Healthcare & Clinics

Book more consultations, follow up on every patient

Clinics, diagnostic centres and hospitals handle appointment enquiries, reminders and post-visit follow-ups by phone.

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The challenge

What slows teams down

  • Enquiries that don’t turn into appointments
  • Patient data needs careful access control
  • Follow-up calls after a visit are inconsistent

Appointment pipeline

Statuses from enquiry to consultation to follow-up.

Need-to-know access

Staff see only the patients assigned to them.

Timeline

Every call and note about a patient in one place.

Example setup

How a healthcare & clinics team configures it

A starting point — your admin can rename, add or reorder any of these.

Lead statuses

  1. Enquiry
  2. Appointment booked
  3. Visited
  4. Follow-up due
  5. Treatment started
  6. Not reachable

Custom fields

  • Department
  • Doctor
  • Preferred date
  • Insurance
  • Branch

Set up VM CRM for your healthcare & clinics team

Send us a sample of your lead sheet — we’ll show it imported, distributed and in the calling queue.