Your customers
- Individuals in India
- NRI clients abroad
- New mothers
- Gym members
- Referred patients of doctors
- Corporate HR (wellness)
Health and pharma · Services
MatruOS for an online consultation practice
Set up the way an online consultation practice runs: single consults, 1-month and 3-month plan packages, follow-up renewals, group programmes and recorded courses, corporate wellness talks. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.
Ready when you sign up
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What this solves
What an online consultation practice deals with today, and what MatruOS sets up for it
Today
No-shows and unpaid slots waste 3-5 hours a week. Writing each plan from scratch takes 45-60 minutes.
In MatruOS
MatruOS sets up 8 routines, 2 workflows, 3 registers and 5 licences for an online consultation practice, with an AI team that reads your own records and prepares the work.
What changes
The right person is reminded at the right time, approvals wait for whoever decides, and every licence has a renewal reminder. Anything that sends, pays, signs, files or deletes waits for a person's approval.
Where you sit
MatruOS starts from how your business earns
Who you sell to, who you buy from, how credit moves and where you sit in the chain decide how your screens, reminders and reports are set up.
- Client
- practitioner; doctor or gym
- referral
- practitioner
Your suppliers
- Video call platform
- Booking and payment link service
- Payment gateway
- Social media ads
- Diet software or food database
- Accountant
Credit and cash
Clients pay in advance before the call or at package start; corporate talks paid 30-45 days after invoice; refunds only before the first call
Cash in daily by UPI or gateway (gateway settles T+2); spend is monthly subscriptions and ads; renewals decide next month's income
Your screens use your words
CustomerClientOrderBookingItemSessionInvoiceReceiptproductPlan package
How it works
How MatruOS is set up for an online consultation practice
Set-up takes a few minutes. After that, you change only what is different in your business.
- Describe the business in one lineFor example "Online consultation practice", typed when you sign up.
- Recognised as an online consultation practiceRoutines, workflows, registers, items, licences and the AI team for this trade are set up for you.
- Bring your dataCustomers, items and balances come across from Zoho Books, Vyapar, Excel and others. For Tally, our team helps you move the data while Tally import is checked on the live app.
- Approve and runThe AI team prepares the routine work. A person approves anything that sends, pays, signs, files or deletes.
Your AI team
What the AI team does for an online consultation practice
Each job goes to a member of your AI team. It reads your own records and prepares the work. Anything that sends, pays, signs, files or deletes waits for a person's approval.
Checks every booked slot is paid, sends the payment link and call link, reminds 2 hours before, and offers one reschedule to no-shows
Works it out and shows you
Drafts a meal or routine plan from the intake, using Indian foods and the client's region and fasting days, for the practitioner to edit and approve
Asks you before sending
Lists packages ending in 10 days, writes a short progress summary and renewal offer for each, and drafts a resume note for paused clients
Asks you before sending
Matches settlements and UPI credits to receipts, totals the month, separates foreign fees and warns as the GST threshold nears
Works it out and shows you
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How you run
Your routines, already on a timetable
Each routine has a time, a person and its steps with the checks that matter. MatruOS reminds the right person and keeps the record. Open one to see its steps.
Every day
8:30 amReply to client check-ins (weights, meal photos)
- 1Read each active client's WhatsApp check-in and reply within the day
- 2Flag anyone who has not checked in for 5 days
- 3Note any red-flag symptom and refer to a doctor
9:30 amConfirm today's calls and send links
- 1Check every booked slot has paid; send the payment link to any that has not
- 2Send video links and a reminder 2 hours before each call
- 3Mark yesterday's no-shows and offer one reschedule
2:30 pmWrite and send new client plans
- 1Write plans for clients seen in the last 24 hours from intake and recall
- 2Plan sent within 48 hours of the first consult
Every week
MonRenewal and pause list for the week
- 1List packages ending in the next 10 days
- 2Send a progress summary and renewal offer to each
- 3Ask paused clients if they want to resume
SunPlan and post the week's content
- 1Post 3-4 reels or posts and one client story with written consent
- 2Reply to enquiries in the inbox within 24 hours
Every month
1stMonth close of fees and receipts
- 1Match gateway settlements and UPI credits with receipts issued
- 2Total fees for the month and check the Rs 20 lakh GST threshold for the year
- 3Note foreign-client fees separately (export of service)
Every year
AprDelete or archive old client data
- 1Delete notes and photos of clients inactive over the retention period you promised
- 2Renew professional body membership and indemnity cover
Workflows
Each stage goes to the person who handles it
Work passes stage by stage to the right person. Stages marked for approval wait for the person who decides.
