Patient records
Complete profiles — visits, services, products, Rx, doctor notes, follow-ups.
| Patient | Phone | Concern | Doctor | Last visit | Follow-up | Stage |
|---|
Visit history
All consultations and treatments across every patient and doctor.
Services catalogue
All treatments — pricing, duration, sessions, clinic availability.
| Service | Category | Duration | Sessions | Price | Clinic |
|---|
Products & prescriptions
Clinic retail, doctor prescriptions, and supplements.
| Product | Brand | Type | Price | Stock | Recommended |
|---|
Doctors & clinics
All registered doctors across all clinics.
Lead pipeline
All leads from Meta, Google, landing page, inbound calls.
Call centre
Auto-calls, manual calls, inbound logs. Full transcripts and AI summaries.
AI voice bot
Simulate or trigger the AI call bot for any lead. Handles entire call — no human needed.
Follow-ups due
Overdue and today's follow-ups. One-click WhatsApp, SMS, or both — Claude drafts the message.
Compose message
AI drafts a personalised message. Preview both WhatsApp and SMS. Edit and send.
Message log
Every WhatsApp and SMS sent through the system.
| Patient | Channel | Message | Status | Time |
|---|
Revenue dashboard
BW CRM is the source of truth. Retainer + consult fees + services + products.
By lead source
By clinic
Transaction log
| Patient | Source | Services | Products | Doctor | Date | Total | Status | Invoice |
|---|