Case Study · Healthcare SaaS · Mumbai & Pune

Pocket Clinic.
A clinic's entire back office, in one portal.

Not a website — an operating system. Pocket Clinic is Artekion's end-to-end admin portal running in leading clinics across Mumbai and Pune: smart booking, Google Calendar sync, WhatsApp automation, one-click prescriptions, and a Google Drive medical history that files itself.

Tour the product
6+
Automations chained end-to-end
1-tap
Prescription to branded PDF
0
Manual calendar or filing work
2
Cities live — Mumbai & Pune

Inside the Portal

Five screens run the whole clinic

Live production screens from the Datta Dental deployment. Click through the tabs.

portal.pocketclinic.in/dashboard
LIVE PRODUCT
Pocket Clinic Dashboard screen
✦ Today's overview — pending approvals, appointment count, and the full patient base at a glance.
Pocket Clinic Appointments screen
✦ Every appointment with lifecycle filters and seven one-click actions per row — call, review request, reminder, WhatsApp, patient folder, prescription, edit.
Pocket Clinic Patients screen
✦ The living patient database — visit counts, first/last visit, concerns, and instant contact or history access.
Pocket Clinic Follow-ups screen
✦ Proactive follow-up queue with urgency triage — overdue, imminent, this week — and one-click WhatsApp reminders.
Pocket Clinic Closures screen
✦ Block holidays or half-days once — the public booking form hard-validates against every blocked window.

The Automation Pipeline

From web booking to filed medical history — untouched by admin work

Eight chained automations. The doctor makes exactly one decision — approve — and the system does the rest.

01 Hard validation
🌐

Patient books online

The public form loads only real-time available slots. Blocked closure dates never even render as options.

02 Pre-validated
⏳

Lands as Pending

Every web booking arrives pre-validated for availability and queues in the portal for the doctor’s decision.

03 Two-way lifecycle
✅

Doctor approves

One click confirms — or the doctor generates an appointment manually from the backend for walk-ins and phone bookings.

04 Auto-sync
📅

Google Calendar syncs

Approval instantly writes the appointment to the clinic’s Google Calendar. No copying, no double-entry.

05 One click
💬

WhatsApp confirms

Single-click templates fire the confirmation — and later, reminders, review requests, and prescriptions.

06 EMR engine
📄

Prescription → PDF

“Generate Prescription” compiles the visit into a custom-designed clinic PDF in one click.

07 Zero filing
📁

Auto-filed to Drive

The PDF routes to a uniquely mapped Google Drive folder per patient — building a complete history automatically.

08 Fingertip recall
🔍

History on tap

From Appointments or Patients, one click opens the patient’s entire prescription folder. Full medical history, instantly.

Feature Deep-Dive

The six systems, up close

Each card shows the actual interaction pattern — in the portal's own teal-and-gold language.

Automated Smart Booking

The public form only offers slots that actually exist. Clinic closures are hard-blocked — patients physically cannot pick a dead date.

AVAILABLE SLOTS · 27 JUL

09:30 AM 11:00 AM ✓ 03:00 PM ✓ 04:30 PM
⚠ Clinic closed 9:30 AM – 2:00 PM — slots hidden automatically

Two-Way Appointment Lifecycle

Web bookings arrive as Pending for the doctor's approval. Walk-ins and phone bookings? The doctor generates them directly from the backend.

⏳ PENDING → Doctor reviews → ✓ APPROVED
or create manually: + Add Appointment

Google Calendar Ecosystem Sync

The moment an appointment is approved, it's written to the clinic's Google Calendar. The doctor's phone, tablet, and desk always agree.

📅

Pooja Chalke — scan

Sun 13 Jul · 7:30 – 8:00 PM · Datta Dental

SYNCED

approve → calendar.events.insert() · instant

WhatsApp & Communication Hub

Call or WhatsApp any patient straight from the dashboard row — with predefined single-click templates. No typing, no copy-paste, no missed messages.

ONE-CLICK TEMPLATES

✓ Appointment Confirmation⏰ Visit Reminder⭐ Google Review Request📄 Prescription

Single-Click EMR & Prescription Engine

The doctor fills the visit details once. "Generate Prescription" compiles everything into the clinic's own custom-designed PDF — branded, consistent, instant.

📄 Generate Prescription →
📕 Rx_PoojaChalke_13Jul26.pdf

clinic-branded layout · compiled in one click

Automated Google Drive Patient History

Every PDF auto-routes to a uniquely mapped Drive folder per patient. One click from Appointments or Patients opens their entire medical history.

📁 Drive / Patients / Pooja-Chalke /
📄 Rx_06-Jul-2026.pdf
📄 Rx_12-Jul-2026.pdf

auto-filed on generation · full history in one click

Your Turn

Running your business on WhatsApp chats
and paper registers?

Pocket Clinic started as one dentist's admin headache. If your clinic, practice, or service business drowns in bookings, follow-ups, and filing — the same system thinking applies.

Prefer the lead-generation story? Read how 5 Hampi auto drivers became international lead magnets →

Chat with us