Healthcare CRM Software Built Around Clinical and Administrative Workflow
Forumly designs healthcare CRM systems around how a clinic or practice actually operates — patient registration, reception review, doctor assignment, appointments, records, documents, forms and follow-ups, all in one system.
A CRM covering the full administrative journey of a patient
Patient Registration
Patients can register online or in person, with information captured in a structured, searchable format.
Reception Review
Reception staff review and confirm registration details before a patient is assigned to a doctor or clinician.
Doctor Assignment & Review
Patients are assigned to the appropriate doctor, who can then review their profile ahead of a consultation.
Patient Profiles
A structured record for each patient, built around the fields your clinic actually needs.
Appointments
Appointment scheduling for one doctor or many, across a single site or multiple locations.
Documents & Digital Forms
Store patient documents securely and replace paper forms with digital equivalents.
Follow-Up Management
Track follow-ups and next steps so nothing is missed between appointments.
Patient Portal
Give patients access to their own permitted information, appointments and forms.
Multi-Doctor & Multi-Location
Support several doctors and several sites within a single, centrally managed system.
Role-Based Access
Reception, clinical and administrative staff each see only what is relevant to their role.
Administrative Management
Staff, scheduling and day-to-day administration handled from a single dashboard.
Billing Records
Billing records can be included where a clinic's workflow requires them.
A configurable workflow, not a fixed process
The steps below describe a typical clinic workflow. Forumly configures the actual sequence, fields and permissions around how your clinic already works — no clinic is forced to adopt an identical process.
- Patient registers online
A patient submits their initial registration details.
- Reception receives registration
The new registration appears in the reception queue.
- Reception reviews information
Details are checked for completeness and accuracy.
- Reception confirms registration
The patient record is confirmed and activated.
- Reception assigns doctor where appropriate
The patient is routed to the relevant doctor or clinician.
- Doctor reviews assigned patient
The doctor reviews the patient's profile ahead of contact.
- Doctor manages consultation
The consultation proceeds according to the clinic's own workflow.
- Information is securely recorded
Relevant information is stored against the patient's record.
- Patient accesses permitted information
Patients can view what they have been given access to via the portal.
- Follow-ups and appointments are managed
Ongoing appointments and follow-ups are tracked centrally.
Role-based access built around who should see what
Clinic Owner / Administrator
Can manage locations, doctors, staff, patients, appointments, reports, billing, settings and permissions.
Receptionist
Can manage patient registration, administrative information, appointments, doctor assignment, check-in and forms. Reception staff do not automatically have access to private clinical notes.
Doctor
Can access relevant assigned patients, patient history, consultation information, documents, forms, follow-ups and appointments.
Patient
Can access their own profile, appointments, forms, documents and portal information where permitted.
Discuss a healthcare CRM for your clinic
Tell Forumly about your doctors, locations and current workflow.
Request a CRM