Product documentation
SOMIRAA clinic operations platform, documented at feature level.
This page is a public product reference for client meetings, internal walkthroughs, and proposal discussions. It captures the current product surface across booking, patients, clinical delivery, packages, inventory, expenses, reporting, and admin controls.
Public page. No login required.
Operating model
From reception desk to management review
Overview
What the platform is designed to run.
Primary business objective
Replace fragmented clinic operations across calls, spreadsheets, paper notes, manual ledgers, and disconnected billing workflows with a single platform that supports the daily operating cycle of a physiotherapy practice.
Current product footprint
The current codebase covers public landing, secure login, command-center style operational home, appointment management, patient records, clinical documentation, care plans, packages, inventory, expenses, reporting, and admin rights management.
Primary user groups
- Front-desk and reception users managing schedules and patient lookup
- Physiotherapists capturing assessments, treatment notes, and follow-up plans
- Managers reviewing daily performance, collections, stock, and operational exceptions
- Admin users controlling hierarchy, access rights, and login deactivation
System design intent
- Role-aware access and controlled visibility by user hierarchy
- Structured, reusable masters for care plans, packages, services, and inventory items
- Operational traceability across appointment, payment, stock movement, and reporting
- Cloud-hosted browser access suited for phased rollout and branch-scale growth
Module index
Product modules in the current release surface.
Command Center
Operational home screen showing appointments, payment exceptions, care-plan attention, capacity, and stock risks.
Booking
Calendar-driven appointment desk with week and compare views, manual slot booking, cancellations, and visit actions.
Patients
Patient search, visit history, care-plan view, and patient-level navigation into operational workflows.
Plans and Packages
Master data and assignment workflows for care plans, prepaid packages, and service credit rules.
Inventory
Stock tracking, prescription-based dispatch, audit-friendly revisions and reversals, and CSV-based quantity updates.
Expenses
Paid and pending clinic expense ledger with category masters and inventory-linked purchase visibility.
Reports
Revenue, inventory, and expense reporting surfaces with filters, trends, breakdowns, and export paths.
Admin
User rights, hierarchy management, parent reassignment, and controlled login deactivation.
Detailed feature reference
Feature-level documentation by module.
CC
Command Center
The command center is the post-login home surface. It is designed as a daily operations console rather than a simple welcome page. It highlights what needs attention now.
Primary functions
- Booked-today, completed, next-hour, open-slot, pending-payment, and stock-risk KPIs
- Tabbed operational queues for appointments, payments, stock exceptions, care plans, alerts, and doctor capacity
- List pagination tuned for dashboard use so the user can scan current exceptions quickly
Business value
- Gives the clinic a single morning and throughout-the-day operating screen
- Reduces time lost switching between multiple modules to find immediate blockers
- Improves handoff quality between desk staff, clinicians, and management
BK
Booking and Clinical Flow
Booking is the central operating workflow. It combines appointment creation, slot management, patient lookup, referral capture, clinical documentation, invoicing context, and payment closure.
Scheduling capabilities
- Week view and same-day multi-doctor compare view
- 30-minute slot handling during configured business hours
- Visible-doctor filtering driven by user visibility rules
- Manual appointment creation into future slots
- Cancellation workflow with status transition and recorded reason
Patient capture at booking time
- Auto-search by mobile number for repeat patients
- New patient creation when no existing identity is found
- Demographic capture including age, gender, email, and presenting problem
- Referral capture including referral source type, referrer identity, notes, and consent
Clinical documentation
- Reported problem, chief complaint, duration, pain intensity, onset, aggravating and relieving factors
- Present, past, medical, medication, and allergy history
- Assessment findings such as swelling, tenderness, gait, posture, ROM, and MMT
- Investigations, diagnosis, treatment rows, supplements or medicines, exercises, allergies, and chronic conditions
- Printable summary generation after finalization
Closure and financial controls
- Payment capture with amount, mode, and remarks
- Invoice-oriented modal for settlement context
- Payment changes appointment status to completed
- Clinical record is frozen after payment to reduce post-settlement edits
PT
Patient Records
The patient workspace supports repeat-visit operations. It is built around patient continuity rather than just slot-level booking.
Core features
- Search by mobile number with live suggestions
- Patient summary with key demographic details
- Visit history with appointment status and problem statement
- Navigation from patient history back into appointment-level workflow
- Care plan list and patient-specific care plan review
Operational value
- Improves repeat-patient handling at the desk
- Reduces duplicate identities and fragmented patient histories
- Supports better consultation preparation before the patient enters treatment
PL
Plans and Packages
This module expands the product from visit management into structured program sales and rehabilitation planning.
