Why ClearDx
Sales CRMs were built to close deals. International patient operations are records, doctors, quotes, deposits, telehealth, and travel — coordinated across borders. ClearDx brings all of it into one configurable workspace.
One workspace
Most teams run a CRM plus a payments tool, a video tool, a file drive, a chat app, and a pile of spreadsheets. ClearDx replaces the stack with one operational layer built for the work.
Patient case management
Every inquiry becomes a case — records, care team, quote, payments, and travel on one timeline.
Doctor & location onboarding
Onboard physicians and treatment locations into a searchable directory you actually control.
Quotes & treatment plans
Itemized, branded treatment quotes that stay attached to the case from draft to acceptance.
Payment collection
Collect deposits, consult fees, and balances — tied to the journey, not a disconnected tool.
Telehealth & coordination
Hosted video consults, tasks, handoffs, and SLAs — no extra apps for staff or patients.
Records & multi-channel intake
Secure documents plus WhatsApp, Instagram, and web inquiries flowing into one inbox.
The operational lifecycle
Every stage of an international patient case lives on the same record — with AI assistance, workflow automation, and operational actions wired together by default.
Capture
Inquiry
AI-assisted
AI intake
Workflow
Coordinator review
AI-assisted
Medical records
Live consult
Telehealth
Workflow
Quote
Payments
Deposit
Operations
Travel coordination
AI-assisted
Follow-up
Inbound from WhatsApp, Instagram, Messenger, web, and partner referrals lands as a normalized record. AI intake captures patient details, requests documents, and routes the case to the right coordinator.
Medical records get summarized into doctor-ready briefs. Telehealth consults are scheduled on the case. Quotes assemble from priced lines and reach the patient without leaving the platform.
Deposits and consult fees flow through embedded payments. Travel coordination, milestones, and recovery follow-ups run as scheduled, AI-assisted operations — so nothing falls between handoffs.
Each stage exposes AI assistance, workflow automation, and operational actions. Organizations decide which steps run with coordinator review — and which can run autonomously under workspace-level controls.
More than a CRM
HubSpot, Salesforce, Zoho, and Pipedrive are excellent sales tools. But international patient care isn't a sales funnel — it's records, doctors, quotes, deposits, telehealth, and travel. ClearDx ships all of it as one workspace, not a CRM you bolt a dozen add-ons onto.
A CRM stores contacts.
ClearDx manages the full patient case — records, care team, quote, payments, and travel on one record.
A CRM bolts on tools.
ClearDx is all-in-one: intake, coordination, doctor & location onboarding, telehealth, and payment collection — built in.
A CRM makes you adapt.
ClearDx adapts to you — configure your own workflow and tune the AI agents to how your team actually runs.
| Capability | HubSpot | Salesforce | Zoho CRM | Pipedrive | ClearDx |
|---|---|---|---|---|---|
| International patient case management | Add-on | Add-on | Add-on | ||
| Doctor & treatment-location onboarding | Add-on | ||||
| Treatment quotes & itemized care plans | Add-on | Add-on | Add-on | ||
| Deposit & payment collection built-in | Add-on | Add-on | Add-on | Add-on | |
| Hosted telehealth video consults | Add-on | ||||
| Secure medical records & documents | Add-on | ||||
| Multi-channel intake (WhatsApp · IG · web) | Add-on | Add-on | Add-on | Add-on | |
| Patient-facing portal & journey updates | Add-on | ||||
| Configure your own workflow per org | Add-on | Add-on | Add-on | Add-on | |
| AI agents tuned to your workflow | Add-on | Add-on | Add-on | Add-on | |
| HIPAA-conscious, healthcare-grade | Add-on | Add-on | Add-on |
Comparison reflects core, out-of-the-box capabilities. General CRMs can be extended with paid add-ons, marketplace apps, and developer time. Trademarks belong to their respective owners.
Configurable by design
Every organization runs international patient care differently. In a guided onboarding, you design your own pipeline and tune how the AI agents behave — then reconfigure anytime as your process evolves.
Your pipeline, your stages
Design the workflow visually
Your voice, your rules
Tune the AI agents to your team
Intake assistant
Greets new inquiries · drafts case briefs
Tone
Warm & concierge
Language
Patient's own
Persona & policy notes
"Always confirm passport validity before quoting travel. Never promise clinical outcomes."
New team? A guided onboarding sets up your workflow and agents in minutes. Already running? Reconfigure anytime from your pipeline.
See it on your workflowOperational maturity
Programs that still run on WhatsApp, spreadsheets, and stitched-together tools aren't just inefficient — they're competing against operators on a single operational system, with AI assistance and optional autonomy already wired in.
Coordination is now an operational layer, not a chat thread. Inquiries, intake, follow-ups, and handoffs share one record by default.
Patients expect digital onboarding and transparency. Email attachments and DM screenshots no longer meet the bar.
Doctors expect prepared briefs and clean handoffs. Nobody wants another 40-page PDF arriving five minutes before a consult.
Owners need real-time operational visibility. Pipeline, revenue, and workload by site — without flying blind across tools.
Autonomy is becoming a capability layer. Routine, repeatable work is moving to AI-assisted execution under workspace controls.
Ready when you are
Bring how your team works today — we'll map inquiries, coordination, telehealth, and payments into one configurable workspace, with AI agents tuned to your process.
