From the last conversation
“I’ll be in Istanbul in October. I’d like to understand the process first.”
WhatsApp · 12 Sep · 14:32
Patient CRM
Every patient’s story. One shared record.
See the latest message, conversation history and next task in one record. Whoever takes over, the patient should not have to tell their story again.
Sarah JohnsonDental · London
Exploring options
New colleague. Same context.
Pick up where the conversation left off.
When a coordinator opens a patient record, contact details are only the beginning. See what they asked, which information was shared, and who is responsible for the next step.
Messages and team notes in one patient history
Appointments and follow-up alongside the record
A clear owner and time for the next task
The flow
Keep the context from first message to next consultation.
- 01
Get to know the patient
Review their interests, preferences and latest message.
- 02
See the whole history
Follow messages, team notes and appointments on one timeline.
- 03
Define the next task
Make the follow-up owner and timing clear.
- 04
Hand over with context
The colleague continuing the conversation can see what came before.
One system, end to end.
Start today.
All currently available features are free for now. Sign up and start managing your clinic.
Free for now·No credit card·Active instantly