Patient CRM for private clinics
Keep care moving.
Even between visits.
Give every recall, missed visit, and follow-up a clear next step. Keep conversations, responsibilities, and outcomes together so your team can follow through.
- Know who needs attention.
- See recalls, overdue follow-ups, and missed visits.
- Make the next step clear.
- Assign a person, a due date, and a priority.
- Keep the team informed.
- Record each attempt and its outcome.
After a missed visit
Turn an empty appointment
into a clear next action.
A missed visit can interrupt care and leave clinic time unused. Give the team a practical way to contact the patient and arrange what happens next.
- 01
Pick up the missed visit.
See appointments that need follow-up, with the patient and clinician context together.
- 02
Record the attempt.
Log whether the patient was reached, needs another call, or could not be contacted.
- 03
Agree the next step.
Reschedule, create a recall, or close the item with a documented outcome.
One shared contact history
Start with the last conversation.
When a different team member picks up the phone, the context is already there. See what was discussed, who recorded it, and what needs to happen next.
- Log calls, SMS, WhatsApp, email, and in-person contact.
- Keep internal staff notes alongside the patient’s outreach record.
- See contact preferences and follow-up dates before reaching out.
Communication logging and message delivery are separate. Sending depends on your configured messaging integrations.
Recalls & reminder lists
Bring patients back
when care is due.
Build a focused list for annual recalls, overdue follow-ups, missed visits, or patients not seen for a while. Give each campaign an owner and see its progress.
- Review the patient roster before outreach starts.
- Exclude patients marked Do Not Contact.
- Keep each outcome connected to the patient history.
For clinic managers
See where follow-up needs support.
Review the work and its recorded outcomes. Find overdue items, understand staff workload, and see how recall campaigns are progressing.
- Open work
- Follow-ups, recalls, and tasks still waiting for action.
- Contact outcomes
- Patients reached, unanswered attempts, and next steps.
- Campaign progress
- Completed outreach and patients still on the list.
Which plan includes Patient CRM?
Patient CRM is included in Professional and Enterprise. Core includes appointments and reception. Compare the applications on the pricing page to choose the right plan for your clinic.
Does Patient CRM automatically send SMS or WhatsApp messages?
Patient CRM organizes outreach and records calls, messages, and their outcomes. Sending messages requires the appropriate messaging integration and configuration. We can review your channels and requirements during a demo.
Can we assign follow-up work to different staff members?
Yes. Assign follow-ups and tasks with a due date, priority, and status. Staff can work through their assigned tasks and campaigns, while administrators can review the wider center workload.
How are patient contact preferences handled?
Record the preferred contact method and language on the patient profile. Recall campaign audiences exclude patients marked Do Not Contact, and the team can review the roster before starting outreach.
Can we review completed work?
Yes. Communication history, completed follow-ups, and campaign outcomes remain available so your team can see what happened and managers can review recorded outreach activity.
See Patient CRM in QHealth
Make follow-up part of your clinic’s routine.
Walk through missed visits, recall lists, and patient communication with our team. See how the workflow fits your clinic.