Care plan features
- Create clinic-wide care plan masters with default duration, frequency, service category, and goals
- Assign care plans to a patient from the same workspace after patient search
- Auto-generate future appointments based on weeks or session count
- Skip conflicting sessions where the therapist already has an active booking
Package features
- Create reusable prepaid package types with price, credits, expiry, and allowed services
- Sell packages to a selected patient with payment mode and package invoice support
- Define service categories with cash price, credit cost, and package-eligibility rules
Business value
- Supports rehab journeys that span multiple sessions
- Introduces structured prepaid treatment products
- Centralizes commercial rules for session-credit consumption
IV
Inventory
Inventory is not a superficial list. It is tied into prescription dispatch, stock movement traceability, revisions, reversals, and upload-backed stock updates.
Inventory dashboard
- Tracked items, low stock, out-of-stock, and recent dispatch metrics
- Low-stock and recent-dispatch quick views
Item management
- Search and filter by stock state
- Item-level updates for SKU, quantity, sale price, and reorder level
- Inventory-enabled medicine handling from master data
Prescription dispatch
- Select patient and appointment before dispatch
- Dispatch only from prescription-linked medicine rows
- Capture sale quantity, discount type, and discount value
- Validate stock availability and item readiness before save
- Save dispatch revisions when an active dispatch is updated
- Reverse or acknowledge dispatches after appointment cancellation
Bulk stock update
- CSV template generation for quantity updates
- Upload preview before apply
- SET and ADD stock update modes
- Auto-create missing medicines from upload rows
- Persist uploaded files for audit trail reference
EX
Expenses
Expenses covers routine clinic cost control and supports both manual expense entry and inventory-related purchase visibility.
Ledger capabilities
- Filter by date range, status, category, and text search
- Track paid, pending, and cancelled expense rows
- Show category, payee, payment mode, due date, paid date, reference, and notes
Master data and editing
- Manual expense creation and edit flow
- Reusable expense category master management
- Read-only handling for system-generated inventory purchase cost rows
RP
Reports
Reporting currently covers revenue, inventory, and expense-oriented visibility, with report access controlled by the authenticated user’s rights.
Revenue reporting
- Total revenue, revenue today, average revenue per appointment, total payments
- Trend grouping by daily, weekly, or monthly view
- Breakdowns by doctor, payment mode, and clinic or organization
Inventory reporting
- Tracked-item, low-stock, outward, inward, expiry, and consumable-usage metrics
- Stock health table, movement-by-item table, movement trend chart
- Financial inventory section for dispatch count, gross sales, discounts, and stock value
- CSV export on reporting tables
Reports entry behavior
- Reports workspace routes the user to the first report surface they are allowed to access
- Tabbed and paged UI patterns are reused for denser reporting layouts
AD
Admin
Admin is focused on organizational control rather than generic user CRUD. It is designed to manage who can see what and who can continue logging in.
Admin controls
- View users in hierarchy
- Change parent relationships within valid structure
- Toggle application rights
- Disable login before marking a user inactive in the application
- Batch-save role and parent changes together
Business impact
- Supports structured supervision across branches or reporting trees
- Provides safer control of access than ad hoc manual account changes
- Aligns operational visibility with hierarchy and assigned rights
Workflow
How the platform connects the clinic day.
The product is structured so each operational event feeds the next one. Booking feeds patient context, patient context feeds clinical documentation, documentation feeds care planning and dispatch, settlement feeds completion, and all of it feeds reporting.
- 1. Acquire and access Public landing and documentation pages are accessible without login. Team users enter through secure authentication.
- 2. Schedule and identify Staff books the patient into an available slot and either selects an existing patient or creates a new one.
- 3. Treat and document Clinicians record structured consultation details, diagnosis, treatments, prescriptions, and exercises.
- 4. Continue the journey Rehab plans, package consumption, and next-session workflows extend the visit into a managed care path.
- 5. Settle and control Payments, dispatch, and expense visibility tighten operational and financial closure.
- 6. Review and manage Command center, reports, and admin rights give management daily and longer-horizon control.
Security and controls
Access, visibility, and operational guardrails.
Authentication
The product uses secure sign-in and protected sessions. Public access is limited to landing and documentation surfaces, while workspace operations are restricted to authenticated users.
Visibility model
Doctor visibility is not global by default. The system supports hierarchy-based and explicit viewing-based access, allowing users to operate within their intended operational scope.
Financial controls
Payment rights and payment visibility are designed to be role-aware. Clinical freezing after settlement reduces casual record mutation after financial closure.
Inventory traceability
Dispatch revisions, reversals, upload batches, and stock transactions support an auditable view of stock movement and stock-affecting operations.
Deployment and implementation
What the platform implies technically and operationally.
Delivery model
- Browser-based user experience
- Static frontend delivery with secure authenticated workspace access
- Backend API handlers for booking, patient, clinical, inventory, expense, reporting, and admin workflows
Client discussion topics
- Single-clinic versus multi-clinic rollout
- Whether packages and inventory are phase-one or later-phase scope
- Required reporting depth for finance and operations
- Branding, printed documents, and patient communication needs
Current positioning
SOMIRAA should be positioned as a clinic operations platform for physiotherapy businesses, not just as a booking tool. The product already spans appointment flow, clinical workflow, recurring care, prepaid offerings, stock movement, operational reporting, and administrative control.