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CRM for medical clinic and dentistry

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A private clinic in Uzbekistan loses patients not in treatment, but in administration: an application from Instagram remained unanswered, the call was not recorded, the patient forgot about the appointment. CRM for a medical clinic collects applications, records and history of calls in one window so that not a single patient falls out of the funnel. Below we look at what kind of pain this covers in medical centers, dentists and cosmetologists and what exactly Taska provides.

Why do clinics lose patients?

Applications come from Instagram, WhatsApp, Telegram and by call - and spread across different phones and notebooks. Some messages in direct messages remain unread; the administrator simply does not have time to record some calls during peak hours. As a result, advertising brings in leads, but the clinic doesn’t even know about them. Recording in a paper journal adds chaos: two patients at the same time, windows in the doctor's schedule, confusion during rescheduling. Patients do not come because no one reminded them, and repeat visits are lost - no one knows who should be invited for a follow-up examination.

What does Taska bring to the clinic?

Taska connects Instagram, WhatsApp, Telegram, forms and telephony, and each request automatically goes into the request funnel with a source and status. The administrator sees all new patients in one list and guides them through the stages: new application, recorded, arrived, return visit. Basic kit for the clinic:

  • Applications from Instagram, WhatsApp, Telegram and calls into a single funnel
  • Online appointment and calendar for doctors and offices without double entries
  • Patient database with history of requests and services
  • Automatic appointment reminders in messenger against no-shows
  • Reports on doctor workload, application sources and revenue
  • Payme and Click payments directly in the patient card

Transparent loading of doctors and revenue

Without a system, the clinic manager does not see the real picture: which doctor is busy, which service brings in money, which advertising channel pays off. Decisions are made based on feelings, not numbers. Taska collects reports on the workload of each specialist, the number of appointments, the conversion of applications into visits, and revenue by services and sources. It can be seen that Instagram gives more first-time patients, and sundress - repeat ones, and where should you invest your advertising budget. Payme and Click payments are recorded on the card, so cash register and analytics converge.

Which clinics is it suitable for?

Taska is suitable for medical centers, dentists, cosmetology clinics, diagnostic centers and private offices - wherever there is an appointment, a flow of requests from social networks and the need for repeat visits. The logic of the funnel, calendar and patient database is customized for the services of a specific clinic. We implement it on a turn-key basis: transfer your current record and contacts, connect your Instagram, WhatsApp and telephony, train administrators and doctors. MVP can be launched in 14 days, and the system can be owned or subscribed to, depending on what is more convenient for the clinic.

Let's show CRM using the example of your clinic

Leave a request for a free consultation - we will analyze the flow of patients at your clinic, show you the application funnel, doctor records and reports on your services, and tell you where to start turnkey implementation in Uzbekistan.

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9:41
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Taska Bot

bot

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Good morning! Summary for today:

  • 3 new applications
  • 2 contracts to sign
  • Meeting at 14:00
New application #482
Client:Stroy Invest LLC
Budget:15 000 000 UZS
Telephone:+998 88 800 05 49
Message...

Integration

Alerts and control
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Tasks and transactions live in Taska, and key notifications come to Telegram. The manager sees the business picture where the team is already located.

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We launch the basic version (MVP) in 14 days. This allows you to immediately start working and receiving data. Complete setup of a complex turnkey ERP system usually takes from 1 to 2 months depending on number of modules.

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