Stop losing patients in the gaps
Every stage has an owner, a next action, and a deadline — so warm patients don't disappear between the first message and treatment.
Patient Revenue Operations — built for healthcare, not generic CRMs
Convert more patient inquiries into paying patients.
The operating system for patient acquisition — it runs the entire patient journey on one record, so you convert more inquiries and lose fewer patients along the way.
See it on your own patient workflow · 15-day free trial
Built for healthcare organizations that convert patients
Hospitals
Clinics
IVF & fertility
Cosmetic surgery
Specialty care
+ more
HIPAA-conscious · built on Microsoft Azure
app.cleardx.com / case PT-0321
Live
Patient journey · Linh N. · Cardiology
On trackInquiry
Records
Review
Consult
Quote
Deposit
Travel
Treatment
WhatsApp inquiry
Bangkok · 2m ago"Hi, my mother needs a heart valve procedure. Can you send a price and the next steps?"
Captured as case PT-0321 · owner assigned · records requested
Treatment quote
QTE-2026-0148 · Valve repair
Procedure$18,400
Hospital stay$3,200
Total$21,600
Deposit collected
$2,160
Active patient cases
Nothing slips · updated 2m ago
SA
Deposit paid
Sara A.
PT-0312 · Oncology · Turkey
RM
Quote sent
Rafael M.
PT-0317 · Orthopedics · Mexico
LN
Consult today
Linh N.
PT-0321 · Cardiology · Thailand
OK
New inquiry
Omar K.
PT-0324 · Fertility · Malaysia
This is patient operations — not lead management
A traditional CRM stops at "contact created."
ClearDx runs the whole patient journey.
Getting a patient from first message to treatment isn't a sales funnel — it's a medical operation where every stage has to happen in order, without a single dropped patient. ClearDx runs that entire sequence.
-
01 CRM too
Inquiry
Capture every WhatsApp, IG, web & referral message as a case
Patients drop here -
02 CRM too
Intake
Structured intake without coordinators re-typing forms
Patients drop here -
03
Medical records
Collect, store & track scans, labs and history
-
04
Doctor review
Route to the right physician with a ready brief
-
05
Consultation
In-person or telehealth consult on the case record
Patients drop here -
06
Quote
Itemized treatment quote, sent in minutes not days
Patients drop here -
07
Deposit
Collect deposits to lock in the patient
Patients drop here -
08
Treatment
Care delivered, travel & tasks coordinated end to end
-
09
Recovery
Follow-up, records released, reviews & referrals
Where patients are lost today
Where ClearDx lifts conversion
CRM too Where a generic CRM stops
Turn inquiries into deposits
Intake, records, doctor review, quotes, and deposit collection on one record — so you respond in hours, not days, and convert more of the demand you already have.
See your real conversion funnel
Know exactly where patients drop off by stage and by channel — visibility a contact database simply can't give you.
The real problem
You're not losing patients because of price. You're losing them in the gaps.
Patients — local or international — are high-intent and high-value. They rarely leave because of cost. They leave because a reply came too late, a quote took days, or a follow-up never happened. Every gap in your process is revenue walking out the door.
Why are we losing patients?
Warm inquiries go cold while messages sit unanswered across phones, inboxes, and shifts — and patients who said yes quietly book somewhere else.
Why are coordinators missing follow-ups?
Reminders live in someone's head. When they're busy or off, the patient is the one who falls through.
Why is WhatsApp impossible to manage at scale?
Threads spread across personal devices and group chats. Nothing is searchable, owned, or handed off cleanly.
Why do quotes take so long to go out?
Records, doctor input, and pricing live in different places — so a 30-minute quote becomes a 3-day wait.
Why can't we see our conversion funnel?
No one can answer where patients drop off, by stage or by channel — so you can't fix what you can't measure.
How do we grow revenue without hiring more coordinators?
Demand is there, but every case depends on manual chasing — so headcount becomes the only way to grow.
Spreadsheets, WhatsApp, and generic CRMs each fix one piece — and leave the gaps between them wide open. The patients fall into those gaps. ClearDx closes them by putting the entire journey on one record.
Built to close the gapsThe CRM ceiling
Why healthcare organizations outgrow traditional CRMs.
