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Healthcare & Hospital CRM

The follow-up call that brings the patient back

Enquiries, appointments and insurance claims usually live in three systems that never speak. We build the one that connects them — and turns the OPD recall from a paper register into a reminder that sends itself.

OPD scheduling · Recalls · TPA claims · WhatsApp · Feedback

Why it slips

Three systems, and the patient falls through the gaps between them

The enquiry desk does not know about the appointment. The appointment book does not know about the claim. So the recall that keeps a patient — and the revenue — never gets made.

Enquiries

A phone register and a WhatsApp number

Blind to: Whether the enquiry ever became a visit

Appointments

A separate scheduling book or spreadsheet

Blind to: Who needs recalling, and when

Claims

The billing desk, on its own

Blind to: The patient history the claim belongs to

We replace the three with one, so the recall knows the visit happened.

Signature module

The recall engine

A follow-up that depends on a busy front desk remembering is a follow-up that does not happen. This one runs on the calendar the moment a visit is closed.

Day 0

Visit closed

Doctor sets a 15-day review at the end of the consultation.

Day 13

Reminder sent

WhatsApp to the patient, with a one-tap slot to confirm.

Day 14

Desk alerted

Unconfirmed recalls surface on the front-desk worklist.

Day 15

Patient returns

Or is marked lost, so nobody is left guessing.

Follow-up recall rate

38%81%

Illustrative, from work in this sector — confirmed against your own baseline in discovery.

What we build

Built around a clinic day, not a sales pipeline

The vocabulary is patients and appointments, not leads and deals — because software that speaks the wrong language is software the front desk works around.

Front desk

  • Patient enquiry desk
  • OPD appointment scheduling
  • Doctor availability grid
  • Token & queue display

Clinical follow-through

  • Recall & reminder engine
  • Visit history timeline
  • Referral tracking
  • Health-package renewals

Billing & claims

  • TPA / insurance claim desk
  • Pre-authorisation tracking
  • Estimate & final billing
  • Claim ageing & follow-up

Voice & insight

  • Feedback & NPS capture
  • Complaint resolution
  • Doctor & department dashboards
  • Footfall & conversion reports
The money that waits

A claim desk that chases before the payment ages

Most hospital cash is not lost, it is late — stuck in a claim nobody followed up. The desk sorts every claim by how long it has been waiting and escalates on its own.

TPA claims by ageingsorted oldest-risk first
0–7 days

₹18.4L

42 claims

Submitted, within norms

8–15 days

₹11.2L

23 claims

First follow-up due

16–30 days

₹7.6L

11 claims

Escalated to TPA desk

30+ days

₹3.1L

4 claims

Flagged to management

Each bucket escalates on its own schedule — the 30-day column is a management alert, not a surprise at month-end.

Healthcare questions

What hospitals ask first

Something specific to your setup? Ask an engineer

Start with the recalls you are quietly losing

Tell us how you track follow-ups today. If it is a register or a memory, that is usually the fastest place a connected system pays for itself.

  • OPD scheduling with a live doctor grid
  • Recalls that send themselves on WhatsApp
  • TPA claims sorted and chased by ageing
  • Role-based access with a full audit trail