How can we help?

You can bring your existing patient list into NxaCare from a CSV or Excel export, and our onboarding team migrates larger or more complex datasets for you at no extra cost.

1. 1Go to Settings → Data → Import and download the CSV template.
2. 2Map your existing columns (name, phone, date of birth, etc.) to the template headers.
3. 3Upload the file — NxaCare validates each row and flags duplicates before anything is saved.
4. 4Review the preview, then confirm to commit the import.

Your clinic profile drives invoices, the patient booking portal and reminder messages, so it is worth completing first.

Add your clinic name, address, contact number, logo and working hours under Settings → Clinic. These details appear on patient-facing documents and confirmation messages automatically.

Invite teammates from Settings → Staff → Invite. Each person gets an email link to set their own password, so you never handle their credentials.

Assign a role when you invite them — roles control what each person can see and do (see "Roles and permissions explained").

Every plan includes a patient self-booking portal. Patients see real-time available slots, pick a provider, and receive automated confirmation and reminders.

Share your booking link from Settings → Booking, or embed it on your website. You stay in control of which providers, services and time windows are bookable online.

Packages let you bundle a course of treatment into a single priced item and collect payment in instalments.

1. 1Create the package under Billing → Packages with its total price and number of sessions.
2. 2Assign it to a patient — the balance is tracked automatically as sessions are used.
3. 3Record partial payments against the package; the outstanding amount updates on every invoice.

Pro and Enterprise plans integrate with Razorpay (UPI, cards, net banking and wallets) and Stripe (international cards) for online collection.

You can also record cash and cheque payments through the manual billing module, so every transaction stays in one place regardless of how it was paid.

Add your GSTIN and default tax rates under Settings → Billing. Once set, GST is applied and itemised automatically on every invoice, and you can export a GST summary for your accountant at the end of each period.

Every patient chart shows a chronological timeline of visits, prescriptions, payments and documents in one view, so you have full context before each appointment without digging through separate screens.

Roles determine what each teammate can see and do. NxaCare ships with sensible defaults — for example, front-desk users manage appointments and billing but cannot edit clinical notes, while doctors have full access to charts.

Admins can adjust role permissions under Settings → Staff → Roles to match how your clinic works.

Your data is always yours. You can export patients, appointments, invoices and documents at any time from Settings → Data → Export.

Exports are generated as standard CSV files (with documents bundled as a downloadable archive), so you keep full access to your records even if you ever decide to leave.

All patient data is encrypted at rest (AES-256) and in transit (TLS 1.3). NxaCare is SOC 2-ready and complies with India’s Digital Personal Data Protection Act (DPDPA).

Enterprise plans include a signed Data Processing Agreement (DPA) covering how your data is handled.

If reminders stop arriving, check three things: the patient has a valid contact saved, reminders are enabled under Settings → Reminders, and your WhatsApp/email integration still shows as connected.

A common cause is a disconnected WhatsApp session — reconnect it under Settings → Integrations and resend a test message. If reminders still fail, contact support with the affected appointment.

Use the "Forgot password" link on the sign-in page to reset your password.

If your whole clinic cannot sign in, check our status page for any ongoing incident before contacting support.

Online payments usually reconcile within a few minutes. If a paid invoice still shows as unpaid, open the invoice and choose Refresh payment status to re-check with the payment gateway.

If the charge succeeded with your provider but still is not reflected after that, contact support with the payment reference so we can reconcile it for you.