Workflow optimization

Notes Management for Medical Appointment

Capture and manage detailed notes for each visit with timestamps and user name track details, follow-ups, and patient preferences by the understanding of the appointment outcome

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The appointment details panel open beside the schedule, with a note being typed into that visit’s notes list
Used in practice
A note being written against an appointment, with Cancel and Add note beneath the text box

Add appointment notes

Record and save detailed observations and instructions for each appointment. Ensures all information is captured accurately and can be accessed later to support follow-up actions and patient care continuity

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Review appointment notes history

Access a comprehensive history of appointment notes to track patient progress over time. Enable informed decision-making by reviewing past interactions, treatments, and observations for better continuity of care

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An appointment’s notes history, every entry showing who wrote it and when
Healthcare CRM system

Record detailed observations for each appointment to ensures critical information is documented accurately and accessed promptly

Workflow Automation for All Healthcare Business Roles

The ConsultStream software for medical practice offers a comprehensive set of functionalities tailored to each healthcare role, aimed to streamline caregiving processes at all levels

Scheduling

Easily manage your team's working schedule by setting up both regular and day-specific provider availability to address distinct daily needs

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Booking appointments

Book and manage provider appointments with a single click. Review schedules in different views depending on your preferences

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Facility management

Manage facilities with ease. Create multiple facilities, add rooms, and schedule provider availability for each one

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Provider management

Manage your providers efficiently: add, invite, and activate/deactivate their profiles in health CRM. Set permissions to allow self-booking

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Analytics

Explore a dashboard to gain insights about your clinic’s results. Review reports related to Provider performance and Facility statistics

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Patients management

Manage patient records and booking requests. Add appointment notes and review their history with exact timestamps and user details

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Experts Share Feedback on ConsultStream for Healthcare

Feedback from our clients highlights the ease of use and comprehensive capabilities of our CRM, giving us the confidence that our solution meets the needs of the healthcare providers

Portrait of Sofiya S., smiling

“We're absolutely delighted with ConsultStream! The scheduling automation and automatic reminders have significantly reduced our missed appointments, ensuring that patients are better prepared for their meetings.”

Sofiya S.

Therapist

Portrait of John J., smiling

“I've been utilizing ConsultStream to enhance my workflow. This has significantly sped up my administrative tasks, allowing me to dedicate more time to teletherapy sessions without worrying about organizational details.”

John J.

Nutritionist

All healthcare CRM benefits that you've been looking for

Leverage the advantages of the best CRM for medical practice. Enhance patient management and improve operational efficiency with a comprehensive solution tailored to your unique healthcare needs

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Supports Google account integration

Sync your calendars with your Google account to constantly access your schedule and receive real-time updates

Access your data from any device

Access your CRM flexibly from computers, phones, or tablets, and stay connected wherever you are

Easily customizable to your needs

Receive custom-made features per your request to match medical CRM functionality with your needs

Suits any-scale healthcare practices

The functionality of healthcare CRM fits any medical facility's needs - from small private practices to large clinics

Latest insights

Explore our recent posts to stay informed about best HealthTech practices, new tools and technologies, and primary industry trends to optimize your healthcare experience

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