Enquiry pipeline (list or board)
Track each patient from first enquiry through consultation to booked treatment and recall, with clear stages, owners and next actions — inline-editable, drag-and-drop on the board.
Patient enquiries · Clinic CRM
Clinic CRM that keeps every enquiry on track.
Give your reception team one place for patient enquiries, contact history and follow-ups. See who needs a reply and who is responsible for the next step.
- Capture every enquiryForms, chat and AI-assisted enquiry capture.
- Keep the enquiry contextContacts, conversations and previous enquiries together.
- Make the next step clearNamed owners, due dates and clear follow-ups.
Browser-based. Nothing to install.
Your patient enquiry pipeline
From first contact to the next stepNew enquiry
AMAlex M.Website form
Interested inConsultation
Reply todayIn progress
JCJamie C.Chat enquiry
Interested inFirst visit
Follow-up plannedConfirmed
MEMara E.Existing patient
Interested inFollow-up
Next step agreedReply to Alex’s enquiryMaya S. · Today, 14:30
AM
Alex M.New enquiry
- alex@example.com
- Source
- Website form
- Owner
- Maya S.
- Interested in
- Consultation
The original enquiry
“Could you share more information and availability for next week?”
AI-assisted summary
Prepare a personal reply
Alex is asking about next week. Check the enquiry details, confirm availability and prepare a reply for your team to review.
See the CRM in action
Watch the CRM leads workspace in this 68-second product walkthrough.
1:08
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What healthcare CRM software is
Healthcare CRM software is the patient database at the heart of your clinic — one place for every enquiry, patient profile and follow-up, from first contact to booked appointment. MedTechAI adds an AI that briefs each enquiry and flags the ones going quiet, working alongside the clinical systems you already use.
- Every enquiry in one pipeline — list or board.
- AI briefs each enquiry and the next step.
- Chat, forms & emails become records — no typing.
- One private profile per patient, UK GDPR-aware.
Patient CRM for admin & communication only · no diagnosis, triage or ranking of patients · UK GDPR-aware.
The patient pipeline
Every enquiry, moving forward — never stuck.
See each patient enquiry from first contact to booked appointment and recall, in a list or a board. The ones going quiet surface on their own, so nothing slips between channels.
Enquiries with no contact for 7+ days surface daily — re-engage them all in one click.
AI on every enquiry
It tells you who to follow up next.
Every enquiry gets an AI brief: what the patient asked about, how engaged they are, whether they’re going quiet, and the suggested next step. So your team works the right follow-ups first — and the AI can even draft the message. It prioritises admin and communication, never clinical urgency.
- A short brief + interest, per enquiry
- Flags the enquiries going quiet
- Drafts the follow-up for you to approve
Prioritises admin & communication — not clinical urgency. A human always decides.
What the CRM does
Every patient, enquiry and next action in one place.
AI on every enquiry
A short AI brief, interest read and suggested next step per enquiry — so your team works the right follow-ups first. Admin prioritisation only, never clinical urgency.
Automatic capture
Enquiries from web chat, embedded forms and pasted emails become patient records automatically — deduplicated by email then phone, with no re-typing.
Activity timeline
Every note, call, email, message and status change is logged to the patient automatically — including voice notes — so the trail stays complete.
Unified patient profiles
One profile per patient — contact details, interest, enquiry and appointment history, and consent status — private and access-controlled.
Follow-up & going-quiet nudges
Enquiries with no contact for 7+ days surface daily, with one-click re-engagement — so recall and reactivation are never forgotten.
Lead-capture forms
Build and embed enquiry forms on your website; each submission creates a patient record and fires a real-time hot-lead alert on every open admin tab.
Reports & insight
See enquiry sources, pipeline conversion, response times and where enquiries drop off — a practical growth view for owners and reception leads.
Configurable to your clinic
One-click industry setup reshapes the stages and fields for a clinic, and you choose exactly which fields show — no consultant required.
It fills itself
Stop typing patients into a database.
