+Patient conversationWhatsApp request
I need to move my appointment.
Of course - I can help with that.
Patient requests
WhatsAppVoice
Capture why a patient reached out and give the team a clear starting point.
Clinic CRM · Bharat ClinicOS
Every patient, appointment, and next step clear to your team.
Give reception and care teams one shared view of patient requests, appointment coordination, and follow-up, so every handoff has the context to move forward.
Designed to support your team, never replace clinical judgement.
From the first enquiry to follow-up, keep patient context and the next action connected.
The clinic, clearly in view
One place to see what needs attention next.
Keep enquiries, intake context, appointment activity, and follow-up visible to the team. Dashboard shown with example data.
Requests arrive with context. Your team takes it forward.
WhatsApp and Voice AI can bring enquiries, appointment requests, and follow-up responses into the clinic’s shared work.
New enquiries
VoiceWhatsApp
Route routine questions and appointment requests toward the right next step.
Follow-ups in motionExample
StartedCompleted
Call summary readyReminder confirmed · 2m ago
Follow-up status
RemindersResponses
Keep patient responses and the next follow-up visible to the team.
✦New patient contextReady for the care team✓
Intake, appointment request, and last follow-up attached.
Team handoff
Shared contextNext action
Pass the request and its collected details to the teammate taking the next step.
Clinic CRM essentials
The details your team needs, together.
Keep patient context, appointment requests, and follow-up actions visible in one shared workflow for reception and care teams.
Patient context
Give the next teammate a clear starting point.
Keep the details shared in a patient request visible to the team member handling the next step.
Voice call handoffs
Carry call intent into the clinic workflow.
Keep the patient’s request, response, and next staff action connected after a call.
Team follow-through
Make the next action easier to own.
Keep handoffs and follow-up actions visible so requests do not disappear between conversations.
Clinic CRM, at work
A clearer view of the clinic’s next steps.
Keep patient requests, appointment coordination, and team follow-through connected.
Keep patient requests visible
Bring incoming questions and appointment requests into a workflow the team can review.
Keep patient context together
Give the teammate picking up a request the details already shared in the conversation.
Coordinate appointment requests
Track booking or rescheduling intent and make the next coordination step clear.
Connect channel conversations
Bring WhatsApp and voice interactions into the same team follow-through story.
Make team handoffs clear
Keep the next owner and the context for staff review visible after an interaction.
Keep follow-up from getting lost
Make reminders, responses, and outstanding next steps easier for the team to track.
Patient Context
Appointment Requests
Team Handoffs
Follow-up Visibility
From first message to next step
Every request moves toward a clear next action.
Connect an enquiry, the patient context, appointment coordination, and follow-up. Your team can review or take over whenever a person is needed.
01
Patient enquiryAnswer approved questions and capture what the patient needs through WhatsApp or voice.
02
Patient intakeGather relevant details and prepare context for staff review. Clinical decisions stay with your care team.
03
Appointment bookingCoordinate booking, rescheduling, and confirmations. Direct booking depends on your configured scheduling workflow; other requests go to staff.
04
Follow-upCoordinate configured reminders and post-visit check-ins, capture responses, and route concerns to your team.
WhatsApp requests, in the team workflow
Meet patients in the channel they already trust.
Bring a WhatsApp enquiry into a clear clinic workflow, with the request and collected details ready for the right teammate to review.
- Respond to routine questions with clinic-approved information
- Capture the patient’s request and relevant intake details
- Keep appointment requests and follow-up visible to the team
WhatsApp / patient thread09:42
Voice calls, with context attached
Let the team focus on the calls that need them.
Voice AI can handle configured routine calls and follow-ups, then pass the response and a useful summary to the clinic team when staff attention is needed.
- Answer common inbound questions using approved information
- Coordinate configured reminders and check-ins
- Route sensitive or complex conversations to a person
Voice call summary11:08
Built for Indian healthcare
Meet patients in the language they use.
Language and channel availability are confirmed for your clinic during setup.
English
हिन्दीதமிழ்Language setupConfirmed for your clinic
Text & voiceConfigured workflows
IndiaHealthcare context
Your teamHuman handoffs
Your rulesConfigured boundaries
People stay in control
Built for teams that share the work.
Human handoffs by design
When a request needs staff attention, the team can take over with the conversation context in view.
Configured to your workflow
Choose which routine questions and operational steps are handled automatically and which go to staff.
Responsible boundaries
Automation supports clinic operations; clinical judgement and care decisions stay with your team.