Healthcare CRM

Healthcare CRM.
Every patient connected.

Bring patient enquiries, appointments, reports and billing into one workspace. Keep your care team connected, from the first appointment to the next follow-up.

  • Patient records
  • Appointments
  • Care follow-ups
Pencil illustration of a doctor and clinic coordinator reviewing patient appointments together at a laptop

Every detail of care.
One connected workspace.

Great care.
A reputation that reflects it.

Fine colored-pencil illustration of a patient reading his phone in an airy blue-and-white clinic lounge
Everwell Family Clinic

Everwell Family Clinic

4.8Sample rating

Family care · Clinic preview

Illustrative doctor portrait
Review summary4.8Illustrative rating
Patient experiencesExamples
SP
Sample patient

A welcoming clinic and a team that took the time to explain every step.

PD
Preview feedback

The follow-up was thoughtful, and I knew what to expect at my next visit.

Honest feedback. A more informed first visit.
AFTER THE VISITA thoughtful follow-up.Thank your patient. Invite honest feedback.
A little reassurance.
Before the first hello.
01

Ask at the right moment

Share a direct review link through your configured post-visit email or WhatsApp workflow.

02

Keep the conversation personal

View Google reviews, filter unanswered feedback and publish thoughtful public replies from your CRM.

03

Make feedback part of care

Create a consistent follow-up process that invites honest patient experiences after a visit.

Every visit. Every task.
One clear calendar.

Colored-pencil illustration of a lady doctor looking toward the appointment calendar

Book with context

Link appointments to patients and providers, with a clear date and visit status.

Plan the work around care

Keep assigned tasks and follow-up work visible alongside appointments.

See dates across your CRM

Include accessible module Date fields and filter the schedule around your work.

Care calendarInteractive preview · Sample data

26 Oct – 1 Nov 2026

Mon26
Tue27
Wed28
Thu29
Fri30
Sat31
No events
Sun1
No events
9 scheduled itemsAppointments · Tasks · Follow-ups · Record dates
Selected event detailsPatient consultation
CALENDAR PREVIEW

Add a sample event

This adds an event to this preview only. No appointment is booked with a clinic.

DIGITAL PRESCRIPTIONS

Write. Preview.
Finalize with confidence.

Check the live layout with your clinic letterhead and open the print proof to review the generated PDF. Choose digital stationery or a version for preprinted paper.

  • Live document preview
  • Digital letterhead and preprinted-paper options
Prescription workspaceSTEP 02 / 03
Actual Bizrow prescription document preview containing fictional clinic, patient, prescriber and medicine information
A closer look at the prescription documentOpen full size
04CONFIGURABLE WARD & ROOM RECORDS

Bring every room
into the picture.

Create ward and room modules around the way your facility works. Define the fields your team needs, then connect room assignments to patient records for a shared operational view.

  • Configure ward, room, bed and branch fields.
  • Define availability and housekeeping status options.
  • Link patient assignments and filter records by location or status.

Your facility's workflow, organized in your CRM.

Explore wards & rooms
Bizrow / Wards & roomsWorkflow preview
YOUR FACILITY, YOUR FIELDS

Space for better coordination.

Room 101Available
Room 102Assigned
Room 103Cleaning
Room 104Available
Built around your facility

Custom modules · Related patients · Status filters

Illustrative configuration using the module builder.

Every patient.
A connected care journey.

From booking a visit to going home, keep the next step clear.

  1. 01
    RECEPTION

    Book a visit

    Link the patient, doctor and appointment date.

    AppointmentAarav KumarDr Asha Rao · General consultation
    Confirmed
  2. 02
    CONSULTATION

    See the doctor

    Keep prescriptions, reports and care plans connected.

    ConsultationDr Asha RaoPatient-linked notes & prescription
    Consultation recorded
  3. 03
    WHEN A STAY IS NEEDED

    Assign a bed

    Connect a configured admission to a room and bed.

    General Ward A · Room 101Bed 01 · Aarav KumarBed 02 · Available
    Bed 01 assigned
  4. 04
    DISCHARGE & FOLLOW-UP

    Plan the next step

    Record discharge, review billing and book a follow-up.

    After the stayFollow-up scheduledBed 01 · Cleaning
    Ready for follow-up
06DIAGNOSTIC REPORT MANAGEMENT

The right report.
With the right patient.

Keep diagnostic files alongside patient records, with the report type, date and result summary. Make it easier for authorized team members to find the supporting documents they need.

  • Organize blood tests, X-rays, MRI, CT, ECG and other report types.
  • Attach report files and record a result summary.
  • Find reports through patient relationships and configured filters.

Less scattered paperwork. Better continuity between teams.

