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Patient CRM

From the first message to the last check-up, one file per patient

Patient CRM gathers everything about a patient into a single timeline: messages, photo analyses, consultation notes, payments and follow-up plans. Your team never has to go searching.

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How it works

One patient story instead of scattered notes

Messages from every channel, Iris's photo analysis, Apollo's SOAP note and the Stripe payment are written automatically to the right patient file. Your team opens a patient and sees the whole journey end to end on a single timeline. Context is never lost.

Messages, photo analysis and notes on one timeline
Payment and appointment data written to the file automatically
Every patient's procedure history visible in one click
Follow-up plans and reminders managed from the file
Ayşe DemirHair transplant · 3,500 grafts · Patient #2041
  1. First message receivedMar 12
    Patient asked about a hair transplant.WhatsApp
  2. Photo analysis completedMar 12
    Norwood 4 · 3,500-graft recommendation.Iris Vision
  3. Consultation SOAP noteMar 18
    Structured note written to the file.Apollo Scribe
  4. Deposit paidMar 21
    €600 · package price €2,400.Stripe
  5. Month-6 check-up scheduledMay 14
    Automatic reminder assigned to the team.Follow-up plan
One timeline: from first contact to ongoing care
The flow

From first contact to a complete patient file in four steps

  1. 1

    The patient writes for the first time from any channel

    Klinea automatically creates a new patient file.

  2. 2

    Every interaction is written to the right file

    Photo analysis, SOAP note and payment: all land on the timeline.

  3. 3

    The team sees the patient as a whole on one screen

    History, procedure and notes in front of you, no searching.

  4. 4

    Follow-up plans are managed from the file

    Check-ups and reminders are scheduled automatically. No one is forgotten.

“When we open a patient, everything from the first message to the last payment is right there. Information we used to look for in three places now lives in one file.”
Klinea Patient CRMEvery patient's full history in one file
+0%Monthly revenue lift
−0%Drop in response time
0.0/5Average satisfaction
EU-hostedGDPR compliantWhatsApp Business API

One system, end to end.
Start today.

Setup in 1 business day. Zero staff training. 30 days free.

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30 days free·No credit card·Live in 1 business day