Clinic & Hospital CRM for patient follow-ups, OPD tokens & WhatsApp
Patients leave the OPD with a prescription and a vague “come back in two weeks” — and most never hear from you again. Nexvork remembers every review date, sends the reminder on WhatsApp in the patient's own language, runs the token queue and tells you who will not turn up tomorrow.
Built for every OPD, from one room to one hundred beds
The same clinic CRM runs a single-doctor practice in Dombivli and the OPD of a 120-bed hospital in Nashik. Use the parts you need; the AI core underneath is identical.
Single-doctor clinic
One doctor, one receptionist, 40 to 80 patients a day. Tokens on WhatsApp keep the waiting room calm, review reminders go out without anyone remembering, and the patient list finally lives somewhere other than the receptionist's phone.
Multi-speciality clinic & polyclinic
Six doctors, three departments, visiting consultants on alternate days. Per-doctor calendars, one queue per department, referrals between your own doctors and a shared WhatsApp inbox so a dental reminder never goes out from the paediatrics desk.
Hospital OPD & discharge
OPD tokens per department, post-discharge follow-up and feedback, readmission-review reminders and a referral report for every GP who sends you patients. Runs beside your HMS and never pretends to be one.
Diagnostic centre & lab
Report-ready alerts on WhatsApp with a secure share link, annual health-check recall, home-collection scheduling and a monthly summary for every doctor who sends samples. Also a natural fit for physiotherapy and dental chains.
Where patients fall through between visits
None of these are medical problems. They are memory, queue and communication problems — exactly what a patient follow-up CRM is built to fix.
- 01The follow-up lives in the doctor's head
“Review after 15 days” is written on the prescription and nowhere else. The patient forgets, the clinic never calls, the condition drifts.
- 02The receptionist's phone is the patient database
Numbers, reports and appointment requests sit in one personal WhatsApp. When she is on leave, the clinic is blind.
- 03Tokens are announced by shouting
Patients crowd the desk to ask “kitna time aur?”. Nobody knows the real wait, so nobody can step out for a chai.
- 04Reports are ready, patients are not told
The lab drops reports at the desk; the desk waits for the patient to call. Days pass. Some are never collected.
- 05Referring doctors never hear back
A GP in Kalyan sends you a patient and gets no acknowledgement. Next time, the patient goes somewhere else.
- 06Nobody asks how the discharge went
The one moment a patient is most willing to give feedback — or a referral — passes in silence.
| Date | Patient | Doctor | Next review | Reminded? |
|---|---|---|---|---|
| 12 Aug | Arjun Kale | Dr. Sharma | 26 Aug | — |
| 12 Aug | Rekha Deshmukh | Dr. Sharma | ? | — |
| 13 Aug | Sunita Pawar | Dr. Iyer | 2nd dose Sep | called? |
| 13 Aug | Arjun Kale (duplicate) | Dr. Sharma | 26 Aug | — |
| 14 Aug | Mohan Jadhav | — | — | 98xxxx (wrong no.) |
A CRM for the patient relationship. Not an EMR, not an HMS.
We say this plainly because it matters. Nexvork manages appointments, queues, reminders, referrals, feedback and campaigns. Your clinical records, billing and inventory stay exactly where they are.
What Nexvork runs
- Patient contact record, visit timeline and next-review date
- OPD slots, tokens, waitlists and walk-in capture
- WhatsApp reminders, confirmations and report-ready alerts
- Referral sources and monthly referring-doctor reports
- Discharge feedback, recall and health-camp campaigns
- Front-desk tasks, employee roles and an audit trail
What stays in your EMR or HMS
- Clinical notes, diagnoses and prescriptions
- Lab integration and report generation
- IPD billing, insurance and TPA claims
- Pharmacy and consumables stock
- Ward rosters, OT scheduling and nursing charts
- Anything a regulator expects a medical record system to hold
Patient data stays in your clinic's isolated workspace on cloud infrastructure in India — TLS in transit, role-based access per employee, audit logs and daily backups. Nexvork staff do not browse patient lists; support access is granted by you and logged.
What Nexvork configures for a clinic on day one
Stages, fields, calendars and templates named for healthcare, not for sales. Rename any of them — the AI keeps working underneath.
