Medical CRM for your Clinic

Customer relationship management (CRM) is a vital component of the doctor-patient relationship. This is true even though patients aren’t viewed as customers in the traditional sense. Using a CRM system like Medesk, you can follow each patient’s journey all the way from the first point of contact through to treatment.

Sign up for free

Medical CRM for your Clinic

Why Is Medical CRM Necessary for Your Clinic?

Using a medical CRM for your medical practice can lead to:

Why You Need a Patient CRM and How To Choose It

Why Is Medical CRM Necessary for Your Clinic?
Expert Advice:

How to track how well your patient acquisition channels are working?

Find more videos on our Youtube channel

How to track how well your patient acquisition channels are working?

How a Practice Manager Can Use CRM for Clinic

Receptionist can mark appointments with coloured tags to mark whether the patient is, for example, a VIP. You can record the purpose of the visit with appointment tags, such as "post-op" for instance.

All these colour-coded tags will help the practice manager sort the clinic data for analysis. Essentially they are anchors that allow you to orient yourself among a veritable sea of useful data.

Read More About Effective Patient Management with Medesk Software

How a Practice Manager Can Use CRM for Clinic

How Doctors Can Use CRM for Clinic

Using our clinic CRM software is as easy as 1-2-3 for doctors. Clinicians click on an appointment and can start filling out consultation notes templates straight away. Templates can contain all sorts of useful fields from rich text editors and drop-down lists to yes/no switches and pre-selected buttons. You can even edit them on the fly.

The template editor in our medical CRM also allows doctors to create tables, whether in advance or on-the-go. This is great for recording test results over time amongst other uses. Clinicians can choose which documents should be printable or saved as a PDF for use externally and you can even comment on extra services added or discounts offered so the right payment is taken by the receptionist.

How to Utilise Electronic Health Records to Optimise Patient Care in Private Practice

How Doctors Can Use CRM for Clinic

Analyze Clinic Data with Our Medical CRM Software

Our healthcare CRM tool collects information on where your patients found out about your services and created visual reports based on this data.

Now you can make much better choices to:

If you are interested in learning how well your online advertising channels are doing, then you can track this by integrating Google Analytics with Medesk.

Analyze Clinic Data with Our Medical CRM Software

The Real Significance of CRM for Medical Practice Use

Many practices unnecessarily limit themselves by only using hospital information systems (HIS) which lack CRM functionality. Installing two separate apps in an attempt to solve the problem is by no means going to be effective. Splitting the two sources of data like this just makes a mess that you can’t untangle.

In contrast, Medesk is a comprehensive practice management solution that combines the best HIS and healthcare CRM features. As the practice manager, you’ll receive direct access to the full history of interactions between patients and your clinic staff. In particular, you’ll benefit from the following:

  • Discover how your patients find your practice
  • Learn how much it costs you to attract a specific patient
  • Find out more about receptionists’ conversations with patients
  • Keep an eye on which doctors patients are booking with
  • Measure how much is spent by each patient
  • Gauge the clinical effectiveness of the medical treatment given

Read How to Build the Best Relationship with Your Patients with Patient CRM

Medesk is far more than just a medical CRM system

Our healthcare CRM tool allows you to digitize all your clinic’s business processes, from booking appointments to creating medical records and treating disease.

Top Tips to Manage Expectations with a Patient CRM

Medesk is far more than just a medical CRM system

The Most Useful CRM Features for Your Clinic:

Reliable Call Recording

Patients really don’t like having to explain their predicament to receptionists time after time. Thankfully, your patients won’t have to when your receptionists already know the patient’s name and assigned doctor ahead of time.

When you process your calls with Medesk telephony, you’ll leave your patients in no doubt that you’re on their side. As the practice manager, you can even listen to call recordings to help your receptionists improve their communication skills.

Automatic SMS and Email Notifications

With the busy, modern lives we lead, patients sometimes simply forget about their doctor’s appointments. To mitigate the risk of having a daily schedule riddled with DNAs, it’s well worth sending out SMS and email reminders.

With Medesk patient CRM, you can set up automatic patient reminders, and at the same time, inform them of your new services or special offers. You can also segment your audience by demographics and send tailored messages. For example, you could send an email and an SMS exclusively to young parents or students.

Timely Tasks and Reminders

There’s absolutely no need to tire yourself out with trying to remember which patients need to be called with a reminder about their next checkup. Medesk’s CRM for clinics automatically reminds you to get in touch with patients who need specific information about their appointments.

What’s more, you can push this feature even further to boost the quality of your services to patients by letting them know about their test results, requesting feedback and so on.

Electronic Health Records

It’s simply impossible to comprehend a truly modern private practice without an EHR. Fortunately, big, thick sets of notes full of semi-legible scribbles from hurried clinicians are a phenomenon that has been largely left in the distant past.

With the help of a decent EHR, you won’t lose test results and all of your practitioners will have a full understanding of each patient’s journey even if they’ve never met.

Everything you could possibly need to improve your practice’s reporting is available at the click of a button.

Flexible Online Appointment Booking

Practice receptionists are often overwhelmed with work, making it easy to forget simple details like where to send a patient for their appointment. This problem can be resolved rather simply by means of integrated online appointment booking.

By using our patient CRM for your medical practice, you can empower your patients to select their prefered time, date, location, and even practitioner through our online booking portal. This is the quickest way to ensure that you lose as few prospective patients as possible to other clinics.


A welcome bonus for your patients. Now you can return money to a patient’s account balance in the form of a cashback payment. This is an excellent tool to boost patient retention and ensure their loyalty.

Employ Our Clinic CRM Software to Manage Your Patients

What Are the Main Benefits of Using Patient CRM Tools?

Employ Our Clinic CRM Software to Manage Your Patients

Customer Feedback

Shirley McDonald
Shirley McDonald
Consultant Trichologist, The Institute Of Trichologists

The best booking system if you have more than one employee. The support provided was great. Platform offers a bunch of customised features. Could be not as competitive as other similar products however, does offer more overall.

Victoria Fenton
Victoria Fenton
Integrative Medicine, Personalised Wellbeing

Such a great, customisable system which will save me time, maintain absolute professionalism and makes running the management side of my business so simple.

Dr Hind Al-Husain
Dr Hind Al-Husain
The Holistic Womens Clinic, Founder and Holistic Gynaecologist

I was very impressed with the professionalism and care taken to setup Medesk as my practice management system. Whilst dealing with Dr May, I was confident in his ability to deliver the product I wanted in the way I wanted - which he did in the time frame agreed and was readily accessible throughout. Medesk is a fantastic system which is intuitive, user-friendly and very easy to use without any loss of high-end functionality and is fully compliant with all legislation.

Deborah Creedy
Deborah Creedy
Glasgow Medical Rooms, Practice Manager

The team at Glasgow Medical Rooms felt that the growth of the Practice required a bespoke software system for patient records and appointments. The process is almost at completion, support from the Medesk team has been excellent and responsive and we have a system which is user friendly and programmed to our individual needs.