A known source
Record the inquiry source from messages or forms so contact starts with the right context.
Idrak for clinics
From inquiry to a clear next step
Everyone who contacts the clinic has one file: where they came from, what they asked, who follows up, and what comes next. Inquiries aren't lost between channels or duplicated.
A
A prospective patient's file
VIP
WhatsApp
- Name and number
- Number shown by permission
- Source: an Instagram ad
- Started the chat on WhatsApp
- Interested in orthodontics
- Nearest branch recorded
- Next step: call tomorrow
- Owner: the receptionist
What the file keeps
Everything you need before the call
Follow-up doesn't start by asking again; the context is in the file.
Actionable follow-up
Link the file to an owner, a next step and a follow-up date.
An outcome for every follow-up
Record the contact outcome and its reason instead of leaving the inquiry without a clear end.
Duplicate check
The same person is detected, and an existing patient isn't counted as a new inquiry.
Masked numbers by role
A phone number is shown in full or masked depending on the team member's permission.
Consent and opt-out
Consent status and opt-out requests are kept with the file.
One file
Every channel in one file
A patient messages on WhatsApp today and Instagram tomorrow; the file brings conversations, comments and logged calls into one context.
- Conversation history From whichever channel.
- Call outcomes Logged with the file.
- A clear timeline Every key event appears with its date.
Latest events
س
م
ن
All
Mine
Needs reply
Bot
- I Inquiry arrived from an ad WhatsApp 1
- C Call made No answer · try again tomorrow 2
- A A comment on a post Instagram
Common questions about contacts
What if the same person messages through two channels?
The duplicate is detected and merged into one file instead of two inquiries.
Does the team know the inquiry source?
Yes, the source is saved with the file, including the ad if the patient started from one.
Can a patient's number be hidden from some team members?
Yes, by role and seat.
Is an opt-out request kept?
Yes, and it's respected in campaigns and reminders.
Organize clinic communication with Idrak
Discuss your clinic's needs and channels to define a suitable scope.