Implement innovative sales tools for the healthcare industry

Human Resources

Sales Department

Top Management

Accounting Department

Law Department

Patients funnel in one CRM system

With the automation we are implementing, all patient requests will flow into one CRM system, displaying customer references and details of the appointments assigned. A separate funnel is created for all leads, where you can see all the analytics on current and prospective patients.

Patient status automatic updating

You can create notes within each lead (patient) regarding its status. Any of your actions with patients will be automatically displayed in the CRM. Moreover, the lead is automatically moved to the relevant field within the CRM (contact made, appointment schedule, payment etc.).

Appointments automation

Patient appointments will be automatically transferred to the CRM system, so you will never forget a patient appointment again, and you can see all your appointments in one centralised place.

Furthermore, we will connect EMR or electronic medical records. This includes diagnoses, allergies, medical histories, immunisation dates, lab results, medications and physicians' notes.

EMR systems can handle everything from documenting patient data and scheduling appointments to filling prescriptions and verifying insurance.

Automated notifications and confirmation system

You will receive fully automated patient notifications for upcoming appointments and further reminders. If patients are on the confirmation or the appointment decision, you can send the automatic verification and notification. This means you will be set up with a fully automated confirmation system.