Patient Lead & Appointment Automation
Converiqo automates patient enquiries, OPD scheduling, diagnostics, follow-ups, FAQs, and service requests so clinics deliver safer care with less administrative load.
Pressure points
Key Challenges for Clinics & Outpatient Centers
Automation transforms OPD management, patient communication, and cross-team coordination.
Fragmented Patient Enquiries & OPD Scheduling
Patients reach out via phone, WhatsApp, walk-ins, referral partners, and insurance desks leading to missed appointments, manual coordination, and inconsistent experience.
Manual Appointment & Follow-Up Handling
Front-desk teams juggle appointment booking, reminders, reschedules, recalls, and chronic care follow-ups manually, slowing down daily OPD operations.
Overloaded Staff with Repetitive Patient Queries
Repeated questions about doctor schedules, consultation fees, lab reports, prescriptions, and insurance approvals consume staff time that should be spent on patient care.
Limited Visibility Into Clinical Workflows
Clinic leaders lack a unified dashboard for enquiry volume, wait times, diagnostic queues, and care plans making it hard to identify bottlenecks or SLA breaches.
Inconsistent Patient Communication & Education
Different teams handle reminders, education, and recalls using disconnected tools, resulting in missed preventive care campaigns and lower adherence.
Feedback & Complaint Management Gaps
Clinics struggle to capture VoC data post-visit, route escalations, and close the loop on service issues impacting reputation and retention.
How Converiqo Transforms Clinic Operations
Automation + AI synchronize every step from patient enquiry to follow-up care.
AI-Powered Patient Lead & OPD Automation
Automate patient enquiry capture, appointment booking, doctor matching, and waitlist management reducing OPD turnaround from days to hours.
Always-On Patient Service & Care Coordination
AI assistant resolves FAQs, shares reports, routes service tickets, and updates care teams across WhatsApp, phone, web, kiosks, and in-clinic screens.
Unified Clinical Communication Layer
One assistant orchestrates patient updates, staff notifications, and doctor reminders across OPD, diagnostics, pharmacy, and billing workflows.
Core module
Patient Lead & Appointment Automation
Automated enquiry capture, triage, doctor matching, and OPD scheduling workflows.
Automation Flow
Automated Lead Capture & Booking Workflows
Capture patient enquiries from phone, WhatsApp, website, walk-ins, insurance partners, and referral doctors automatically.
Auto-classify leads by specialty, doctor, visit type (new, follow-up, teleconsult), insurance, and urgency to route them intelligently.
AI profiling enriches leads with demographics, symptoms, preferred slots, insurance details, and predicted visit value.
Automated follow-ups, appointment reminders, waitlist nudges, and recall workflows based on patient context and care journey.
Front-desk and care teams get instant allocation, utilization dashboards, and conversion tracking across specialties and branches.
Integrations with HIS/EMR ensure seamless handoff from enquiry to appointment to EMR record creation with full audit trails.
Automation Flow
Patient Self-Service & Care Navigation
Patients check doctor availability, appointment status, queue position, lab report readiness, and prescription history via WhatsApp, web widget, IVR, or kiosks.
AI assistant answers clinic FAQs instantly: “Which doctor is available today?”, “Do you have teleconsult slots?”, “What documents should I bring?”, “Is my insurance accepted?”.
Automated responses cover consultation fees, packages, vaccination schedules, lab timings, pharmacy stock, billing, and post-op instructions.
Enable patients to book, reschedule, or cancel appointments, request prescription refills, download reports, and raise service requests through conversational interfaces.
Push contextual education, pre-visit prep, discharge instructions, and chronic care nudges based on specialty, diagnosis, and care plan.
Handle service requests transport, room change, insurance clarifications, complaints with automatic ticket creation, escalation, and SLA monitoring.
Automation Flow
Patient Engagement & Recall Automation
Automated omnichannel journeys for appointment reminders, missed-call callbacks, post-visit follow-ups, chronic care recalls, vaccination drives, and seasonal health campaigns.
Personalized health content based on specialty, diagnosis, age group, insurance, and previous visits to improve adherence and trust.
Trigger-based workflows: lab report ready → notify patient + doctor, prescription refill due → send reminder, chronic care plan milestone → schedule review.
