Industry · Healthcare

Appointments booked. Reports delivered. No more no-shows.

Routine appointments turn into no-shows. Lab reports get couriered to addresses people moved out of. Refill reminders depend on the front-desk remembering. Trinetra CRM runs the whole patient loop on WhatsApp — booking, reminders, reports, refills — DPDPA-aligned from day one.

Start Free Trial Book a 15-min demo

Meera Iyer

Patient · Dr. Sharma · Cardiology

Confirmed

✅ Appointment confirmed

👨‍⚕️ Dr. Sharma · Cardiology
📅 5 May · 11:30 AM
📍 Apex Clinic, Indiranagar

10:00 · ✓✓

🔔 Reminder · Tomorrow

Kal 11:30 AM aapka appointment hai. Reschedule? Reply RESCHEDULE.

15:00 · ✓✓

Confirm — kal milte hain 15:02

📋 Lipid Profile report ready

📎 lipid_profile_5may.pdf · 2.1 MB
Doctor consult ke liye reply BOOK.

18:30 · ✓✓

Reminder · Sent DPDPA · ✓ Consent on file

The problem

Routine clinic ops eat your front desk alive.

Front-desk staff at most clinics spend a big chunk of the day on phone calls — confirming appointments, reading out lab-report status, taking refill requests, calling patients who didn't show up. None of that is medicine. None of that helps the doctor.

Trinetra CRM replaces those calls with structured WhatsApp flows. Booking, reminders, reports, refills, NPS — all on the same number, all DPDPA-compliant, all with a per-patient audit trail. Your front desk goes back to being humans, not phone operators.

Six things you get

Built for clinics, hospitals, and diagnostic labs.

Appointment booking

Patient sends "appointment chahiye" — bot collects symptom, preferred doctor, slot. Confirmation goes out instantly. Clinic Excel sheet not required.

24h + 1h reminders

Two-touch reminder cadence on confirmed appointments. One-tap reschedule reduces last-minute cancellations from inevitable to rare.

Lab report delivery

Pathology / radiology partner uploads PDF → patient receives it on WhatsApp inside the clinic conversation. No more couriered envelopes lost in transit.

Refill drip

Maintenance medication ending soon? Refill reminder fires 5 days before estimated finish, with a one-tap "send the prescription again" button.

Doctor-on-leave broadcast

One click sends a "Dr. Sharma on leave 5–8 May, your appointment will be rescheduled to..." broadcast to affected patients only — not the whole list.

Patient feedback NPS

24 hours after consult: 1-tap NPS rating. Promoters auto-prompted for Google review. Detractors auto-routed to clinic manager for follow-up call.

Three setups this fits

Multi-speciality, dental, diagnostic — all the same loop.

Multi-speciality clinic

8 doctors, 200 daily appointments. Trinetra handles booking, reminders, and lab delivery — front desk gets time back to actually run the clinic instead of fielding calls.

Dental chain

5 branches, refill-and-recall heavy. 6-month cleaning recall drip, automated braces-update photos via WhatsApp, and per-branch inbox segmentation keep schedules full without ad spend.

Diagnostic lab

Test booked at 9 AM → home-collection slot picked → sample collected → report PDF delivered on WhatsApp the same day. Zero phone calls. Patients come back for the experience alone.

Ready-made templates

Five clinic-shaped templates, day one.

Template 01

Trigger · Appointment confirmation

✅ Appointment confirmed! 👨‍⚕️ Dr. {{doctor}} · {{speciality}} 📅 {{date}} · {{time}} 📍 {{clinic_address}} Reschedule? Reply YES — slot bhej deenge.

Template 02

Trigger · 24h reminder

🔔 Kal aapka {{doctor}} ke saath appointment hai. 📅 {{date}} · {{time}} 📍 {{clinic_address}} Reschedule chahiye? Reply RESCHEDULE.

Template 03

Trigger · 1h reminder

⏰ Aapka appointment 1 ghante mein hai. 👨‍⚕️ Dr. {{doctor}} 📍 {{clinic_address}} Directions: {{maps_link}} Late? Reply LATE — front desk inform ho jaayega.

Template 04

Trigger · Lab report ready

📋 Aapki {{test_name}} report ready hai. 📎 PDF attached Doctor consult chahiye? Reply BOOK — slot bhej deenge.

Template 05

Trigger · Refill due

💊 {{patient_name}}, aapki {{medication}} 5 din mein khatam ho rahi hai. Prescription dobara chahiye? Reply YES — Dr. {{doctor}} se confirm karwa lenge.

FAQ

Healthcare-specific questions answered.

Is it HIPAA-equivalent for India? What about DPDP Act?

India's data-protection regime is the DPDP Act 2023 (DPDPA). Trinetra is built DPDPA-compliant: explicit consent on first message, purpose-limited data collection, encryption-at-rest, right-to-deletion endpoints, and Indian data-residency on the Pro plan. Patient data never leaves India unless you explicitly opt out. HIPAA equivalence is a separate certification we don't claim — most Indian clinics don't need it.

Lab report file size — is there a limit?

WhatsApp Cloud API limit is 100 MB per file. Most pathology reports are under 5 MB; radiology PDFs up to 30 MB ship without issue. Larger DICOM files should be hosted on your imaging server with a download link sent via WhatsApp instead of attached directly.

Doctor across multiple clinics — same number or different?

Either works. Single-number setup (doctor sees a unified inbox across clinics, conversations tagged with clinic) is more common. Per-clinic numbers (each clinic has its own WhatsApp Business number) is cleaner for big chains. Trinetra supports both — switch the model at any time.

How do you handle minors / pediatric patients where the parent is the contact?

Per-patient contact records support a "minor" flag with parent_name + parent_phone + relationship_to_patient. All consent and communication routes via the parent's WhatsApp. Custom-field schema you can extend for your clinic's specific needs.

Cut no-shows. Free up the front desk.

Every plan ships with a 14-day free trial. Starter covers a single clinic and one doctor; Growth + Pro add multi-doctor segmentation, branch-level inbox, and the patient NPS dashboard.

Start Free Trial ← All industries