New client to first plan
- 1Enquiry answered with packages
- 2Intake form and consent received
- 3Fee paid
- 4First consult done
- 5Plan sent
Package renewal
- 1Progress summary sent
- 2Practitioner approves offerNeeds approval
- 3Paid and new end date set
Registers and SOPs
Your registers and standards
Registers hold the fields this trade records. SOPs carry the steps and checks, so work is done the same way every time.
Clients
Session log
Fees received
Intake and plan writing
Give a safe plan the client can follow
Red flags and referral
Keep clients safe and stay inside scope
Client data privacy
Keep health data safe under the DPDP Act
Items and licences
Your first bill is right, and no licence lapses
Starter items arrive with unit, HSN and GST rate. The registrations this business usually needs are listed with a reminder before each one expires.
| Item | HSN | GST |
|---|---|---|
| First consultation (45-60 min video) | 999319 | 18% |
| Follow-up consultation (20-30 min) | 999319 | 18% |
| One-month plan package | 999319 | 18% |
| Three-month plan package | 999319 | 18% |
| Pregnancy or lactation package | 999319 | 18% |
| Group programme (4 weeks) | 999319 | 18% |
| Recorded course | 999293 | 18% |
| Corporate wellness talk | 999319 | 18% |
- Udyam (MSME) registration
- GST registrationIf it applies
- Professional tax registrationIf it applies
- GST Letter of Undertaking (LUT) for exportsIf it applies
- Shops and Establishments registrationIf it applies
Your people
The people who run it, each with their own login
Each person sees the screens and reminders for the work they do.
PractitionerTakes consults, writes plans, decides referrals, sets fees.
AssistantBooks slots, sends payment links and reminders, chases renewals, posts content.
Not covered yet
- Sending messages, bills and reminders on WhatsApp from MatruOS is not live yet. Today they go by link, QR code or email, and from your own phone in one tap.
- Live bank and UPI feeds are not connected yet. Upload a bank statement and MatruOS reads it into payments for you to confirm.
Questions people ask
How long does it take to set up MatruOS for an online consultation practice?
Type one line about your business when you sign up, for example "Online consultation practice". MatruOS picks this business type and sets up everything on this page in a few minutes. You then get a 7-day free trial, no card needed.
Do I have to type all of this in?
No. The routines, workflows, registers, items, licences and AI team on this page arrive already set up. You change what is different in your business, and bring your customers, items and balances from Zoho Books, Vyapar, Excel and others, with our team's help for Tally data.
Can I change the routines and workflows?
Yes. Every routine, workflow, register and SOP is yours to rename, retime, switch off or add to. MatruOS keeps the rest of the system in step with your changes.
What does the AI team do without asking me?
It runs routine checks and prepares drafts. Anything that sends, pays, signs, files or deletes waits for a person's approval. The one exception you can choose is payment reminders, which go out on their own once you have checked them and switched them on.
Health and pharma
Other services in health and pharma
Run an online consultation practice on one system Set up for your trade when you sign up.
Describe your business once. MatruOS sets up your apps, brings in your data and puts Muni and the AI team to work, with your approval on every step that matters. 7-day free trial, no card needed.
See plans and what each includes