Industry
Bariatric & Metabolic Surgery
For cases that need a complete pre-op file, health notes and years of follow-up.
Bariatric surgery demands a complete pre-operative file, and follow-up that stretches over years. It is one of the longest patient relationships in medical tourism, which makes record discipline the single most critical factor.
The blockers we see most in the field
Patients arrive with missing tests
A patient who already flew turns out to have incomplete labs and the operation slips.
Scattered health history
Comorbidities and current medication are buried in different chat threads.
Follow-up breaks down
Month-3 and year-1 check-ups are never scheduled and the relationship simply ends.
Information does not cross teams
The dietitian, the consultant and the surgical team track the same facts in different places.
The flow with MoonCRM
End-to-end process
These stages ship with MoonCRM and can be renamed to match your own terminology.
- 1
Pre-assessment
The lead is recorded, health notes are written to the patient file and a consultant takes ownership.
- 2
Collecting the workup
Labs, imaging and passport files are uploaded to the record under their own titles, so gaps surface before the patient flies.
- 3
Approval and planning
A doctor is assigned, and appointment date, hotel, room type, companion count and transfer plan go onto the visit record.
- 4
Operation and return
Return flight date, time and code are recorded, and templated WhatsApp updates go out to the hotel and the transfer company.
- 5
Long-term monitoring
Reminders cover the month 1, 3, 6 and 12 check-ups, with the satisfaction survey and review tracking marked on the record.
Metrics worth tracking
These four numbers give the fastest read on the health of a business in this field.
File completeness
How complete is the workup before the patient flies?
Cancellation rate
What share of planned operations ends in a cancellation or a postponement?
Survey completion rate
What share of patients responds during the follow-up periods?
Referred patient count
How many new records are opened through referral links?
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 Can I track the workup per patient?
Yes. Every file is uploaded to the patient record under its own title, missing items stay visible on the record, and a reminder keeps them chased until complete.
Where do health notes live?
The patient record has a health notes field, where comorbidities and anything the team must watch out for are kept.
How does long-term follow-up work?
Reminders are set for the check-up dates and satisfaction survey progress is marked on the record, so a relationship spanning years accumulates on one file.
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See MoonCRM for bariatric & metabolic surgery
In the demo we walk through the ready-made flow for this field using your own cases.