Industry preset · Support
CRM for Healthcare & clinics
Clinics run on referrals and follow-ups, not on deals. Stretto starts in support mode: patients as contacts, requests as tickets, every follow-up a task with a date.
Setup mode is chosen for you. Change it any time in settings.Healthcare & clinics pipeline board
Pipeline stages, preloaded
- 01New request
- 02Triage
- 03Scheduled
- 04Seen
- 05Follow-up due
- 06Closed
Objects switched on
- Contacts
- Companies (referrers)
- Tickets
- Tasks
Anything not listed is hidden from the sidebar, not deleted. Turn it on in settings.
Properties added
- Referring practice
- Preferred contact channel
- Consent on file
- Next follow-up
On top of the standard contact, company, deal and ticket properties.
How teams in Healthcare & clinics use it
01
Referral intake
A referral form on your site creates a contact and a ticket in Triage. The coordinator sees new referrals first thing every morning.
02
Follow-up reminders
Closing a visit ticket creates the follow-up task on the right date. Nothing depends on a sticky note.
03
Referrer relationships
Referring practices are companies. See which ones send patients and when you last thanked them.
Stretto is not a medical record system. Keep clinical data in your EHR. Use Stretto for coordination and relationships.