Independent clinic reception

At an independent clinic, reception may receive an opening-hours inquiry by email and a change request through WhatsApp. CRM retains the contact and administrative request; Channels brings together conversations and Inbound assigns them using configured rules. With a compatible calendar, the team can propose an appointment and confirm availability before replying.

Support retains questions about access, opening hours or administrative documents as tickets with an owner. Collect only necessary data and configure restricted access; do not include symptoms, diagnoses or health records in this workflow. The platform is not an EHR, does not perform triage and does not decide treatments. Clinical questions go to healthcare staff through the clinic's procedure, outside commercial automation.

Key Workflows

• Capture an opening-hours or appointment request with minimum contact details and assign it to reception.
• Check the connected calendar and obtain team confirmation before communicating an appointment or change.
• Record an administrative question in Support and route any clinical question through the clinic’s procedure.

Potential operational benefits

Administrative requests with visible follow-up for a small team, without mixing commercial reception and clinical care.

Results depend on your process, data quality and configuration.