Enquiries from your website chat, your embedded forms, and pasted emails all become patient records automatically — matched by email then phone, so the same person never becomes two profiles. Less admin, a cleaner list, and a real-time alert the moment a hot lead lands.
- Every channel, one recordWeb chat, forms and email — captured, not re-typed.
- Deduplicated automaticallyMatched by email then phone — no double profiles.
- Real-time hot-lead alertEvery open admin tab pings when a new enquiry arrives.
Is it the right fit?
Where this healthcare CRM fits.
Best fit for
Private clinics, dental groups, aesthetics and therapy practices that want a patient CRM for enquiries, pipeline, follow-up and recall alongside the clinical systems they already run.
Not ideal for
Teams needing a full clinical EHR / charting system, or anything that ranks or triages patients clinically — this manages enquiries and admin, and a human always decides.
Key modules
Enquiry pipelineAI enquiry briefsautomatic captureactivity timelinepatient profilesfollow-up nudgeslead-capture formsreports
Next step
Book a demo, or start with the enquiry pipeline and expand into follow-up and reports.
Who it's for
Built for how your clinic tracks patients.
01Private GP & specialist clinics
Keep every enquiry, profile and follow-up organised in one patient database across services.
02Dental groups
Track patients, recalls and pipeline across one or several practices from a shared CRM.
03Aesthetics clinics
Manage consultation enquiries, treatment interest and repeat care with private, consented records.
04Therapy & allied health
Hold client profiles, keep follow-up visible, and let no enquiry go quiet without notice.
Compliance: MedTechAI supports clinic admin and patient communication only. Its AI prioritises admin and communication — enquiries and follow-up — never clinical urgency or triage, and a human always decides. Patients are not ranked or tiered. It does not diagnose, triage clinically or provide medical advice, and a human always reviews AI-handled conversations. Patient details are special-category data, kept with access controls and consent tracking and handled in line with UK GDPR, including support for access and deletion requests.
FAQ
Questions, answered.
What is healthcare CRM software?
Healthcare CRM (customer relationship management) software is the patient database at the centre of a clinic. It captures enquiries, holds patient profiles, tracks the pipeline from first contact to booked appointment, and organises follow-up and recall. MedTechAI’s patient CRM adds an AI that briefs each enquiry and suggests the next step, working alongside your clinical systems. It supports admin and communication only and does not provide diagnosis or medical advice.
What does the AI do — and is it clinical?
No, it is not clinical. The AI writes a short brief for each enquiry, reads how engaged the patient is, flags enquiries going quiet, and suggests the next admin step — even drafting a follow-up message for your team to approve. It prioritises admin and communication only. It never triages patients clinically, ranks patients, or gives medical advice, and a human always decides.
How does it capture enquiries?
Automatically. Enquiries from your website chat, embedded lead-capture forms and pasted emails become patient records without re-typing, deduplicated by email then phone so the same person never becomes two profiles. Every new enquiry fires a real-time alert on your open admin tabs.
How is a patient CRM different from a clinical record system?
A clinical or EHR system holds clinical notes and charting; a patient CRM holds enquiries, contact details, interest, pipeline status and follow-up. MedTechAI is the CRM layer — it works alongside your clinical records rather than replacing them, so your clinical data stays where it is.
Will it integrate with the systems we already run?
Yes — it is built to sit alongside your existing clinical and practice tools rather than replace them. Tell us your current stack when you book a demo and we will confirm how the CRM and pipeline fit into your setup.
Does MedTechAI give medical advice or diagnose patients?
No. It supports clinic admin and patient communication only — enquiries, CRM, booking and follow-up. It does not diagnose, triage clinically or provide medical advice, and a human always reviews AI-handled conversations.
How is patient data handled?
Patient details are treated as special-category data under UK GDPR. They are processed only to support communication and appointment admin, kept private with access controls and consent tracking, and you can honour patient access and deletion requests. You control what is captured, and patients are never ranked or tiered.
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