Enquiry
Enquiries from web and ad forms, email and messaging land in one pool.
One patient record from first enquiry to post-treatment follow-up.
A platform that tracks the patient journey from enquiry to procedure and follow-up on one record, with agency, commission and multilingual communication management.
Enquiries from web, email and messaging in one pool; status changes with date and owner.
Commercial roles see the case and finance; medical documents sit in a separate permission scope.
The calendar is built from case planning fields; conflicts raise alerts.
Agency, commission rate, case list, payouts; collections and balances in multiple currencies.
Clinical records stay in the hospital system; the platform runs pre-sales, logistics and commercial relations.
Enquiries from web and ad forms, email and messaging land in one pool.
Language, channel tag and owner are set; the consent version is recorded.
Medical documents are shared with access logs; clinical review stays with authorised roles.
Versioned quote from a language template; the approved version is recorded.
Multi-currency collections and balances tracked on the case.
Arrival transfer, hotel and companion plan with conflict alerts.
Procedure date on the case; notices go out per language.
Follow-up is scheduled; agency commission enters the payout list after the procedure.
Enquiries, communication, quotes and reminders.
Cases · Patient fileMedical documents and pre-assessment, under separate, logged permission.
DocumentsTransfers, stays, companions and procedure calendar.
PlanningCollections by currency, balances and agency payouts.
Agencies & financeEnquiry-to-quote time, channel and agency performance.
ReportsAll channels in one pool.
v2 on record; v1 unchanged.
Arrival, hotel and procedure on one calendar.
Balance and follow-up, in the patient’s language.
Data ownership, error handling, security and audit trails are designed as part of the implementation.
A health tourism operation solves a different problem from a hospital information system: the pre-sales process, logistics and a multi-party commercial relationship. This platform tracks the journey from the moment an enquiry arrives to the follow-up call, on a single record.
The typical starting picture is this: enquiries scattered across messaging apps and e-mail, medical documents on personal devices, agency reconciliation in a separate spreadsheet. It appears to work, but three things cannot be measured:
The third is not only operational but legal: where special categories of personal data are processed, access must be logged.
Every enquiry opens a case. The case moves through defined states, and each transition is recorded with a date and an owner. Questions such as "how many days from enquiry to quote" and "from quote to approval" are then answered from a report.
Communication history (e-mail, messages, call notes) is attached to the case rather than left scattered across channels. Medical documents sit in a separate authority scope: the user running the commercial process sees case state and financial data, not clinical documents.
Web forms and advertising channels, e-mail and messaging channels, CRM processes, bank integration and fintech infrastructure for collections, accounting and e-documents, and API integration for data exchange with hospital information systems.
Data residency: server, backup and sub-processor locations are each determined separately and defined in writing. This scope is clarified with the legal side at the start of the project.
Phase one is not skipped: when authority and retention rules are added later, everything accumulated until then sits outside those rules.
No. Clinical records, tests and prescriptions belong to the HIS. This platform manages the pre-sales process, logistics and the commercial relationship, exchanging data with the HIS where needed.
No. Case state, scheduling date and financial information are enough to run the commercial process. Medical documents and clinical detail sit in a separate authority scope.
Every text field has its own record per language. For patient information texts, translation approval is a distinct step, recording which version was approved in which language.
Deletion or anonymisation is applied according to record type; data under a statutory retention obligation, such as financial records, is handled separately. How that distinction works for each record type is defined before go-live.
Technical discovery call
Leave your details and pick a day that suits you; we will come back to confirm. On the call we listen to your current system, the bottleneck and your goal. There is no charge for the first call.
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