CRM & Follow-Up
“Where are my enquiries coming from?”
Know which searches, pages and campaigns are actually creating patient enquiries — and what happens to every one of them. WardShift configures CRM workflows designed for medical practices, not sales floors.
- Inbox
- New
- Contacted
- Appointment Requested
- Booked
- Reports
- J.M.GOOGLE ADSContactedFollow up 14:003
- R.K.ORGANIC SEARCHNewAcknowledge1
- S.T.REFERRALBookedPre-visit pack5
- A.B.ORGANIC SEARCHAppointment RequestedConfirm slot2
Illustrative workflow — actual configuration varies by practice.
Illustrative example — sample dataWhat the practice sees
The operational backbone of a growing practice: visibility, reminders and measurement — built for administrative work, not clinical decisions.
Central enquiry tracking
Every enquiry in one place — forms, calls and messages — with nothing lost between systems.
Enquiry source attribution
Each enquiry carries its source, so you know which channel produced it.
Administrative notes
Structured notes keep context with the enquiry, not in someone's memory.
Practice notifications
The right person is notified promptly when an enquiry needs attention.
Follow-up reminders
Reminders surface enquiries that are waiting, before they go quiet.
Appointment-request stages
Clear stages from new enquiry to booked appointment — visible at a glance.
Appropriate SMS / email
Administrative messages only — confirmations, logistics and instructions.
Reporting & trends
Enquiry volume, response and stage trends, reported plainly.
Conversion measurement
See how many enquiries become booked appointments — and where others stop.
Measurement
When source, stage and outcome live in one system, growth decisions become evidence: which channels produce appropriate enquiries, what they cost, and where the journey loses people.
↓ 81% contacted
↓ 59% requested
↓ 77% booked
Sample figures — configured reporting reflects your practice's real data.
Designed for Administration. Never for Clinical Advice.
- No clinical triage automation — ever
- No emergency handling of any kind
- Patient data handled under appropriate privacy standards
- The practice owns its data
Common questions
Continue exploring
Know exactly what happens to every enquiry.
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