For polyclinics and medical centers

Polyclinic CRM: instead of a switchboard that rings busy a single WhatsApp line

Polyclinic software, program and CRM on one platform: Polyclinic appointment software, customer management software and sales automation with WhatsApp.

A switchboard that jams at nine in the morning, a patient passed around between specialties, corporate agreement questions... Let the chatbot route the patient to the right specialty, assign the message to that specialty's rep, and sync the appointment to Google Calendar. A tidy inbox instead of a phone queue.

One panelWhatsApp · Instagram · Web
7/24Department routing with a chatbot
8 languagesAutomatic translation for international patients
Quick answer

Which CRM software should be used for Polyclinic? ÖzgürKod is a CRM for Polyclinic businesses: Multi-specialty appointment traffic, chatbot specialty routing, specialty-based sales reps and corporate agreement tracking, all in one panel. Setup takes minutes; try it free for 7 days.

Message center
Inbox
Sound familiar?

Eight specialties, one switchboard, endless queue

As the number of specialties grows, routing, appointment and follow-up work multiplies; a phone line was not designed to carry that load.

The switchboard jams at nine in the morning

A patient who wants an appointment hears a busy tone; after three attempts they turn to another provider. The front desk tries to handle both the phone and the patient in front of them, and serves both poorly.

Which complaint belongs to which specialty is unclear

The patient describes their problem but doesn't know whether to go to internal medicine or cardiology; the routing burden falls on the front desk. An appointment booked with the wrong specialty wastes both the patient's day and the doctor's hour.

A separate list for each specialty, a split patient record

Dental in one ledger, internal medicine in another program, the aesthetics unit on a separate phone. When the same patient's history across specialties isn't visible on one screen, the institution loses its unity, and the patient explains themselves again at every unit.

No-show patients, empty consultation hours

Some appointments that never get a reminder call quietly go to waste; the doctor waits in the room, and that hour can't be given to another patient in the queue. Because appointment loss by specialty isn't measured, no preventive action can be taken either.

Corporate agreements handled by guesswork

Requests from contracted companies, discount rates and renewal dates are scattered across emails. When a company employee arrives, it's unclear who checks the agreement terms and where; new corporate quotes fade away with no follow-up.

People asking about check-ups and prices never get recorded

Leads who ask about package prices on Instagram or request information through the web form get answered and then forgotten. Who asked, what was said to whom, how many turned into appointments — since this isn't measured, the return on your ad budget is unknown too.

For Outpatient clinics

What does ÖzgürKod do for polyclinics?

Without touching your HIS, it organizes all the communication and routing traffic from the moment a patient reaches the institution.

The polyclinic journey from first message to regular patient

  • Collect every request from WhatsApp, Instagram, web forms and Meta Lead Forms in one unified inbox; a source tag shows which channel it came from
  • Offer patients a specialty menu through the chatbot's branching flow; it lets them pick the right unit based on their complaint, collects their name and preferred day, and hands the conversation to the relevant rep
  • Assign messages to specialty-based reps; with role-based permissions each rep sees only their own specialty's patients, and new requests are distributed in turn by round-robin
  • Manage appointments with the online appointment page and two-way Google Calendar sync; send upcoming appointment notifications with a Meta-approved template in one click
  • Record corporate agreement requests as leads; send PDF quotes, track their status in the pipeline, tag and separate contracted companies, and answer questions within seconds
  • Read international patients' messages with automatic translation and reply in your own language; send check-up and consultation notifications with ready-made templates in 8 languages
Specialty & appointment management — ÖzgürKod CRM
1
First contact

The patient writes on WhatsApp, fills out the web form or asks on Instagram; the request lands in the unified inbox with a source tag.

2
Department routing

The chatbot's branching menu gets them to choose the right specialty, collects their name and preferred day, and hands the conversation to that specialty's rep.

3
Appointment

The rep suggests an available time or the patient picks one on the online booking page; the booking syncs to the doctor's Google Calendar.

4
Day of the appointment

Appointment notices and directions are sent in one click with a template; no-shows show on the card, and the freed-up slot can be filled.

5
After the appointment

Results and follow-up questions are answered in the same conversation history; the branches a patient has been seen in stay visible at a glance on their card.

6
Corporate accounts & packages

Company agreements move through the quote flow; leads asking about check-ups are followed up with a segment campaign, and corporate patients are recognized by their tag.

7
Reporting

Conversation and appointment volume by branch, rep performance and source reports are presented to management on a single screen.

