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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; the timing and channel of the reminder are set per patient, and referral and follow-up are opened as tasks in the same chain.

Healthcare CRM
  • Gather the patient's treatment history, appointments and notes on a single record
  • Tie how many hours before an appointment the SMS, e-mail or WhatsApp reminder goes out to a rule, and bring down your no-show rate
  • 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 RemindersThe reminder is sent tied to the appointment date; 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 tenant's data sits in a separate database, and transfer is done with TLS 1.3. 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; because the timing and channel of the reminder can be set per patient, 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.

Frequently asked questions

Is health data safe?
Each customer's data is kept in a separate database; TLS 1.3 is used in transit, passwords and 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 covering 183 business objects, OAuth2, 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 appointment reminders work?
The date and time of the appointment are fields on the record; how many hours before that date the reminder goes out, through which channel (SMS, e-mail or WhatsApp) and how many times, is tied to a rule during setup. The sending is recorded on the same appointment record; the patient's confirmation or cancellation drops onto that record too, 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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