Clinic CRM
Streamline patient management, appointments, and practice administration
Overview
The Clinic CRM is designed for healthcare and wellness practices that need to manage patient administration efficiently. Handle patient registration, appointment scheduling, practitioner calendars, visit records, follow-up scheduling, and administrative notes — all with the secure access controls that healthcare demands. Focus on your patients, not paperwork.
Who is it for?
- General practice clinics managing patient appointments and records
- Specialist practices coordinating referrals and follow-ups
- Wellness centres scheduling treatments and tracking client journeys
- Dental, physio, and therapy practices managing patient administration
Quick Facts
- Best for
- Clinics, healthcare practices, and wellness centres
- Trial period
- 30 days free
- Purchase model
- Once-off payment
- Workspace
- Private, isolated per company
- Users
- Unlimited team members
Features
Everything included in the Clinic CRM
Patient/Client Registration
Register patients with contact details, medical aid information, and administrative notes. Quick search and lookup for returning patients.
Appointment Scheduling & Reminders
Book appointments with available practitioners. Send automatic reminders to reduce no-shows and keep your schedule on track.
Practitioner Calendars
Each practitioner has their own calendar showing bookings, availability, and blocked time. Avoid double-bookings.
Visit Administration & Notes
Record visit details, administrative notes, and outcomes. Maintain a chronological history for each patient.
Staff Assignments & Permissions
Assign patients and appointments to specific practitioners. Control who can view and edit patient records.
Follow-Up Scheduling
Schedule follow-up appointments automatically. Track which patients need recall visits or check-ups.
Reports & Notifications
Generate reports on appointment volumes, practitioner utilisation, and patient trends. Set up notifications for important events.
Audit Logs
Track who accessed or modified patient records and when. Essential for compliance with healthcare regulations.
Why Choose Clinic CRM?
Reduce No-Shows
Automatic appointment reminders keep patients informed and reduce missed appointments.
Efficient Scheduling
See practitioner availability at a glance and book appointments without conflicts.
Patient History
Every visit, note, and follow-up is recorded chronologically for each patient.
Compliance Ready
Audit logs and access controls help you meet healthcare data regulations.
Real-World Use Cases
See how businesses like yours use the Clinic CRM
A GP practice managing 500+ patient appointments per month
A dental clinic coordinating 3 dentists and a hygienist
A physiotherapy practice tracking treatment plans and follow-ups
A wellness centre scheduling massage, acupuncture, and counselling sessions
Frequently Asked Questions
Ready to Try Clinic CRM?
Start your 30-day free trial today. No credit card required. Your own private workspace, ready in minutes.