Customer Status is one of the modules in MetoCRM, the medical tourism CRM built for clinics and health tourism agencies. The sections below cover what it does in day-to-day work.
Where every patient actually stands
Medical tourism has a long and untidy sales cycle. A patient enquires, asks for a price, goes silent for six weeks, comes back to ask about flights, then books. At any moment a clinic has hundreds of people scattered across that path, and without a status on each of them the pipeline is a guess.
Customer status records the stage a patient has reached and how far their interaction with the clinic has gone — from a first enquiry through to a treated patient. It is the field that turns a list of names into a pipeline you can work.
- See each patient's current stage at a glance
- Let consultants prioritise on evidence rather than memory
- Spot patients stalling at a particular step
- Catch problems early instead of losing the patient quietly
- Give marketing and management a real pipeline to plan against
The stage where patients actually get lost
Most clinics discover, once statuses are in place, that they do not have a lead problem at all — they have a stall at one specific step, usually between a quote being sent and the patient confirming dates.
That is a fixable problem, but only once it is visible. Statuses make it visible, and then follow-up, reminders and automation can be aimed at exactly that step instead of spread thinly over everyone. The customer status guide covers defining and using them.
Choosing your statuses
Model the path a patient actually takes at your clinic rather than a textbook funnel. Most operations need fewer stages than they first draft; each stage should represent a decision the patient made, not an action a consultant took.
Keep them exclusive and ordered so a patient sits in one status at a time. Combined with customer category for treatment type, this is what makes reports able to show conversion between stages.
Frequently asked questions
A status describes where the patient is in the process and changes as they progress, so a patient has one at a time. Tags are descriptive labels that accumulate and do not imply a stage.
As few as describe your real process. Each status should mark a decision point the patient passed, because those are the transitions worth measuring conversion between.
Statuses show you where patients stall, and the follow-up, reminder and automation modules let you act on that — for example by scheduling contact for everyone who has had a quote but not confirmed dates.
