The 12-question Clinic Checklist
Find out if your clinic runs on systems or on memory
The Clinic Checklist is twelve yes-or-no questions about how a homeopathy clinic handles enquiries, follow-ups, branches, the counter and the owner's view. Give yourself one point for every yes. A score of 0 to 4 means the clinic runs on memory, 5 to 8 means partly systemised, and 9 to 12 means ready to scale.
All twelve questions and the scoring are on this page. No form needed to read them.
How to use the checklist
Answer each question for how the clinic runs today, not how it should run. If the honest answer is "mostly" or "if I ask", count it as a no. Then ask your senior receptionist to take it too. The gap between your two scores is worth a conversation.
Memory does not scale. Systems do.
The 12 questions
- 1
Enquiries
Can you say how many enquiries came in last month, and how many booked?
Why it matters: if you cannot count enquiries, you cannot tell if your ads or your website are working. Counting both shows whether the gap is in the source or in the callback.
- 2
Enquiries
Does every enquiry source land in one list?
Why it matters: phone, WhatsApp, Facebook and the website each create their own pile. An enquiry that sits in the wrong pile does not get called.
- 3
Follow-ups
Do you know today, without asking, which patients missed a follow-up yesterday?
Why it matters: in homeopathy the follow-up is the treatment. A missed visit spotted the same day is a phone call, while one spotted a month later is a lost patient.
- 4
Branches
Can a doctor at any branch see a patient's last prescription without a call?
Why it matters: patients move between branches for convenience. Each phone call for a prescription costs the doctor time and the patient confidence.
- 5
The counter
Does reception register, assign, bill and collect in one flow?
Why it matters: every handover between a register, a slip and a cash book is a place for errors. One flow means one record of each visit and each payment.
- 6
The counter
Does day-end collection match on its own, by payment mode?
Why it matters: cash, UPI and card counted by hand rarely match the first time. When every payment is tied to a visit, the day-end total is already done.
- 7
Visibility
Can you see new vs follow-up patients by branch and doctor right now?
Why it matters: new patients show your marketing working, follow-ups show your treatment working. Seeing both by branch tells you where to look first.
- 8
Visibility
Can you list patients by scheme, disease or city in under a minute?
Why it matters: schemes need renewal calls and disease lists guide your content and camps. If the list takes a day to compile, it does not get used.
- 9
Visibility
Can you see your repeat-patient trend month by month?
Why it matters: repeat patients are the clearest sign a clinic keeps the people it treats. A falling trend caught early is a fix, and caught late it is a problem.
- 10
Readiness to grow
Would the clinic run normally if your senior receptionist took a week off?
Why it matters: if the answer is no, the clinic's system is a person. That person deserves a holiday, and the clinic deserves a record that does not live in one head.
- 11
Readiness to grow
Could a new branch go live without a new register or WhatsApp group?
Why it matters: each branch opened on its own register adds another place to check. A second branch should plug into the same record as the first.
- 12
Readiness to grow
Do you own your patient data outright, and can you export it any time?
Why it matters: patient records are the clinic's most valuable asset after its doctors. If you cannot export them, you do not fully own them.
Your score
| Score | What it means | Where to start |
|---|---|---|
| 0 to 4 | Running on memory. The clinic works because a few people remember everything. | Questions 3 and 4: follow-ups and the shared record |
| 5 to 8 | Partly systemised. Some steps are in software, but the gaps sit between them. | The lowest-scoring group above |
| 9 to 12 | Ready to scale. A new branch or a new doctor will fit the system you already have. | Track Revisit Rate by branch and doctor |
Each "no" maps to one of the five leaks: enquiry, follow-up, branch, counter and visibility. The modules that close each one:
Get the PDF with a one-page explanation for each question
The PDF has the same twelve questions, with a page on each: what a "yes" looks like at a three-branch clinic, why clinics usually answer no, and a first fix that needs no new software.
Form fields: Name · Clinic name · City · Number of branches (1, 2, 3, 4 or more) · WhatsApp number · Email (optional)
The PDF opens as soon as you submit, and a copy goes to the WhatsApp number you give. We do not sell or share your number. Read our privacy policy.
Walk through your score with us in 30 minutes
In a Patient Journey Review we take your lowest-scoring questions and show the same point running live in RevisitPlus with your branch names.
Pune and Mumbai clinics can have the review in person. Everywhere else, on a call. See how a three-branch practice answered these. How pricing works
Last reviewed: 4 Oct 2026 by the RevisitPlus team