What is a healthcare CRM?

Software that keeps every relationship a practice has with a patient in one place: how they found you, every booking and visit, what was written and prescribed, what they paid and still owe, and when they are next due. MedOS does this as the core of the product rather than as a module bolted onto a sales tool.

How is MedOS different from a general CRM like HubSpot or Zoho?

A general CRM models leads, deals and pipelines and has to be configured to pretend a patient is a deal. MedOS models patients, visits, practitioners and payments natively, with the booking widget, the appointment board, consultation notes and session packs already built. Nothing has to be adapted.

Does MedOS do marketing automation?

MedOS sends WhatsApp reminders for appointments and keeps the follow-up on the record. It does not run bulk campaigns or drip sequences. If that is the main thing you need, a general CRM alongside MedOS is the honest answer.

Can the whole team use it?

Yes. Admin, doctor, staff, allied professional and pharmacy roles each see what their role allows, enforced on every screen. Group practice covers three practitioners, a front desk and an admin; enterprise covers departments and locations.

Solo practitioners, group practices and multi-specialty clinics in dental, physiotherapy, psychology and mental health, homeopathy, general practice and around thirty other specialties, in India and abroad.

Healthcare CRM

A CRM that only does healthcare.

A general CRM has contacts, deals and pipelines. A practice has patients, visits and follow-ups. MedOS is built on the second set of words, so nothing has to be adapted.

Practices that try to run on a sales CRM spend their first month renaming things: a contact becomes a patient, a deal becomes a visit, a pipeline stage becomes “arrived”. Then they discover the CRM still cannot book against a practitioner’s real availability, cannot write a consultation note, cannot take a UPI payment at the desk, and cannot tell them who is in the room. The workflow ends up living in WhatsApp and a register anyway.

MedOS starts from the patient record and builds outward. Booking, arrival, consultation, payment and follow-up are all written against the same record, which is what makes it a CRM for a practice: every relationship with every patient, from first booking to the next visit, in one place, with the operational tools already inside it.

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What a healthcare CRM has to do differently

The CRM words, and what MedOS does instead.

In a general CRM Contact: In MedOS
The patient record
One record per patient: visits, notes, prescriptions, next appointment, outstanding balance and activity. Every surface reads and writes it; nothing is re-entered at the desk.
In a general CRM Lead capture: In MedOS
Booking from your own website, link or QR
Patients arrive through the site you already have, a shared link or a printed QR, verify their phone, and land on the board as a real appointment, not a form submission to chase.
In a general CRM Pipeline: In MedOS
The appointment board
Overdue, upcoming, ongoing, completed. Each visit is a card that moves through the day, with payment state on it. This is the pipeline a practice actually has.
In a general CRM Follow-up tasks: In MedOS
The next appointment, on the record
The follow-up is booked from the same record during or after the visit. The reminder goes out on WhatsApp. Nobody keeps a separate list.
In a general CRM Retention and renewals: In MedOS
Session packs
Programmes are sold up front and drawn down visit by visit. Patients with nothing booked surface in the overdue column, before they are lost.
In a general CRM Revenue reporting: In MedOS
Practice performance
Bookings, attendance, revenue collected and outstanding, packs versus single visits and busiest hours, by practitioner or for the whole practice, from the same record.

One record

Every surface reads and writes the same patient record.

Patient record

From first booking to follow-up

Visits, last seen, next appointment, outstanding balance, prescriptions and activity, on one record. Nothing is re-entered at the desk.

Consultation

Notes written against the visit

Subjective, objective, assessment, plan and prescription, autosaved as the practitioner writes, with previous notes one click away.

Patient portal

Patients see the same record

Their appointments, live status, reschedule and cancel, on their own phone, OTP-verified and branded to your clinic.

Front desk

The board knows who is in the room

Overdue, upcoming, ongoing and completed, per practitioner, with payment state on every card.

Recurring care

Session packs, sold in the same flow

Prepaid packs with validity and remaining sessions, chosen by the patient at booking and drawn down visit by visit.

Session packs

Built for how recurring care actually works.

Rehab, therapy and wellness happen over a course of visits, not one appointment. Most clinic software bills each visit as if it were the only one. MedOS treats the programme as the unit.

Physiotherapy · Psychology · Rehabilitation · Nutrition · Wellness

Sold
Chosen and paid at booking
Priced per pack, with validity and the number of consultations shown before the patient commits.
Used
Each visit drawn from the pack
The board card says Session Pack · Revisit. No separate invoice for the visit.
Next
The next session, on the board
The next pack visit sits in the upcoming column. The patient sees the same date on their phone.
Overdue
Nothing booked surfaces on the board
Pack visits past their time with nothing booked land in the overdue column, where the desk sees them.

Packs are chosen in the same booking flow the patient already uses.

The patient picks a care package or a single session before confirming. Every visit after that is drawn from the pack, and both the practice and the patient see what is left.

Prepaid sessions
Remaining sessions and expiry
Visits booked against the pack
Pack history on the record

Patient plans, choose your right plan: care packages or per session, with Pro, Pro Plus and Elite packages listing consultations, access, diagnosis and support

Performance

Know what is happening in your practice.

A practice owner shouldn’t have to piece together bookings, attendance, revenue and follow-up to understand how the practice is doing. MedOS brings the operational picture into one place, so decisions are based on what is actually happening.

MedOS Performance, Overview tab for this month: today’s summary, a business snapshot of revenue collected, collection rate, bookings this period and outstanding balance, and the patient flow from booked to confirmed, consulted and paid

This month so far: today’s summary, revenue collected, collection rate, bookings and the patient flow from booked to paid.

1 / 3

Bookings and attendance: Bookings this period, staff versus self-service, and the patients who confirmed, consulted and paid.
Revenue, by month and by source: Revenue collected and outstanding, month by month, split between prepaid session packs and single visits.
Busiest times: When patients actually book, by day and hour, with the peak hour, quiet hours and a suggested staffing window.

Customers

Practices that run their patient relationships on MedOS.

Dr. Shivangi Gupta
Mental health therapy · The Mind Veda · New Delhi

Dr. Neeraj Gupta
Homeopathy · Gupta Computerised Homeopathy Clinic · New Delhi

PT. Ritesh Sajol
Musculoskeletal physiotherapy · Movement Physio & Fitness · Phnom Penh, Cambodia

Practices running on MedOS, in their own words. We publish only what a practice has agreed to say, and nothing we cannot stand behind.

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The features behind it

See your patient journey on MedOS.

Fifteen minutes, on your own workflow, in a real workspace. Bring the way a patient moves through your practice today and we will show the same journey on one record.

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Straight answers

Healthcare CRM, answered.