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How to Digitally Transform Your Clinic in 10 Days

20 Jun 2025 - Shreya Sen
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A Step-by-Step Guide Using Relaso Health to Go Paperless and Automate Operations

In today’s healthcare environment, efficiency and digitization are no longer luxuries; they’re necessities. Patients
expect seamless experiences, while clinics must eliminate operational bottlenecks to thrive.
With Relaso Health, your clinic can be fully digital and smarter in just 10 days.

Here’s your step-by-step guide:


Day 1: Set Your Digital Foundation

Start by evaluating key challenges:
• Long queues or overbooked schedules?
• Paper-based billing or scattered records?
• No visibility on clinic performance or stock levels?

Sign up for Relaso for Clinics to access:
• Electronic Medical Records (EMR)
• Appointment scheduling
• Billing & invoicing
• Follow-up automation
• Inventory tracking
• Task & event coordination
• Real-time reporting


Day 2: Digitize Patient Records with EMR

Migrate or upload past patient records easily.
Relaso enables:
• Multi-specialty support
• Template-based diagnoses
• Multilingual e-prescriptions
• Attachment of lab reports and photos

All accessible via desktop or mobile.


Day 3: Activate Appointments & Smart Calendar

Digitally manage:
• Slot-based scheduling per doctor or service
• Walk-in and online appointments
• Auto-reminders for patients via SMS or WhatsApp

Doctors can even sync calendars to personal devices.


Day 4: Automate Billing & Invoicing

Use Relaso’s built-in billing to:
• Create service-wise invoices
• Apply GST, discounts, or insurance coverage
• Record payments and dues
• Track per-patient billing history

It’s fast, accurate, and audit-ready.


Day 5 – Streamline Internal Workflow with Tasks & Events

Every clinic has internal activities that are easy to forget or mismanage, like calling patients, preparing reports, or
checking vitals.

With Relaso’s Task Management module, you can:
• Assign tasks to receptionists, nurses, or lab staff
• Set reminders, recurring schedules, and priorities
• Track task status across departments (like OPD, Lab, Billing)

It’s your digital to-do board for the entire clinic.


Day 6 – Get Department-wise Visibility with Real-Time Reports

Need to know how many patients were seen today? Which doctor is the busiest? Or which service brings in the
most revenue?

Relaso’s Custom Reports module lets you:
• Track revenue by doctor or department
• Monitor patient footfall, no-shows, and treatment plans
• Export analytics for audits or performance reviews
• Create KPI dashboards specific to departments (e.g., pathology TAT, vaccine stock usage)

Make better decisions, faster.


Day 7 – Take Control of Stocks with Inventory Management

Forgetting to reorder medicine? Losing track of high-consumption items?

Relaso’s Inventory module lets you:
• Track medical and non-medical items in real time
• Set low-stock alerts and expiry warnings
• Assign stock usage to departments (OT, dialysis, dental, pharmacy)
• Log inward/outward movement and vendor details

Avoid shortages. Reduce waste. Stay compliant.


Day 8 – Customize Modules for Any Department

The best part? These modules are not fixed to one workflow. You can tailor them for:
• Lab management (test scheduling via tasks, reagent stock via inventory)
• Pharmacy coordination (automated restock alerts and billing sync)
• Front desk (patient queue via tasks and no-show reports)
• Vaccination tracking (expiry-based inventory and follow-up reminders)

With Relaso’s flexible backend, your clinic can digitize every touchpoint.


Day 9: Train Staff with Minimal Downtime

Relaso’s intuitive UI ensures a short learning curve:
• Role-based access for doctors, nurses, and receptionists
• Mobile support for on-the-go updates
• Helpdesk & onboarding support included


Day 10: Go Live with Confidence

Use Relaso’s dashboards to monitor:
• Daily operations
• Top-performing services
• Follow-up compliance
• Departmental productivity

You now have full control, visibility, and automation in 10 days.
Relaso Health doesn’t just digitize, it customizes and automates your clinic.

Whether you’re running a general OPD, a dental chain, or a multi-specialty center, Relaso’s flexible modules adapt
to your unique workflows.
Let the software handle operations. You focus on healing.


Ready to transform your clinic in just 10 days?

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