A bariatric surgery CRM where no patient is forgotten during a long decision.
Sleeve gastrectomy, gastric bypass and gastric balloon enquiries land in one shared inbox. Height, weight and health forms, the surgeon consultation, weeks of decision time and post-op diet follow-up all live on the same patient record.
Unlimited users · flat price per clinic
Sophie Turner
Mark Evans
Hannah Schmidt
Sabine Koch
Daniel Clarke
Fatima Al Sayed
Emma de Vries
Lucas Martin
Bariatric patients don't decide today — they decide months from now. Your follow-up has to last that long.
Long decision cycle, broken follow-up
After the first message the patient thinks for weeks and talks it over with family. The agent writes the follow-up date in a notebook — and nobody calls when the patient is ready.
Health information everywhere
Height, weight, existing conditions and test results arrive in different messages. The surgeon can't see them together for the assessment.
Alone after surgery
Questions continue through the liquid, purée and solid food phases. Without follow-up, satisfaction drops and referrals never come.
From sleeve to bypass, every enquiry is tracked by procedure, BMI and readiness.
Bariatric patients rarely decide at first contact; they ask a lot about eligibility, recovery and lifestyle change. In MedicalGrow the enquiry is tagged with the procedure, the health form is collected and every patient in the decision stage has a clear next follow-up date.
- Common procedures: sleeve gastrectomy, gastric bypass, mini bypass, gastric balloon, revision surgery
- Typical questions: is my BMI eligible, how long do I stay, how do I eat after surgery, when can I go back to work
- The surgeon decides eligibility: Conversation AI never diagnoses or quotes a final price — it collects height, weight and the health form and books a consultation
- Follow-up tasks and date fields for patients still deciding, so nobody is lost after "I'll get back to you"
- Sleeve gastrectomy
- Gastric bypass
- Mini bypass
- Gastric balloon
- Revision surgery
Source markets and languages
Recommended patient pipeline for bariatric surgery
Rename or reorder stages to match your process — our team configures the pipeline with you during setup.
- 01
New enquiry
Lead from a form, WhatsApp or Instagram, opened with procedure of interest and source.
- 02
Health form received
Height, weight, BMI and medical history form completed, ready for the surgeon's pre-assessment.
- 03
Consultation
Online call with the surgeon done; eligibility note and recommended procedure saved to the record.
- 04
Deciding
The patient is thinking it over; next follow-up date and owner are set, and AI CRM Chief flags anyone waiting too long.
- 05
Deposit & travel
Deposit taken; pre-op test day, hotel, transfer and companion details recorded.
- 06
Surgery & diet follow-up
Post-op nutrition phases, check-in calls and satisfaction follow-up.
Bariatric-specific fields on every patient record.
BMI, health form status and decision timeline should be reportable. In MedicalGrow you define them as custom fields — for example, filter patients with a "3–6 months" decision timeline and follow up on schedule.
- Procedure of interest — Sleeve gastrectomy
- Height / weight — 172 cm / 118 kg
- BMI — 39.9
- Health form — Completed
- Decision timeline — 3–6 months
- Diet phase — Purée phase
- Assigned dietitian — Zeynep Arslan
United Kingdom · English
Custom fields
- Procedure of interest
- Sleeve gastrectomy
- Height / weight
- 172 cm / 118 kg
- BMI
- 39.9
- Health form
- Completed
- Decision timeline
- 3–6 months
- Diet phase
- Purée phase
Health forms and test results where the surgeon can see them at a glance.
When a patient sends their health form, blood tests and doctor's letters by WhatsApp or email, the attachments stay in the conversation history on their record. Files for the surgeon are organised in patient folders in Media Storage.
- Conversation attachments are kept with the patient record — the history stays complete even over a months-long decision
- Patient folders in Media Storage; surgeon, coordinator and dietitian look at the same documents
- Health data is sensitive: use roles and permissions to limit access to the people who need it
- Review consent and retention policies for KVKK and GDPR with us during setup
Sophie Turner
WhatsApp · English
Patients from Europe and the Gulf, in their own language, all the way to a decision.
Turkey-based bariatric clinics commonly see patients from the UK, Germany, the Netherlands, France and Ireland, as well as the Gulf states. Over a long decision cycle, staying with the same agent in the same language builds trust.
Country and source tags
Market and campaign sit on the record — even a deposit that arrives months later is credited to the right source.
Agents by language
English, German, Dutch or Arabic-speaking agents see their own patients; assignment rules are configured during setup.
Replies across time zones
Conversation AI gives the first reply out of hours, sends the health form and suggests a consultation; an agent takes over in the morning.
Any channel
WhatsApp, Instagram DM, Messenger, web chat and email in one shared inbox — one record even when the patient switches channel.
Four numbers a bariatric clinic should check every week.
Tracked with Reporting, pipeline stages and custom-field filters — by source, agent and procedure.
Health form completion
What share of new enquiries completed height, weight and the health form?
Consultation attendance
How many booked surgeon consultations did patients attend?
Decision time
Time from enquiry to deposit, and how many patients are still deciding.
Post-op follow-up
Share of patients whose diet-phase check-ins happened as planned.
Frequently asked questions
How do we avoid losing patients who take months to decide?+
Every patient in the "Deciding" stage gets a next follow-up date and an owner. Calendar and tasks send reminders, and AI CRM Chief flags opportunities left untouched and unanswered conversations.
Does AI decide whether a patient is eligible based on BMI?+
No. The surgeon decides eligibility. Conversation AI collects height, weight and the health form, shares general information and books a consultation; it does not diagnose or quote final prices.
Can we run post-op diet follow-up in the CRM?+
Yes. In the "Surgery & diet follow-up" stage, the diet phase is stored as a field, check-in calls go into the calendar and the patient keeps messaging through the shared inbox. Your dietitian is added as a user at no extra cost.
Where are test results and doctor's letters stored?+
Attachments from conversations stay on the patient record, and you can create patient folders in Media Storage for an organised archive. We recommend limiting access with roles and permissions.
Can we track revision surgery enquiries separately?+
Yes. Use the procedure field and tags to separate revision enquiries and track them with their own reports and filters. A separate pipeline can also be set up during onboarding.
Related features and solutions
Be there on the day a months-long decision is finally made.
Unlimited users, flat price per clinic. Our team helps you set up.