Patient CRM ≠ sales CRM
Use CRM for scheduling reminders, treatment plan follow-ups (administrative), satisfaction surveys, and referral source tracking, not diagnosis or clinical notes duplication.
Workflows
Recall and reactivation. Hygiene recalls, annual check reminders, no-show follow-ups, with consent and opt-out per channel.
Referral tracking. Which GPs, insurers, or partners send patients, without exposing PHI in marketing tools.
Private vs insurance tracks. Different communication templates and payment follow-up rules.
Family accounts. Linked profiles for paediatric or family practices with guardian consent rules.
Integrations
Clinic Cloud, Dentrix, Google Calendar, Twilio SMS, Stripe for deposits, lightweight patient portal links.
GDPR
Special category data stays in EHR; CRM holds contact preferences and appointment metadata only unless you scope otherwise with DPO sign-off.
Delivery
Recall workflow + referral tracking in 6–9 weeks. InfoWebPlus.
This complements our broader custom software service, and pairs naturally with AI integrations for clinics when the same administrative workflows need automation beyond the CRM itself.