Solutions

CRM for Physiotherapy and Rehabilitation

Elsewhere the patient comes once; here they need to come twenty times. Revenue is decided not by the first sale but by session completion.

Where it breaks down

Physiotherapy is structurally different from the other fields here: the sale is not one-off. The patient buys a package and must attend regularly for weeks. The variable that decides revenue is not new patient count but the session completion rate.

  • Drop-out happens silently. The patient stops after session three; nobody calls, the package goes unfinished and a refund argument follows.
  • Remaining sessions are unclear. Session counts live in a notebook, and clinic and patient end up disagreeing on the number.
  • Schedule gaps go unseen. A no-show slot cannot be refilled because the news arrives too late.
  • The link breaks at package end. The relationship ends with the package — yet this patient is the closest candidate for a check-up or a new one.

The patient journey

  1. First contact

    Complaint, duration, previous treatment and any imaging recorded.

  2. Assessment

    Physiotherapist assessment, session count and package recommendation.

  3. Package sale

    Sessions and amount issued as a quote; payment plan tied to the record.

  4. Session cycle

    Each session logged; remaining sessions and absences stay visible.

  5. Absence intervention

    An automatic task opens for a patient who misses two consecutive sessions.

  6. Package end

    Outcome review, home programme and a check-up appointment.

What MetoCRM does here

Remaining sessions live in one source of truth. Patient and clinic look at the same number — most refund disputes start exactly here.

Absence becomes an event. Two consecutive misses open a task that lands on someone's screen. This single rule is the intervention that most affects completion rates.

Package end is a contact point, not a closure. A check-up appointment and a new package proposal sit as planned steps.

Patient TrackingRemindersPre-accountingReportsAll modules

Related guide: Patient follow-up system

Frequently asked questions

How are session counts tracked?

The package opens as a quote and each session is logged against it. Remaining sessions show on the patient record, so consultant and patient see the same number.

Does winning back drop-outs actually work?

It is among the highest-return interventions in practice, because this patient has already paid and already trusts you. It is far cheaper than acquiring a new one.

Is there an appointment calendar?

Appointments are held against the patient record and generate reminders. For a busy clinical schedule you can keep a dedicated booking system; MetoCRM manages the patient relationship and commercial side.

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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