Live Client SystemHealthcare / Clinics
Clinical Operations Hub
Healthcare / Clinics
01Situation
A clinic relying on reception staff, WhatsApp, and paper-based coordination to manage patient leads and appointments.
02Problem
Leads arriving through calls, WhatsApp, and web forms were not tracked in one place. Follow-up was inconsistent, no-shows were common, and inactive patients were never re-engaged because there was no system to flag them.
03Constraints
- No medical or regulatory compliance claims permitted without verification
- Needed a system usable by non-technical clinic staff
04Current Workflow (Before)
- 1.Leads captured verbally or via WhatsApp with no central record
- 2.Appointment scheduling handled by reception staff manually
- 3.No process for recovering missed calls or inactive patients
- 4.Reminder calls made manually, inconsistently
05System Designed
A patient CRM connected to appointment scheduling, automated follow-up, and a staff dashboard giving visibility into the full patient pipeline.
06Architecture / Layers
Patient web portal for scheduling and intake
Staff dashboard for pipeline visibility
Automated follow-up layer for reminders and recovery
07What Was Built
Patient CRM & Pipeline
Centralized tracking of every lead from call, WhatsApp, or web form.
Appointment Scheduling
Unified scheduling replacing manual reception coordination.
Automated Follow-Up
Reminders and recovery sequences reducing no-shows.
Staff Dashboard
Real-time visibility into the patient pipeline for clinic staff.
09Outcome
- Centralized lead tracking across every intake channel
- Reduced no-shows through automated reminders
- Visibility into inactive patients for reactivation
12Tech Stack
Custom CRMAutomated messaging