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A PRODUCT GUIDE FOR CLINICS

Patient portals, CRM and getting started: your questions answered.

Explore how WithPatient connects the patient journey. Understand the features, plan your clinic’s setup and take a look inside the demo.

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How does WithPatient help my clinic?

A connected experience before, during and after treatment, delivered under your clinic’s brand. A branded patient app and clinic workspace, connected to your CRM. Travel, treatment and aftercare — all in one place.

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Will it work with our CRM?

WithPatient supports integration work with Zoho and Bitrix24. Other CRMs can be connected through available APIs or webhooks, subject to a workflow and access review. Integration scope, marketplace installation availability and field mapping are confirmed for each clinic before launch.

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How do pricing and setup work?

Your proposal separates onboarding and integration, recurring service, and usage-based services such as eSIM and AI. Scope, support and costs are agreed before work begins. Timing depends on CRM access, content readiness and customization. We agree a schedule after the initial review.

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What can I explore in the demo?

The live demo introduces a sample dental patient journey. Do not enter real patient details. Book a walkthrough with the team to review the clinic dashboard, CRM connection and your workflow; demo coverage may differ from a live clinic setup.

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How are hotel and transfer details shared?

Hotel details, transfer dates, driver name and vehicle registration. A local Istanbul guide helps patients find useful places and practical information.

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Can patients use a travel eSIM?

Offer mobile data for the stay as an optional clinic service. Patients can check device compatibility and view their package and installation guidance. Available features depend on your clinic’s setup. eSIM requires a compatible device, enabled service and provider coverage. AI supports the care team; medical decisions remain with clinicians.

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How are treatment plans and documents shared?

Help patients understand their treatment stage, appointments and care team. Keep treatment plans, invoices and warranty documents within reach.

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How do aftercare and X-ray follow-up work?

Recovery guidance, reminders and AI-assisted support keep the conversation going. Patients can upload an existing X-ray; their dentist reviews the case and approves the response. Available features depend on your clinic’s setup. eSIM requires a compatible device, enabled service and provider coverage. AI supports the care team; medical decisions remain with clinicians.

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How are feedback and referrals managed?

Patient concerns reach the responsible manager and coordinator and can be recorded on the CRM patient card. Configured review invitations, referral links and rewards support ongoing engagement.

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What is in the clinic dashboard?

Bring patient journeys, feedback, alerts and referrals into a shared workspace. Access roles help each team member see the information relevant to their work.

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Can we use our own brand?

Yes. The patient portal can use your clinic identity and contact details, configured during onboarding.

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What if we use a different CRM?

We review your system’s API or webhook access and patient workflow, then confirm a suitable integration scope.

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Is it only for dental clinics?

The current demo follows a dental journey. Other sectors, including hair transplantation, require treatment-specific content and workflow configuration before launch.

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How are patient data responsibilities handled?

Access roles, processing responsibilities, storage, retention and deletion arrangements are agreed for the proposed setup. See the Privacy Policy and contact support for details.

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Let’s map WithPatient to your clinic, your team and your CRM.

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