WhatsApp and Instagram

Not from a personal phone, but from the business line

Don't let Patient messages get lost on employees' phones; the line belongs to the business, the history belongs to the CRM.

In minutes with a QR code, or with the official WhatsApp Cloud API. You can keep using the WhatsApp Business app on your phone and connect the same number to the CRM at the same time (coexistence).

The chatbot answers common questions and collects patient information; a member of your team takes over the conversation whenever you want.

Send an announcement or reminder to the patient group you choose with a Meta-approved template; see how many people it reached and how many read it.

Auto-reply to a “price?” comment on your post and send the details by DM; the person who commented also lands in the inbox.

Connect with a QR codeScan it with WhatsApp on your phone; no template needed.
Official Cloud APIMessages arrive even when the phone is off; approved templates and reply buttons.
Alongside the appYour WhatsApp Business app keeps working, and conversations also land in the CRM.
Hello, are you open on weekends?23:14
Hello! We're open Saturday 10:00–17:00. How can I help you?23:14
I also have a specific question23:15
A team member took over the conversation
SA
selin.awhat's the price?2 min
İŞ
your businessHi Selin, we've sent the details by DM 🙂auto-reply · now
AI

Don't track everything yourself; let it tell you what matters

It reads messages, surfaces who is waiting for a reply and what's at risk, and starts your day with a summary.

Know who to get back to first

  • Message analysis: urgency, satisfaction, buying intent and risk; complaints and urgent requests are separated.
  • Awaiting reply: unanswered conversations and messages requesting an appointment in one list.
  • Today's tasks: a short morning summary showing who you need to follow up with that day.
  • Ask a question: type questions like “How many new patient came in this month?” and get answers from your data.

AI features run on accounts with AI analysis turned on; when it's off, messages, appointments and follow-ups run on rules.

No separate tools to set up

Messages, appointment, payment collection and your team — in one account

When a patient writes, their history, open quote and balance are on the same card. You don't need to make your team install a second app.

Try free for 7 days

Patient cardMessages, appointments, quotes, payments and notes on one card; even if the team member changes, the history stays with the business.

Team and permissionsAssign records to team members; if you want, each person sees only their own patients.

Track it from ad to customerLeads from Meta ad forms land in the record together with their source.

Full power on your phoneThe panel is mobile-friendly; reply to a message, reschedule an appointment, add a note from your phone.

Channels and connections

Wherever your Patient write from

Messages from every channel land in the same inbox; the conversation is assigned to one of your team members and merges into the patient card.

  • WhatsAppCloud API or QR
  • InstagramDMs and comments
  • MessengerYour Facebook page
  • TelegramYour Telegram bot
  • TikTokDM
  • Web chatThe widget on your site
  • Meta ad formsWith the ad source

Connect Telegram with your own bot token, Instagram and Messenger with your Meta account, and WhatsApp with a QR code or via the Cloud API. Unified inbox →

Web form Google Calendar iCloud Calendar
Selection guide

What should you look for when choosing a CRM for Polyclinic?

Before you decide, evaluate your candidates against these 5 criteria.

5 criteria

  1. A module ready for your industry. Instead of adapting a generic CRM for months Polyclinic choose a system that is ready on day one for your workflow (record fields, tags, reminder templates).
  2. WhatsApp and Instagram integration. In Turkey patient most communication comes through WhatsApp and Instagram; a CRM that does not offer a unified inbox through the official API leaves half the work outside.
  3. Automatic reminders and follow-up. Appointment, payment and repeat reminders should live in the system, not in memory; every missed reminder is lost revenue.
  4. Turkish-language support and TL pricing. Dollar-based foreign tools carry exchange rate risk and an English-only support barrier; TL pricing and Turkish-language setup support make total cost predictable.
  5. Free trial and cancellation without commitment. Try it with your own data before you decide: choose a solution that requires no credit card, offers at least a 7-day free trial and can be canceled whenever you want.

Polyclinic program, software or CRM?

Most business owners search for the solution they need as “Polyclinic program,” “Polyclinic software,” “Polyclinic appointment software” or “Polyclinic customer management software.” “CRM” is the international name for this solution, and the need is the same: keep patient information in one place, never miss a request, and bring order to your work.

As a Polyclinic automation, ÖzgürKod gathers patient messages from WhatsApp, Instagram and the web in one panel and handles appointment and payment collection tracking on the same screen. We also cover industry-independent selection criteria in our CRM software selection guide.

Polyclinic softwarePolyclinic softwarecustomer management softwareappointment softwarePolyclinic otomasyonu
Comparison

Method comparison for Polyclinic

Notebook/Excel, a general-purpose CRM and ÖzgürKod side by side.

