Clinic & Wellness CRM

Customizable CRM for Clinics, Patient Intakes & Booking

Stop struggling with rigid medical spreadsheets. Epoq Connect is a customizable CRM built for high-growth clinics and medical centers to coordinate doctor schedules, patient intake queues, and callback reminders.

Book Clinic Demo Explore Doctor Queues
🔍 Search patient record, prescription ID, or doctor...
Consulting
● In Queue Wait: 15m Reason: Root Canal
Inquiry Captured 09:30 AM

Online Booking · Dentistry Dept

WhatsApp Sent 09:31 AM

Intake history form template shared

🔔 Doctor Roster Check Today, 11:15 AM

Assigned to Dr. Sameer's queue

🩺

Patient Check-in Alert

Vikram checked in lobby chair #3

Trusted by Leading Medical Centers & Wellness Clinics

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6K+
Patient Inquiries Managed
98%
Consultation Appointments Fulfilled
90%
Faster Intake Processing

Why Clinics Choose Epoq Connect Over Rigid Databases

Clinic workflows require immediate patient lead allocations, unified medical history files, and automated booking checklists. Epoq Connect builds customizable CRM tools designed specifically for patient care coordinator teams.

W
M

All Bookings in One Place

Deduplicate patient registries automatically. Consultation requests arriving from portal sites, WhatsApp texts, or call records land in one shared central database queue, auto-assigned to clinic reps.

Explore Booking Suite ➔
CONSULTATION
⚡ Auto-WhatsApp
READY
📧 Callback Dialer

Smart Status Tracking

Identify the exact priority of diagnostic cases using custom treatment tags, appointment dates, and color-coded labels. Trigger custom workflows instantly whenever a patient's case stage moves.

Explore Pipeline ➔
▶
02:14

Automated Call Recordings

Automatically record and store call logs of clinic coordinators calling patient leads. Monitor patient follow-up scripts, maintain security audit logs, and review appointment details with a secure playback vault.

Explore Call Vault ➔

Doctor Roster Management

Calculate consultant wait times, active consulting rosters, and department conversion stats. Route fresh walk-ins dynamically to specific doctors using smart waiting queue rule scripts.

Explore Rosters ➔

All the features to optimize your clinic workflow

Epoq Connect comes packed with modular CRM utilities designed to keep your patient engagement structured and fully accountable.

🧾

Appointment Manager

Track bookings, schedule clinical visits, request patient health histories, and coordinate consultations in a single dashboard.

👥

Doctor Allocation Queue

Verify consultant availability in real-time. Route fresh walk-ins to specific doctors based on active waiting time stats.

💬

WhatsApp Check-in

Share automated booking updates, clinic maps, and clinical checklists to patient smartphones via WhatsApp automatically.

🔔

Follow-Up & Callback Alerts

Receive push alerts and calendar reminders exactly when a patient care coordinator's scheduled follow-up call task is due.

🩺

Medical History Logs

Maintain unified clinical record partitions of patient diagnoses, prescription files, and consultation history notes securely.

🔄

Auto Intake Re-Allotment

Automatically reallocate stale unpaid bookings back into coordinator queues to prevent appointment drop-offs.

⚙️

HIPAA Security & Audits

Protect patient privacy with advanced database encryption, access audit logs, and granular role-based permissions.

🔒

Granular Access Control

Set specific data segregation roles. Partition private patient data securely among receptionists, doctors, and clinic admins.

📥

Data Export & Reports

Export consultation logs, patient booking histories, and department performance reports to Excel or PDF in one click.

Live Patient Journey

Every patient tracked, every step of the way

From the first portal booking to a completed clinical consult, Epoq Connect logs every interaction—WhatsApp check-ins, doctor allocations, prescription reviews—surfacing the right next action.

  • 📋 Auto-parse patient profiles from online booking portals & WhatsApp
  • 🔁 Symmetrical stage pipeline: New Booking → Checked In → Consulting → Completed
  • ⏰ Smart callback reminders when clinical follow-ups are due
See It Live
🙋

Online Booking: Sarah Mitchell

Clinic: Dr. Sen Dentistry · Reason: Consult · Stage: Pending

WhatsApp Intake Form Sent
📞

Patient Arrived & Checked In

Forms completed · allocated to Dr. Sameer's waiting queue · lobby seat #4

Doctor Consulting
✅

Consultation Succeeded

Prescription saved · Treatment checklist auto-triggered · ledger synced in 1h

⚠️

Unassigned Patient Lead

No contact for 24 hours · Stage: Intake Evaluation · Drop Risk High

Auto-routing to Active Desk
📊

Priority Call Alert

Assigned to senior clinic coordinator Kiran · callback scheduled

WhatsApp schedule call link shared
🎯

Booking Confirmed

Appointment locked · patient database sync updated · Lost patient recovered

Booking Retention

Spot appointment drop-offs before they happen

Don't lose track of prospective patients. Epoq Connect's analytics flags cold, unassigned intakes, routes them to priority desk queues, and escalates to managers automatically.

  • 🔍 Auto-flag intakes stuck in pending state for too long
  • 📉 Symmetrical retention funnel showing coordinator response times
  • 🔁 One-click WhatsApp re-booking alerts for bulk past-due contacts
Explore Analytics
Smart Automation

Appointments scheduled. Doctor calendars synced. Automatically.

