Healthcare CRM

Enquiry capture. Record the person's contact information, referral source, service interest, and preferred contact time.

Coordinator ownership. Assign a staff member to follow the enquiry, keep conversation notes, and schedule the next contact.

Conversion visibility. Compare the number of enquiries entering each stage and identify where patients need further assistance.

Patient profile. Maintain contact details, referral information, communication preferences, and the staff member responsible for follow-up.

Relationship timeline. Keep previous calls, appointments, enquiries, and care-coordination notes in a single chronological view.

Team handover. Share relevant context with authorised colleagues when a patient moves between departments or coordinators.

Provider matching. Select a suitable department or doctor based on the requested service and available schedule.

Booking status. Keep pending, confirmed, checked-in, completed, and cancelled appointments distinguishable for reception staff.

Availability changes. Review doctors who are available or in consultation before arranging or changing an appointment.

Follow-up scheduling. Record the reason for contact, due date, responsible person, and preferred communication channel.

Patient assistance. Track appointment questions, service enquiries, and requests requiring another department's response.

Pending work. Separate completed conversations from overdue or unresolved items so managers can help the team prioritise.

Daily overview. See today's appointment workload and pending follow-ups alongside new enquiry activity.

Growth trends. Compare patient growth and revenue over selected periods to understand changes in practice activity.

Lead-source performance. Review referral and enquiry sources alongside conversion stages to identify which channels bring relevant demand.

Patient billing. Associate charges, invoices, payment records, and outstanding balances with the relevant patient account.

Revenue review. Compare billing and collection information with appointment and practice activity for the same period.

Role-based access. Separate coordinator, provider, and administrative responsibilities so sensitive information is available to the appropriate staff.