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Kerala, India
info@jacobdanventures.com
+91 974 660 9023
Booking & Appointment

Clinic & Medical CRM

Medical practices need a system that puts patient care first while handling the administrative complexity of scheduling, records, billing, and follow-ups. Our CRM gives clinics a complete patient management system — from first appointment to ongoing care coordination.

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Key Modules
  • Appointment Scheduler
  • Patient Records
  • Treatment Tracker
  • Prescription Manager
  • Follow-Up Engine
  • Billing & Claims
Clinic & Medical CRM
Key
Modules

Every module purpose-built for clinics / medical practices

01

Appointment Scheduler

Online booking with slot management, waitlists, and automated SMS/email reminders to reduce no-shows.

02

Patient Records

Digital medical records with visit history, diagnoses, test results, and document uploads.

03

Treatment Tracker

Track ongoing treatments, medications, dosage changes, and care plans per patient.

04

Prescription Manager

Generate prescriptions, track medication history, and flag potential interactions.

05

Follow-Up Engine

Automated follow-up scheduling and reminders based on treatment protocols.

06

Billing & Claims

Generate invoices, track payments, and manage insurance claim submissions.

Problems
We Solve

Problems this system solves — measured in efficiency, not guesswork

01

Appointment scheduling conflicts and no-shows

02

Patient records scattered across paper files and systems

03

Follow-up appointments not scheduled or reminded

04

Prescription history not easily accessible during consultations

05

Billing and insurance claims processed manually

Expected
Results

What changes when your clinics / medical practices operations run on a custom CRM

60%

Reduction in appointment no-shows

100%

Digital patient record access

3x

Faster follow-up scheduling

Ready to build a Clinic & Medical CRM that fits your exact workflow?

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