A CRM manages
Contacts
- Lead created
- Contact updated
- Opportunity tracked
- Deal stage moved
Great for sales pipelines — but blind to records, consults, quotes, deposits, and care coordination.
Why ClearDx
A CRM manages contacts. ClearDx manages patient journeys.
Sales CRMs were built to close deals. Complex patient journeys — domestic or international — are intake, records, doctors, quotes, deposits, telehealth, and treatment, coordinated across teams. ClearDx brings all of it into one configurable workspace.
Contacts vs. patient journeys
Zoho, HubSpot, and Salesforce track a record. ClearDx runs the work.
Customers ask how we compare to a CRM all the time. The honest answer: a CRM stops where the real operational work begins. ClearDx picks up every stage a patient actually moves through.
ClearDx manages
The whole patient journey
- Inquiry
- Intake
- Records
- Consultation
- Quote
- Deposit
- Treatment
- Follow-up
Keep your CRM for marketing and deals if you like — ClearDx runs the operational journey it was never built for.
One workspace
Everything your team stitches together — in a single place.
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.
Is ClearDx right for you?
Built for complex patient journeys — not routine visits.
The dividing line isn't domestic vs. international — it's simple vs. complex. If converting a patient takes consultations, quotes, documents, and a coordinated team, ClearDx is built for you.
High-value treatments
Procedures worth thousands — where every lost patient is real revenue.
Multiple touchpoints before treatment
Patients don't book on the first message — conversion takes a sequence of steps.
Consultations & quotes required
Treatment plans, estimates, and doctor input happen before a yes.
Document collection required
Records, scans, labs, and forms have to be gathered and tracked.
Multiple coordinators & providers
Several people touch a case — handoffs are where patients slip.
Fragmented across WhatsApp, CRMs & spreadsheets
The work lives in too many places to see or scale.
Strong fit today
- Dental implants & full-mouth restorations
- Cosmetic & plastic surgery
- IVF & fertility clinics
- Bariatrics & orthopedics
- Medical tourism operators
- International patient departments
- Concierge & specialty care
- Multi-provider clinics & clinic groups
Growing into it
- Smaller clinics still running on spreadsheets
- Clinics planning to grow patient volume
- Teams beginning to formalize patient coordination
Whether you're managing patients with spreadsheets today or coordinating a larger patient operation, ClearDx provides a system that scales with your growth. A clinic doing routine cleanings or basic visits probably doesn't need it. A clinic managing high-value procedures and long conversion cycles does.
The operational lifecycle
From inquiry to recovery — in one operational system.
Every stage of a complex patient journey — domestic or international — lives on the same record, with AI assistance, workflow automation, and operational actions wired together by default.
-
01
Capture
Inquiry
-
02
AI-assisted
AI intake
-
03
Workflow
Coordinator review
-
04
AI-assisted
Medical records
-
05
Live consult
Telehealth
-
06
Workflow
Quote
-
07
Payments
Deposit
-
08
Operations
Travel coordination
-
09
AI-assisted
Follow-up
01 — 03
Capture & triage
Every inquiry becomes a structured case.
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.
- Channel-agnostic capture · one operational record
- AI-assisted intake with workflow handoffs
- Coordinator queues with SLAs, owners, and next actions
04 — 06
Clinical preparation
Records, consults, and quotes — orchestrated.
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.
- AI case intelligence on uploaded records
- Hosted live video consults tied to the case
- Itemized quotes patients can accept and pay
07 — 09
Conversion & care
Deposits, travel, and follow-up stay tied to the journey.
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.
- Embedded payments · deposits, refunds, settlements
- Travel and milestone coordination on the case
- Automated follow-ups with optional autonomous execution
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.
The 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 complex patient journeys — domestic or international — 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.
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 AI 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.
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.
Configurable by design
ClearDx molds to your workflow — not the other way around.
Every organization runs complex 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
1
New inquiry
Intake
2
Records review
Records
3
Insurance check
Custom
4
Treatment quote
Quote
5
Deposit & travel
Deposit
Add stage
- Rename, reorder, add, or remove stages — no code.
- Each stage maps to a role, so payments, records, and AI keep working.
- Migrate active cases safely when you change the workflow.
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."
Safety, identity & privacy guardrails always on — can't be overridden.
- Set each agent's persona, tone, and policy in plain language.
- Turn agents on or off and choose how autonomous they are.
- Guardrails and your branding are locked in — every time.
New team? A guided onboarding sets up your workflow and agents in minutes. Already running? Reconfigure anytime from your pipeline.
Start your free trialOperational maturity
Patient operations just changed categories.
Organizations that still run complex patient journeys 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.
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Coordination is now an operational layer, not a chat thread. Inquiries, intake, follow-ups, and handoffs share one record by default.
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Patients expect digital onboarding and transparency. Email attachments and DM screenshots no longer meet the bar.
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Doctors expect prepared briefs and clean handoffs. Nobody wants another 40-page PDF arriving five minutes before a consult.
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Owners need real-time operational visibility. Pipeline, revenue, and workload by site — without flying blind across tools.
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Autonomy is becoming a capability layer. Routine, repeatable work is moving to AI-assisted execution under workspace controls.
Ready when you are
See ClearDx run on your workflow.
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.
No credit card required to start your 15-day free trial.