Industry
Eye Treatments & Refractive Surgery
Optimised for short visits, fast decisions and dense appointment traffic.
Eye treatment visits are short: most patients stay two or three days, with the examination and the procedure planned back to back. In a schedule that tight, cases are lost not to hesitation but to a plan falling apart.
The blockers we see most in the field
The fast cycle outruns you
The decision is made within days, and a late first reply sends the lead to another clinic.
Prescription data goes missing
The prescription photo the patient sent disappears in the chat and never reaches assessment.
Tight visit plans clash
Examination, procedure and the next-day check-up squeezed into two days start colliding.
The return flight is overlooked
Nobody knows the departure time, so the transfer and the check-up land on top of each other.
The flow with MoonCRM
End-to-end process
These stages ship with MoonCRM and can be renamed to match your own terminology.
- 1
Fast first contact
Records from your web form and from ads are assigned to a consultant and answered the same day from a WhatsApp template.
- 2
Gathering information
The prescription image and test results are uploaded to the patient file and wait there for the doctor’s review.
- 3
Appointment plan
Examination, procedure and the next-day check-up are entered on the visit record with dates and times, and a doctor is assigned.
- 4
Visit coordination
Inbound and return flight details, hotel and transfer company go onto the record, and templated notifications reach those suppliers.
- 5
After the return
A reminder collects check-up feedback, and the satisfaction survey and review tracking are marked on the record.
Metrics worth tracking
These four numbers give the fastest read on the health of a business in this field.
First response time
How many minutes until the first reply in a short cycle?
Contact → sale conversion
Where in the funnel are you losing people?
Appointments and operations
How many cases are planned per day and per doctor?
Cancellation rate
What share of planned visits is cancelled?
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 collect screening details from the start?
Yes. The web form builder lets you define your own fields and embed the form on your site; submissions land in the CRM already in the right category.
How do you manage scheduling on busy days?
The appointment list and the calendar view filter by doctor, so you can see same-day case density before you commit to a plan.
Can I follow up after the patient flies home?
Yes. A reminder covers the post-return check-up, and the feedback and satisfaction survey are marked on the patient record.
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See MoonCRM for eye treatments & refractive surgery
In the demo we walk through the ready-made flow for this field using your own cases.