Tanvi Herbals CRM

Patient Care & Retention System

View Sheet

Upload Prescription & Create Patient Record

Automated Patient Follow-up & Retention

Smart Follow-up System Ready!

Automated patient retention messages to improve care and business growth

📅 Day 3: "How are you feeling after treatment?"
📅 Day 7: "Any improvements with medicines?"
📅 Day 15: "Time for follow-up consultation"
📅 Day 30: "Monthly health check-in"
📅 Day 60+: "Long-term wellness check"

Each follow-up includes professional WhatsApp message templates for easy patient outreach and improved retention rates.

WhatsApp Message Templates

📋 Prescription Ready

"Namaste [Patient Name],

Your prescription is ready for review.

📋 Prescription: [Link]

Please review and we'll send the costing details shortly.

🌿 Dr. Rucha's Tanvi Herbals
📞 9082911530"

💰 Costing Details

"Namaste [Patient Name],

Here are your medicine details:

💊 MEDICINES:
• [Medicine] - ₹[Price] x [Qty] = ₹[Total]

💳 PAYMENT OPTIONS:
📱 UPI: 9082911530@okbizaxis
📞 GPay/PhonePe: 9082911530

🌿 Dr. Rucha's Tanvi Herbals"

💚 3-Day Follow-up

"Hello [Patient Name],

How are you feeling after 3 days of treatment? 🌿

Any improvements or concerns? Feel free to reach out.

🩺 Dr. Rucha's Tanvi Herbals
📞 9082911530"

Business Analytics & Insights

0

Total Patients

0

Prescriptions

0

Follow-ups Sent

0%

Retention Rate

Analytics Dashboard Coming Soon

Upload patients and start using follow-ups to see detailed analytics, retention metrics, and business insights.

Coming Features:
• Patient retention rates and trends
• Follow-up response analytics
• Monthly patient growth charts
• Revenue and consultation metrics
• WhatsApp engagement tracking