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.

Illustrative workflow — actual configuration varies by practice.

Illustrative example — sample data

What 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.

Illustrative example — sample data
Enquiries128

↓ 81% contacted

Contacted104

↓ 59% requested

Appointments Requested61

↓ 77% booked

Booked47

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

Know exactly what happens to every enquiry.

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