Inquiry to appointment
A patient contacts the clinic from WhatsApp, the website, a call, Google, social media, or a referral. Reception records the source, need, contact history, and next action before confirming a slot.
ClinicWorks connects the handoffs that usually break between marketing, reception, consultation, billing, and follow-up.
Map your clinic workflow on WhatsAppEach stage passes useful context to the next person, and every open action stays visible.
A patient contacts the clinic from WhatsApp, the website, a call, Google, social media, or a referral. Reception records the source, need, contact history, and next action before confirming a slot.
Reception marks the patient as arrived and places them in the queue. The doctor opens the structured patient record and adds relevant visit notes, treatment plan, tests, or attachments.
The doctor creates a clear prescription when appropriate. Fees are generated for the consultation or procedure, payment status is recorded, and the patient receives a receipt.
A follow-up carries a date, reason, and assigned staff member. The patient and team receive reminders, missed follow-ups are visible, and the next visit stays connected to the record.
Daily clinic activity becomes a structured monthly view of visits, missed appointments, revenue indicators, pending dues, lead sources, follow-ups, workload, and service demand.
Instead of relying on someone to remember the missed visit later, ClinicWorks turns it into assigned, visible work.
10:45 AMAppointment not attended
Automatic actionReception follow-up created
Assigned taskCall patient before 4:00 PM
OutcomePatient rescheduled for Thursday
Our team reviews ClinicWorks activity alongside website, CRM, campaign, content, and lead data. Together, we identify missed handoffs and refine the digital system behind the clinic.
Show us how your team works today. We will identify where patient, staff, billing, and digital lead handoffs can become clearer.