fully automated ranking — no manual mapping. The engine scores every active provider against the package's required tests (facility matrix), customer distance, TAT, margin and rating. Server-side in Postgres.
| # | Provider | Distance | Coverage | TAT | Margin | Rating | Score |
|---|---|---|---|---|---|---|---|
| Pick a package and location, then run the engine. | |||||||
Facility Matrix
Toggle which tests each provider can run. Turning a facility off here immediately removes it from that provider's bookable capability (disruption-ready).
| Test | Category | TAT | Available |
|---|
Finance
Revenue, billing readiness and per-package performance
Gross Booked
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All bookings
Invoiceable
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Reports received
In Progress
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Confirmed → digitization
Lost
—
Rejected / cancelled
Provider Payables — Credit Ledger
What Checkupify owes providers for bookings sent on credit. Entries become payable once the booking reaches Reports Received. Providers invoice you; record, reconcile, approve, pay.
| Provider | Open Credit | Payable Now (Reports Received) | Unrated ⚠ | Invoiced | Paid |
|---|
Provider Invoices — Settlement0
| Ref | Provider Inv # | Provider | Period | Claimed | Matched | Variance | Status |
|---|
Ready to Invoice
Bookings at Reports Received with no invoice yet. Diagnostic services are GST-exempt (0%) in India — adjust per booking if a taxable item applies.
| Apt ID | Customer | Company | Package | Amount | Action |
|---|
Invoices0
| Invoice No. | Date | Bill To | Booking | Total | Status |
|---|
Revenue by Package
| Package | Bookings | Gross Value | Invoiceable |
|---|
Catalog & Pricing
Masking IDs · provider cost · enterprise pricing & margin
| Masking ID | Category | Name | Contents | List price | Best cost | Margin @ list | Providers |
|---|
Centre price = what this provider charges Checkupify (your cost). Never exposed to patients or TPAs. Untick Offers if the provider does not run this test at all.
| Masking ID | Name | List | Centre price (cost) | Margin @ list | Offers |
|---|
Blank = baseline (agreement rate). Enter a price to close that package individually — only that masking ID routes at the negotiated rate. Price history is retained.
| Masking ID | Name | List | Best cost | Agreed price | Mode | Margin | Status |
|---|
Add a new test
A masking ID is generated automatically
Once created it appears as an unpriced gap for every provider and on baseline for every enterprise — nothing is silently missed.
Clone cost card
Copy another provider's prices as a starting point
Loads into the grid as unsaved changes — review before saving.
Import cost card
Paste from the provider's rate sheet
Facility Management
Enable / disable facilities · date & slot downtime · bulk actions
Disabled facilities are removed from booking routing immediately. Providers can also self-manage this in their dashboard.
| Facility | Group | Status | Active downtime |
|---|
Scheduled downtime
| Provider | Facility | From | To | Slot | Reason |
|---|
Add downtime
Machine failure, doctor unavailable, maintenance…
Leave slot blank to block the whole day(s).
Marketing
Campaigns for the patient app & corporate HR portals
PHASE 2
Campaign Builder
Email / SMS / WhatsApp / push campaigns with audience segmentation and health-risk targeting. Scaffolded next once daily ops are stable — not faked here.
Analytics
Executive, operations, network & finance drill-downs
PHASE 2
Drill-down Dashboards
The Dashboard already shows live operational KPIs. Deep multi-dimensional analytics come next.
Administration
Staff accounts, roles and module access
Staff & Roles0
| Staff | Role | Module Access |
|---|
Note: role-based module access is enforced in the UI today. Database-level per-role isolation (RLS) and SSO/MFA are the security-hardening layer on top — flagged, not faked.