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Medical Tourism Playbooks

Ready-made pipelines, fields and team setups; from lead to procedure.

7 articles

1Patient journey pipelineRecommended pipeline stages for medical tourism clinics, with a definition and exit criteria for every stage.
2Recommended custom fieldsA proven custom field set for medical tourism clinics, organised in folders: patient, treatment, travel, marketing and post-op.
3Team roles setupA recommended permissions matrix for clinic owner, patient coordinator, sales consultant, doctor and finance, plus setup steps.
4Lead-to-procedure flowThe end-to-end patient flow from ad form to post-op check-up, and which MedicalGrow module to use at each step.
5Speed to leadReply to every new lead within 5 minutes: an assignment routine, a WhatsApp template first message and a day 0/1/3/7/14 follow-up plan.
6Managing a multilingual teamOrganise multilingual patient communication with language tags, smart lists per language, assignment by language and TR/EN/DE/FR/AR templates.
7Clinic owner KPIsThe 7 core metrics a clinic owner should check every week, how they are calculated and where to find them in Dashboard and Reporting.

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