Patient records & visit history
One profile per patient: phone, language, primary doctor, who referred them and every visit with its doctor, department and next review date. Family members link to one WhatsApp number, so a mother gets both children's vaccination reminders.
patient_idlanguagereferred_bynext_review_onOPD slots & tokens on WhatsApp
Each doctor's OPD session has slots and a live token queue. Patients receive their token and expected time on WhatsApp, then a “you are next” nudge as the queue moves. Walk-ins join the same queue from the desk in one tap.
sessiontoken_noexpected_atwalk_inReview, test & vaccination reminders
Reminders fire from the next review date, a test due date or a vaccination schedule — in English, Hindi or Marathi, with reply buttons to confirm or reschedule. Dental, physio and dialysis series run as recurring sequences.
review_remindertest_duevaccine_scheduleMulti-doctor calendars
Slot length, OPD days, weekly off and leave per doctor; departments group doctors into one queue. A visiting cardiologist who comes on Tuesdays gets a calendar that only opens on Tuesdays.
doctordepartmentslot_minutesleaveReports & prescriptions on WhatsApp
When a report is marked ready, the patient gets a WhatsApp message with a secure share link that expires. The front desk stops answering “report aaya kya?” forty times a day.
report_readyshare_linkexpires_inReferral tracking
Every patient carries a source — a GP, a lab, a corporate tie-up, a Google ad or a camp. Referring doctors get a monthly summary, and you see which sources send patients who actually turn up.
referred_bysourcereferral_reportFeedback after discharge
Forty-eight hours after a discharge or a procedure, a short WhatsApp feedback request goes out. Low scores are flagged to the owner the same day for a call; high scores are invited to leave a Google review. Complaints become tasks with an owner and a deadline, not a forwarded screenshot.
feedback_scoreflag_lowreview_inviteCamp & outreach campaigns
Health-camp registrations, flu-shot drives, diabetes screening weeks and annual health-check offers go out as WhatsApp campaigns to an opted-in segment — and every registration lands back in the CRM as an appointment with a source. Meta lead ads and Google forms feed the same pipeline through the integrations hub.
segmentopt_incampaign_sourceFour AI moments in a clinic's week
The AI does not diagnose anything. It remembers, predicts and nudges — the three things a busy front desk cannot do for two thousand patients.
Forecast footfall by hour: 9 to 10 AM 38 patients, 10 to 11 AM 52 patients (peak), 11 to 12 47, 12 to 1 PM 31, 5 to 6 PM 29, 6 to 7 PM 41.
AI recalls every missed follow-up
Every night the AI compares each patient's next review date against actual visits. Overdue patients are grouped by language and doctor, queued for a WhatsApp nudge, and anyone overdue by more than three weeks goes onto a call list for the morning.
AI predicts who will not turn up
Each of tomorrow's appointments gets a no-show risk score from the patient's own history, booking lead time, whether the reminder was read, and the slot. High-risk slots are offered to the waitlist; the desk calls three people instead of thirty.
AI forecasts OPD load by the hour
From six weeks of tokens, the AI projects tomorrow's footfall per doctor per hour — post-holiday Mondays, monsoon fever weeks, camp weeks — so you add a second session or a second receptionist before the corridor fills.
AI answers patients at 11 PM
A parent asks in Marathi whether Dr. Sharma is available tomorrow. The assistant checks the calendar, books the slot, sends the token and notes the reason for the visit — then hands over to the desk in the morning with full context.
Reminders patients actually read and answer
Official WhatsApp Business API on your clinic's own number. Templates approved, opt-in recorded, every reply landing in one inbox the whole front desk shares.
- Review reminders with reply buttonsFired from the next review date; one tap confirms, one tap reschedules, and the token comes with the confirmation.
- Report-ready alerts with expiring linksA secure share link, valid for seven days, instead of a PDF forwarded from a personal phone.
- Vaccination and session seriesChild immunisation schedules, dental, physio and dialysis courses as recurring sequences that stop when the course ends.
- Pre-procedure and discharge messagesFasting instructions and documents the evening before; a feedback request forty-eight hours after.
- Camp registrations and recallOpted-in segments only, frequency capped, unsubscribes honoured automatically — the way the platform rules require.
A Tuesday at a two-doctor clinic
What the receptionist, the doctors and the owner actually see — on a normal day, not a demo day.
Front desk opens the board
Today's 64 appointments are already on screen: 51 confirmed by WhatsApp reply overnight, 3 flagged high no-show risk with a call list, 2 waitlist patients slotted in. Token #1 goes out as the first walk-in arrives.
Reports go out, referrals get thanked
The lab marks 8 reports ready; 8 WhatsApp messages with share links go out without anyone typing. Dr. Iyer's new patient came from a Kalyan GP — the referral is logged and the GP receives an automatic acknowledgement.
Tomorrow is already handled
17 review reminders go out in Hindi and Marathi with token numbers. The owner's phone shows the day: OPD 64, no-shows 3, follow-up completion 82%, one low feedback score flagged for a personal call.
Reports clinic owners actually open
Four numbers on your phone each morning. No Excel on a Sunday night, no asking the receptionist to “make a summary”.
- Doctor-wise OPD & revenue
Footfall, new versus review visits and consultation revenue per doctor and department — by day, week and month.
