Industries → Clinic
Zoho CRM
for Clinics
Manage appointments, patient follow-ups, and PDPA compliance — all in one place
Manage appointments, patient follow-ups, and PDPA compliance — all in one place
Your Stack
3 layers that work together · start from any one
Zoho CRM + Zoho Desk + Zoho Campaigns · patient records + support tickets + follow-up campaigns
Zoho CRM + appointment workflow + PDPA consent management + LINE reminders
PDF + Video guide · self-setup patient CRM + appointment workflows for clinics
Pain Points
No automatic reminders · patients forget · wasted slots
Each doctor keeps their own notes · no central patient record
No one checks on patients after treatment · they stop returning
Patient data stored in Excel/LINE · no consent records
Use Case
A specialty clinic (skin + aesthetic) in Bangkok with 2,000+ patients managed appointments via Excel + LINE · 22% no-show rate · 3 staff spending 4 hrs/day on phone bookings · zero PDPA consent records. After implementing Zoho CRM + Desk + Campaigns: patient profiles + treatment history in CRM · auto LINE reminder 24h + 1h before appointment · post-treatment follow-up + recall · PDPA consent field per patient. Results in 60 days: no-show rate 22% → 7%, staff productivity +30% (less manual calling), recall rate 41% → 68%, 100% PDPA audit pass.
Features
Native Zoho CRM Blueprint: booking → confirmation → reminder → check-in → post-care · status tracking at every stage
Custom module storing treatment plans, medications, symptoms · full history at every visit · role-based access control
Email reminder 24h + 1h before appointment via Zoho Campaigns (native) · LINE via Messaging API custom integration · SMS via gateway (Twilio/SMS-Magic, paid)
Native consent fields + data retention + audit log · role-based access · right-to-erasure per PDPA
Workflow rule triggers recall by treatment date + Zoho Campaigns email · automated birthday vouchers (native)
Native dashboard tracks revenue per patient + visit frequency · identify VIPs + churn risk · forecast future visits
Timeline
Set up Zoho CRM custom module · build patient profile + consent fields · access control + audit log per role (doctor/nurse/admin)
Build appointment workflow + LINE OA integration · auto-reminder 24h/1h · post-treatment follow-up campaign · staff training
Migrate patient data + go-live · connect HIS via API if available · 30-day support + monthly PDPA audit review
FAQ
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Resources
30-min free consult — build a PDPA-ready clinic CRM with zero missed appointments