




A Journey Worth Sharing
How one Healthcare & Medical business found a better way to work


- π Patient called to ask report status β no clue
- π§Ύ Paper-based appointment register misplaced
- π Staff forgot to call patient for follow-up
- π Patient records scattered in files, hard to find
- π Confusion about medication or dosage details
- π€ No proper record of bills or outstanding amounts
- π€ Lab and doctor not aligned on sample status
- π§ Doctor remembered symptoms, but forgot treatment details
- π Patient called late night, staff had no access
- π Canβt track which patient took which package
- π¬ Reports sent by email, patients didnβt check
- π No idea which service or doctor brings most visits
- π Referral patients not tagged properly
- π New staff confused about regular procedures
- π Calling patient again to collect due balance
- π Canβt find previous scan images quickly
- π¬ Internal communication lost in staff change
- π§Ύ Print prescriptions not readable later
- π No track of ambulance or home care services
- π¦ Medical inventory often short or expired


- π² Lab and scan reports tracked, shared with 1 tap
- π Digital appointment slots β no overbooking, no confusion
- π Auto-follow-up reminders by condition, date, or doctor
- π Search by name, phone, ID to access full history
- π Prescription stored with date, quantity, doctor name
- π° Invoices with full payment log under each patient
- π Shared task list shows lab pickup, report stage, comments
- π§Ύ Past treatment and notes saved date-wise under patient
- π² On-call team can see patient data securely on mobile
- π¦ Package, consultation, and add-on service log available
- π€ Share via SMS/WhatsApp with auto-record of sent status
- π Reports by doctor, department, and service type
- π§ββοΈ Referral info saved β track channel and success rate
- π Internal SOP notes saved by process, visible to team
- π§Ύ Balance summary visible with reminders and receipt logs
- πΌ Attach scans with date, doctor, and test type for fast access
- π© Notes stay with patient profile β not lost with staff
- π Digital printouts with logo, dose, instruction, and doctor sign
- π Service tracker shows driver name, duty time, patient
- π Stock tracker with expiry alerts, quantity status, vendor log
Earlier, some slots would stay empty, and sometimes we’d be overloaded. Now, with proper appointment tracking, confirmations, and a daily view β our day flows smoother, and patients feel more attended.
- β’ Calendar view of the day for doctors and staff
- β’ Auto-reminders sent to patients
- β’ Walk-ins added without breaking the flow
Many patients forget their past prescriptions or lab reports. Earlier, we had to dig files. Now, everything is stored in one place β we open their name, and we know their full medical story.
- β’ History of visits, medicines, and diagnosis
- β’ Scanned reports and test results linked
- β’ Saves time, improves treatment accuracy
They used to ask every few minutes β βDoctor is available?β, βDid patient come before?β, βWhich file to open?β Now, they just type the name or number and get all details calmly.
- β’ Instant access to patient profile
- β’ Appointment status and payment history shown
- β’ Reduces dependency on senior staff
Before, if a report got delayed or missed, it caused stress. Now we log every test, its status, and update it once ready. Patient calls reduced. Everything moves quietly but correctly.
- β’ Test status tracking panel
- β’ Reports attached to patient record
- β’ Less confusion, more confidence during handover
Earlier, with cash, card, and insurance mix β things were messy. Now every payment is recorded properly. Outstanding balance shows clearly. Patients get receipts without asking.
- β’ Invoice linked to patient record
- β’ Refunds, insurance status, discounts tracked
- β’ Transparency for both patient and admin
This is common. A patient returns after 6 months or 2 years. Earlier, staff would forget their case. Now we open the record β everything is there. They feel cared for and valued.
- β’ Long-term case tracking
- β’ Follow-up reminders set during past visits
- β’ Helps deliver continuity of care
Earlier, shift changes caused miscommunication. Now we update doctor availability, and the front desk team checks it directly. No unnecessary calls, no confusion in front of patients.
- β’ Weekly/monthly duty roster shown
- β’ Staff leave and handover managed
- β’ Better team coordination, smoother operations
Sometimes, a small allergy or note from last time gets missed. Now, staff adds alerts β so during the next visit, the doctor sees it and remembers. It feels safe and caring.
- β’ Alerts and red flags saved in record
- β’ Notes visible before prescribing
- β’ Reduces risk, improves patient trust
In clinics and hospitals, staff changes are common. With CRM, a new receptionist or assistant can quickly learn who is who, what was done, and whatβs pending β without asking too much.
- β’ Easy layout, names and cases searchable
- β’ Activity logs show what was last done
- β’ Reduces onboarding stress
For NABH, insurance partners, or internal reviews β we used to panic. Now, everything is already logged. Documents, billing, appointments, case notes β all available in a few clicks.
