Appointment scheduling
Assess the administrative appointment workflow.
Explore Appointment schedulingPixie CRM for private clinics, healthcare service coordinators and practice administration teams
CRM for Healthcare & Clinics
A clinic enquiry can involve appointment questions, service information and several administrative handovers. Pixie can give the non-clinical team a shared view of contacts, requests and follow-up, helping staff route the next action without repeating the same conversation. Design the workflow around the information the administration team actually needs.
Healthcare & Clinics · A connected workflow
Make the administrative side of care easier to coordinate.
Illustrative process · configured around your team
- 01Receive the enquiry
- 02Arrange the next step
- 03Support the visit
- 04Follow up appropriately
How Pixie fits your business
Make the administrative side of care easier to coordinate.
When enquiries, callbacks and billing questions live in separate inboxes, patients can be asked to repeat themselves. Clear administrative ownership helps the team respond consistently while keeping clinical decisions in the appropriate system.
For private clinics, healthcare service coordinators and practice administration teams, the value of a CRM is the working context it gives the next person. Start with customer and contact records, then connect the delivery and service activities that matter to your team. An account owner should be able to find the current commitment, the open question and the person taking it forward.
A practical starting point
Walk through one real example from receive the enquiry to follow up appropriately. Use your own documents and handovers to decide which fields, roles and modules the first release needs.
The work, step by step
A shared thread from enquiry to the next conversation.
Give each stage a clear owner and an agreed handover. These are example steps for healthcare & clinics; the final process should reflect your service model and the systems you already use.
- 01
Receive the enquiry
Record the administrative request and route it to the appropriate team.
- 02
Arrange the next step
Coordinate appointment administration and any approved information requests.
- 03
Support the visit
Assign non-clinical preparation, customer communication and billing tasks.
- 04
Follow up appropriately
Keep service feedback and outstanding administrative questions visible.
Build around the work you do
Relevant modules for healthcare & clinics.
Use these capabilities as a focused shortlist. Module availability, configuration and any integration work are confirmed for your proposed setup; you can review the complete module catalogue for additional requirements.
Customers & contacts
Keep approved contact and relationship information together.
Explore Customers & contactsTasks & workflows
Coordinate callbacks and non-clinical preparation.
Explore Tasks & workflowsShared email inbox
Organise administrative correspondence across the team.
Explore Shared email inboxInvoicing
Review service-fee and billing administration.
Explore InvoicingCustomer surveys & feedback
Collect appropriate service-experience feedback.
Explore Customer surveys & feedbackAcross the workflow, assess staff roles and permissions, automation rules and reporting together. Agree who can act, which reminders are useful and how exceptions will be reviewed.
A considered rollout
Make the first release useful to the people doing the work.
Define health-data handling, access, retention and consent with your responsible specialists. Keep diagnosis, prescribing and clinical records in the appropriate clinical system unless a separately validated scope explicitly covers them.
Review the integration directory and security information against the scope you actually need. Ask for a demonstration of the handover that currently causes the most friction.
- Map one real journey. Identify the contacts, documents, decisions and exception that make the example representative of your business.
- Agree data ownership. Decide which system owns each record, what moves between systems and who reviews an update that fails.
- Configure and validate. Test roles, field requirements, communication and the billing handover using representative information before a wider rollout.
- Support adoption. Give the workflow an internal owner, provide practical team guidance and review whether the setup helps colleagues complete their next action.
Use the CRM implementation guide and migration checklist to prepare the first discussion.
Specialist workflows to explore
These additional capability pages are available on request. Review their stated scope with Pixie before selecting a configuration or assuming a specialist requirement is covered.
Useful answers
Questions from healthcare & clinics teams.
Use these answers to shape the conversation about your proposed configuration.
Is Pixie an electronic health record?
This workflow is for relationship and administrative coordination. Assess your clinical system independently and agree what, if any, non-clinical information should be exchanged with the CRM.
Which modules should our team start with?
Start with the relationship record and the most important handover in your healthcare & clinics process. The module shortlist above explains the role of each suggested capability. Select the smallest useful first scope, then review permissions, data preparation and any specialist connection before rollout.
How do we connect the systems we already use?
List the systems involved in receive the enquiry and follow up appropriately. For each connection, agree the record owner, supported interface, matching rules and exception process. The integration planning guide explains what to prepare before a live sync.
How can we review pricing and implementation scope?
Use the current pricing page as your starting point and discuss the modules, users, data and connections your workflow needs. Confirm the proposed configuration and implementation work with the Pixie team before treating an example industry workflow as a complete deployment.
Let’s map your next better working day.
Bring one real healthcare & clinics customer journey, your existing tools and the handovers you want to improve. We’ll help define a practical first scope.