Inteliya Clinic / Hospital Onboarding Form

Please complete this form so we can set up your clinic or hospital on our EMR platform.

Keep ready: your logo and banner images, a staff list (CSV) and any prescription templates. You will share them as a Google Drive or Dropbox folder link.

Do NOT enter passwords, API keys or access tokens in this form. Where we need them, we will send you a secure link.


Are you a clinic or a hospital?*

Clinic: outpatient only, runs on our shared domain.
Hospital: in-patient wards, lab and pharmacy, on your own domains.

Options #1: Clinic

Option #2: Hospital


Identity
How patients will recognize you.


Organisation name* ________________________________

Exactly as it should print on prescriptions and receipts.


Short display name: ______________________________________

Shorter name for page headers. Leave blank to use the full name.


Banner title / tagline*: ________________________________

Shown on your landing page, e.g. “Trusted care, on every floor.”


About your organisation* ____________________________________

A short paragraph patients will see on your site. Plain text or simple HTML.


Owner and point of contact
The owner receives the first admin login.

Owner full name* _____________________________


Owner email* _____________________________

Login details are sent to this address.


Owner mobile*: ________________________

Format: +91 followed by 10 digits, no spaces, e.g. +919876543210


Point of contact name* ____________________________

Whom we call with questions during onboarding. Can be the owner.


Point of contact role / designation*: _________________________________


Point of contact phone* __________________________

Format: +91 followed by 10 digits, no spaces, e.g. +919876543210


Point of contact email* _______________________


Expected number of staff + doctors at go-live* _________________________


Public contact details
Shown to patients on your site, prescriptions and receipts.


Support email*: ___________________________


Support phone*: _________________________________

Format: +91 followed by 10 digits, no spaces, e.g. +919876543210


Help email*: _______________________________


Website URL (optional): ____________________________

Starting with https://


Social media links (Optional)

One per line, e.g. “Instagram – https://instagram.com/yourclinic“. Platforms: X, LinkedIn, Facebook, Instagram, YouTube, Other.


Address
Your registered location.


Address line 1*: ______________________________


Address line 2: ______________________________


City*: ___________________________


State*: ___________________________


Pincode*: ___________________________

4–10 digits, numbers only.


Country*: _______________________________


Branding
Images: PNG, JPEG, WebP or SVG, at most 5 MB each and 16 MB in total. Skip anything you don’t have yet. We use defaults and you can change them later.


Link to a shared folder with your images __________________________

Google Drive or Dropbox link shared with our onboarding team. Include:
• Logo: square, transparent PNG, at least 512×512
• Favicon: PNG or SVG, 64×64 (not ICO)
• Banner: wide, at least 1600×400
• Staff login background (optional): landscape image


Messaging (email, SMS, WhatsApp)
If you choose No, notifications go out from the platform’s shared sender. For any Yes, we will send a secure link to collect passwords and keys. Do not enter them here.


Send email from your own address?*

Options #1: Yes

Options #2: No


Sender email address (If Yes, e.g. noreply@yourclinic.com) : __________________________


WhatsApp notifications?*

Option #1: Yes – MsgEasy

Options #2: No


WhatsApp business phone number: ________________________

If Yes. With country code, no spaces, e.g. +919876543210


Online payments
Patients can pay consultation and service fees online through Razorpay. You will enter your Razorpay keys yourself in the EMR’s Payment settings after go-live, so do not share them with us.


Enable online payments?*

Options #1: Yes

Options #2: No


Business name registered with Razorpay

If Yes: _______________________


Staff and doctors
Prepare a CSV with one row per person and these columns:
name, mobileNumber, email, roleName, speciality, registrationNumber, qualifications


Link to your staff CSV

Google Drive or Dropbox link shared with our onboarding team. You can also send it later.

_______________________________________________


Prescription and EMR templates
Link to your existing prescription or SOAP-note templates

Optional. Word or PDF files in a shared folder. We digitise them for you.

______________________________________


Template topics to set up

Optional, e.g. “Diabetes follow-up”, “Post-op orthopaedics”.

_______________________________