CriteriaNotebook / ExcelGeneral (foreign) CRMÖzgürKod
Mesajlar Scattered across phones Mostly an extra module or extra fee WhatsApp, Instagram and web in one inbox
Reminders and follow-up Left to memory Needs setup and integration Follow-up date, notification and appointment reminders ready
Patient history Between notebook, phone and email Yes, with generic fields On one card: messages, appointment, payments, notes
Teamwork It’s unclear who is handling what Extra cost per user Assignment, tasks and record-based permissions
Language and pricing — Usually $ pricing, English support TL pricing, local support in Turkish
Starter Invisible cost in time Long setup, exchange rate risk 7-day free trial
Polyclinic for

Starts at 2.500 ₺ / month

7-day free trial · No setup fee · Upgrade your plan any time

A no-show appointment isn’t an empty hour — it’s an hour you’ve already paid for.

If you charge ₺1,000 per service: the monthly cost of your subscription equals 3 appointments.

FAQ

Frequently asked questions

Have another question? Write to us and we’ll look at your workflow together.

What does a CRM do for outpatient clinics?

It organizes the traffic from the moment a patient first reaches your organization: a WhatsApp line instead of a switchboard that rings busy, branch routing, appointment records, and tracking of corporate agreements and price requests. Each patient's branches, latest messages and appointment history sit on one card, and your front desk works from a tidy inbox instead of a phone queue. ÖzgürKod is not an HBYS or hospital automation system; examinations, tests and billing stay in your own system, and the communication layer is managed here.

How does the chatbot route patients to the right branch?

You draw your own routing scenario in the visual flow builder: the chatbot shows the patient a branch menu and branches based on the choice; it asks for details such as full name and preferred day, then hands the conversation to that branch's rep. Because it also works outside office hours, an appointment request that arrives at night is waiting as a ready record in the morning. To be clear: the chatbot does not perform medical triage or diagnose symptoms; it only routes using the menu and questions you define, and the decision stays with the doctor.

Are appointment reminders sent to patients automatically?

No. To be straightforward, ÖzgürKod does not send scheduled messages on its own. Here is how it works: tomorrow's appointments are listed branch by branch in the panel, and you send the notice in one click with a Meta-approved WhatsApp template. You can also reach the group of patients with appointments on the same day in bulk through the campaign module, and the duplicate-send guard prevents a patient from getting two messages. The content and timing of every send always go through your team's approval; in healthcare communication, this control is a deliberate design choice.

Does it integrate with our HBYS or hospital automation system?

No. ÖzgürKod does not claim to integrate with HBYS, e-Nabız, Medula or laboratory systems; exam records, tests and invoicing stay in your existing system. ÖzgürKod's scope is the other side: the message traffic from the moment a patient contacts you through to the appointment and on to follow-up communication, specialty routing, corporate agreements and reporting. The two systems work side by side; your front desk team handles correspondence in ÖzgürKod, while medical records stay in your hospital information system.

How does branch-based team authorization work?

You assign each rep to one or more branches; with role-based permissions, everyone sees only the conversations and records of their own branch, while management monitors the whole flow. Incoming requests are distributed to the next available rep via round-robin; a conversation coming from chatbot routing lands directly with the relevant branch team. All access is logged — under KVKK (Turkey's personal data protection law), a record is kept of who touched which health data and when. The rep performance report shows response time and conversion by branch.

How do I manage corporate agreements?

Company requests come in as leads from the web form or WhatsApp; they are separated by the corporate tag and move through the pipeline's meeting, quote and agreement stages. You send package contents and prices with the PDF quote module and track the Approved/Revised status. Because companies that sign are tagged, when their employees write in, the front desk sees the terms instantly. You send periodic announcements to contracted companies through the campaign module. You set the contract renewal date as a task and follow it in the overdue work view.

Polyclinic software and CRM the same thing? Which one is ÖzgürKod?

In practice they describe the same need. Businesses usually search for "Polyclinic software", "Polyclinic software", "Polyclinic appointment software“ or “customer management software”; “CRM” is this solution is the international name. ÖzgürKod delivers all of these names on one platform: patient communication, appointments, quotes and orders, payment collection and reporting are all in one place. So whatever term you search with, the solution you reach is the same; you don’t need to set up separate software.

Leave the switchboard queue behind

7-day free trial, no credit card required. On day one, connect your WhatsApp line and set up the branch menu; manage tomorrow's appointment traffic from a single panel.