- β’ Export-ready reports per patient or service
- β’ Audit trail for treatments and payments
- β’ Gives a sense of readiness, always
Earlier, some slots would stay empty, and sometimes we’d be overloaded. Now, with proper appointment tracking, confirmations, and a daily view β our day flows smoother, and patients feel more attended.
- β’ Calendar view of the day for doctors and staff
- β’ Auto-reminders sent to patients
- β’ Walk-ins added without breaking the flow
Many patients forget their past prescriptions or lab reports. Earlier, we had to dig files. Now, everything is stored in one place β we open their name, and we know their full medical story.
- β’ History of visits, medicines, and diagnosis
- β’ Scanned reports and test results linked
- β’ Saves time, improves treatment accuracy
They used to ask every few minutes β βDoctor is available?β, βDid patient come before?β, βWhich file to open?β Now, they just type the name or number and get all details calmly.
- β’ Instant access to patient profile
- β’ Appointment status and payment history shown
- β’ Reduces dependency on senior staff
Before, if a report got delayed or missed, it caused stress. Now we log every test, its status, and update it once ready. Patient calls reduced. Everything moves quietly but correctly.
- β’ Test status tracking panel
- β’ Reports attached to patient record
- β’ Less confusion, more confidence during handover
Earlier, with cash, card, and insurance mix β things were messy. Now every payment is recorded properly. Outstanding balance shows clearly. Patients get receipts without asking.
- β’ Invoice linked to patient record
- β’ Refunds, insurance status, discounts tracked
- β’ Transparency for both patient and admin
This is common. A patient returns after 6 months or 2 years. Earlier, staff would forget their case. Now we open the record β everything is there. They feel cared for and valued.
- β’ Long-term case tracking
- β’ Follow-up reminders set during past visits
- β’ Helps deliver continuity of care
Earlier, shift changes caused miscommunication. Now we update doctor availability, and the front desk team checks it directly. No unnecessary calls, no confusion in front of patients.
- β’ Weekly/monthly duty roster shown
- β’ Staff leave and handover managed
- β’ Better team coordination, smoother operations
Sometimes, a small allergy or note from last time gets missed. Now, staff adds alerts β so during the next visit, the doctor sees it and remembers. It feels safe and caring.
- β’ Alerts and red flags saved in record
- β’ Notes visible before prescribing
- β’ Reduces risk, improves patient trust
In clinics and hospitals, staff changes are common. With CRM, a new receptionist or assistant can quickly learn who is who, what was done, and whatβs pending β without asking too much.
- β’ Easy layout, names and cases searchable
- β’ Activity logs show what was last done
- β’ Reduces onboarding stress
For NABH, insurance partners, or internal reviews β we used to panic. Now, everything is already logged. Documents, billing, appointments, case notes β all available in a few clicks.
- β’ Export-ready reports per patient or service
- β’ Audit trail for treatments and payments
- β’ Gives a sense of readiness, always
Curious Minds Ask, We Answer
Yes. You can save every patientβs call, WhatsApp, or website inquiry β and book or reschedule appointments with just one click. π
Absolutely. You can set follow-up dates, call notes, or send reminders β keeps your clinic looking caring and attentive. π
Yes. Each patient profile can have reports, prescriptions, or bills uploaded β ready to access any time, even years later. π
100%. Even if youβre a one-doctor clinic, this makes you look organized, fast, and modern β without any headache. π¨ββοΈ
Yes. You can send SMS, WhatsApp, or email reminders β it reduces no-shows and saves your time. ποΈ
You can link lab tests or medicine orders to patient profiles, track who ordered what, and follow up if anything is pending. π
Yes. You can plan health camps, save visitorsβ details, and follow up with them later for checkups or consultations.
Yes. Youβll know who paid, when, and for what service. Even part payments and balances are easy to track. π³
Yes. Each doctor can have their own appointments, cases, and follow-ups β but the admin can see everything from the top. π₯
All records stay with your account. Even if staff changes, your data, appointments, and history are fully secure. π
Yes. Set periodic reminders for patients β vaccines, sugar tests, BP follow-ups β so they never miss a check. π©Ί
Definitely. Whether itβs a dentist, dermatologist, or optometrist β appointment + reports + photos + progress, all can be tracked easily. π·
Yes. Upload any medical insurance form, KYC, or doctorβs letter β all linked under the correct patient profile. π
Yes. Organized records, proper logs, and document access makes audits stress-free. No last-minute searching. π
Yes, you can tag each patient visit by type and generate reports accordingly β perfect for modern clinics with hybrid care models. π»