Explore diagnostic reports
Bizrow / Diagnostic reportsWorkflow preview
DOCUMENTS WITH CONTEXT

A clearer record of care.

Blood test reportPDF document
Blood Test
Imaging reportReport attachment
X-Ray
Cardiac reportResult summary
ECG

Illustrative report records. No real patient information.

MEDICAL INVENTORY MANAGEMENT

Know what is on hand.
See what needs attention.

Medicines, batches and stock movements. A clearer view for every part of your care team.

Bizrow medical inventory workspace with demonstration stock and batch information
Bizrow
Closer view of inventory records in a tablet mockup
Bizrow Inventory

Stock at a glance

9Items
1Low stock
Search inventory…
Available medicine30 tabletsAvailable
Low stock medicine5 tabletsLow stock
Expiring medicine20 tabletsReview expiry

Stock visibility

See available, low-stock and out-of-stock items.

Batch & expiry tracking

Keep quantities, purchase costs and expiry dates together.

Connected dispensing

Record authorized dispensing from finalized prescriptions.

Actual desktop interface with illustrative device layouts · Fictional demonstration data

PATIENT BILLING & PAYMENTS

One invoice. A simple link.
A smoother way to pay.

YOUR CLINIC / BILLING01

Everything starts
with an invoice.

Payment due

SAMPLE INVOICE · DEMO-001

Consultation₹800
Diagnostic service₹1,200
Amount to pay₹2,000.00
Payment link ready to share

Patient, invoice and payment details. Together.

SEND IT THEIR WAY02

A familiar channel.
A clear next step.

Sample ClinicPayment message preview

Hello! Your invoice for ₹2,000 is ready.

Use the payment link below to view your bill and pay at your convenience.

DEMO-001 · Sample payment link

One payment link. Shared through your connected channels.

SCAN. PAY. ALL SET.03

Less friction.
More convenience.

Sample ClinicPAYMENT REQUEST₹2,000.00
DEMO QR

Scan the QR in your payment app

UPIQR payment
A clearer payment trailKeep payment status alongside the invoice.

Illustrative payment journey. Payment links, QR availability and messaging depend on your configured payment provider and connected channels.

The right message.
More ways to connect.

FROM YOUR CRM TO THEIR CONVERSATION

A document. A reminder.
A reason to stay connected.

Choose the content, personalize the message and build a workflow around the people you want to reach.

Choose audienceSet a triggerSend message
PDF documentsGuides & brochures
Images & creativesMake your message visual
Reels & videosStories worth sharing
Shareable linksOne clear next step
9:41
S
Sample ClinicBusiness account
TODAY

Hi Priya, here is the guide for your appointment tomorrow at 10:30 AM.

SAMPLE CLINICYour visit,
made simple.

BEFORE YOUR APPOINTMENT

01 / What to bring
02 / Your questions
03 / Planning your follow-up
PATIENT GUIDE / 01
Your-visit-guide.pdf3 pages · PDF · 248 kB

Please bring your previous reports. See you tomorrow!

10:30
Thanks! I'll bring my reports.10:32
Message

Your modules. Your fields.
Built around your clinic.

YOUR CUSTOM MODULE

Patients

6 custom fields

Sample patient data
TOTAL RECORDSRecords in this view
3
NEXT VISITScheduled dates
3
ASSIGNED PROVIDERSCare team members
2
PATIENT STATUSActive records
2

New0

New patient records appear here

Pending1

Neha ShahPT-DEMO-00330 Oct 2026
MDr. MehtaPending

Active2

Priya SharmaPT-DEMO-00128 Oct 2026
MDr. MehtaActive
Aarav RaoPT-DEMO-00229 Oct 2026
RDr. RaoActive

Same patient records. Switch between table and pipeline.

PEOPLE. DEPARTMENTS. PERMISSIONS.

Many roles. One care team.
The right access for everyone.

Bring your people into one workspace. Organize departments, assign roles and configure what each team member can view, create or edit.

TEAM & ACCESS PREVIEW

People behind better care.

4 sample users
ROLE PERMISSIONS

Doctor

Patient visits & clinical records

Configured access
ModuleViewCreateEdit
Appointments
Patient records
Clinical documents
Invoices & payments
Access follows the role you configure.Allowed Restricted

Multiple users

Give each team member an individual account.

Multiple departments

Connect reception, clinical care, diagnostics and billing.

Roles & permissions

Configure module access around each responsibility.

Illustrative team and permission configuration.

DYNAMIC DASHBOARDS

Your clinic at a glance.
Your dashboard, your way.

Bring the numbers that matter into one clear view. Choose metrics, charts and totals from your configured modules, then arrange them around the decisions your team makes.

