Klinikbook and the spreadsheet-and-messaging setup

The same jobs, in two setups

A new enquiry

Spreadsheet and messagingWhoever sees the message adds a row; who deals with it is asked separately

KlinikbookA form enquiry opens a case assigned to a coordinator by your rules; its source is recorded

Where the patient stands

Spreadsheet and messagingA column; if the person updating forgets, nobody knows the real state

KlinikbookA stage on the case board; stages come from a pipeline template and changes are written to the timeline

Quote and deposit

Spreadsheet and messagingA separate document or message; which version was accepted can be unclear

KlinikbookA quote in immutable versions; the patient accepts on the portal and a payment plan with deposit and balance due dates is created

Appointments

Spreadsheet and messagingA calendar and notes; someone has to spot the clash

KlinikbookThe same practitioner, room or device cannot be booked twice; the patient confirms or cancels from a link

Talking to the patient

Spreadsheet and messagingIn the chat app; the history lives on someone's phone

KlinikbookThe team adds the conversation to the case as a note; chat messages are not collected automatically

Consent and privacy

Spreadsheet and messagingScattered; you search for who agreed to what

KlinikbookConsents are recorded on the person; privacy notices are published in versions; data requests run in the compliance center

When a team member leaves

Spreadsheet and messagingThe sheet and the phone go with them

KlinikbookTheir contacts and cases are handed over; the records stay in the workspace

Cost

Spreadsheet and messagingThe tools are free or cheap

KlinikbookA 30-day free trial, then a plan; current prices are on the pricing page

When a spreadsheet and chat are enough

• You look after a few patients a month and one person runs the work.
• Tracking quotes, deposits and appointments is not a problem for you.
• You can take on the legal responsibility and the backups of keeping patient data in a sheet yourself.

When Klinikbook fits better

• Several people deal with the same patients and it must be visible who did what.
• Enquiries come from several places (website, ads, partners) and you want to know which one brings patients.
• You receive patients from abroad and want flights, stay, transfers and aftercare in one place.
• You must be able to show who holds patient data and on what consent.