InZob Documentation

The complete onboarding checklist — create your clinic profile, add doctors and departments, configure appointment slot rules, connect your WhatsApp Business number, and take your first patient booking. Ideal for clinic admins setting up InZob for the first time.

Connect your clinic's WhatsApp Business number to InZob. Covers Meta Business Manager verification, healthcare message template approval, understanding the 24-hour session window for patient communications, and staying compliant with India's TRAI messaging regulations.

Create user accounts for your entire clinic team. Assign the correct role — Admin, Doctor, Nurse, Receptionist, or Pharmacist — and understand what each role can view and do. Includes how to create multi-role users for staff who cover multiple functions.

Define per-doctor availability windows, consultation duration per slot type, buffer times between appointments, blocked dates, and multi-location schedules. The AI Receptionist reads this configuration in real time — patients are only offered slots that are genuinely available.

A complete walkthrough of the booking flow: patient messages → InZob language detection → doctor and slot matching → confirmation message sent → calendar updated → EMR created. Includes how the AI handles rescheduling, cancellations, and ambiguous requests.

Configure the two-stage reminder system (24 hours + 1 hour before), customise reminder message templates per doctor or department, and understand the escalation flow when patients do not confirm. Clinics using InZob reminders typically see 35–50% fewer no-shows.

How InZob's language detection engine auto-identifies the patient's language from their first message and replies accordingly — covering English, Hindi, Hinglish, Gujarati, Marathi, Bengali, Kannada, Tamil, Telugu, Malayalam, and Punjabi from a single WhatsApp number, with no manual configuration.

How red-flag symptom patterns (chest pain, stroke signs, breathlessness) trigger immediate escalation — bypassing the booking queue to alert the front desk and on-call doctor simultaneously via WhatsApp within 3 seconds. Includes how to configure speciality-specific emergency triggers.

How patients are automatically added to a waitlist when a doctor's slots are full, how the system offers freed slots to the next patient when a cancellation occurs, and how clinic staff view and manage the live waitlist from the scheduling dashboard.

How InZob's AI reads patient documents, past prescriptions, and symptom survey inputs to generate a structured clinical briefing with chief complaint, relevant history, evidence-cited differentials, and a draft treatment plan — available before the doctor opens the case.

Configure which fields appear at the top of the Pre-Consultation Summary for your speciality — HbA1c trends for diabetologists, ECG notes for cardiologists, PHQ-9 scores for psychiatrists. Add mandatory custom fields and reorder sections without any technical support.

How InZob combines the patient's own prescription history, adverse reaction records, and response data with population-level evidence from ICMR, ADA, and WHO guidelines to present ranked treatment options — and how to accept, modify, or override with full audit logging.

How InZob validates every prescribed drug in real time against the patient's known allergies, active medication list, age, body weight, and renal or hepatic function. Understand how to read inline warnings, choose alternatives, override with a clinical reason, and how every decision is audit-logged.

How InZob plots vitals (BP, HbA1c, glucose, weight, SpO₂) and lab values on per-patient longitudinal charts, how alert thresholds trigger doctor notifications when trends breach guideline limits, and how retroactive document uploads populate historical charts instantly.

How InZob's vision AI reads any lab report format — scanned PDF, printed report image, or digital export from Thyrocare, SRL, or Dr Lal PathLabs — extracts every value, maps it to the standard parameter dictionary, and links parsed results to the patient's clinical timeline within seconds of upload.

How InZob automatically detects critical lab values — serum potassium > 6.0 mEq/L, haemoglobin < 7 g/dL, platelet count < 50,000 — flags them in red within the report view, includes them in the Pre-Consultation Summary, and sends an immediate WhatsApp alert to the doctor regardless of when the next appointment is.

How doctors order lab investigations from within the consultation screen, how ordered tests appear in the lab queue, how charges are automatically linked to the patient's active invoice without manual data entry, and how completed reports are matched back to the original order.

Receive and parse reports from external diagnostic labs — Thyrocare, SRL, Dr Lal, or any regional chain — regardless of their format. Understand how to bulk-upload historical lab PDFs, how the AI structures extracted values, and what happens when a value cannot be read with sufficient confidence.

How clinic admins and doctors view aggregated lab trends across patient cohorts — which parameters are repeatedly out of range, which age groups have the highest critical-value incidence, and how to use these insights to run targeted follow-up outreach for high-risk patients.

From signed prescription to dispensed medicine: how the prescription arrives in the pharmacy queue, how the pharmacist sees stock levels and allergy flags inline, how payment is collected, how the GST invoice is auto-generated, and how the WhatsApp PDF receipt is delivered to the patient — all without leaving one screen.

