Hospitals & Clinics CRM and Bookings
Revolutionizing Patient Care, Engagement, and Operations with Bitrix24
In today’s healthcare landscape, hospitals and clinics must go beyond medical excellence — they must embrace seamless patient communication, digital-first engagement, and operational efficiency. Traditional systems often fall short in delivering a unified experience, especially when marketing, appointments, staff coordination, and telephony are siloed.
Our Hospitals CRM and Booking Solution, powered by the Bitrix24 ecosystem, offers a robust, secure, and fully integrated platform for modern healthcare providers. It unifies marketing, appointments, communication, telephony, and care delivery in one centralized digital workspace.
BITRIX24 FOR HEALTHCARE
Bitrix24 is a complete digital transformation suite, bringing together CRM,
communication tools, marketing automation, telephony, HR, and internal
collaboration under one roof. It offers unmatched flexibility and
scalability for hospitals and medical institutions of any size.
Our solution is customized specifically for hospitals — transforming patient
interactions, appointment handling, and internal workflows while integrating
with your online channels and in-house telephony systems (IPBX).
BITRIX24 FOR HEALTHCARE
EXPANDED CORE FEATURES
1. Unified Patient CRM
Maintain a 360° view of every patient across all touchpoints. Every
interaction — whether from a website form, WhatsApp, call center, or
email — is recorded and managed in a secure CRM profile.
Includes:
- Personal data & medical history
- Booking & visit logs
- Uploaded reports & prescriptions
- Communication records (emails, calls, messages)
- Marketing source attribution
2. Appointment Booking System
Enable patients to book appointments via your website, WhatsApp, Instagram, or Facebook — all synced with doctors' real-time availability. Integrated reminders reduce no-shows.
Features:
- Calendar view with doctor availability
- SMS/email/WhatsApp confirmations
- Room and equipment scheduling
- Online pre-consultation forms
3. Telephony Integration with Internal IPBX
Integrate Bitrix24 with your existing IPBX infrastructure (e.g., Asterisk, FreePBX, or Cisco) for a seamless communication workflow:
- Click-to-call directly from the CRM
- Record and log all patient calls
- Auto-create CRM leads from missed calls
- IVR menu integration for department routing
- Real-time call analytics and dashboards
This ensures front desk, call center agents, and doctors can communicate efficiently — all while maintaining a centralized call history within the CRM.
4. Multi-Channel Marketing & Patient Engagement
Our CRM captures leads and inquiries from all online sources, turning Bitrix24 into a powerful marketing automation hub.
Connected channels include:
- Social Media Ads: Facebook, Instagram, LinkedIn
- Google Ads: Capture and auto-tag leads by campaign
- Website Forms: Integrated with Bitrix24 lead routing
- Live Chat & Chatbots: Engage visitors on your website
- Email Campaigns & Newsletters
- WhatsApp, SMS & Messenger APIs
Benefits:
- Nurture leads with automated email/WhatsApp sequences
- Track campaign ROI in real-time
- Send surveys or reminders post-treatment
- Segment patients for seasonal health campaigns
5. Doctor and Staff Management
Manage staff schedules, assign patients, and allow secure access to records from mobile or desktop. Each doctor has a customized workspace showing:
- Today’s appointments
- Patient notes
- Communication history
- Task assignments
- Pending lab reports or approvals
6. Workflow Automation & Task Routing
Simplify back-office operations through automation:
- Auto-assign new inquiries to available doctors
- Trigger internal tasks for lab or radiology teams
- Alert billing when patient is discharged
- Automate follow-up emails 24 hours after consultation
- Trigger marketing messages based on visit history
7. Billing, Invoicing, and Insurance
Integrate with hospital billing software or use Bitrix24's built-in invoicing:
- Auto-generate invoices post-appointment
- Track unpaid bills and send reminders
- Submit documents for insurance claims
- Multi-currency & tax support
8. Patient Feedback and Satisfaction
Post-visit surveys via WhatsApp or email allow you to measure satisfaction
and take action based on real insights.
Features:
- Net Promoter Score (NPS) tracking
- Rating dashboards per doctor or department
- Automated escalation for low ratings
ADVANCED MODULES
Emergency Management & Rapid Intake
Facilitate quick check-ins, triage logging, and instant alerts to emergency teams.
Inpatient Management
Track bed assignments, inpatient visits, room rotations, and discharge planning.
Referral Management
Accept and manage referrals digitally, with status tracking and doctor collaboration.
Telemedicine
Secure video consultation options with auto-linked patient records and digital prescriptions.
ANALYTICS AND REPORTS
- Real-time dashboards: appointments, revenue, staff performance
- Marketing campaign performance: channel-wise analysis
- Patient demographics and visit trends
- Call analytics from IPBX and contact center
- Feedback summary and NPS reports
ANALYTICS AND REPORTS
INTEGRATIONS
INTEGRATIONS
Seamlessly connect with:
- EMR Integration
- Hospital Management Systems (HMS)
- Payment Gateways
- Medical Lab Platforms
- Insurance Portals
- Google Workspace / Outlook
- SMS & WhatsApp APIs
- Your Internal IPBX System via SIP, VoIP, or API
Digital Transformation
E-commerce Development
Brand Health Research
Testing of Design and Concept
Information Architecture
Content Experience & Strategy
Brand Health Research
Target Audience Analysis