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Operations

Operations: Hotel, Transfer, Flight

Appointment, doctor, hotel, transfer, room type and flight details live inside the patient record — with every visit stored separately.

What separates medical tourism from a generic CRM starts after the sale. Which flight the patient arrives on, who meets them, which hotel they stay in and with how many people, which doctor they see and at what time, and which flight takes them home all have to be tracked at once. When that lives in WhatsApp groups, an airport pickup or a return transfer eventually gets missed. MoonCRM puts travel and operational detail inside the patient record, visit by visit.

What you can do

  • Appointment date and time per visit
  • Doctor assigned to the visit
  • Treatment chart mapping tooth number to treatment
  • Contracted hotel from your list, or a free-text hotel name
  • Contracted transfer company, or a free-text company name
  • Room type, number of people including companions, and visit notes
  • Arrival date, time and flight code
  • Return date, time and flight code

Highlights

Arrival and return flights

Arrival date, time and flight code are stored separately from the return date, time and flight code, so the pickup plan rests on a record rather than a guess.

Multiple visits

Travel information is a list. A patient returning for a check-up, or one whose treatment splits into two trips, keeps each visit in its own entry.

Tooth treatment chart

Dental clinics map each tooth number to the treatment planned for it, so the plan is visible on the patient record to sales and operations alike.

Contracted or one-off suppliers

Pick the hotel and transfer company from your defined list or type a one-off name. Defined suppliers can be briefed with their own templates.

Getting started

Setup takes three steps

An implementation specialist works with you at every step. No technical team required.

  1. 1

    Register your suppliers

    Add the doctors you work with and your contracted hotels and transfer companies once.

  2. 2

    Create the visit

    Open a travel record from the patient card and fill in appointment, accommodation and flight details on one screen.

  3. 3

    Brief the supplier

    Send the hotel and the transfer company the details over WhatsApp using the message template defined for them.

Frequently asked questions

Our team knows medical tourism operations inside out. Let’s review your process together in a 15-minute call.

All questions

Do I create a new record when a patient comes back?

No. Travel information is kept as a list, so you add the second and third visit to the same patient with their own appointment, hotel and flight details.

Can I book a hotel we have no agreement with?

Yes. Hotel and transfer fields accept either a selection from your defined list or a free-text name for a one-off arrangement.

Which clinics is the tooth treatment chart for?

Mapping tooth numbers to treatments is built for dental clinics. Other specialties simply leave it empty; the rest of the visit record works the same way.

See Operations: Hotel, Transfer, Flight in action

In the demo we walk through this module against your own process. Thirty minutes, no sales pressure.