Enquiry to returning patient.
Clinics run on appointments, follow-ups and consent. Worxley keeps the enquiry, the schedule, the treatment plan and the recall on one patient record.
Apply for Cohort 01- EnquiryKnee pain · OrthopaedicsWhatsApp · matched to Dr. Shah
- Treatment plan6 physiotherapy sessionsEstimate accepted
- Returning patientReview in 3 monthsRecall scheduled
Patients drop off between the first call and the next visit
Enquiries come in by phone, WhatsApp and web forms. Appointments live in one tool, treatment plans in another, and consent on paper. Follow-up depends on someone remembering.
- 01
Enquiries from calls, WhatsApp and the website are tracked in different places
- 02
A missed appointment is noticed days later, if at all
- 03
Nobody can say which accepted treatment plans were never finished
- 04
Consent forms are on paper, so nobody knows when they expire
A day at Brightcare Clinic
Nisha Verma, front desk lead — one working day, from first enquiry to money in.
From enquiry to recall in four steps
Following Daniel Joseph — Knee pain · Orthopaedics · Central branch.
- 01
Enquiry
Treatment, department and preferred doctor are captured, and the enquiry is matched to a practitioner.
EnquiryMatched to Dr. Shah - 02
Appointment
Booked into a free slot by practitioner and branch, never twice. Reminders go out 24 hours and 2 hours ahead.
BookedToday 4:00 PM · reminder sent - 03
Treatment plan
The plan and estimate are shared and accepted. Completed appointments count toward the plan's sessions.
Plan acceptedSession 1 of 6 done - 04
Recall
When treatment ends, a recall reminder brings the patient back for a review.
Recall setReview in 3 months
What the Healthcare pack sets up
Ready on the day you sign up. Rename, change or switch off any part of it.
Withdrawn marketing consent stops marketing email, and withdrawn reminder consent stops reminders. Worxley logs who opened or printed a patient, appointment, treatment plan or consent record.
How industry packs work- Records
- Branches on a map, departments, practitioners, packages, patients and family members, appointments, treatment plans and consent records. Clinical fields are marked as health data and protected by field security.
- Pipelines
- A general patient journey from enquiry to active patient, plus IVF cycle and Orthodontics pipelines.
- Reminders
- Appointment reminders 24 hours and 2 hours ahead, missed appointments, treatment reviews, patient recalls and consent expiry.
- Documents
- Treatment estimate, appointment slip, treatment plan summary and consent form.
- Portals
- A Patient Portal where patients book, reschedule or cancel from free slots, see treatment plans, manage family members and withdraw consent. A Referral Partner Portal to refer patients and track each referral.
- Reports
- Appointments today and this week, no-shows, treatment plan funnel and completion, and a consent register.
One record for the patient, the plan and the consent
Front desk, doctors and billing work from the same patient record.
What changes for your clinic
A patient misses a review and nobody calls. Last year's consent form sits in a file, and the treatment plan stays half done.
The missed appointment is flagged the same day. A recall goes out when it is due. Consent status and the plan's progress are on the patient record.
Everything else a clinic needs
A Patient Portal
Patients book, reschedule or cancel, see their treatment plans and add family members.
IVF and orthodontics pipelines
Long treatments get their own stages beside the general patient journey.
Branches on a map
Each branch has its departments and practitioners, and appointments are scheduled per branch.
Invoices from visits
Completed appointments and accepted treatment plans are invoiced from the record.
Reminders on WhatsApp
Appointment reminders and recalls use WhatsApp templates once WhatsApp is set up, with email as the fallback.
No-shows followed up
A missed appointment is flagged to the team, and no-shows are counted in reports.
Questions teams like yours ask
Most clinics already have a system for clinical records. Worxley handles the work around it: enquiries, appointments, reminders, treatment plan follow-up, recalls and consent, so patients don't drop off between visits.
No. Worxley is a CRM, not an electronic medical record. It keeps the patient relationship, schedule, plans, consent and billing. Clinical fields it does hold are marked as health data and can be hidden or masked with field security.
Yes. The pack adds IVF cycle and Orthodontics pipelines beside the general patient journey. Deals from fertility enquiries go to the IVF pipeline.
Consent records hold what a patient agreed to and when it expires. Patients can withdraw consent from the Patient Portal, and Worxley stops the matching marketing email or reminders.
Yes. Branches, their departments and practitioners are records in the pack, and the schedule shows appointments by practitioner and branch.
Still have questions? Talk to our team
You've seen a day on Worxley. Now picture it with your team.
Start with a pipeline shaped for your industry, and make it yours as you grow.