BUSINESS SYSTEMS CHECKUP REPORT
Date: October 28, 2026
ID: chk_sample_001
Patient enquiries arrive across WhatsApp, phone calls, and walk-ins. Receptionists record bookings manually on physical registers or separate spreadsheets. During busy clinic hours, enquiries are frequently missed, leading to lost patient consultations and follow-up delays.
Replace the physical paper register with an intuitive shared digital calendar (such as Google Calendar or a simple appointment manager). Set clear ownership so only designated staff modify appointment slots.
Set up standard automated WhatsApp or SMS messages that confirm bookings immediately and send a reminder 24 hours prior to scheduled consultations.
Implement a simple intake funnel where incoming enquiries are recorded with status tags (New Enquiry, Appointment Scheduled, Follow-Up Required, Completed).
| Action Item | Owner | Timeline |
|---|---|---|
| Audit existing patient contact channels and select a primary WhatsApp booking number | Apex Health Clinic (Internal Team) | Week 1 |
| Configure shared scheduling calendar and train receptionist staff | Apex Health Clinic (Internal Team) | Week 2 |
| Evaluate custom automated reminder workflow or CRM integration | Apex Health Clinic & three:thirty (Optional Consultation) | Week 3 |
three:thirty can design, configure, and deploy an automated WhatsApp booking assistant and custom patient management pipeline tailored specifically for Apex Health Clinic. Our team handles the technical setup, testing, and team training so you can focus entirely on patient care.