Situation
The patient journey existed across disconnected tools
Clinica DaVinci already had the tools that generated each part of the journey. Campaigns and web forms captured interest. Reception called and booked. AppSmart held appointments and clinical activity. WhatsApp and email carried the conversation. Finance recorded the result.
The missing part was the thread between them. Once an enquiry left the marketing platform, neither reception nor management had one reliable record of what happened next.
The clinic does not need more lead counts. It needs to know whether somebody was contacted, booked, confirmed, seen and ultimately became revenue. Without that chain, a campaign can look successful while reception is missing follow-ups, or look weak even though it produced valuable care.
What we built
One record across marketing, reception and care
Datawizard is an action and attribution layer over the clinic’s existing systems. Reception works the journey; management can inspect its result.
- Lead intake with source and campaign context preserved.
- Receptionist action buckets and a lightweight pipeline for the next call or follow-up.
- Doctor availability and booking connected to AppSmart.
- Automated WhatsApp confirmations and operational email workflows.
- Recall email for eligible patients.
- Lead-to-patient matching across appointments, CNAS activity and optical sales.
- Aggregate marketing, financial and clinic-performance views for management.
How it works
Capture, work, book, attribute
- Capture Campaign and form enquiries arrive with their source intact, ready for reception to work.
- Work Reception sees the next action, calls the lead and books against current doctor availability.
- Book & follow up AppSmart appointments, WhatsApp confirmations and recall email stay attached to the same journey.
- Attribute The lead is matched to the patient, visits and revenue so marketing is judged beyond the form fill.
Evidence
Marketing and reception work from the same result
The marketing view connects spend and enquiries to patients and attributed revenue. Clinic performance gives management the operational picture across appointments, CNAS activity, optical sales and revenue.
The same record drives the daily work around confirmations, recall and lead matching, so the management view reflects what reception can actually act on.
Marketing can see what became a patient, reception can see what needs attention now and management can trace revenue back to its source without comparing disconnected monthly exports.
- Reception has one queue for enquiries that need action.
- Bookings and patient communication stay connected to the operational record.
- A marketing lead can be matched to the patient, visits and revenue it produced.
- Management can inspect aggregate clinic and campaign signals without manual reconciliation.
Our role
Who built it
Datawizard is VM Software Lab software, designed, built and operated for Clinica DaVinci. The clinic is the client and the production workflow shown above is the delivered system.