When a pharma distributor delivers stock with a printed or PDF invoice, InZob's vision AI reads the document and automatically creates a draft Goods Receipt Note (GRN) with every line item — drug name, batch number, expiry date, quantity received, unit price, GST rate, and discount. Staff review the draft, reconcile against the purchase order if one exists, approve, and stock is updated in real time. Eliminates manual GRN data entry entirely.

How InZob tracks stock in real time with each dispensing event, how to configure reorder thresholds per medicine, how low-stock alerts appear in the procurement dashboard, and how to generate inventory reports showing fast-moving items, slow-moving items, and medicines approaching expiry.

Create and manage purchase orders from within the procurement dashboard, link POs to incoming supplier invoices for three-way matching (PO → Invoice → GRN), track delivery status per order, and maintain a supplier directory with credit terms and lead times.

How InZob flags unavailable items when a prescription arrives at the pharmacy queue, how the pharmacist proposes a bioequivalent substitute (requiring doctor approval), how partial dispensing is recorded, and how the patient is informed of any unfulfilled items before they leave the clinic.

How InZob auto-generates GSTIN-compliant invoices with the correct HSN/SAC codes, CGST/SGST/IGST breakdown, and sequential invoice numbers for every billable event. Covers how charges from consultation, lab orders, and pharmacy dispensing flow into a single unified bill without manual data entry.

Record split payments (partial cash + UPI on one invoice), collect advance deposits linked to future invoices, track outstanding balances at the front desk, and generate itemised TPA-ready bills with diagnosis codes and treatment descriptions for insurance reimbursement claims.

How InZob's vision AI reads UPI payment screenshots sent by patients on WhatsApp — extracting transaction ID, amount, payer UPI ID, and timestamp — and matches them against outstanding bills to mark invoices settled automatically, with a full audit trail of every verification event.

Navigate the billing analytics dashboard — daily, weekly, and monthly revenue broken down by doctor, department, service type, and payment mode. How to export billing data to CSV for accounting software integration, and how to compare revenue periods to identify growth trends.

How InZob manages multiple family members (husband, wife, children) under a single WhatsApp number with completely separate EMRs, how to import existing patient records from another clinic system, and how bulk-uploading historical prescriptions and lab PDFs populates the longitudinal timeline.

Customise the digital pre-visit survey for your speciality, understand how captured vitals and symptom inputs appear in the Pre-Consultation Summary, how patients can submit between-visit readings (home BP, fasting glucose) via WhatsApp, and how all values are plotted on longitudinal charts.

InZob's default 5-year retention policy aligned with Indian health record guidelines, how to configure archival of inactive patient records, how to trigger a full clinic data export (CSV + PDFs), and how to process individual patient anonymisation or deletion requests within compliance timelines.

How to set a follow-up instruction at the end of a consultation (e.g., "review in 4 weeks, bring HbA1c report"), how the patient-specific instruction is included in the WhatsApp reminder, and how the two-stage escalation flow works when a patient does not respond.

Configure perpetual recall cycles — monthly, quarterly, or biannually — for diabetic, hypertensive, thyroid, and other chronic patients. InZob sends reminders automatically, books the slot when the patient responds, and reschedules the next reminder after each completed visit, with no ongoing manual intervention.

How to query patient records, appointment schedules, and billing data in plain language using InZi. How doctors use it mid-consultation for drug dosage lookups and history summaries. How staff use it to trigger bulk reminder sends and administrative actions — and how every InZi action is logged.

How the population dashboard shows aggregate health trends across your entire patient panel — percentage of diabetic patients with HbA1c in target, average BP control rates across hypertensive patients, medication adherence by age cohort — and how to use these insights for proactive panel management.

Aggregate and filter lab findings across patient cohorts — identify which parameters are most frequently out of range, which patient segments have the highest critical-value rate, and generate proactive outreach lists for high-risk patients who need earlier recall.

Deep-dive into the billing dashboard: compare revenue by doctor and department, track collection rates vs. billed amounts, identify high-value service lines, analyse payment mode distribution (UPI vs. cash vs. card), and export period reports for monthly closing.

Detailed reference for all five built-in roles — Admin, Doctor, Nurse, Receptionist, Pharmacist — including which views, actions, and data each role can access. How to create multi-role users whose permissions combine additively, and how to configure custom role restrictions for your clinic's workflow.

How InZob logs every patient record access, edit, and deletion event with user identity, timestamp, and action type. How to view and export the audit log as a compliance report, how InZob enforces data isolation between clinics, and how InZob employees are restricted from accessing your data.

How patient data is encrypted at rest (AES-256) and in transit (TLS 1.3), why all data resides on Indian servers with no cross-border transfers, and what happens to your data when you close your InZob account — including the 30-day export window and 60-day permanent deletion confirmation.