Before You Begin
CaseIndex uses Google Workspace to store your calendar, patient documents, and case records — all inside your own Google Drive. This means you retain full ownership and control of your data.
You will need:
- A Google account (a Gmail or Google Workspace / G Suite account works fine)
- The CaseIndex mobile app installed on your Android or iOS phone
Your data stays in your Google account
CaseIndex creates a secure folder in your Google Drive called "CaseIndex". All patient records, appointment calendars, and documents are stored there. CaseIndex never stores or sells your patient data.
Step-by-Step Setup
Download and open the CaseIndex App
Install CaseIndex from the Play Store (Android) or App Store (iOS). Open the app and tap Sign In with Google.
Authorise Google Workspace
After signing in, the app will ask for permission to connect to your Google account. This is required to create the appointment calendar and file storage. Tap Allow on all the permission dialogs. Google will redirect you back to CaseIndex automatically.
Grant all permissions
Make sure to grant permissions for Calendar, Drive, and Docs. If you decline any, some features may not work correctly. You can re-authorise later in Settings → General → Re-authorise Google.
Set your Business / Clinic Name
The app will prompt you to enter your practice name (e.g. "Sharma Homoeopathy Clinic"). This name appears on patient booking confirmations and notifications. Tap Continue.
Add Your Clinic Locations
Tap Add Clinic and fill in the clinic name, address, and optionally a Google Maps link. If you practice at more than one location, add each one separately. Each clinic can have its own schedule.
Add Doctors / Practitioners
Add yourself first, then invite additional doctors if your practice has more than one. For each doctor, enter their name, email, and speciality. CaseIndex will send them an invitation email to join your practice.
Roles explained
Owner — full control over all settings. Doctor — can view and manage their own appointments and patients. Receptionist — can manage all bookings and patients, but not system settings. See the Staff & Roles guide for details.
Create Your First Schedule
A schedule ties together a doctor, a clinic, and their working hours. Tap Add Schedule and:
- Select the Doctor this schedule is for
- Select the Clinic location
- Set the Slot Duration (e.g. 15, 20, or 30 minutes per patient)
- Set the Working Days and Hours for each shift
- Tap Save Schedule
The system will automatically create a Google Calendar linked to this schedule and use it to generate available booking slots.
You're all set!
The setup wizard will complete and you'll arrive at the main Calendar screen. You can now start booking appointments, registering patients, and sharing your public booking link.