Clinic CRM Implementation for Eye Clinic

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Clinic CRM Implementation for Eye…

Client Overview

SmartCTI (South Korea) is a telecom-aligned support platform serving a hierarchy of Partners → Resellers → End Customers, requiring secure onboarding and a governed support ticketing process. The project integrated XCally CTI capabilities with CRM-driven automation and approval workflows to enable seamless multi-stakeholder support operations.

Challenges

Solutions

Features

Results

Disconnected Clinical, Inventory & Billing Operations

Eye Clinic faced operational inefficiencies due to fragmented systems and manual workflows across patient care and optical sales.

Fragmented Patient Records

Patient profiles, visit history, and exam data were stored separately, affecting care continuity.

Manual Dispensing Errors

Optical dispensing was offline, increasing risk of prescription mismatch.

Inventory Inaccuracy

No real-time stock or batch tracking for lenses, frames, and accessories.

Uncontrolled Billing & Discounts

Lack of authorization and centralized billing slowed checkout.

Centralized Clinic CRM Platform

CRMTiger implemented a fully integrated Clinic CRM on vTiger, unifying clinical workflows, inventory, and billing into a single system.

The solution digitized the entire patient-to-payment journey.

Unified Patient Management

All patient data, visits, and exams linked in one system.

Prescription-Based Dispensing

Optical products are dispensed directly from clinical prescriptions.

Automated Inventory Control

Real-time stock updates tied to dispensing and sales.

Centralized Billing System

Sales orders, invoices, and discounts are managed securely.

Tailored Modules for Clinical & Optical Operations

Custom modules were built to support medical accuracy and operational efficiency.

Patient & Exam Modules

Complete clinical history with eye prescriptions and notes.

Dispense Module

Tracks lenses, frames, and accessories issued per prescription.

Inventory & Batch Tracking

Stock levels, batch details, and auto-reorder alerts.

Discount & Sales Modules

Approval-based discounts with structured billing workflows.

Faster Operations & Improved Patient Experience

The Clinic CRM delivered measurable improvements across care delivery and operations.

Improved Care Continuity

Doctors access complete patient and exam history instantly.

Reduced Dispensing Errors

Prescription-linked dispensing ensures accuracy.

Real-Time Stock Visibility

Eliminated stock discrepancies and manual adjustments.

Faster Checkout Process

Streamlined billing reduced patient wait times.

Project Objectives

Maintain complete patient profiles & visit history
Digitize and link clinical eye examinations and prescriptions
Enable prescription-based optical dispensing
Track inventory with real-time stock and batch-level updates
Support authorized discounting, sales orders, and billing workflows
Improve checkout speed and patient experience
Scale smoothly with clinic growth

Business Challenge

Fragmented Clinical & Patient Records

Patient profiles, visit history, and exam results were stored separately
Lack of continuity impacted patient care and prescription accuracy.

Manual Optical Dispensing Process

Lens, frames, and accessories were dispensed offline or manually entered.
Increased risk of prescription mismatch and record inconsistency.

Inventory & Stock Discrepancies

No real-time tracking for optical product stock, batches, or reorder levels.
Dispensing and sales were not linked to inventory updates.

Unstructured Discounts & Billing

Discounts lacked authorization control.
Sales orders and billing were handled outside a centralized system.

Slow Patient Checkout Experience

Manual billing and product entry delayed patient checkout.

Patient & Clinical Management

Patient Details Module created to store:
- Personal information
- Visit history
- Linked clinical records
Exam Module implemented to record:
- Eye prescriptions
- Diagnostic observations
- Clinical notes
Ensured seamless linking between Patient → Exam for care continuity.

Dispensing & Inventory Control

Dispense Module delivered to:
- Dispense lenses, frames, and accessories based on prescriptions
- Maintain optical dispense history
Inventory Product Module configured to track:
- Stock levels
- Batch details
- Product availability
- Auto reorder alerts
Inventory auto-updates on dispensing and sales, eliminating manual stock adjustments.

Patient & Clinical Management

Product & Service Modules enabled for:
- Clinical services
- Optical products
- Pricing structures
Discount Module added with:
- Authorized promotional/patient discount control
- Approval-based access restriction
Sales & Sales Order Modules implemented for:
- Billing
- Order processing
- Invoice generation

Visual Highlights (UI Screenshots)

Project Timeline

Project Duration

6
Month

Tools & Technology Used

Back End

Conclusion

The Clinic CRM implementation transformed fragmented and manual clinic operations into a unified, automated system. By linking patient care, prescriptions, dispensing, inventory, and billing into a single workflow, the solution improved accuracy, speed, and patient satisfaction—creating a strong digital foundation for modern clinic management.

Mr. Mohammed

CEO

CRMTiger helped us implement a unified vTiger CRM system that streamlined patient records, prescriptions, dispensing, inventory, and billing. The solution improved accuracy, reduced manual work, and enhanced the overall patient checkout experience. A well-integrated and scalable clinic management platform.

Call Center

Call Center

Clinic CRM Implementation for Eye Clinic

Client Overview

Disconnected Clinical, Inventory & Billing Operations

Fragmented Patient Records

Manual Dispensing Errors

Inventory Inaccuracy

Uncontrolled Billing & Discounts

Centralized Clinic CRM Platform

Unified Patient Management

Prescription-Based Dispensing

Automated Inventory Control

Centralized Billing System

Tailored Modules for Clinical & Optical Operations

Patient & Exam Modules

Dispense Module

Inventory & Batch Tracking

Discount & Sales Modules

Faster Operations & Improved Patient Experience

Improved Care Continuity

Reduced Dispensing Errors

Real-Time Stock Visibility

Faster Checkout Process

Project Objectives

Business Challenge

Fragmented Clinical & Patient Records

Manual Optical Dispensing Process

Inventory & Stock Discrepancies

Unstructured Discounts & Billing

Slow Patient Checkout Experience

Patient & Clinical Management

Dispensing & Inventory Control

Patient & Clinical Management

Visual Highlights (UI Screenshots)

Project Timeline

Project Duration

Tools & Technology Used

Back End

Conclusion

Mr. Mohammed

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