Zoho, HubSpot, Salesforce, Pipedrive, Monday.com, and ClickUp are excellent platforms — just built for sales teams, not medical operations. Here's exactly where that gap opens up.
These are great tools — at what they're for.
CRMs like Zoho, HubSpot, Salesforce & Pipedrive are built to track deals and contacts. Work tools like Monday.com & ClickUp manage tasks and projects. Many teams still run on spreadsheets and WhatsApp. Each one handles a slice — none was designed for the patient journey itself.
ClearDx is the category they don't cover.
Purpose-built for international patient operations — every capability below ships in one workspace, not bolted on with a dozen add-ons and months of custom work.
| What it takes to convert & treat a patient | Zoho | HubSpot | Salesforce | Pipedrive | Monday.com | ClickUp | ClearDx |
|---|---|---|---|---|---|---|---|
| Patient case management (not just contacts) | Add-on | Add-on | Add-on | Add-on | Add-on | ||
| Patient intake & medical records collection | Add-on | ||||||
| Doctor review & treatment quotes | Add-on | Add-on | Add-on | ||||
| Deposit & payment collection built-in | Add-on | Add-on | Add-on | Add-on | Add-on | Add-on | |
| Telehealth & consultation coordination | Add-on | ||||||
| WhatsApp / IG / Messenger patient intake | Add-on | Add-on | Add-on | Add-on | Add-on | Add-on | |
| International & cross-border patient workflows | Add-on | Add-on | |||||
| Patient-facing portal & journey updates | Add-on | Add-on | |||||
| Conversion funnel visibility by stage & channel | Add-on | Add-on | Add-on | Add-on | Add-on | Add-on | |
| HIPAA-conscious, healthcare-grade | Add-on | Add-on | Add-on |
Built-in
Add-on Add-ons / custom build
Not designed for it
Comparison reflects core, out-of-the-box capabilities. These platforms can be extended with paid add-ons, marketplace apps, and developer time. All trademarks belong to their respective owners.
"But we already use Zoho / HubSpot / a CRM."
You can keep it. Most teams do. ClearDx isn't a CRM you rip out — it's the patient operations layer your CRM was never meant to be. Your CRM keeps marketing and deal tracking; ClearDx runs the clinical journey — the part where patients are actually won, lost, and paid for.
The cost of doing nothing
You already have the demand. You're converting a fraction of it.
Most healthcare organizations don't have a lead problem — they have a conversion problem. A few percentage points of conversion is the difference between a good year and a record one. See what it's worth on your numbers.
Start from your specialty
220
9%
$6,500
12%
Faster replies, no dropped follow-ups, and quotes out in hours typically lift conversion by a few points — drag to model your own target.
Revenue you're leaving on the table
+$0
additional revenue per year
Per month
+$0
Extra patients / mo
+0
Today · 20 patients/mo
$0
With ClearDx · 26 patients/mo
$0
Start a free trial
At these numbers, ClearDx pays for itself many times over. Book a demo to model your real funnel.
See exactly where you're losing patients — and what it's worth.
Start a free trial and explore ClearDx on your own workflow — or book a demo and we'll map it to how your team runs inquiries, intake, records, quotes, and deposits today.
Integrations
Pull every lead into ClearDx — from the channels patients already use.
WhatsApp, Instagram, and Messenger plug directly into the operational record. Inbound messages become structured leads — with thread history, owner, and AI-assisted next actions attached from the first reply.
Connected
WhatsApp Business
Inbound, outbound, templated
Inbound · 2m ago
New inquiry · cardiac screening
Connected
Instagram DM
Concierge & paid social
Inbound · 42m ago
VIP concierge referral
Connected
Facebook Messenger
Quote follow-ups · ads
Inbound · 18m ago
Procedure quote follow-up
Cdx
Synced
ClearDx pipeline
app.cleardx.com / pipeline
Lead created · auto-attached
PT-0338 · Cardiology · Qualified
Owner: Ana · Stage: Records requested · Next: Attach prior imaging
WhatsApp thread
Instagram referral
Messenger follow-up
AI-assisted next action
Draft WhatsApp follow-up requesting prior echo report and lipid panel — ready to review or send.
New
Records
AI brief
Quote
Deposit
Booked
One inbox per case
Threads from every channel collapse onto the same operational record — no screenshots, no copy-paste.