Multi-touch nurture sequences for new patients, high-risk cohorts, preventive health subscribers, and corporate wellness programs.
Campaign analytics, consent tracking, and opt-out management ensure compliance with healthcare communication policies.
Integration with CRM, HIS/EMR, and marketing automation platforms keeps communication consistent and data-driven across touchpoints.
Automation Flow
Voice of Patient & Experience Automation
Trigger post-visit surveys automatically via WhatsApp, SMS, IVR, or email within hours of consultation, diagnostic, or procedure completion.
Deploy QR/Tablet feedback flows in waiting rooms, billing counters, labs, and pharmacy to capture real-time sentiment across the journey.
Send contextual surveys for OPD wait times, teleconsult experience, discharge process, chronic care effectiveness, and insurance support.
Collect structured feedback on doctor interaction, nursing care, facility hygiene, billing clarity, and overall NPS with configurable question banks.
Automatically categorize sentiment, route escalations to unit heads, trigger recovery workflows, and log compliance-ready evidence.
Visualize trends by doctor, specialty, branch, and time-of-day with benchmarking against SLAs for continuous improvement.
Automation Flow
End-to-End Workflow Automation for Clinics
Patient journey automation: enquiry → triage → appointment → queue → consultation → diagnostics → pharmacy → billing → follow-up → recall.
Care coordination workflows: doctor orders lab/imaging → slot booking → sample tracking → report validation → clinician notification → patient communication.
OPD operations workflows: doctor rosters → slot release → waitlist → room allocation → housekeeping → inventory replenishment.
Insurance and billing workflows: eligibility check → estimate → approvals → invoice → receipt → outstanding reminders with audit-ready documentation.
Chronic and preventive care workflows: diabetes, cardiac, antenatal, pediatric, vaccination, and corporate wellness programs with structured protocols and nudges.
Visual builder to configure specialty-specific SOPs, device monitoring, and escalation rules without replacing existing HIS/EMR systems.
Stakeholder outcomes
Benefits Across Clinic Leadership & Care Teams
Everyone from owners to patients benefits from automated appointments, communication, and service workflows.
Clinic Owners & Medical Directors
- Visibility into enquiries, appointments, diagnostics, and revenues across specialties and branches in real time.
- Automated workflows reduce dependency on manual coordination, lowering operating costs without compromising care.
- Audit-ready logs, consent tracking, and compliance workflows make accreditation and insurer audits easier.
Doctors & Clinical Leads
- Balanced schedules, better-prepared patients, and faster access to diagnostics improve consultation quality.
- Automated follow-ups and recalls reduce no-shows and increase continuity of care for chronic patients.
- Quick access to SOPs, case histories, and patient communication templates saves valuable clinical time.
Front Office & Operations Teams
- Self-service journeys handle routine queries so staff focus on high-touch situations and in-clinic experience.
- Centralized ticketing and dashboards keep everyone aligned on SLAs, escalations, and resource allocation.
- Pre-built workflows shorten onboarding time for new staff and ensure consistent service delivery.
Nursing, Diagnostics & Pharmacy Teams
- Integrated task lists, reminders, and escalations keep care teams in sync with doctors and front office.
- Automated report sharing and prescription refill alerts reduce follow-up calls and paperwork.
- Reduced walk-in chaos thanks to proactive communication about wait times, prep instructions, and queue status.
Patients & Caregivers
- 24/7 access to appointments, reports, prescriptions, bills, and care instructions through preferred channels.
- Consistent, proactive communication builds trust and improves adherence to care plans.
- Quicker resolution of service issues and transparent escalation paths improve satisfaction and loyalty.
IT & Digital Transformation Teams
- API-first architecture integrates with HIS/EMR, CRM, LIS, PACS, and billing systems without disrupting existing stack.
- Modular deployment enables rapid pilots per specialty or location with centralized governance.
- Detailed logs and monitoring simplify security audits, uptime tracking, and vendor management.
Deployment fit
Capabilities for Every Clinic & Care Model
From single-specialty practices to multi-location networks.
Single-Specialty Clinics
ENT, ortho, dental, fertility, eye, women’s health, and other focused clinics automate patient communication, OPD coordination, and recalls without extra staff.
