Planfix runs your maternity and fertility patient support in one live system so you capture every contact, guide families calmly, and protect your clinic reputation.
You run phones, messengers, email, and front desk for anxious families while keeping doctors informed and audits in mind. Planfix turns every contact into a task and keeps cases, consents, and follow ups in one shared workspace.
Begin by routing all calls, chats, and emails into Planfix as tasks. Use a simple Planner board with rule based lists such as New, Needs doctor, Waiting for patient, and Closed. You keep your EMR unchanged while visibility improves immediately.
Turn every contact into a tracked task and apply clear triage rules so callbacks are never forgotten. Link visits, procedures, and preparation steps in one timeline so days run calmly and families feel informed and respected.
Turn every call or message into a task so callbacks and updates are always tracked and visible.
Use clear triage rules and routing so high risk cases reach the right clinician without delay.
Connect visits, procedures, and preparation tasks in one timeline so staff see the full journey.
Give families consistent updates so they feel heard, informed, and supported at every stage.
Phones never stop yet patients still complain about lost messages and broken promises. Reviews feel risky after every busy shift. High risk calls create tension because no one can prove who promised what or whether follow ups happened.
Your patient support runs as a calm, visible service instead of constant fire fighting. Every contact is traceable, every promise has an owner, and high risk cases are flagged early so doctors, leaders, and families trust the process.
Planfix sits around your EMR and focuses on operations and communication, not clinical records. You start with a simple board and a few templates, while fine grained roles and patient level permissions keep privacy and external access under control.
Keep clinical records in your EMR while Planfix runs communication, tasks, and coordination around it.
Start with one Planner board and a few templates so staff adopt the system gradually.
Apply patient level permissions and Client Dashboard sharing so external access always stays under your control.
Shared inboxes, chats, and spreadsheets make patient journeys fragile and impossible to audit. Generic ticket tools do not understand families, stages, and sensitive context. Planfix adapts to maternity and fertility workflows with objects, custom fields, and tuned AI agents.
Follow ups live on individual sheets and notes so absence or turnover breaks the patient journey.
Ticket tools track issues but ignore journeys, families, and risk so workflows stay generic and brittle.
Connect phones, messengers, calendars, and storage so patient support runs from one workspace.
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