Structured lead capture
Names, contacts, treatment interest, and consent fields populate from natural-language messages.
Channel attribution
Owners see volume, conversion, and revenue by channel — without dashboards stitched in Sheets.
Compliant message storage
Threads stay encrypted, role-scoped, and auditable on every patient record.
Official integrations
WhatsApp Business API Meta Messenger Platform Instagram Messaging API Webhook delivery · encrypted in transit Role-scoped access · auditableOperations view
Operational visibility across your entire patient pipeline.
Coordinators, doctors, and owners share one view of the work — so workload, handoffs, and bottlenecks are visible in real time, not buried in chat threads.
Workload coordination
See who owns what, where work is stuck, and which cases are about to slip an SLA.
Scale across teams and sites
Multi-location, multi-specialty operations on one shared operational record.
Surface operational bottlenecks
Spot stages where cases queue up — before they become coordinator overtime.
AI-assisted next actions
Each card carries the AI-suggested next step, configurable per workflow.
The infrastructure layer
Embedded operational infrastructure.
Collect deposits, manage consultations, coordinate telehealth, and streamline patient workflows without switching systems.
Telehealth
Live consultations, on the case record.
Hosted video consults are scheduled, joined, and recorded against the case. Patients join from a browser-friendly link. Doctors run the visit with the briefs and tasks the team already prepared.
- Scheduling, reminders, and join links on the case
- Webex-backed sessions for clinical conversations
- Consultation payments flow through embedded checkout
Payments
One ledger for the full patient journey.
Consultation fees, treatment deposits, hospital settlements, and refunds all run beside the case — not in a separate finance tool.
- Consultation fees · doctor pricing, embedded checkout
- Treatment deposits · tracked on the case for reporting and refunds
- Hospital & external settlements · wires, cash, direct payments logged
- PCI DSS Level 1 processing · escrow & dispute trail per case
Card data never touches our servers — processed directly by Stripe under PCI DSS Level 1.
Built on enterprise-grade infrastructure
Stripe (US) · PCI DSS Level 1 Webex telehealth TLS 1.2+ · AES-256 Role-based access Auditable everywhereTelemedicine sessions support clinical discussion and education under your organization's policies — not a substitute for in-person care when it is required.
Patient experience
Scale operations without losing the patient experience.
Patients — local and international — expect transparency, fast replies, and a guide through every step of treatment. ClearDx keeps every conversation, document, and milestone on one record — so coordination feels concierge, not corporate.
A guided patient journey
Connected before, during, and after treatment.
Patients always know where they are in the process — and what comes next. No lost emails. No silent stretches.
-
Before
Inquiry to arrival
- Digital intake & screening
- Itemized quotes & secure deposits
- Visa letters, travel & arrival plan
-
During
Care, in real time
- Daily updates from the care team
- Telehealth check-ins on demand
- One inbox for every coordinator
-
After
Recovery & follow-up
- Discharge instructions & medications
- Post-op telehealth reviews
- Records released to home physician
patient.cleardx.com / journey
Patient view
LN
Care team online
Welcome back
Linh Nguyen · Cardiology, Mumbai
Inquiry
Records
Consult
Travel
Treatment
Recovery
Next on your journey
Telehealth consult — Today, 3:30 PM IST
Dr. Aisha Mehta · Cardiology · 30 min
Add to calendar
No app required · join from this link
Documents
Encrypted · private-
Echo report.pdf
Uploaded · 2m ago
-
Lipid panel.pdf
Uploaded · yesterday
-
Visa support letter
Ready to download
AC
Online
Ana · Your patient coordinator
Replies usually within 5 minutes · English · Vietnamese
AC
Hi Linh — your visa support letter is ready in Documents. Dr. Mehta will join at 3:30 PM IST. Let me know if you'd like a recap call before then.
2:14 PM
Thank you, Ana! Downloaded the letter. Looking forward to the consult.
2:16 PM · Delivered
Suggested reply: "You're welcome — I'll share pre-consult notes by 3:00 PM and check in on travel insurance tomorrow."
SendWhat patients feel
A concierge experience, end to end
-
Guided every step — A clear next action, every time they open the portal — no guessing what comes after.
