Patient CRM software for recalls, consent and follow-ups

Patient CRM & Recalls starts at ₹45,000 and is delivered in up to 30 days. It keeps patient records behind access control, schedules appointment and follow-up recalls, captures consent with an audit trail, tracks treatment packages, sends WhatsApp reminders and feedback requests, and reports revenue doctor by doctor.
CRMUp to 30 daysFixed quotePlus GST
Example Patient CRM & Recalls screen with sample data

What’s included

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  • ✓Patient records with access control
  • ✓Appointment and follow-up recalls
  • ✓Consent capture and audit trail
  • ✓Treatment package tracking
  • ✓WhatsApp reminders and feedback
  • ✓Doctor-wise revenue reporting

The details

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What does a patient CRM do that a clinic calendar does not?

A calendar handles today’s appointments. What it rarely handles is what should happen between visits: a patient due for a review, a course of treatment left half-finished, a follow-up nobody called about. Those are seldom anyone’s job. Recalls turn them into a dated list, and WhatsApp reminders reach the patient before the slot is missed rather than after.

Treatment package tracking shows how far each patient has got through the package they are on, and doctor-wise revenue reporting gives the owner a per-doctor view of revenue without a month-end spreadsheet. Feedback requests go out on WhatsApp after the visit, so you hear how it went while the visit is still fresh.

Who can see a patient’s record?

Only the people who should. Patient records sit behind access control, so front-desk staff, doctors and managers each see what their role needs. Consent is captured in the system with an audit trail, so you can show when it was given and what changed afterwards, instead of searching for a signed form.

Our healthcare work is built to DPDP Act and ABDM expectations: consent artefacts, encryption at rest and in transit, access logging, and a documented breach-response path. That is a description of how we build, not a certification. Connecting to ABDM itself is not in this package’s listed scope and is scoped on the call.

What is it not?

It is not a hospital information system. Teleconsultation, prescriptions, billing and insurance claims are not in the package. It also does not give patients a website to book and pay online; Booking & Appointments Site (₹15,000, up to 30 days) does that, and both can be raised on the same scope call.

WhatsApp here means reminders and feedback requests. A WhatsApp assistant that answers patients’ questions and hands tricky ones to your staff is WhatsApp & Support Automation, starting at ₹12,000. Replies to Facebook and Instagram lead ads come from Meta Lead Ads → WhatsApp, which starts at ₹5,000.

How it works

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  1. 0115-min callTell us what’s breaking. We ask the questions that change the price.
  2. 02Scope in writingA fixed quote and a written scope: what’s in, what isn’t.
  3. 03Build & reviewWorking software early, with review rounds on real screens.
  4. 04LaunchWe go live with you, train your team and hand over access.
  5. 05SupportFixes, changes and growth on a retainer, if you want one.

FAQ

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What does a patient CRM cost?

Patient CRM & Recalls starts at ₹45,000 and is delivered in up to 30 days. Tell us on the call who in the clinic will use it and which recalls you run today, since the access rules and reminders are set up around them. Your fixed price arrives in writing after a 15-minute scope call.

Does it work for a clinic with several doctors?

Yes. Doctor-wise revenue reporting is one of the listed items, so each doctor’s revenue is reported separately, and access control lets you decide what each doctor and staff member can see. Several branches, if you have them, are a scoping question for the call and go into the written proposal.

How do WhatsApp reminders work?

Business-initiated WhatsApp messages sent outside the 24-hour customer-service window need a pre-approved template, so the wording of your reminders is agreed and approved before they go live. Meta charges its own fees for these messages, separate from this package’s price. Which number sends them is settled on the scope call.

Can it import our existing patient list?

Importing records from your current software or spreadsheets is not among the package’s items. What you hold, and in what shape, is looked at on the scope call and priced into the proposal. For a large or messy move, Data Migration & Quality (₹15,000, up to 30 days) moves data once, with proof that nothing was lost.

Why not use a general custom CRM instead?

Custom CRM Setup (₹95,000, up to 3 months) is built on your own field model, with quote-to-invoice and approval rules aimed at sales teams. Patient CRM & Recalls starts from what a clinic already tracks — patients, recalls, consent and treatment packages — at a lower price and in up to 30 days.

More in CRM

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Also see

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15 minutes.
One quote.

Tell us what you need. We reply on WhatsApp or email with a time, and a written quote after the call.

Re: Patient CRM & Recalls

Reaches Lakshya directly. We reply on WhatsApp or email within one working day.