Patient 360

Patient 360 built in

Automatic lead capture, enrichment, segmentation, and routing with full pipeline tracking from inquiry to reactivation.

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Front desk coordinator on phone with unified patient profile displayed on healthcare CRM screen

Full lead pipeline with ads auto-ingestion

Ads auto-ingestion from CTWA, TikTok, Meta, and Google lead forms
Full UTM, campaign, keyword, GCLID/FBCLID attribution on every lead
Auto-enrichment with source, intent, service line, and language
Auto-segmentation with tags and labels applied by rules
Auto-routing to the right coordinator by segmentation and SLAs
AI-assisted Smart Summaries, Drafted Replies, and Answer Suggestions
Funnel-to-revenue analytics from lead to booking to collection
Role-based access and audit trail built in from day one

Leads captured from every channel

WhatsApp
Instagram
Facebook
TikTok
Telegram

One patient record, every interaction

Chat, calls, bookings, invoices, and tasks on one timeline with full attribution from every source.

Automatic Lead Capture Across Every Channel

All channels and lead forms auto-captured with full attribution. Every ad dollar tracked to a patient.

Auto-Enriched Patient Profiles

Source, intent, service line, doctor preference, branch, and language enriched automatically.

Right Person, Right Away

Auto-routed to the right coordinator by segmentation and SLAs for faster response.

Lifecycle Tracked Automatically

New to Engaged to Qualified to Booked to Visited to Reactivation, auto-tracked by triggers.

One Timeline, One Truth

Chat, calls, bookings, invoices, and tasks on one record. Patients never repeat themselves.

Full Revenue Attribution

Lead to conversation to booking to revenue by source, doctor, service, and campaign.

CRM stages, auto-tracked by triggers

Stages auto-advance on replies, call outcomes, bookings, payments, and visit changes.

New
Engaged
Qualified
Booked
Visited
Follow-up
Reactivation
Revenue Analytics

Revenue visibility, built in

Revenue, collections, and outstanding balances synced with your EMR in one shared source of truth.

Revenue summary: gross, net, discounts, and refunds at a glance
Collections: collected vs pending with ageing buckets
Breakdowns by doctor, department, branch, and service
Source attribution from WhatsApp, calls, web chat, campaigns, and walk-ins
Payment mix: card, cash, Stripe, Tabby, bank transfer, and wallet
Filters by period, clinic, branch, doctor, and service
Downloadable reports for finance and management reviews
Clinic manager viewing monthly revenue analytics and patient metrics on laptop dashboard

Ready to see Patient 360 in action?

See how Zavis Patient 360 gives your team full pipeline visibility from ad click to revenue.

Book a Demo