The feature of our reminder module is that sometimes there may be transactions that need to be remembered in the workflow, so you can set it up as you wish in the future to avoid interrupting any of your work. If desired, you can set it up as a customer-based or general reminder. This approach helps to maintain a well-organized program, reduces the risk of overlooking important tasks. minimizes and contributes to a more efficient workflow.
Reminder 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.
A medical tourism case is a sequence of dates spread over months: a quote to revisit, a deposit deadline, pre-operative tests, a flight, a transfer, a follow-up call after the patient is home. Every one of them is somebody's responsibility on a day that is not today, which is precisely why they get missed.
Reminders put those dates in the system rather than in a consultant's head. They can be set against a specific patient or as a general reminder, and they surface when they are due rather than when somebody happens to think of them.
A reminder is a date you must not miss. A follow-up is a deliberate contact in a sales sequence. Clinics that use one for both end up either interrupting themselves constantly or missing the dates that actually matter.
Used together, the pattern is straightforward: reminders for the fixed calendar — deposit deadlines, tests, travel, the post-treatment call — and follow-up for the pursuit of a decision. Notifications and the mobile app then deliver both to a consultant who is rarely at a desk. The reminder guide covers setting them.
Set the reminder at the moment the commitment is made, in the same conversation, rather than intending to add it later. Anything recorded later is recorded selectively, and it is always the awkward ones that get forgotten.
For dates that repeat across every patient, automation is usually the better tool — reminders are for the specifics that do not fit the pattern.
Read the in-depth guide
A patient tracking system is not a list of names and numbers. The fields that matter, three mechanisms that create follow-up discipline, and compliance.
