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CRM Software for Hospitals

What a hospital is missing is not the patient record — that is already in the HIS. It is the record of the three months before the patient arrives.

Where it breaks down

A hospital with an international patient unit runs two separate worlds. The first is the HIS: it starts when the patient walks in — protocol number, tests, admission, discharge. The second is everything that got the patient to the door: the Instagram enquiry, the report shared over WhatsApp, the price revised three times, the correspondence with a facilitator.

In most hospitals that second world lives in no system at all. It sits on the international coordinator's phone, in a spreadsheet and in email folders — and when the coordinator leaves, it leaves with them.

Hospital CRM software closes exactly that gap: it records the process until the patient reaches the HIS, knows which facilitator each patient came from, and makes commission calculable.

  • Everything before arrival is unrecorded. The HIS begins at the protocol number. The three months of messages, quotes and negotiation before it exist nowhere — so nobody knows why a lost patient was lost.
  • Facilitator performance cannot be measured. A hospital working with fifteen agencies sees who sends the most messages, not who sends patients who actually have surgery. Commission talks get tense for the same reason.
  • Departments work in isolation. Hair transplant, bariatrics and ophthalmology each keep their own list. The same patient can receive two different prices.
  • Multilingual contact depends on one person. When the Arabic-speaking coordinator is away, those patients wait. The conversation sits in a personal account, so it cannot be handed over.

The patient journey

  1. First contact

    Hospital's own campaign, web form or facilitator referral. The source is recorded.

  2. Assessment

    Reports and photos collected; a consultation is opened with the relevant department.

  3. Quote

    Line-item quote by department and procedure, produced in the patient's language.

  4. Acceptance and planning

    Operation date, accommodation and transfer details gather on the patient card.

  5. Handover to the HIS

    Clinical care runs in the HIS once the patient arrives; the CRM keeps carrying the commercial side.

  6. Aftercare and commission

    Follow-up call, satisfaction, and calculation of what each facilitator is owed.

What MetoCRM does here

It does not replace the HIS, it sits in front of it. MetoCRM keeps no clinical records; it manages the process that brings the patient in. The two cover different phases of the same patient.

Measurement per facilitator. Every enquiry is tagged with its source, so reporting shows how many quotes, acceptances and how much revenue each agency produced — not message volume.

Separate departments, one pool. User groups let each unit see its own patients while management sees everything, which removes the two-different-prices problem.

The conversation belongs to the hospital. Instagram DM, WhatsApp and Messenger run through corporate accounts, so threads stay on the patient card when staff change.

Permissions and masking. Patient contact details can be hidden by role — health data is a special category under GDPR and KVKK.

Related guide: CRM vs hospital information system

Frequently asked questions

We already have a HIS — why add a CRM?

A HIS manages what happens after the patient arrives: protocol, tests, admission, discharge. With international patients the decisive work happens before that — the enquiry, assessment, quote, negotiation and travel planning. The HIS does not model that phase, and a CRM keeps no clinical records. They are sequential, not competing.

We work with facilitators. How is commission tracked?

Each enquiry is tagged with its source and the tag travels with the case to the end. Accounting can then calculate what is owed per partner, so you can see which agency actually delivered operated patients rather than message volume.

Can departments see each other's patients?

That is controlled by user groups and role-based permissions. Each unit can be limited to its own pool while management reports across all of them.

Does deployment require changes to our HIS?

No. MetoCRM is cloud-based and sits on the acquisition process; it does not touch the HIS. The handover point is the moment the patient arrives and a protocol is opened.

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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