Actis Healthcare

Actis Healthcare is a healthcare organization focused on managing patient consultations and follow-up care across multiple regions. As consultation volumes grew, the organization needed a more structured, scalable system to track patient engagement and maintain consistent processes across its teams.

CASE STUDY
STREAMLINING HEALTHCARE OPERATIONS WITH ACTIS HEALTHCARE
Zoho CRM
CLIENT OVERVIEW

Actis Healthcare is a healthcare organization with over 10+ Employees focused on managing patient consultations and follow-up processes across multiple regions.

As consultation volumes increased, the organization required a more structured and scalable CRM system to improve patient tracking, streamline engagement workflows, and ensure consistent operational processes across teams.

The project focused on optimizing consultation management, automating follow-ups, and enhancing visibility into the patient journey from consultation to closure.

PROBLEM STATEMENT

The consultation process faced several challenges, including manually recorded consultation details that were not linked to lead data and outdated workflow transitions that added unnecessary steps for the team.

There was no clear status tracking for consultations, and the limited follow-up outcome stages made it difficult to classify patients accurately.

The workflow also restricted essential transitions, such as moving a lead to “Not Interested” after “Not Connected.”

Additionally, follow-up reminders and tasks had to be created manually, and separate regional blueprints resulted in duplication and inconsistent processes.

SOLUTION PROVIDED

The solution introduced several key improvements, including automated creation and mapping of consultation records directly from leads and the removal of irrelevant blueprint transitions to streamline operations.

A custom consultation status field was added for improved tracking, along with new engagement stages that provide clearer outcome visibility.

Flexible stage movements were enabled to accurately capture call results, while automated reminders and tasks were configured based on consultation dates.

Additionally, multiple regional blueprints were consolidated into one standardized CRM workflow, ensuring consistency and efficiency across the process.

RESULTS

The enhancements resulted in a smooth and intuitive consultation workflow with significantly reduced manual entry and administrative effort.

Patient engagement and follow-ups can now be tracked accurately, supported by consistent processes across all regions.

These improvements also provide much better visibility of each patient’s status throughout the entire journey—from consultation to closure.

THANK YOU FOR VIEWING OUR STUDY
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