Patient CRM
Every patient conversation in one place.
Profile, timeline and communication on one screen. Whoever picks up the patient next already knows what happened.
Sample Clinic
Mitra assistant on WhatsApp
The problem
Patient details live in chats, registers and memory. Each new staff member starts from zero, and the patient repeats everything.
How Mitra solves it
Mitra identifies or creates the patient record from the first message and keeps appointments, sittings, notes and conversation history attached to it.
Interactive product UI
Try it.
Simulated interface with sample data.
Ananya Rao
Confirmed- Masked in sample
- Procedure
- Laser Treatment
- Doctor
- Dr. Sharma
- First appointment
- 12 Oct
- Last appointment
- 12 Oct
- Next appointment
- 11 Nov, 10:30 AM
- Treatment status
- In treatment
- Total sittings
- 4
- Current sitting
- 2 of 4
- Next sitting
- Sitting 3
- Notes
- Prefers morning slots. Message in English.
Timeline
- Enquiry received
- Appointment requested
- Appointment confirmed
- Reminder sent
- Consultation completed
- Treatment started
- Sitting 1 completed
- Next sitting scheduled
Activity
- PatientCan I move tomorrow’s appointment to Saturday?
- MitraI’ll check the available appointment options for you.
- ClinicSaturday 11:00 AM confirmed.
- MitraReminder sent for Saturday 11:00 AM.
Workflow
How it moves.
- 1Message arrives
- 2Record identified or created
- 3Activity logged
- 4Team works from one record
Capabilities
What you get.
- Patient list with search
- Profile with procedure, doctor and appointment dates
- Treatment status and sitting count
- Activity timeline from enquiry onward
- Conversation history beside the record
- Notes visible by role
Healthcare use case
A returning patient messages about her next sitting. Reception opens one record and sees the last visit, the next sitting and the earlier chat.
Related features
Works with the rest of the loop.
FAQ
Questions on this feature.
Access follows role-based permissions configured for your team.
Mitra holds communication and operational information. Clinical decisions and records stay with your clinicians and systems.
See Mitra run on your clinic’s workflow.
A 30-minute walkthrough using your procedures, your doctors and your patient journey.