Admin panel · Clinics and practices

Admin panel for clinics and practices

Patient screening, specialist calendar, patient card and follow-up reminders — in one, well-ordered panel.

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Why a website alone isn't enough

Without a panel, forms, specialist schedules and the history of contact with a patient are scattered across email, phone and paper.

A patient sometimes books the wrong type of consultation or doesn't share important information in advance.

Specialist and room schedules are kept separately, without a shared view.

There are no clear statuses: new patient, consultation, recommendations, follow-up.

Contact history and consents are scattered across email, phone and paper records.

What you see in the panel

Specialist calendar and room availability.
Screening form completed before booking.
Patient card with appointment history and notes.
Appointment status: new patient, screened, confirmed, completed.
Automatic reminders before the consultation and the follow-up.
Contact history and consents to data processing.
Filtering patients by service, specialist and status.

Customer data in the CRM

Patient details and the completed screening form.
History of consultations and recommendations.
Preferred specialist and consultation type (online/in person).
Consents to data processing and contact.
Preferred language of communication.

Example statuses

New patientScreenedConsultation confirmedCompletedFollow-up scheduledNo-show

Automations

Consultation confirmation after booking.
Reminder before the appointment with preparation instructions.
Message with recommendations after the consultation.
Follow-up reminding the patient about the review appointment.

Reports

Number of consultations over a given period.
Utilisation of specialists and rooms.
Revenue by consultation type.
Sources of patient enquiries.

Integrations

Transactional email (Resend) for confirmations and reminders.
WhatsApp link for organisational questions.
Dolibarr or an in-house CRM for handling leads and patients.
Online payments for consultations or deposits.
Google Calendar for the specialist schedule.

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Customer questions

FAQ

Does the form screen the patient before the appointment?+

Yes. The form gathers the basic information needed to choose the service, the specialist and the next steps.

Does the panel handle online and in-person consultations?+

Yes. The appointment type determines the form, the payment, the confirmation message and the instructions for the patient.

Can you see a given patient's consultation history?+

Yes. The patient card shows previous consultations, recommendations and scheduled follow-ups.

Does the panel remind patients about follow-up appointments?+

Yes. Automatic reminders can go out before the consultation and before a scheduled follow-up.

Discuss a panel for your practice

Describe your booking-handling process and I'll show you what a panel tailored to clinics and practices could look like.

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