Get Started in 5 Simple Steps
From sign-up to your first payment reconciliation, ConsultPro gets you operational in under an hour. Here is exactly how it works.
Start Free TrialStep by Step
From sign-up to your first report
Five guided steps to get your team fully set up on ConsultPro.
Sign Up
Create your account in under 2 minutes. Choose whether you are a hospital or a consultant, and you are immediately placed in a 14-day free trial with full access to every feature.
What happens in this step
- Enter your name, email, and phone number
- Select organization type: Hospital or Consultant
- Verify your email and set a password
- Your 14-day trial starts immediately with all features unlocked
Complete Onboarding
Our guided onboarding walks you through everything: organization details, GST/PAN information, bank accounts, fee schedules, and team member invitations. Most users complete it in 15 minutes.
What happens in this step
- Add organization name, address, and registration details
- Enter GST and PAN numbers for TDS compliance
- Configure bank accounts for payment tracking
- Define fee schedules for different visit types
- Invite team members and assign roles
- Set notification preferences for WhatsApp and Email
- Review and confirm your setup
Map Consultants to Hospitals
Hospitals invite consultants by email or phone. Consultants accept the invitation and both sides agree on fee structures. This two-sided mapping ensures everyone is aligned before any billing begins.
What happens in this step
- Hospital sends invitation to consultant via email or phone
- Consultant receives notification and accepts the mapping
- Both parties agree on per-visit and per-procedure fees
- Define speciality, department, and availability
- Mapping goes live and visits can be scheduled
Schedule Visits & Generate Billing
Hospitals log consultant visits (OPD, IPD, Surgery, Anesthesia). Consultants confirm the visits. Once confirmed, billing is generated based on the pre-agreed fee schedule and submitted for approval.
What happens in this step
- Hospital staff logs a visit with type, date, and patient details
- Consultant receives notification and confirms the visit
- Billing is auto-calculated based on the agreed fee schedule
- Consultant reviews and submits billing for approval
- Hospital approves or raises a dispute with comments
- Approved billing moves to the payment queue
Track Payments & TDS Compliance
Track every payment from initiation to settlement. ConsultPro automatically calculates TDS under Section 194J, generates challans, and provides data for quarterly returns. Both hospitals and consultants have complete visibility.
What happens in this step
- Hospital initiates payment via Cash, Bank, Cheque, or Online
- TDS is auto-deducted at 10% under Section 194J
- Consultant receives payment notification with breakdown
- TDS challan is generated for government filing
- Form 16A certificates are available for consultant download
- Monthly and quarterly reports are auto-generated
Start Your Free Trial to Try These Steps
Your 14-day free trial includes every feature. No credit card required. Most teams are up and running within a day.