Patient Journey
Keep sales and patient operations on the same journey.
The problem
In medical tourism, a successful sale creates a new set of operational responsibilities. If commercial context is handed off through messages and spreadsheets, teams can lose continuity precisely when coordination becomes more important.
The workflow
Lead & sale → Services & payments → Documents & tasks → Appointments & transfers → Ongoing operational coordination → Reporting.
What changes
- A clearer sales-to-operations handoff
- Better continuity of service context
- More visible responsibilities
- Less dependence on informal coordination
Capabilities involved
- Sales Pipelines & Phases
- Patient & Operations
- Tasks
- Calendars
- Appointments
- Transfers
- Payments
- Documents
- Notifications
Before conversion
Lead context, follow-up, pipelines and commercial information.
During preparation
Services, tasks, payments, files and documents.
During operations
Calendars, appointments, transfers, reminders and team responsibilities.
Afterwards
Relevant reporting, financial context and continued workflow.
Capabilities behind this
- Sales Pipelines & Patient JourneyRun multiple concurrent pipelines, organize work into phases and keep services, payments, tasks, costs and commissions connected to the commercial journey.
- Patient Experience & OperationsCoordinate the business-side operational context around patient files, calendars, reminders, appointments, transfers and ongoing workflows.
- Finance, Commissions & DocumentsManage payments, expenses, commissions, margins, financial reporting and dynamic documents without separating them from the underlying business workflow.