Lead management
Maintain a centralized database of all past patients to support continuous engagement and follow-ups.
Collect complete patient details from web forms, internal references, and referrals received from clinics and hospitals.
Engage patients and healthcare providers throughout every stage of the sales journey using impactful email marketing campaigns.
Manage patient interactions through an omnichannel strategy to ensure seamless and consistent communication across multiple touchpoints.
Record patient information accurately and enable efficient data tracking for timely callbacks and follow-ups.
Appointment scheduling
Manage both in-person and virtual consultations through a single, unified scheduling platform.
Integrate patient appointments seamlessly with calendar tools such as Google Calendar.
Enable automated reminders and notifications for doctors and patients to ensure timely communication.
Monitor and reduce no-shows while preventing overlapping or double bookings.
Provide patients with a simple and flexible option to reschedule their appointments effortlessly.
Omnichannel communication
Use WhatsApp, email, SMS, and chatbots to send automated messages for appointment confirmations, reminders, and follow-ups.
Create templates for frequent interactions, such as appointment confirmations, prescription reminders, and test result notifications.
Leverage chatbots for appointment scheduling, answering frequently asked questions, and sending personalized care reminders.
Reach patients through email marketing campaigns tailored to their medical history and interactions.
Integrate SMS reminders for patients about upcoming appointments to reduce no-show rates.
Follow-up reminders
Utilize WhatsApp, email, SMS, and intelligent chatbots to automate appointment confirmations, reminders, and follow-up messages.
Automate communication for appointments, prescriptions, and reports to enhance patient experience and reduce manual effort.
Use smart chatbots to assist with scheduling, respond to patient inquiries, and provide instant health-related guidance.
Run targeted email campaigns that align with each patient’s treatment journey and engagement history.
Send automated SMS alerts and reminders to ensure patients stay informed and never miss their appointments.
Telephony management
Record and monitor every inbound and missed patient call directly within the CRM system.
Automatically document all phone interactions to maintain communication transparency and improve service quality.
Generate instant alerts for missed calls, enabling administrators to follow up with patients promptly and ensure no inquiries go unanswered.
Data-Driven Insights
Analyze and identify inefficiencies in patient management, appointment processes, and workflow patterns.
Access detailed analytics through customizable dashboards equipped with visual charts, metrics, and key performance indicators (KPIs).
Utilize data-backed reports to track revenue, monitor patient visits, and evaluate the overall operational performance of your clinic or hospital.
EHR/HIMS Integration
Seamlessly connect your CRM with existing Electronic Health Record (EHR) or Hospital Information Management System (HIMS) to ensure real-time data synchronization, accurate patient information sharing, and smooth coordination for referrals and clinical workflows.
Digital signature solution
Manage patient consent forms, medical agreements, and authorization documents seamlessly using Medicare Sign.
Enable secure and fast digital signatures to speed up documentation and approval workflows.
Safeguard sensitive patient and administrative data with advanced encryption methods like AES-256 and public key infrastructure (PKI).
Comply with global healthcare standards like HIPAA, GDPR, and FDA 21 CFR Part 11 to keep all signed documents secure and legally valid.
