How does Planfix capture and route clinic inquiries?

Planfix connects Instagram, WhatsApp, webforms, phone requests, and aggregator leads into one queue. Every message instantly becomes a task with source, time, and a responsible person. Auto triage sends it to the right manager or branch, SLA columns show aging, and reminders prevent silent chats. You can later confirm what was promised because the complete conversation, files, and prices stay in the task. That gives managers real control over speed and quality of replies.

Can doctors avoid typing long notes?

Yes. Doctors can open the patient task and record the procedure with built-in speech recognition. Planfix AI agents can summarize messages, extract key fields, and turn answers into structured data tags. You can prepare templates with standard questions, so doctors only confirm or adjust values. Notes stay with photos, materials, and consents in the same task, which makes follow-up and complaints safer for the clinic. It is fast for doctors and complete for admins.

How is patient data kept secure between roles and branches?

Planfix uses roles, permissions, and workspaces to limit who can view patient tasks, photos, or financial details. Branches can have their own boards and status sets, while owners still see a consolidated picture. Every action is logged, so you can track who viewed or edited records. External collaboration happens through a controlled client dashboard, which hides internal comments and technical fields. This keeps daily work flexible but keeps sensitive information protected.

Why choose Planfix instead of a generic CRM or full EMR?

Generic CRM tools are good at capturing leads but weak at post-treatment conversations, photos, and complaints in one thread. Heavy medical systems are powerful but often slow to change and expensive to roll out to every admin. Planfix gives clinics task-level control, AI agents, SLAs, and external dashboards on top of flexible roles. You can start from channel-to-task and grow into directories, reports, and automation. That balance of control and simplicity is what many aesthetic teams need.

Aesthetic Clinic Communication & Case Management Software

Keep Patient Communication In One System

Convert messages from Instagram, WhatsApp, your site, phone, or aggregators into tasks with owners and due times. Doctors and admins work from one record, so post-treatment conversations stay organized and auditable.

Capture And Qualify Leads

Turn chats, calls, and forms into tasks with source, timestamps, owner, and due time in seconds.

Document Visits And Procedures

Run checklists, consents, and photos from one task so doctors see the entire clinical story.

Support After Treatment

Keep patient replies in the same thread, escalate to doctors, and track SLA-sensitive issues centrally.

No Lead Leakage

No lead leakage because every DM, form, and call gets a responsible person and due time.

Faster Responses

Auto triage and SLA columns show who is waiting, for how long, and who must answer first.

Traceability

Procedure notes, photos, and consents stay attached to the patient task for audits and complaints.

Safer Post-Care

Patients can write back safely and you escalate to a doctor with full context and attachments.

Typical Situation In Clinics

Many Instagram and WhatsApp inquiries get lost, promises are not saved, staff reply from personal messengers, and managers cannot see today’s problems. Planfix gives one place for capture, treatment, and sensitive post-care messages.

Visit And Procedure Management

Launch a pre-visit checklist so consents, photos, and history are ready. Doctors record work with speech recognition and data tags. Use directories for services and materials and attach before-and-after photos to the same task.

Post-Treatment Support

Send post-care instructions from Planfix and keep every reply in the same thread. SLA-based queues highlight sensitive cases. Escalate to a doctor with full context so they see photos, procedure details, and messages at once.

Desired Operating Model

Operate from one clinic board that shows leads, today’s visits, post-care questions, and complaints. Every item has an assignee, due time, and patient context. Managers, doctors, and owners view the same numbers in reports.

Many Channels

Planfix centralizes Instagram, WhatsApp, email, phone, and site messages into tasks with history for teams and branches.

Doctors Do Not Type

Use speech recognition, AI summarizer, and templates so doctors add structured notes in seconds during visits.

Access By Role

Set granular roles, workspaces, and status sets so branches see only their patients and processes.

One Thread Per Patient

Leads, photos, notes, and complaints stay in one audited task, not in scattered chats across staff.

SLA And Queues

Columns show who is waiting, for how long, and who must answer to stay compliant.

Lighter Than EMR

Get task-level control, AI agents, and external dashboards without adopting a heavy medical system for communication teams.

Planner Board

Use conditional lists for inquiries, visits, post-care, and complaints on one screen for dispatch teams.

Client Dashboard

Let selected patients reply safely without exposing internal comments or other records in Planfix during follow-ups.

AI Agents

Summarize chats, extract fields, and run interviews so doctors receive structured, ready data for each case.

FAQ

Aesthetic Clinic Communication And Case Management