Hero
Business Automation
crm-workflow-automation
Healthcare

CRM and Appointment Automation for a Medical Clinic Group


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Overview

What we built

A group of 8 medical clinics was still confirming every appointment by phone, and the no-show rate sat at 28% regardless. We connected booking to messaging, and within 6 weeks it had fallen to 9%.

In plain terms: reception staff at each of the 8 clinics worked through the day's appointment list and rang every patient to confirm they were still coming in. That routine alone consumed 3 hours of staff time per day, clinic by clinic, and it still did not stop patients missing their slot: 28% of appointments ended in a no-show. Booking information sat apart from patient communication, so nobody had an easy way to spot who was likely to skip and follow up before the appointment slipped away.

We integrated the booking system with the clinic group's CRM and built an automated patient communication workflow on Twilio, sending WhatsApp and SMS reminders in place of phone calls, backed by a no-show scoring model and automated post-appointment feedback. The no-show rate fell from 28% to 9% within 6 weeks of going live, reception time on confirmation calls dropped by 87%, and patient satisfaction rose from 3.8 to 4.6 out of 5. Each clinic now recovers 15 or more appointment slots a week that would previously have been lost.

The Problem

Manual confirmation calls, high no-shows

Confirming appointments meant a member of reception at each of the 8 clinics working the phones, calling every patient on the day's list to check they still intended to come in. That routine repeated at every clinic, every day, and consumed 3 hours of staff time daily just to keep the calendar honest. Even with that effort, the confirmation calls were not stopping patients from missing their appointments.

The no-show rate sat at 28%, a chair standing empty for more than a quarter of every booked slot. Booking data and patient communication lived apart, so reception had no way to flag which patients were more likely to skip and intervene early. Every missed appointment was also a missed chance to hear how the visit had gone, since there was no structured way to follow up afterwards.

Manual confirmation calls

Reception staff at each of the 8 clinics phoned every patient on the day's list to confirm they were still coming in, every single day.

Three hours lost daily

Working the phones to confirm appointments consumed 3 hours of reception time per day at every clinic, time that never went toward patients in the building.

High no-show rate

Despite the daily calling, 28% of booked appointments still ended in a no-show, leaving clinic chairs empty and schedules disrupted across the group.

Disconnected booking and CRM

Appointment booking and patient communication lived in separate systems, so reception had no way to flag at-risk patients or follow up after a visit automatically.

What it was costing them

Three hours of reception time went into phone calls every day at each of the 8 clinics, time spent dialling rather than helping patients in front of them. Despite that effort, 28% of appointments still ended empty, chairs going unused while other patients waited for a slot. Feedback rarely reached the clinics either, since there was no structured way to hear from patients after they left.

The Solution

Automated CRM booking and reminders

We integrated the booking system directly with the clinic group's CRM, so patient and appointment data finally lived in one place instead of two disconnected systems. On top of that connection we built an automated patient communication workflow, replacing reception's daily phone calls with WhatsApp and SMS reminders sent through Twilio to every patient across all 8 clinics.

A no-show scoring model sits behind the reminders, so patients more likely to skip an appointment can be flagged and followed up differently rather than treated the same as everyone else. Once a visit is complete, an automated feedback message goes out on its own, so the clinic group hears how the appointment went without anyone needing to place a follow-up call.

Key decisions

01

Connect booking to the CRM

Booking and patient records were joined into one system, so reception no longer worked from two disconnected views of the same appointment.

02

Replace calls with messaging

WhatsApp and SMS reminders through Twilio took over from reception's daily phone round, reaching every patient across all 8 clinics without a call being made.

03

Score no-show risk

A no-show scoring model flags which patients are more likely to skip, so follow-up effort goes where it is actually needed instead of everyone alike.

04

Automate post-appointment feedback

A feedback message now goes out automatically once a visit is complete, so the clinic group hears from patients without reception placing another call.

Measurable Impact

What changed after launch

The daily phone round is gone, replaced by automated WhatsApp and SMS reminders sent from the connected booking and CRM system. The no-show rate fell from 28% to 9% within 6 weeks of going live, and reception time spent on confirmation calls dropped by 87%, freeing staff at all 8 clinics to spend their day with the patients actually walking through the door.

Patients feel the difference too: satisfaction scores rose from 3.8 to 4.6 out of 5 once reminders and feedback became automatic. Each clinic now recovers 15 or more appointment slots a week that would previously have been lost to a no-show, turning empty chairs back into appointments seen.

Appointment confirmation

Reception phoned every patient to confirm attendance

Automated WhatsApp and SMS reminders confirm attendance

No-show rate

28% of booked appointments went unattended

9% of booked appointments go unattended

Reception confirmation time

3 hours spent calling patients every day

87% less time spent on confirmation calls

Patient satisfaction score

Patient satisfaction score stood at 3.8 out of 5

Patient satisfaction score reached 4.6 out of 5

Headline results

No-show rate dropped from 28% to 9% within 6 weeks of going live

Reception staff time spent on confirmation calls reduced by 87%

Patient satisfaction score improved from 3.8 to 4.6 out of 5

Recovered 15+ appointment slots per clinic per week previously lost to no-shows

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