Client CRM
Contact records, tags, tasks, operational timeline, D2 CSV import and controlled export/erasure.
Centralize clients, scheduling, online booking, billing, administrative forms, the client portal and activity metrics.
VIPULTA brings core practice workflows into an interface designed to stay understandable without technical training.
Contact records, tags, tasks, operational timeline, D2 CSV import and controlled export/erasure.
Availability, locations, services, public booking, cancellation, rescheduling and waitlist.
Invoices, simulated payments/refunds, packs and client credits for beta testing.
Versioned administrative forms and consent, without D3 answers or health documents.
Appointments, invoices, credits and consent through revocable, limited access.
Activity, occupancy, no-show, retention, acquisition and aggregated operational revenue.
Prepared, traceable scenarios. External delivery remains disabled until the delivery checkpoint is validated.
Guided onboarding, readiness checklist, structured feedback, CSAT, NPS and blocker signals.
Operational data is isolated by organization with access controls and RLS.
Session notes and other D3 data are not enabled in the current beta.
Sensitive operations use safeguards, audit trails and multi-tenant tests.
Operational export and controlled erasure with explicit retention of records that must remain traceable.
No. VIPULTA is designed as practice-management software. It does not provide diagnosis, prescriptions or therapeutic recommendations.
No. The current beta only allows operational D1/D2 data. D3 data remains disabled until the HDS/GDPR gate is validated.
No. Payment flows are simulated in alpha/beta. No real card processing is enabled at this stage.
Not yet. The automation engine and audit trail exist, but external providers remain disabled during this phase.
The product already includes a controlled D2 export and erasure/pseudonymization flow for authorized roles.
No payment is requested during this validation phase.