Early access

Patient CRM & EMR

One patient record for your whole team: enquiries, bookings, results, consultations and follow-ups.

A patient record built for private clinics and pharmacies. Every enquiry, booking, blood result, consultation note, treatment and follow-up sits on one timeline, so clinicians and staff work from the same picture and nothing falls through the cracks.

How it works

Everything about a patient, on one timeline

  1. 1

    Enquiry

    Calls, web enquiries and messages logged against the patient, with follow-up tasks for your team.

  2. 2

    Booking

    Appointments and blood tests from the Booking Platform and Blood Testing Platform.

  3. 3

    Results

    Lab results from the Results Portal, with out-of-range markers highlighted.

  4. 4

    Consultation

    Structured clinical notes: what the patient reports, findings, assessment and plan.

  5. 5

    Treatment and follow-up

    Treatments, review dates and reminders, with overdue follow-ups flagged.

Why clinics use it

Clinical notes and patient admin in one place

Stop switching between spreadsheets, inboxes and separate clinical systems.

One record per patient

Bookings, results, notes and treatments together, not spread across systems.

Structured clinical notes

Consultations recorded in a clear format: subjective, objective, assessment and plan.

Follow-ups never missed

Due and overdue follow-ups are flagged on the dashboard.

Built for several sites

Each clinic or branch only sees its own patients.

The right access for each role

Clinicians see clinical notes; reception and partners see only what they need.

Connected to Sendral

Works with the Booking Platform, Blood Testing Platform and Results Portal.

A patient CRM for private healthcare

Private clinics and pharmacies handle enquiries, bookings and follow-ups every day, often across phone, email and spreadsheets. A patient CRM keeps every interaction in one place, with tasks so your team knows who to call back and when.

An EMR built around your services

The electronic medical record holds consultation notes, treatments and follow-ups alongside the patient's blood results, so clinicians can see the full history before every appointment.

The foundation of the Online Clinic Platform

The Online Clinic Platform runs on the same patient record, so doctors, your team and partner pharmacies follow each patient's journey from booking to treatment, each with the right level of access.

What you get today

  • Patient timeline across bookings, results and consultations
  • Structured consultation notes (SOAP)
  • Treatments with review dates
  • Follow-up reminders and overdue alerts
  • Enquiry logging and follow-up tasks
  • Clinic and branch-level access control
  • Role-based access for clinicians and staff
  • Sign in with your Sendral account

Coming next

  • Card payments
  • Patient portal
  • Text message reminders
Works with

Connect Patient CRM & EMR to the rest of Sendral

FAQ

Patient CRM & EMR: common questions

What is the difference between a CRM and an EMR?

A CRM manages the relationship with the patient: enquiries, bookings and follow-ups. An EMR (electronic medical record) holds the clinical side: consultation notes, treatments and results. Sendral keeps both in one patient record.

Who can see clinical notes?

Only clinicians. Reception staff and partners see bookings, tasks and journey status, but not clinical notes, unless the patient has consented to share them.

Does it work across several clinics?

Yes. Each clinic or branch sees only its own patients, while doctors who work across partners can be given access to the patients they care for.

Can it show blood test results?

Yes. Results from the Results Portal sit on the patient timeline, so clinicians see them during consultations.

How does it relate to the Online Clinic Platform?

The Online Clinic Platform runs on this patient record. Every questionnaire, consultation, prescription and follow-up is stored here.

When will it be available?

Patient CRM & EMR is available in early access, together with the Doctor Platform. Book a demo to see it.

See Patient CRM & EMR with your own setup

Tell us about your clinic or pharmacy and we'll walk you through it.

Book a demo