- Follow-up completion
Of the reviews due this month, how many happened — per doctor and per condition. The one number that says whether care actually continues.
- No-show & reminder performance
No-show rate by slot and source, reminders delivered and read, and how often the AI's risk flags were right.
- Referral sources & camp ROI
Which GPs, labs, ads and camps send patients who turn up — and which send noise.
From the register to a live queue in a day
No IT team required. A video call, a spreadsheet and a WhatsApp number — your EMR keeps running and nothing goes down.
Tell us how your OPD runs
Choose Clinic or Hospital, list your doctors, departments and OPD timings. Review intervals per department — diabetes 30 days, post-op 7 days, the immunisation schedule — become reminder rules before you see the screen.
Patients in, duplicates out
Patient list from Excel, CSV or an EMR export — cleaned, de-duplicated, family numbers linked. Open follow-ups get a next review date so the first reminders are correct rather than embarrassing.
WhatsApp connected, desk trained
Your number goes on the official WhatsApp API, templates are approved, and the front desk is trained on a call in English, Hindi or Marathi. Single-doctor clinics go live in a day; hospital OPDs in two to three.
Six things, one email
- Patient list as Excel, CSV or an EMR export, with phone and last visit date
- Doctor list with departments, OPD days and slot length
- Review intervals per department or procedure
- A WhatsApp number for the clinic — new or existing
- Logo and clinic name for the message templates
- One person who owns the front desk, for the training call
Editions that sit next to a clinic
Many clinics run a pharmacy counter, a physio room or a wellness wing. Each gets its own edition on the same AI core.
Medical & Pharmacy
Refill reminders, expiry alerts and GST billing for the pharmacy counter beside your OPD — the patient's prescription becomes next month's refill nudge.
Pharmacy editionSalon & Spa
Appointment book per chair, packages with sessions remaining and rebooking nudges — the engine an aesthetic or wellness wing runs on.
Salon editionGym & Fitness
Memberships, renewals with UPI links and attendance drop-off alerts — for a physiotherapy or rehab programme sold as a plan.
Fitness editionAI Automation
The chatbot, voice agent, WhatsApp workflows, prediction engine and integrations hub that sit under every edition — including this one.
See the AI layerQuestions clinic owners ask before the demo
No. Nexvork is a CRM for clinics and hospitals: it manages the patient relationship — appointments, OPD tokens, follow-up reminders, referrals, feedback and campaigns — on WhatsApp. Clinical notes, prescriptions, lab integration, pharmacy stock, IPD billing and insurance claims stay in your EMR or HMS. Where your existing system can export a list or send a webhook, Nexvork reads the appointment and discharge data it needs; where it cannot, the front desk keys in the next review date in a few seconds.
When a patient books — on WhatsApp, by phone or at the desk — Nexvork assigns a token against the doctor's OPD session and sends it to the patient's WhatsApp with the expected time. As the queue moves, the patient gets a 'you are next' message, so they can wait in the car or the canteen instead of the corridor. Walk-ins get a token from the same queue. The front desk sees the live board, the doctor sees the next patient, and nobody shouts names.
Review reminders tied to the next review date, test and report reminders, vaccination schedules for children, dental, physiotherapy and dialysis session series, annual health-check recall, pre-procedure instructions and post-discharge feedback requests. Each reminder is a WhatsApp template approved for your business number, sent in English, Hindi or Marathi based on the patient's language preference, with a reply button to confirm or reschedule.
Yes. The no-show model looks at each patient's own history — past no-shows, how far ahead the appointment was booked, whether the reminder was read, distance from the clinic, day and slot — and gives each appointment a risk score. High-risk slots are offered to the waitlist, and the front desk gets a short list of patients to call the evening before instead of calling everyone.
Yes. Each doctor has a calendar with OPD sessions, slot length, weekly off and leave. Departments group doctors, so a multi-speciality clinic can run one queue per department. Patients are linked to a primary doctor and a referring doctor. Employee roles and permissions control what the receptionist, the doctor and the owner can see.
On cloud infrastructure in India, in a workspace isolated for your clinic or hospital. Data is encrypted in transit, access is role-based per employee, every action is audit-logged and backups run daily. Nexvork staff do not browse your patient list; support access is granted by you, for a specific ticket, and logged.
A single-doctor clinic is usually live within a day; a multi-speciality clinic or hospital OPD takes two to three days. We need your patient list as Excel or CSV or an export from your EMR, the doctor list with OPD timings, your reminder rules such as review intervals per department, and a WhatsApp number for the clinic. We import and de-duplicate the data, set up the queue and templates, and train your front desk on a video call in English, Hindi or Marathi.
Have a question about your clinic or hospital? Ask us directly