Multi-Specialty & Polyclinics
Coordinate multi-doctor schedules, diagnostics, pharmacy, and billing on one command center with unified insights across departments.
Day-Care & Ambulatory Centers
Digitize pre-procedure prep, OT scheduling, recovery monitoring, and discharge coordination with automated handoffs between teams.
Clinic Chains & Healthcare Networks
Standardize SOPs, patient journeys, reporting, and SLA tracking across locations while allowing specialty-specific customizations.
Corporate & Occupational Health Programs
Manage employee OPD, wellness screenings, vaccination drives, and insurance coordination with automated reminders and dashboards.
Telehealth & Hybrid Care Providers
Run teleconsult, home-care, and in-clinic services on one platform with integrated scheduling, device data capture, and logistics orchestration.
Proof of impact
Real Clinic Leaders on Measurable Impact
Clinics & OPD Centers Run Smoother on Converiqo
52%
Faster enquiry-to-appointment conversions
67%
Reduction in manual patient query handling
4.5x
Improvement in follow-up adherence
48%
Increase in staff productivity
Customer voice
“Converiqo handles 85% of our patient queries, appointment changes, and report requests across WhatsApp and IVR. Our front office finally has breathing room, and OPD wait times dropped by 32%. Doctors love that patients arrive prepared and reminders go out automatically.”
Dr. Riya Deshmukh, Medical Director, Truvista Multi-Speciality Clinic
Need-to-know
Frequently Asked Questions
Answers for clinic owners, medical directors, and operations teams.
How can agentic AI streamline clinic operations effectively?
+
Agentic AI helps clinics automate enquiries, manage appointments, and improve patient updates. It minimizes manual coordination, reduces wait-time confusion, and allows clinical staff to focus more on care delivery rather than administrative follow-ups.
What challenges do clinics face in daily operations?
+
Clinics struggle with managing appointment requests, patient queries, follow-up reminders, and coordination across front-desk and specialty departments. Automation centralizes these tasks for smoother clinic workflows and better patient experience.
Can automation improve appointment and follow-up consistency?
+
Yes. Automation sends structured reminders, manages doctor availability, and organizes patient communication. It reduces no-shows, improves scheduling efficiency, and supports better continuity of care across all outpatient services.
How does AI enhance patient experience in clinics?
+
AI provides timely updates, transparent appointment details, and improved communication. It reduces patient uncertainty, shortens response times, and ensures smoother interactions across consultations, diagnostics, and follow-up care cycles.
What KPIs should clinics track with automation tools?
+
Important KPIs include enquiry response time, appointment conversion, ticket resolution speed, patient satisfaction, and follow-up adherence. Systems like Converiqo provide clinic-level visibility to monitor and improve these operational indicators.
How does Converiqo's Lead Engine improve clinic conversions?
+
Converiqo's Lead Engine captures treatment enquiries, appointment requests, and specialty leads. It qualifies cases and routes them quickly, helping clinics reduce lead leakage and convert more patients into confirmed consultations.
How does Converiqo's CSSE support patient self-service?
+
Converiqo's Customer Self-Service enables patients to check appointment slots, treatment FAQs, clinic timings, and required documents. It reduces front-desk load and offers convenient access to essential information anytime.
Why should clinics use Converiqo's Ticketing System?
+
Converiqo's Ticketing System organizes patient concerns, billing issues, and rescheduling requests. It assigns clear ownership, avoids miscommunication, and ensures faster resolutions across front-office and care teams.
How does Converiqo's marketing module grow clinic visits?
+
Converiqo's Marketing Module automates follow-ups, seasonal health campaigns, and reactivation flows. It helps clinics increase repeat visits, encourage timely checkups, and maintain stronger relationships with existing patients.
How does Converiqo improve care quality through feedback and workflows?
+
The Feedback Module collects patient ratings on doctors, service, and overall experience. Combined with Workflow Automation, clinics can streamline processes, reduce delays, and consistently improve operational and service quality.
Clinic excellence
Ready to Automate OPD & Patient Communication?
Plug Converiqo into your clinic operations to streamline appointments, service requests, diagnostics, and multi-location coordination without overhauling your HIS.