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Healthcare CRM

The patient who does not turn up, the follow-up forgotten because nobody reminded them, and the tracking that loses its trail after a referral; each leaves the clinic both an empty hour and a treatment left half done.

The appointment is tied to the patient's own file and lands in your team's calendar; referral and follow-up are opened as tasks in the same chain.

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Healthcare CRM

What we set up, and how

  • Gather the patient's treatment history, appointments and notes on a single record
  • Let appointments land in your team's calendar with a staff notification before each one; if you want, set up a flow that emails the patient one day before
  • Open the follow-up appointment of a referred patient as a task tied to the referral record; let those left unclosed stay on a list
  • Keep patient data on infrastructure where access is limited by role and the data sits in a separate database that belongs to you
  • Let the whole team answer from the clinic's single WhatsApp number; have conversations assigned by the rule you define and response times visible to managers
Patient Management SystemTreatment history, appointments and notes accumulate under the patient card; the question of who called and when is answered from the same record.
Appointments and NotificationsAppointments land in your team's calendar and staff get a notification before each one; confirmation and cancellation are recorded on the same record, and no-shows stay on a list.
Data Security and KVKKAccess is limited by role-based permissions, each customer's data sits in a separate database, and transfer is done over TLS. Hosting is in the EU (Finland); for transfer abroad, explicit consent is obtained under KVKK art. 9.
Referral and Follow-Up ManagementA referral is a record and is tied to the patient card; the follow-up appointment is opened as a task tied to that record, and those left unclosed stay on a list.
Consent Form Signature RecordThe informed consent taken before a procedure is a form tied to the patient record; which procedure it is for, who signed it and when sit in fields, and the person giving consent signs on the signature screen in the mobile app.

A clinic's most tangible loss is the appointment slot left empty: when a patient does not turn up, that slot cannot be filled the same day, because who is next in line does not sit in a single place. And when follow-up appointments are left to the patient's own memory, the treatment comes back not at the second visit but when the complaint recurs.

Rapitek CRM ties the appointment to the patient's own file and puts it in your team's calendar, so first contact, follow-up and the return after a referral become part of the same chain. A request coming in from the online appointment form drops straight onto that record, so it is not transferred by hand a second time.

Other industry pages in the same area: Clinic CRM · Medical Centre CRM · Obstetrics and Gynaecology Clinic CRM · IVF Clinic CRM · Eye Center CRM · Optician and Eyewear CRM

Frequently asked questions

Is health data safe?
Each customer's data is kept in a separate database; TLS is used in transit, passwords are hashed one-way with PBKDF2-SHA256, two-step verification secrets are encrypted at rest, and access is limited by role-based permissions. Hosting is in the European Union (Finland); for transfer abroad, the disclosure and explicit consent process under KVKK art. 9 is carried out.
Does it integrate with our existing patient information system?
We build the connection to HBYS products; there is no out-of-the-box module. The connection is built specifically for the project by our professional services team over our REST API that reads and writes CRM records, along with webhooks and import/export; its scope and cost are shared in writing in the discovery call. As long as the connection is not built, patient information is entered with an import file or by hand; treatment history, appointment and follow-up tracking are still kept in the CRM and reminders are produced from there.
How do pre-appointment reminders work?
Appointments land in your team's calendar and staff get a notification before each one. If you want, a flow can send the patient an automatic email one day before the appointment. The patient's confirmation or cancellation is recorded on the same appointment record, and no-shows stay on a list.
Can more than one person use the same WhatsApp number for Healthcare?
Yes. We connect your own Meta WhatsApp Business account to the CRM; your team replies from a single business number and all messages appear in the team inbox. Conversations are assigned according to the rule you define. Managers can monitor conversations and response times. Even if staff change, the message history stays in the CRM. Meta invoices you directly. We do not sell message bundles or credits.
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