Industry
Aesthetic & Plastic Surgery
A flow built for long decision cycles, sensitive imagery and patient follow-up.
An aesthetic surgery decision takes weeks, often months. Patients research, compare, talk to family and come back. Most leads lost in that window were not unconvinced — nobody remembered them at the right moment.
The blockers we see most in the field
Leads forgotten in long cycles
The patient who says “I’ll think about it in a few months” never returns because nobody reminded them.
Sensitive image risk
Before and after photos circulate on personal phones — a serious privacy exposure.
Conversation history walks out
When a consultant leaves, what was discussed with the patient leaves with them.
No trace of who changed what
An appointment or a status changes and nobody can say who changed it, or when.
The flow with MoonCRM
End-to-end process
These stages ship with MoonCRM and can be renamed to match your own terminology.
- 1
Interest capture
The lead is recorded with the procedure of interest, country and source channel, then assigned to a consultant.
- 2
Calls and notes
Phone conversations are written to the record with date, time and notes; calls handled by the AI voice assistant also add a summary and a recording link.
- 3
Scheduled reminders
A reminder is set on the patient record for the decision period and surfaces to the consultant when it falls due.
- 4
Surgery plan
Date, doctor, hotel, room type, companion count and transfer details are captured on the visit record.
- 5
After surgery
Reminders cover the check-ups, while the satisfaction survey and review tracking are marked in the after-sales section.
Metrics worth tracking
These four numbers give the fastest read on the health of a business in this field.
First response time
How quickly does a new enquiry get a reply?
Time in stage
How long do leads sit at each stage?
Closing rate per consultant
Which consultant converts at what rate?
Survey completion rate
What share of operated patients completes the satisfaction survey?
The modules used most in this field
WhatsApp Integration
Bring multiple WhatsApp lines into one inbox and message patients, contracted hotels and transfer companies from the same screen.
Patient & Lead Management
Every lead lives on one record — status, category, consultant, services, tags, call notes and reminders in one place.
Operations: Hotel, Transfer, Flight
Appointment, doctor, hotel, transfer, room type and flight details live inside the patient record — with every visit stored separately.
Reporting & Analytics
A per-consultant funnel: contacts, leads with a service assigned, sales and cancellations, each with its conversion rate.
Frequently asked questions
Our team knows medical tourism operations inside out. Let’s review your process together in a 15-minute call.
All questions Is there extra protection for patient photos?
Files live on the patient record behind role-based permissions, and roles can be separated down to which statuses each one is allowed to see.
How do you keep long cycles alive?
With reminders on the patient record. Consultants never have to remember who to call and when; records fall due and surface in the list.
Does history disappear when a consultant leaves?
No. Call notes, files and the field-level change log stay on the patient record, so the next consultant sees the history with old and new values.
Other solutions
Hair Transplant Clinics
A CRM flow built for high lead volume, photo review and ad source tracking.
Dental Clinics
Patient management built around tooth-level treatment charting and two-visit journeys.
Bariatric & Metabolic Surgery
For cases that need a complete pre-op file, health notes and years of follow-up.
See MoonCRM for aesthetic & plastic surgery
In the demo we walk through the ready-made flow for this field using your own cases.