Solutions

CRM for Eye Clinics

Unlike other fields the decision here is quick — but suitability cannot be known before the examination. That makes pre-screening critical.

Where it breaks down

In refractive surgery the decision cycle is short: enquirers usually want the procedure within weeks. Yet suitability is determined only by examination, and a meaningful share of enquirers turn out unsuitable. Together, those two fill a clinic with wasted appointments if pre-screening is weak.

  • Unsuitable candidates take exam slots. Without asking corneal thickness, prescription range, age and dry eye up front, chair time is wasted.
  • Appointment demand is spiky. Volume explodes after a campaign and leaves empty days between; capacity cannot be planned without data.
  • The price question arrives alone. Answering "how much?" without prescription or exam data sets the wrong expectation.
  • Second eyes and check-ups slip. In two-session procedures such as cataract, the second appointment goes untracked.

The patient journey

  1. First contact

    Prescription, age, prior examination and date range captured as fields.

  2. Pre-screening

    A simple rule-based filter; those outside age and prescription ranges are told politely.

  3. Exam appointment

    Suitable candidates get a date; a reminder message noticeably raises attendance.

  4. Exam and decision

    Suitability and recommended technique recorded; if unsuitable, the reason is tagged.

  5. Procedure

    Date, preparation instructions, companion and payment.

  6. Check-ups

    Day 1, week 1, month 1 — and the second session in bilateral cases.

What MetoCRM does here

Pre-screening runs on data. When simple fields like age and prescription are asked in the form and during qualification, exam chairs stop going to unsuitable candidates. Because reasons are tagged, ad targeting improves too.

Attendance rises. A reminder message makes a measurable difference here; a missed appointment is unused surgical capacity.

Two-session cases stay on one record. Second eyes and check-ups open as reminders.

Web FormStatus ManagementRemindersReportsAll modules

Related guide: Medical tourism lead management

Frequently asked questions

Do we delete unsuitable enquirers?

No — tag the reason and archive them. "Outside prescription range" and "insufficient corneal thickness" are different signals: the first corrects ad targeting, the second corrects your pre-screening questions.

Can exam appointments sync with a calendar?

Appointments are held against the patient record and generate reminders. In-clinic surgical scheduling belongs in a separate system; MetoCRM manages the patient side.

How do we handle post-campaign surges?

With automatic, load-balanced routing. Pre-screening rules also become more valuable under load: they push qualified candidates forward and inform the rest.

See it with your own workflow

In the demo we build your actual patient flow on screen — you don't sit through a canned presentation.

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