Price: 0
Number of applications: 7
18.06.26 (inclusive)
Under discussion
Idea
ICT tasks
Medicine
Other technological solutions
Software/ IS
Today, most private clinics lose a huge part of their marketing budget due to the "leaky bucket" syndrome and the lack of a unified CRM system related to medical processes. Loss of patients in case of non-attendance: If the patient simply did not show up for an appointment, in conventional systems (or Excel) this information remains only a mark in the calendar. No one sets the task for the operator to call the patient back, find out the reason and overwrite it. As a result, the clinic irrevocably loses the client it has already paid for. The gap between marketing and registration: Marketers set up ads and generate leads in Bitrix24, while registrars maintain a local database in another program. This leads to double manual data entry by managers, which takes time, leads to typos (incorrect phone numbers) and duplicate cards . Inability to estimate ROI (marketing payback): Management cannot link the money spent on advertising with actual profit, since data on clicks and requests are in the same system, and the statuses of "Bought course" and the amount of payments are in the clinic's cash register. The human factor in course sales: After the initial consultation, the patient often leaves to think. Without a CRM funnel, the coordinators forget to call the "warm" patient back after 2 days to offer a discount or answer questions, which fatally reduces conversion to long-term treatment plans.
Launching our own CRM module and end-to-end integrations in the DCH ecosystem will dramatically increase the marketing and operational profitability of the medical business.: Elimination of lead loss: Every call (call, WhatsApp message, application with iDoctor ) will be algorithmically recorded in the Kanban board. No potential patient will be left without an answer and operator's attention. "Retention" conversion and "Return" growth: Automatic generation of callback tasks based on the "Canceled" and "Did not arrive" statuses will allow up to 30% of "lost" patients to be returned back to the clinic funnel. Up to 50% time savings: Thanks to two-way synchronization of DCH with Bitrix24 by automatically updating transaction statuses after payment , call center operators and administrators will be spared from duplicate manual work . Transparent end-to-end analytics: Clinic owners will receive accurate dashboards showing the patient's entire journey: from the cost of attracting a lead (CAC) to his final receipt (LTV). This will allow you to accurately evaluate the effectiveness of marketing campaigns and KPIs of each sales manager.
Amina Agzamova
Purpose and description of task (project)
Create a seamless lead management system (potential patients) that will combine the clinic's marketing efforts with the actual medical admission and cash register. The main objective of the module is to digitize the patient's Journey from the first click on an advertisement to the successful completion of the treatment plan, eliminate the loss of leads due to the human factor, and automate the task of setting operators to "wait" or return the patient. Detailed description of the functionality and technical solutions: Visual Kanban Boards (Funnels): Development of interactive sales funnels divided by branches . """"""""""The patient's card visually moves through the stages (stages of the transaction): "New treatment", ""Hired", "Made an appointment", "Came to the initial appointment", "Assigned course", "Bought course / Successfully completed", "Refusal", "Refusal", "Refusal", "Refusal", "Refusal", "Refusal", "Refusal", "Refusal", "Refusal", "Refusal", "Refusal", "Refusal", "Refusal / He didn't come." The drag-and-drop mechanism for manual movement is supported, as well as automatic stage change based on system triggers. Deep two-way synchronization with Bitrix24: The module acts as an integration core between DCH and external CRM. Any change in DCH should be instantly reflected in Bitrix24 via Webhooks . If the CC operator selects a non-standard time in the DCH calendar, a new window is automatically created in Bitrix24 . Upon successful payment in the "Checkout" module, DCH sends a PATCH request to the Bitrix24 API to update the transaction stage and the UF_PAYMENT_STATUS = 'paid' field. The opposite direction also works: when an entry is created in the iDoctor aggregator application or in Bitrix24, it is automatically converted into a patient card and occupies a slot in the DCH calendar grid . Trigger automation and task setting: The system automatically responds to statuses from the Interactive Calendar. """" For example, if the Registrar sets the status "Not received," the CRM module automatically transfers the patient's card to the "Missed" stage and generates an urgent Task for the call center manager with a deadline - "Contact the patient to transfer the record." If the parish Department sets the status to "Canceled" , the system requires you to specify the reason and sets the task for quality control. Omnichannel and Communication (ChatApp): Integration with ChatApp, WhatsApp Business API and Facebook Messenger services to aggregate all correspondence with the patient directly in his card inside the CRM . Automatic sending of reminders 24 and 2 hours before the appointment to minimize the no-show rate . Analysis of the reasons for failures (Lost Reasons): A required field when transferring a card to the "Failure" stage or when canceling an entry . """" The data is aggregated into a special dashboard of the administrator, showing the churn funnel (for example, "Expensive", "Inconvenient time", "Chose competitors").
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