Manage patient journeys, outpatient follow-ups, and inter-department referrals automatically
Your Stack
3 layers that work together · start from any one
Zoho CRM + Zoho Desk + Zoho One · patient 360° + department tickets + ops integration
Zoho CRM + patient journey workflows + department referrals + PDPA consent management
PDF + Video guide · self-setup hospital patient CRM + department workflows
Pain Points
Verbal patient handoffs · no tracking · patients fall through the cracks
Incomplete visit history · each department stores data separately
Discharge and done · no one follows up on treatment outcomes
Patient data lacks auditable consent records
Use Case
An 80-bed private hospital · 200 OPD patients/day · 6 specialty departments · verbal referrals between departments · no OPD follow-up · paper consent forms · marginal PDPA audit pass. After implementing Zoho CRM Enterprise + Desk + One: patient 360° profile · referral pipeline (Blueprint) between departments · OPD follow-up via Zoho Campaigns email · digital PDPA consent · role-based access control (doctor/nurse/admin/finance). Results in 6 months: lost referral cases -78%, OPD follow-up rate 0% → 64%, perfect PDPA audit score, patient satisfaction NPS +18 points.
Features
Custom module storing visit history + insurance + medications + allergies · linked across departments · role-based access (native)
Zoho CRM Blueprint for referral pipeline · auto-creates Zoho Desk tickets for inter-dept handoffs · status tracking (native)
Workflow rule triggers 7 days after outpatient visit → Zoho Campaigns sends symptom check-in email (native automation)
Native consent fields per data purpose · audit log + access tracking · right-to-erasure workflow per healthcare PDPA
Zoho Desk tickets per request (admission, billing, complaint) · SLA tracking + escalation · response time monitoring
Native dashboard: OPD volume per department · revenue per service line · referral conversion · NPS tracking
Timeline
Map patient journey across 6 departments · design custom module + role-based access · PDPA consent + audit log requirements · approval matrix
Build referral Blueprint + Zoho Desk ticket workflow · Zoho Campaigns email templates · connect HIS via API if available · 4-role staff training
Roll out department by department · monitor adoption + PDPA compliance · monthly clinical review · 90-day support
FAQ
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Resources
30-min free consult — build a PDPA-ready hospital CRM with zero lost referrals