Care overview

SAMPLE WORKSPACE / DASHBOARDS
Sample data
Patient visits
128This week
Completed appointments
86This week
Payments received
₹42,800This week
Follow-ups due
24This week

Visit activity

Daily overview

Visits

Appointment status

A clearer picture of progress

Completed64%
Scheduled24%
Cancelled12%
Your modules. Your metrics. One connected view.Illustrative dashboard

Choose your widgets

Metrics, totals and charts from your configured fields.

Make space for what matters

Arrange widget sizes and layouts around your daily work.

Build for your team

Create views around reception, care and billing priorities.

Your fields. Your forms.
A clearer first step.

Create forms around the details your clinic needs. Connect enquiries and service requests to your configured CRM modules.

BUILD YOUR PATIENT INTAKE

From a simple enquiry
to a connected record.

Choose a form, arrange the fields and give your team the information they need to follow up.

TextDatesChoices
Connected to your workflow

Form submission → CRM record → Team follow-up

FORM PREVIEWSample Clinic

Appointment request

Tell us a little about what you need.

Interactive demonstration. No details are sent or saved.
CONNECTED BEYOND THE CLINIC

Bring your tools into
the same care journey.

Capture enquiries, connect existing data and keep your website in step with the team. Configure the connections that fit your workflow.

Meta Ads lead forms

Bring Facebook and Instagram lead-form enquiries into a configured CRM workflow. Connect your Meta page and form, then map incoming fields for your reception team.

  • Lead-form connection
  • Field mapping
  • Enquiry follow-up
Discuss your setup

Connect existing MongoDB data

Explore external MongoDB collections and map data into CRM modules. Choose the source database and collection, review fields and configure the connection around your existing records.

  • MongoDB connection
  • Collection selection
  • Field mapping
Discuss your setup

Record backups & exports

Choose CRM modules for JSON backups or Excel exports, then configure a schedule and active admin recipients. Keep emailed copies of business records for your team's reference.

  • Selected modules
  • Scheduled exports
  • Admin email delivery
Record exports exclude uploaded file contents and automatic database restore.Discuss your setup

A website connected to your workflow

Build patient-facing lookup pages using approved CRM fields. Configure selected modules, allowed domains and access rules for appointment, report or invoice status enquiries.

  • Approved field access
  • Allowed domains
  • Module lookup APIs
Discuss your setup
FROM THE BIZROW BLOG

Ideas for your healthcare team.

Explore guides and articles for your industry.

View healthcare articles

New healthcare articles will appear here when published. Explore all CRM guides

YOUR QUESTIONS, ANSWERED

Getting started with healthcare CRM.

Practical answers before you choose your workspace.

Explore pricing
What is healthcare CRM software?

Healthcare CRM software helps care teams organize patient relationships and operational work. Bizrow connects patient records, appointments, care plans, prescriptions, diagnostic files and billing in a configurable workspace for clinics, hospitals and diagnostic centers.

Can doctors create and print prescriptions in Bizrow?

Yes. The dedicated prescription writer supports structured medicine rows, consultation notes, draft saving, live preview and printable PDFs. Configure provider mappings and clinic letterhead during setup. Finalization requires the account linked to the selected prescriber.

How does medical inventory connect to prescriptions?

Authorized staff can dispense from a current finalized prescription and record the issued quantities and batches. Creating or printing a prescription does not change stock. Dispensing access and inventory setup must be configured for your workspace.

Are wards and rooms included as a ready-made healthcare module?

Ward and room tracking can be configured with the module builder. Define your room, bed, availability and assignment fields, then connect the records to patients. Discuss the operational workflow you need during your demo.

Can we manage Google reviews from the CRM?

With a connected Google Business Profile and the required permissions, your team can view reviews, filter unanswered reviews and publish public replies. Review requests and communication channels require setup. Requests are not automatically matched to individual Google reviewers.

Can Bizrow automate appointment reminders on WhatsApp and email?

Yes, after the relevant integrations, senders, templates and automation rules are configured. Your team chooses the triggers and conditions. WhatsApp template approval and channel requirements apply where relevant.

How can we control access to patient information?

Administrators can configure role and user permissions for modules and records. Review the data, access, retention and healthcare requirements of your organization during setup. A demo can help you assess the permissions your care team needs.

Can we see the healthcare CRM before choosing a plan?

Yes. Book a demo to review patient workflows, prescriptions, inventory, integrations and configuration with your team. You can also compare the current plans on the pricing page.

LET'S TALK ABOUT YOUR WORKFLOW

See Bizrow for your healthcare team.

Tell us about your business and the way your team works. We'll walk you through a CRM setup for your industry.

  • A walkthrough tailored to your team
  • Explore your modules, fields and workflows
  • Discuss the right setup for your business