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Idrak for clinics

From inquiry to booking with no one lost

An inquiry arrives with its source and waiting time, the team calls and records the outcome and next step. Every lead has one clear path until they book or are archived with a recorded reason.

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Lead pipeline
New
New
Call now
Booked
Appointment set
Qualified
Contacted
Awaiting qualification
Showed up
Visited the clinic
With sales
Qualified
Ready to book
What it organizes

Clinic sales with no inquiry left hanging

From the first message to booking, every stage has an owner, a date and an outcome.

Inquiry arrival

Its source, service, branch and waiting time are shown, and late ones are highlighted.

The lead file

One screen for source, timeline, call outcome, booking and follow-up.

Structured qualification

Record the need, concerns and the patient's stance on cost so the clinic can judge the inquiry.

A steady follow-up cycle

Today's, overdue and next-week follow-ups, then archiving with a recorded reason.

Tasks for every role

A daily task list for each team member that gathers calls, follow-ups and approvals.

Team supervision

A supervisor watches late inquiries, first-reply time and workload distribution.

The lead file

Everything you need on one screen

The file brings together the inquiry source, stage and owner, and lets you record the call outcome, need, concerns and next step from the same place.

  • Inquiry source The channel, campaign and ad if there is one.
  • Call outcome Answered, no answer, phone off, wrong number or call another time.
  • The next step Book an appointment, set a follow-up, or close with a recorded reason.
A A lead file VIP WhatsApp
Stage: Qualified
Owner: the receptionist
Source: a WhatsApp ad
Nearest branch recorded
Need: teeth whitening
Concerns: a natural look
Next step: book an appointment
Per available slots
The sales cycle

Stage by stage to booking

Illustrative examples of each stage; the clinic sets the wording and rules.

The inquiry arrives with its context

Assignment picks the owner by branch and service, and a waiting timer runs from the moment of arrival.

  • Assignment by branch and service
  • A visible waiting timer
  • Duplicate check against existing patients
I Intake Online WhatsApp
I'd like details about dental implants.
AI agent Welcome, shall I note your number so the booking team calls you?
Yes, go ahead.
Sales team Hello, I'm calling about your inquiry.
Type a message…
Tasks and supervision

Every team member knows what to do today

The task list gathers overdue calls, today's follow-ups and approvals, while a supervisor sees the team's state: first-reply time, late inquiries and each member's workload.

  • Tasks by role Each role gets the tasks that fit it.
  • Supervision view Shows what needs action right now.
  • Permissions and masked numbers Visibility is set by role and seat.
Today's tasks س م ن
All Mine Needs reply Bot
  • C Call a new lead Overdue 1
  • F Follow up on today's appointment Today 2
  • A A patient replied to a reactivation message New

Common questions about sales follow-up

What happens to an inquiry outside working hours?
An approved welcome message is sent and the inquiry goes first in the morning queue.

Is an existing patient counted as a new lead?
No. The duplicate is detected and linked to the existing patient file rather than counted as new.

Does everyone see phone numbers?
No, the number is shown in full or masked depending on the role.

Does anyone diagnose the patient in the file?
No. The file records need and concerns from a sales perspective, and symptoms are referred to a person.

How do I know where an inquiry came from?
The source is saved with the file, including the ad that opened the WhatsApp chat.

Organize clinic communication with Idrak

Discuss your clinic's needs and channels to define a suitable scope.

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