Industries · Healthcare
Care requests triaged, plans renewed on time.
Every care request moves from assessment call to proposed plan to confirmed and paid. Teleconsultation schedules and renewal reminders reach families on WhatsApp before a plan quietly lapses.
Your pipeline
The stages your deals really move through.
- 01New Enquiry/Care Request
- 02Assessment/Triage Call
- 03Care Plan Proposed
- 04Plan Confirmed & Payment
And when one doesn't work out:Declined
Customer fields
What your team records about every customer.
- Patient TypePick one
- Care TypePick one
- Preferred Consultation ModePick one
- Care Plan DurationText
- Next Follow-up DateDate
WhatsApp templates
Messages already written, ready to send.
- Consultation confirmation
Hi patient name, your care type consultation is confirmed for date at time. We'll send the video link 10 minutes before.
- Care plan renewal reminder
Hi patient name, your care type care plan is due for renewal on renewal date. Reply to renew and keep your care uninterrupted.
- Followup reminder
Hi patient name, it's time for your follow-up check-in with caregiver name. Reply to schedule a convenient time.
Highlighted words are filled in for each customer. Templates are submitted to Meta for approval on your own number, and you can edit the wording first.
After the sale
Customer requests, sorted as they arrive.
- Appointment/Visit Scheduling
- Care Plan & Billing Query
- Caregiver/Nurse Assignment
- Prescription/Follow-up Query
- Service Complaint
Where to start
The parts that matter most for telemedicine & home care.
See where your business is leaking.
The free audit asks about your trade and shows what to set up first. Three minutes, no sales call.