Patients do not show up
Booked and never came. The slot burned, the doctor waited, the money is gone for good.
CRM FOR CLINICS AND MEDICAL CENTRES
CRM for a medical centre and clinic
Patient bookings, visit reminders, visit history, recall for check-ups and doctor workload control — without a notebook at reception.
Free consultation
Typical pains of a clinic
Enquiries in five channels
Instagram, Viber, calls, website form. The administrator answers one chat while a patient in another goes to a competitor.
History in the administrator's head
Who came when, what was done, what they prefer. The administrator leaves and the knowledge leaves with them.
No repeat visits
The patient recovers and disappears. Nobody reminds them about a check-up six months later.
Unclear workload
How much each doctor earned, which services drive revenue, where the gaps are — counted manually at month end.
How it is solved
One schedule
Doctors, rooms, services, durations. A booking from any channel lands in one calendar.
Patient reminders
An automatic message the day before — the cheapest way to cut no-shows.
Patient card
Visit history, services, payments, comments, with role-based access: the administrator sees one thing, the doctor another.
Recall for check-ups
After a set period the system reminds the patient to book again.
Analytics
Revenue by doctor and service, enquiry-to-visit conversion, share of repeat visits.
What exactly we set up for a clinic
A medical centre lives on two numbers: how many enquiries became visits and how many patients came back. Everything else is a tool serving those two.
Bookings and schedule
Doctor, service, room, duration, preparation requirements. Free slots are visible and clashes are impossible.
Enquiries from every channel
Instagram, Viber, Telegram, website and calls in one list with statuses, so nobody is lost between chats.
Reminders and confirmations
A message the day before with a confirmation button. Unconfirmed patients land in a separate list so the slot can be resold.
Patient card with history
Visits, services, payments, administrator comments and files — without clinical records if a dedicated medical system is used for those.
Repeat visits and check-ups
A rule per service for when to remind about the next visit. It is the cheapest sales channel a clinic has.
Payments and packages
One-off services, memberships and treatment courses, with visibility of progress and when to extend.
Access rights
The administrator sees the schedule and contacts, the doctor their own patients, the owner the money. Personal data is closed by role.
Workload and revenue
By doctor, service and weekday. You see where the gaps are and where an extra shift is needed.
Telephony
Patient card on an incoming call, call recording, a task for every missed call.
How the implementation goes
1. Audit
How bookings are handled today, where patients come from, how many no-shows there are and what is done about them.
2. Model
Services, durations, doctors, schedule, reminder and recall rules, roles and access.
3. Setup and migration
Patient base, schedule, services, message templates, channel connections.
4. Launch
Training administrators on the live flow. We stay close for the first weeks, when real scenarios surface.
Clinic package
- One schedule and booking flow
- Reminders and visit confirmation
- Patient card with history
- Recall for check-ups
- Role-based access
- Analytics by doctor and service
Frequently asked questions
Can medical data be stored in the CRM?
We deliberately separate them: bookings, communication, payments and visit history live in the CRM, while clinical records stay in a dedicated medical system. You get a convenient service layer without questions about sensitive data processing. If the medical system has an API we connect them so nothing is entered twice.
How much do reminders reduce no-shows?
It is the fastest payback in a clinic. Every empty slot is money you cannot recover, a message the day before costs almost nothing, and confirmations let you resell a freed slot.
Doctors do not want to use a system. What is required from them?
The minimum: mark the visit as done and leave a note for next time if needed. Scheduling and communication stay with the administrator. Load a doctor with form filling and they will stop by the second week.
Can we run several branches?
Yes. Schedule, doctors and patients are tracked per branch while the owner sees the combined picture, and access is limited so one branch administrator does not see another branch's schedule.
How long until launch?
Usually two to three weeks: a week for schedule and services, the rest for migrating the patient base and training. Longer only when the base is scattered across several sources.