Healthcare blueprint

Patient relationships handled with clinical precision.

Medical clinics, specialist practitioners, allied health and healthcare service providers. The Healthcare blueprint follows the patient from enquiry through treatment to discharge. It runs the front desk and the business side; it is not a clinical records or e-prescribing system, so keep those in your clinical software.

Start 21-day free trial See pricing

Sound familiar?

01

No-shows with no follow-up

Missed appointments disappear instead of triggering a rebooking sequence.

02

Referral sources untracked

You can’t see which GPs or partners actually send you patients.

03

Billing separate from care

Invoicing lives in another system, so accounts chase what the front desk already resolved.

The Healthcare blueprint

What installs when you pick Healthcare.

Choose it during signup and the workspace is already shaped like your business — no blank CRM to configure first.

Pipeline stages Patient Journey

  1. 1New Enquiry
  2. 2Insurance/Funding Verified
  3. 3Intake Form Sent
  4. 4Intake Form Completed
  5. 5Initial Consultation Scheduled
  6. 6Initial Consultation Completed
  7. 7Treatment Plan Agreed
  8. 8Active Treatment
  9. 9Recall/Review Due
  10. 10Discharged/Closed

Custom fields on top of the standard ones

FieldType
Patient Sourcedropdown
Health Fundtext
Medicare Number (AU)text
AHPRA Number (AU)text
Bulk Billedyes/no
MBS Item Numbertext

Records it adds extra record types beside contacts, deals and jobs

  • Patients
  • Appointments
  • Prescriptions
  • Medical Records
  • Referrals

What it looks like in CatchaCRM.

Screenshots of the Blueprint Configuration screen for the Healthcare blueprint in the CatchaCRM demo workspace. It shows what the blueprint sets up before you add any records.

Blueprint Configuration screen for the Healthcare blueprint in CatchaCRM, Custom Entities tab, showing the record types it adds and a sample of their fields.
The Healthcare Custom Entities tab: the record types this blueprint adds, with a sample of the fields on each.
Blueprint Configuration screen for the Healthcare blueprint in CatchaCRM, Custom Fields tab, listing the extra fields it adds to standard records such as leads.
The Healthcare Custom Fields tab: the extra fields this blueprint adds to standard records such as leads.
Blueprint Configuration screen for the Healthcare blueprint in CatchaCRM, Pipelines tab, showing the pipeline stages and their probabilities.
The Healthcare Pipelines tab: the sales pipeline stages and probabilities this blueprint sets up.

Built for how healthcare actually works.

  • SMS and email reminders you set up as a sequence, plus a starter rule that creates a rebooking task when someone no-shows
  • Referral sources tracked so you can see where patients come from
  • Invoices, with bulk-billed and gap amounts recorded against the treatment (Medicare claims are not lodged from CatchaCRM)
  • Multi-tenant isolation keeps patient data inside your own tenant

Blueprints stack. Run Healthcare alongside any other blueprint in the same workspace, up to the number your plan lets you activate, and switch later without losing records.

Related blueprints

Legal practice12 stages · New Enquiry → Closed/Archived Consulting5 stages · New Enquiry → Engagement Active General business4 stages · New → Proposal

See all 25 blueprints →

Your healthcare workspace, live in about two minutes.

Choose Healthcare when you sign up and start the 21-day free trial. No card needed to look around.

Start 21-day free trial Book a guided demo