Epoq Connect's automation engine triggers the right booking reminder at exactly the right moment—and the supervisor dashboard gives managers a real-time view of every care desk, without manual reporting.

  • 🔔 Auto follow-up WhatsApp link if an intake goes cold for 24+ hours
  • 📅 Consults booked with automated pre-visit direction checks
  • 🏆 Live care coordinator performance dashboard—bookings, waiting times
Explore Automation Suite
❄️

Scheduled Booking Stale

No check-in for 1 hour past appointment · Auto-WhatsApp Notice Sent

Notice Read · Rescheduled Callback booked
💬

Roster Calendar Updated

Patient moved to afternoon slot · Dr. Sameer consulting chair #3 updated

Consultation Completed · Rating Dispatched
🏆

Coordinator Yields Updated

Coordinator James: +1 Booking Closed · Patient Rating: 5 ★ · Weekly Rank #1

Why Teams Switch

Replace scattered admin grids with one unified Clinic CRM

Excel sheets, sticky notes, and fragmented WhatsApp groups can't scale with growing clinical workloads. See exactly where Epoq Connect changes the game.

Visual Intake Pipelines vs. Static Spreadsheets

Stop hunting through rows of data. Epoq Connect gives care desks a drag-and-drop board to track patients from Registration to Consult Completed.

✓ Epoq Connect
✓ Booking status tracking (Registered → Completed)
✓ Color-coded department & waiting flags
✓ Bulk queue updates in one click
✓ Auto-log every diagnosis history
✗ Excel / Generic CRM
✗ Manual row-by-row roster updates
✗ No visual waiting queue view
✗ Overwritten history—no clinical audit trail
✗ Shared sheets cause patient conflicts

Doctor Analytics vs. Gut Feeling

Know exactly which care desks and departments are converting consultations and who needs support—with live stats on waiting queues, consult counts, and satisfaction rates.

✓ Epoq Connect
✓ Per-doctor workload yield dashboard
✓ Average patient waiting time tracking
✓ Daily consult checklist log with records
✓ Workload balancing rules across clinic
✗ Excel / Generic CRM
✗ No per-consultant performance view
✗ Diagnostic notes lost in diaries
✗ Director relies on self-reported rosters
✗ No overload warnings or stale reminders

Smart Automations vs. Missed Check-ins

Over 80% of patients require post-visit treatment check-ins. Epoq Connect automates reminder check-ins, WhatsApp catalogs, and care schedules so nothing slips through.

✓ Epoq Connect
✓ Rule-based WhatsApp intake sequences
✓ Stale booking auto-notice after 24 hours
✓ Scheduled pre-visit directions + maps
✓ Custom templates per clinical department
✗ Excel / Generic CRM
✗ Manual alerts via personal phones
✗ No pending intake escalation systems
✗ Missed callbacks = lost consult yields
✗ Manual text copy-paste for reminders

Flexible and transparent pricing

Choose the model that fits your institutional workload. Scale your desks seamlessly as your inbound inquiry volume grows.

3 Months Starter
Billed Quarterly
₹899
  • ✓ Up to 5 Doctor Desks
  • ✓ Patient Booking Queue routing
  • ✓ Automated Callback reminders
  • ✓ WhatsApp API integration
  • ✓ Basic Conversion Analytics
Start Free Trial
MOST POPULAR
6 Months Expansion
Billed Half-Yearly
₹699
  • ✓ Up to 15 Doctor Desks
  • ✓ Smart Round-Robin Allotment
  • ✓ Unified WhatsApp Team Inbox
  • ✓ Multi-Branch Role segregation
  • ✓ Advanced Performance Metrics
  • ✓ Unlimited Call Recordings
Start Free Trial
12 Months Enterprise
Billed Yearly
₹599
  • ✓ Unlimited Doctor Desks
  • ✓ Customized roster allotment rules
  • ✓ Dedicated Priority Servers
  • ✓ Custom CRM Database field configs
  • ✓ Consolidated multi-entity roster logs
  • ✓ Dedicated Success Manager
Start Free Trial
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Transform your clinic bookings today

Join dozens of high-growth wellness networks scaling their patient relationships without rigid databases. Request a personalized demo or start your 14-day free trial.

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Common Inquiries

Frequently Asked
Questions

Find answers to common technical, functional, and billing inquiries regarding Epoq Connect.

Epoq Connect is a modular, highly customizable CRM platform designed to organize patient bookings, track clinical intake forms, automate WhatsApp check-ins, and schedule doctor queues in a unified workspace.
Yes! Epoq Connect is built with advanced database encryption standards, bank-grade secure servers, and customizable roles to ensure granular access control and patient data protection.
Absolutely. You can separate branch logins, configure specific doctor work calendars, calculate department waiting times, and route patient slots using smart queue allotments.
Yes, Epoq Connect has deep API integrations with WhatsApp, SMS, and emails to send automated booking confirmations, doctor roster slots, and diagnostic review checklists.
Get in Touch

Epoq Zero LLP Office Address

We assist scaling organizations in deploying bespoke software pipelines on time and under budget. Let's build your unified clinical patient intake and booking workspace.

Kailas Nagar, Palliyil Road, Kottapuram, West Fort, Thrissur, Kerala, 680004, India

Direct Callback Desks

(+91) 8606207307 (+91) 8078495140 (+91) 7560931829

Institutional Desk

info@epoqzero.com