Organise clinic enquiries context and commercial workflows.
An illustrative clinic enquiries workflow using business context, research, leads and follow-up planning. Specific channel connections and automation require setup and validation.
Stages and approaches are planning examples, not guarantees of every automation, integration or commercial result.
Explore a sample healthcare journey.
DM / form
Auto-capture from Instagram, Meta ads, web.
Triage
Tag by treatment, urgency, insurance, age.
Consultation
Book the right doctor and slot.
Treatment plan
Send branded plan + price + financing options.
Payment
Track instalments and treatment progress.
Workflow challenges and possible approaches.
Reception loses DMs during peak hours.
Auto-acknowledge + escalate to free staff.
Treatment plans go quiet after the consultation.
Scripted Arabic/English follow-ups by stage.
Potential integrations to discuss — not all are available
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