-
Concierge-style replies — Coordinators reachable in one place. Fast, on-record, in the patient's language.
-
Documents made simple — Secure uploads and downloads in one tile — no email back-and-forth, no chasing forms.
-
Telehealth without friction — Browser-based consults patients join from a link — no apps, no installs.
-
Daily updates that build trust — Status, schedule changes, and care notes arrive when they need to — not days later.
What organizations gain
Premium experience, operationally sustainable
-
Faster response times
Centralized inbox · AI-drafted replies
-
Higher patient trust
On-record updates · transparent journey
-
Better inquiry conversion
Guided patients book and pay sooner
-
Fewer missed messages
One thread per case · no WhatsApp drops
-
Centralized patient history
Records, notes, payments on one record
-
Lower operational overhead
Coordinators coordinate — not transcribe
~5 min
Median first reply
1 inbox
Per patient case
24 / 7
Patient-facing portal
Every conversation, document, telehealth visit, and payment connects back to the same case — so the team scales without the patient ever feeling like a ticket.
Working quietly underneath
Reduce lost patients. Free coordinators to coordinate.
ClearDx isn't an "AI tool" — it's a patient operations platform that happens to do the repetitive work for you. Intake, records chasing, follow-ups, and case prep run in the background so warm patients don't go cold and your team handles more cases without more headcount.
Faster response times
Never miss an inquiry
Captures patient details from inbound messages, requests missing documents, and organizes inquiries into structured cases — so coordinators stop re-typing intake forms across threads.
- Channel-agnostic intake across WhatsApp, web, partners
- Structured fields populated from natural-language messages
- Document requests sent with one operational click
Fewer lost patients
Keep every patient moving
Triggers follow-ups, reminders, intake requests, and operational tasks based on case state — so warm patients don't go cold and handoffs stop falling between coordinators.
- Stage-aware reminders for patients and team
- Recurring intake and document chases
- Task fan-out across coordinators, doctors, finance
Quotes out faster
Consults that start with context
Summarizes uploaded records, flags missing documents, and prepares coordinator-ready and doctor-ready briefs faster — so consults start with context, not with reading a 40-page PDF.
- Doctor-ready clinical briefs
- Missing-document detection before scheduling
- Optional patient-facing case summaries
Optional layer
Optional autonomous execution
Organizations can allow approved workflows to run autonomously — with workspace-level controls, scoped action limits, and full audit trails. Off by default. Configurable per workflow. Always reversible.
- Workspace-level enablement, per-workflow scope
- Action limits, allow-lists, and approval gates
- Every autonomous action recorded and reviewable
ClearDx AI supports operational work — not clinical decision-making. It does not diagnose or prescribe. Human oversight remains configurable across workflows and autonomous actions.
Trust & security
Designed for sensitive healthcare operations.
ClearDx handles the most sensitive part of your business — patient health data — with the same care your compliance team would design from scratch. Healthcare is all we build for, on cloud infrastructure your IT team already trusts.
Microsoft Azure
Hosted on Microsoft's enterprise cloud
Azure AI Foundry
AI runs on Microsoft Azure AI
Stripe · PCI DSS L1
Payments & deposits secured by Stripe
HIPAA-conscious
Built for protected health information
Encrypted communication
TLS in transit, AES-256 at rest. No more unencrypted email and DM threads.
Role-based access
Granular permissions for owners, coordinators, doctors, and external partners.
Secure file storage
Records, scans, and reports stored in segregated, signed-URL object storage.
Auditability
Every view, edit, and payment movement recorded for internal and external review.
Global-ready workflows
Multi-region, multi-currency, multi-language. Built for cross-border by default.
Encryption at rest & in transit · Role-based access controls · Audit logs · Secure file storage · Privacy-first architecture
Hosted on Microsoft Azure · Payments via Stripe Connect · Infrastructure in the EU & US
Human-in-the-loop by default
Human oversight remains configurable across workflows and autonomous actions — enabled per workspace, scoped per workflow, and recorded for every action.
Ready when you are
Stop losing patients — and revenue — to the gaps in your process.
ClearDx is the operating system for patient acquisition and operations — inquiry to recovery on one record. Built for the way hospitals, clinics, and specialty care actually convert patients, domestic and international.