HealthTech · B2B

Clinic CRM

An AI dashboard for private clinic groups: it reviews the numbers, the calendar and the team on its own, and turns every risk to revenue into a next action.

Intelligence layer

Talk to the platform about your clinics — and delegate the work.

Quick

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Role

Senior Product Designer · Part-time

Scope

Landing, admin inbox, booking, patient portal

Platform

Web · Mobile web

Year

2026

About

A dashboard that reviews the clinic for you

An AI-native system for private clinic groups. Every morning it reviews bookings, revenue and the team across all locations, and puts what needs attention into a short to-do: revenue at risk, a target slipping, patients due a follow-up — each with the action ready to run.

My work spans the public site and the product surfaces behind it — the admin inbox, the booking calendar and the patient portal — on one design system.

Problem

The owner learns about a bad month when it is over

Revenue lives in a spreadsheet updated after the fact. By the time the gap to target is visible, the days to close it are gone.

Solution

Live numbers, the gap to target, and two ways to close it

Problem

A no-show is an empty slot nobody pays for

Cancellations and no-shows are found out at the front desk, in the minute the patient does not arrive — too late to fill the slot.

Solution

Risky visits flagged before they turn into empty slots

Problem

A doctor out for three days is revenue at risk

Sick leave means a day of calls: who can take which visit, who tells the patients, what gets lost on the way.

Solution

Visits reassigned, team notified, revenue protected

In production

Running in clinic groups, in active development

2×

Revenue, as reported for clinics on the system

15h

Saved per week

9

Workflows on one patient memory